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To: The Ox who wrote (2107)5/22/2013 11:22:36 AM
From: richardred2 Recommendations  Read Replies (1) | Respond to of 8239
 
The chart is starting to look very good. I just though the group looked undervalued relative to forward earnings that have good potential to materialize. From what I've generally seen through several quarterly CC of the semi's and equipment suppliers. Although current orders seem flat and future orders are not on the books yet. Order inquiry is on the rise. That's encouraging IMO. Don's thread is good to get the running book to bill ratio. BRKS even received a order for its Life science group a couple of days ago. I don't own it, but Cree seem to be on a tear of late. Just kind of watching it as an indicator for LED demand. FWIW- I'm weighted in BRKS

Message 28908110



To: The Ox who wrote (2107)7/18/2013 8:48:02 AM
From: The Ox  Respond to of 8239
 
CY up nearly 10% in pre-market. I guess whoever downgraded them a few days ago has some egg on their face.....



To: The Ox who wrote (2107)7/19/2013 12:08:51 AM
From: richardred  Respond to of 8239
 
The dividend might even be covered by earnings now in CY in the next two quarters.


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