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

To: robert b furman who wrote (58226)	10/17/2016 12:57:15 PM
From: E_K_S	Respond to of 78748

Will do more research. I like the sector as the new generation chips provide a lot of added value to the devices they go into. Neither sell at/below their GN value; GN value COHU @ $9.85/share selling 10% above GN value & BRKS @ $8.85/share or selling +58% ABOVE it's GN value. BV falling for COHU Margins on the rise, probably from restructure. BV stabil for BRKS Margins increasing for past three years. This is what CY shows over past five years. Notice increasing BV from re-structure and acquisition. GN value $7.97/share +35% from current price. Margins have yet to turn but s/d be now positive in 2016.