Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 154.52

-3.0%

Nov 7 3:59 PM EST

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To: Elroy who wrote (25840)	9/9/2025 11:30:37 AM
From: robert b furman	of 26443

Hi Elroy, Yes better term. Actually I like them for that reason. Number one, it requires a srong balance sheet - preferably with no debt. It has matured into an excellent group of dividend payers as well. If one misses a cycle, it comes back much quicker than a commodity cycle. Bob

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