SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cohu, Inc. (COHU)
COHU 24.18-0.5%11:13 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: KLINVESTOR who wrote (1163)1/30/1999 11:57:00 PM
From: Eric Lee Smith  Read Replies (3) of 7827
 
I've owned Cohu for two years and I'm trying to decide whether to sell at this juncture or not. Here's my thinking:

For the last ten years Cohu has grown sales at 23.1% per year and EPS at 29.7% a year (there were lots of great years early!). They hit $2.93 EPS for 1997 and have fallen off that pace over the last year. If I assume they average a growth in both going forward of 15%, a conservative number, then I come to an EPS high of $5.90 at the end of 2003. Does this sound possible?

If it is, then these numbers become interesting:
Cohu's average high and low PE's are 14.7 and 6.1 respectively, which would yield a projected high price of $87 and a low price of $11.40. This seems reasonable, probably low to me.

So, in my humble opinion, Cohu is a buy till around $37 and a sell beyond $62. Does this sound about right to you?

Till later,

E

PS. I use the NAIC software and investment methodology btw.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News