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Technology Stocks : Azenta -- Ignore unavailable to you. Want to Upgrade?

To: richardred who wrote (1059)	7/3/2019 11:51:18 AM
From: robert b furman	Read Replies (1) \| Respond to of 1138

Hi Rick, I don't think I'd get away with looking at old stock charts,as going down for "House cleaning. Brooks knocked a homerun when they bought Helix. Sold off big parts to MKS and this ATCO, while keeping what they need for a fine tuned high growth future. I love listening to Schwartz and Robertson during webcasts. They are conservative when spending money if it is not creating a return, and not scared to buy or sell anything if it is not a growth sector. These guys epitomize what great management are supposed to be. Lindon almost cringes when he says he needs to account for interest expense from an acquisition - I love that. I fall in love with stocks, but I really do not see a top in this stock's price and or growth. The life sciences adds stability for when the semi's cycle down. It could well be that life sciences become their only business. It would not surprise me to see the semi's get sold to Lam or Amat when the downturn is anticipated by them, and they have their eye on a BIG merger that will give them global scale and a wide moat for the long term future. With a price target now of $56.00, they could be at ATH's in 2020. This is such a great growth stock that I do not want them to increase the dividend. They truly have a growth story to chase and make happen. Helix, File that for Happy ending and don't sell out so cheap. Now Happy House cleaning - you are a good husband! I'm off to kill some Boxelder trees robbing my garden of sunshine. Bob