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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (51835)	7/5/2013 1:20:12 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78717

COHU. Too tough for me. Metrics bounce around too much for me to have much confidence. Maybe okay for you who follows the company/business. For me, no - not at its current price, which seems relatively high to me (relative to metrics I'm looking at, e.g. p/stated bv, etc.)

To: robert b furman who wrote (51835)	7/5/2013 2:08:06 PM
From: E_K_S	Read Replies (1) \| Respond to of 78717

Hi Bob - Re: Cohu, Inc. (COHU) -NasdaqGS Will look at it but on a cursory view looks like the company has legacy products and still expensive selling at 1.2x BV. So they key is exactly where they plan to take their LED line and if they can compete with the larger players in China. Many times these companies w/ a good engineer group, cash in the bank but still finding their next new growth product line can sell significantly below BV. So for me the real value will be if they have technology and/or new products that will leap frog their legacy products The company has had a run from 4/2013 at $9.00/share , already up 44% from that price level. Schwab shows that the avg analyst rating is down 2.3 and EPS estimate is still looking for an avg. annual EPS at- $0.29/share but should still have annual sales of $262 Mln. That's still off 17.9% from the prior year. For me it's a pass unless I discover something interest of "value" in one or more of their subsidiary companies. EKS