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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (34179)	6/27/2012 11:34:46 AM
From: robert b furman	Read Replies (1) \| Respond to of 220714

Hi Sergio, Nothing to brag about. Long timr holding of Cohu which has paid a dividend since 1977 and Amat which is increasing its dividend every March by a penny per quarter. I like stocks with no debt large hordes of money and are in the semi equip sector. This sector had in the past experienced large peaks and valleys - associated with the PC cycle. These have been tempered the last 12 years and I have gone into hibernation mode. In all honesty I do scalp the swings as best I can. I do go in and out of other stocks,but these are very solid and have undergone a consolidation that I believe to be beneficial. So many in this sector have diminished or merged. It is a smaller set of the strongest and I like them even better. They have been greatly overlooked as the book values have gone up along with cash. The dividend payouts will become an alluring feature to these stocks. I think they offer both a dividend yield and capital gains in a longer term view. Intel is the other stock I like and have been in and out of. Bob