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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (53185)	9/23/2020 3:43:24 PM
From: E_K_S	1 Recommendation Recommended By Johnny Canuck Read Replies (2) \| Respond to of 69744

I think CVX and other oilers being hit by this news. . . California to ban new gasoline car sales by 2035 I have orders in for a bit more IBM w/ small Buys every 2.5% lower. Nothing yet for CVX (I did buy some earlier this month).

To: Johnny Canuck who wrote (53185)	9/23/2020 4:03:31 PM
From: robert b furman	Read Replies (1) \| Respond to of 69744

Hi Johnny, I own two: Brooks and Cohu. My average from long time ago accumulation on Cohu is mid 14's - not far from that now after topping at 27 in August of 2018. Brks I've also owned for years and have an entry at 10.09, so I've wanted more as their life sciences have done very well, but am spoiled with a low price. Cohu has been punished with their acquisition of Excerra. Excerra had been sold to a Chinese private equity hedge fund (more than likely funded by the CNP/military. It was not approved by the CIFIUS committee and that opened the door for Cohu to buy a bigger company than they were, with more cash and higher margins. It has been two years for them to rightsize the operation. Write downs on discontinued operations, severance and reorganiztion expenses have hurt profitability since. It appears they have done thier work now and have recently guided to higher earnings and revenue. As 5G ramps they will benefit with both the infrastructure build out particularly with the RF chips in the 5G handsets. 2021 will be a multibagger for Cohu and it is in a fairly priced valuation now IMO. Bob