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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (11613)	7/25/2021 11:27:49 AM
From: robert b furman	Read Replies (2) \| Respond to of 26463

Hi kirk, How about you include a growth stock in that list? Cohu <smile> stockcharts.com They are due to report their earnings next week: The Company will host a live conference call and webcast with slides to discuss the results at 5:30 a.m. Pacific Time/8:30 a.m. Eastern Time. Interested investors and analysts are invited to dial into the conference call by using 1-866-434-5330 (domestic) or 1-213-660-0873 (international) and entering the pass code 5582321. Webcast access will be available on the Investor Information section of the Company’s website at www.cohu.com. stockcharts.com Nice bounce off the lower Keltner as the 50 day dips below the 200, but appears to be reversing. It's a bargain semi equipment company that has turned around after it purchase of Xcerra. I now believe they have achieved scale much like KLAC, AMAT, and LRCX did with their past large acquisitions of Tencor, Varian, and Novellus. It is a much smaller company than the above admittedly. When you acquire your only large competitor, vs. kill each other with price competition and market share wars, you achieve scale and combine AN EXISTING INSTALL OF YOU EQUIPMENT (now over 28,000 handlers) WHICH IS A GREAT PARTS AND SERVICE BUSINESS EVEN IN TROUGH TIMES. Fortunately now they are in a boom for new systems and are estimated to make over $3.15 this year. A PE of 10ish = a conservative long term investment. You have my permission top put this in your investment newsletter. <smile> Bob