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

To: bruwin who wrote (4531)	1/4/2021 10:06:52 AM
From: robert b furman	Read Replies (1) \| Respond to of 4719

Hi Bruwin, If you like TER, you may also look at Cohu. Earnings are a turnaround story after digesting a huge acquisition. Cohu bought Xcerra after CIFIUS negated a proposed acquisition of Xcerra by a Chinese hedge fund. Xcerra was a bigger company than Cohu in cash, revenue and margins. The acquistition occurred in Oct of 2018 and they have pretty much written off the severance ,transition to combined facilities and some minor asset sales. Their current order drivers for new systems center along 5G rf testing with "Red Dragon" and automotive electrification, now primarily ADAS systems (Advanced driver-assistance systems, are technological features that are designed to increase the safety of driving a vehicle.) working their way into lower price point vehicles. Just a FWIW idea for you. I do and have had a position for quite a few years. Good conservative company. imo Bob

To: bruwin who wrote (4531)	2/18/2021 4:51:12 AM
From: bruwin	Respond to of 4719

Sold PAYC and VCTR after a "probationary" period. Performance of remaining 4 stocks to date :- AMAT has always been a "Star Performer". Since it went into a "7 Stock Loser Portfolio" back in August 2012 where it has gained over 873% since then. That Portfolio were those stocks that did not get the vote from the participants who voted for 10 stocks to compete against Warren Buffett's Top 10 Stocks at that time. CSX with a capital Gain close to 300% has also done well.