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Technology Stocks : Cohu, Inc. (COHU) -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (6600)	10/16/2018 4:13:11 PM
From: robert b furman	Read Replies (1) \| Respond to of 7827

Hi John, I've been hard to reach today. This morning I got a phone call from my longest and best friend. Through childhood we hunted ducks, fished, and in our prime (1980 - 1988), we hunted Elk in Colorado 's Rocky Mountains. Road horses up into the 12,000 elevation and found Elk and drove them through mountain passes with a small army of salty hunters. One of those Colorado Cowboys has just called my best friend and asked for us to come see him as he is not expected to live hours/ days. Its a call I must make. So I've been in the air from Milwaukee to Lincoln Nebraska where my buddy and I will Drive to Parker Colorado and pay our respects for a day or two - however it take still he passes. I regret I will not be able to see you. I won't miss the dog and pony show, as I very seldom do more than 4-5 trades at Tradestation on an annual basis. With there volume oriented commission structure - it does not fit my style. Their margin rates are like 9 % - and do not pay much for a cash balance. While at Scottrade - they did not like my undue concentration with my Cohu position. When Scottrade moved the bigger options accounts to Interactive brokers. I found very low discounts and a nice rate on the excess funds. I plan to move my tradestation account to interactive brokers before yearend. To experience their options dog and pony show with the idea I'll trade the rebated commissions enough to pay them back would be me misleading them. I'm very happy with how my account is growing and I'll take a slow, long term approach, towards building a dividend growth portfolio account based on long term buy and hold good dividend payers, with the dividend stream reinvested and compounded with some put sales that expire when sold during climax periods (like the last 2 weeks have been. P.S. I disagree with your analysis of Cohu, but I do hope it goes to your projected 15.00 to 17.50 ish. I have sold (1) $22.50 put for $2.25 net purchase price of $20.25, (2) $20.00 puts at $1.63 net purchase price of $18.37. 90 $17.50 contracts at .63, net purchase price of $16.87, and lastly 107 $15.00 puts at .40, net purchase price of 14.60. Cohu will give its Q 4 proforma guidance in early november. I expect their revenue will more than double and I think their EPS will be upper 2.75ish next quarter and I expecting EPS of $3.00 - $4.00 in 2019-2020. So I've either made $14645 in premium or I get to buy 1000 shares for $22,500 with $7855.00 of my account money and the rest being supplemented with premium $. Worst case I must buy 22,500 shares at an average of about 16-ish. I'm OK with that. I hope this message does not disappoint you too much. Its a call I didn't want to get (I had actually set up staying at my sister in law' s place. she 's married to a hi profile attorney in Chicago and they have two Condo's downtown. I trust you'll have a great show and I do truly regret not having to get to have barbeque with you. I do regret his did not work out. Bob