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Non-Tech : Kirk's Market Thoughts
COHR 160.03+1.3%11:05 AM EST

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To: Fiscally Conservative who wrote (23820)4/3/2025 12:00:13 PM
From: robert b furman1 Recommendation

Recommended By
Fiscally Conservative

   of 26467
 
Hi FC,

Mr market enjoys extracting fear and pain.

I think to enjoy this addiction one has to compartmentalize fear and know why you invest your money.

I missed getting some mor TprA which at 20.01 would yield 6.25%

I did get to snag some Northern oil and gas NOG . 500 @ 26.65 and 500 at 26.50. An average of 26.575.

The dividend is $1.80 and that gives an average of 26.575 or a yield of 6.77% - a bit higher than TprC.

So all in all a good value.

I also snagged 500 Cohu at $13.50, currently up 20 cents. This is an old favorite of mine that is impossible to like.

It was my first 5 bagger a long time ago. Trying to snag some on a stink bid. It owes me nothing.

Keep enjoying the trades FC. It's good to have a purpose!

My wife runs the money, and I run the joint account.

We've been living that approach for 45 years this coming July.

Bob
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