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Strategies & Market Trends : Underexposed Technical Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Underexposed who wrote (657)

12/2/2019 6:28:59 PM

From: robert b furman

Read Replies (1) | Respond to of 914

Hi UE,

Your concern on Brks needing to move quickly has just been confirmed:

0:59 AM EST, 12/02/2019 (MT Newswires) -- Brooks Automation (BRKS) said Monday it is unable to file its annual report on Form 10-K for the fiscal year ended Sept. 30 within the prescribed period because it is reviewing the timing of revenue recognition shipped from one of the company's contract manufacturers.

The company expects to file the report as soon as practical, within the 15-day extension period.

The provider of automation and cryogenic products also said that the annual report would include "immaterial" adjustments resulting from "material weakness" in internal controls it identified within its Brooks Life Sciences segment.

*Brooks Automation: Dusty Tenney, Pres Sample Management, Will Be Leaving Brooks Effective Sept 6, 2019 >BRKS

This was announced 90 days ago and is now under review.

What I like is the CEO took the job under his control - he's a hands on guy and will get it straightened out. I suspect a great add to opportunity out into the future.

The makings of a 15 day dip in price.

Makes one wonder how immaterial immaterial is. More than likely padding the sales figures to look good - it got him the boot! appropriately so - I thought they only pulled this crap in the car biz. LOL

At any rate very nice insight from your excellent analysis!

Set up for another BB pinch?

We see!

Bob

To: Underexposed who wrote (657)	12/7/2019 12:37:04 PM
From: Underexposed	Read Replies (1) \| Respond to of 914

USA: American Fantasy Stock Portfolio Update... Dec 6, 2019 No changes to any of the stocks in this portfolio last week. ADDED a dividend that I forgot to add for Seaspan a month ago Transaction History Transaction................................................. Comments............................................................. Amount ..... Date .......................... Initial investment........................................................................................... 100,000.00 19-Aug-19........ Buy 2000 shares of Seaspan Corp @ $10.00/ share....................................... -20,000.00 25-Aug-19........ Buy 1500 shares of Barrick Gold Corp @ $19.15/share................................... -28,975.00 29-Aug-19........ Buy 2000 shares of Algonquin Power & Utilities @ $12.90/share.................... -25,800.00 13-Sep-19......... Sale of 1500 shares of Barrick Gold Corp @ $17.30/share ............................ 25,950.00 16-Sep-19......... Market order 2000 shares of BP Prudhoe Royalty Trust filled @ $10.38/sh .. -20,760.00 08-Oct-19.......... Market order 2000 shares of Cohu Corp filled @ $13.81/share..................... -27,620.00 15-Oct-19.......... Quarterly dividend on 2000 shares of Algonquin Power & Util @ $0.141/shr........282.00 21-Oct-19.......... Quarterly dividend 2000 shares of BP Prudhoe Royalty @ $0.3348166/shr ....... 669.63 30-Oct-19.......... Quarterly dividend 2000 shares of Seaspan Corp @ $0.125/shr.......................... 250.00 08-Nov-19.......... Limit stop loss sale of 2000 shares of BP Prudhoe Royalty @ $7.50/sh........ 15,000.00 15-Nov-19......... Quarterly dividend 2000 shares of Cohu Corp @ $0.6/share .............................. 120.00 .................................................................................................................................................... --------------- ............................................................................Cash on hand including any dividends...... 19,116.63 Current Portfolio as of Dec 6, 2019 Ticker.................. Company.......................Shares..... Price.........Value....... % Gain/loss...Dividends* SSW................. Seaspan Corp.................... 2000...... $13,26... $26,520.00..........33.85%......$250.00 AQN ................ Algonquin Power & Util...... 2000...... $14.22..... 28,440.00......... 11.33%...... $282.00 COHU............... Cohu Corp........................ 2000. .... $18.84 ..... 37,680.00 ........ 36.00% ..... $120.00 ............................................................................................... ---------------- ............................................................Total value of stocks. $92,640.00 * Dividends are for reference only the cash is added to Cash on hand Total Portfolio Value Summary Cash on hand:.... $19,116.63 Total Value Trend Date................... Value........ %Gain/Loss 02-Aug-19..... $100,000.00 23-Aug-19..... $100,320.00...... 0.32% 30-Aug-19..... $101,195.00...... 1.20% 06-Sep-19...... $ 99,790.00...... 0.21% 13-Sep-19......$101,035.00...... 1.04% 20-Sep-19......$ 97,915.00 ...... 2.09% 27-Sep-19......$ 97,635.00 ...... 2.36% 04-Oct-19....... $97,015.00 ...... 2.99% 11-Oct-19....... $98,205.00....... 1.80% 18-Oct-19....... $98,598.00....... 1.40% 25-Oct-19..... $102,236.63....... 2.24% 01-Nov-19.....$103,976.63 ...... 3.07% 15-Nov-19.....$108,126.63 ...... 8.12% 22-Nov-19.....$104,326.63 ...... 4.33% 29-Nov-19.....$105,746.63 ...... 5.75% 06-Dec-19.....$111,756.63 ..... 11.76% Charts The only stock that was of concern was COHU... but it has recovered nicely and we even see a well formed double bottom. I am cancelling the Limit Stop-loss for COHU as it is not needed now.....a nice trio of stocks. UE