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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.49-0.1%Oct 28 3:59 PM EDT

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To: CusterInvestor who wrote (7767)2/5/2025 9:00:06 PM
From: robert b furman  Read Replies (1) of 7822
 
Hi Custer,

Thanls for the support.

A long time ago Cohu was very much the same but much more stockholder friendly.

It made me a millionaire,as I had a single stocj and an undue concentration.

Tey have slowly become much more stable, but not a huge growth stock as they were when much smaller.

I still have a bigger position than back then , but their options and RSU's have diluted the position.

They have a very unique position in the semi equipment sector, in that they have a grip on testing almost all chips made.

It is not a stretch to think that a bigger equipment maker would want to grab their organid growth with high margins in good times and profitability in bad times.

At what multiple that happens is any body's guess.

I'm hopeful the Chip Act will boost new systems and Cohu will print money.

If so, I'll scale out and buy a dividend payer.

Thanks for the post and I'm sure you'll be able to sell out at a profit in the future.

Bob
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