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

To: Kirk © who wrote (14881)	11/22/2022 10:58:58 AM
From: Kirk ©	Respond to of 26422

BTW, if you squint you will see a August peak that you can use to draw an iH&S with a target that is off the page... I hesitate to draw it now as.... more fun to enjoy the ride and not have competition for the pullbacks after I take profits.

To: Kirk © who wrote (14881)	11/22/2022 11:15:36 AM
From: robert b furman	Read Replies (1) \| Respond to of 26422

Hi Kirk, I read their report. I wasn't sure how they differentiated "Core Groups". Agilent is the only IPO I've ever bought. It went up so fast I sold it almost immediately. Their record of spinoff's is a true record of wealth creation. The DNA of Hewlett Packard went to A. Love the company and truly regret I sold it. As I read their report, it reminded me of AZTA (The old Brooks). AZTA's purchase of GENE WIZ was brilliant. The gene sequencing got a huge boost from Covid. The come down from Covid is hitting them now. Their low at $37.61 was the uy f a generation. I missed it as I could not find what their cash level was as they had just made 2 large acquisitions. The latest report shows them to have $29.62 in cash per share. I bought BRKS for 10.08 years ago. At that time the automation FCF was funding the life sciences division which focussed on cool and cold storage of pharmaceuticals. Once Gene WIZ was bought it took them to gene sequencing and genetics. A huge growth market. Management only goes after high margin businesses - just like A! Really smart people Stephen Schwartz and Lindon Robertson. Best management team I've ever known: Mr. Robertson joined Azenta Life Sciences on October 2013 as Executive Vice President and Chief Financial Officer. Mr. Robertson is responsible for leading and managing Azenta's global financial strategy including establishing long range financial planning and policies while maintaining positive relationships with our shareholders and the financial community. Prior to joining Azenta, Mr. Robertson was Vice President and Chief Financial Officer of Graftech International, a $1.3 billion global provider of carbon and graphite products for industrial applications. Prior to Graftech International, he worked for the IBM Corporation for over 25 years in various senior financial management roles, including CFO of IBM's global hardware business and CFO of IBM's Japan and China operations. Mr. Robertson holds an MBA from the University of North Carolina, Chapel Hill and an undergraduate degree in accounting from the University of Texas, Austin. Dr. Stephen S. SchwartzPresident & Chief Executive Officer Dr. Schwartz joined the Company in April 2010 as President and continued to serve as such until August 2013. He was re-appointed President in May 2016. In 2010, he became Chief Executive Officer and continues to serve in that role. Dr. Schwartz had previously served, from August 2002 until April 20, 2009, as chief executive officer and a director of Asyst Technologies, Inc., a manufacturer of integrated hardware and software automation systems primarily directed at the semiconductor manufacturing industry. He joined Asyst in January 2001 as senior vice president, Product Groups and Operations and was elected chairman of Asyst in January 2003. Prior to joining Asyst, Dr. Schwartz had served since 1987 in various capacities with Applied Materials, Inc., including acting as general manager for Applied Material’s service business and president of Consilium, Inc., an Applied Materials software subsidiary. Since November 2018, Dr. Schwartz has served on the board of directors of Spire Inc., a publicly traded natural gas company. Dr. Schwartz received his BSEE, MSEE, and Ph.D. in electrical engineering from Purdue University. He also holds an MBA from the University of Chicago. I'll rebuy AZTA again on any big market decline. Can't have them all. Bob