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Technology Stocks : Cohu, Inc. (COHU) -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (7727)	7/31/2024 4:59:59 PM
From: robert b furman	Read Replies (1) \| Respond to of 7822

Cohu beats on EPS -.01 vs-.03 misses on revenue and guides lower for Q3. Recurring is saving their butts,allowing a close to break even. The company is not seeing need for more demand of new handling systems. Auto is still weak. Some new buys, but it looks like 2025 is the growth time period. edge.media-server.com

To: robert b furman who wrote (7727)	7/31/2024 5:03:06 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 7822

I don't disagree with your strategy. I have shifted a large amount of money out of tech into yield stocks the last few weeks preparing for retirement in 2 years time. I still have a lot to go. I am guessing the rates could to 2 percentage points lower in 2 years time. It is never going back to the pandemic lows. I am sorry to see some of the tech go but stability of cashflow is more important now. There is not much left at 7 percent yield. Most yield stocks are now in the mid 6s. T and VZ have moved up in price to yield 5.58 and 6.5. Pipelines like KMI are in the 5s. Only ENB left at above 7. TRP in 6s. Bought a lot of a covered call Canadian bank etf paying 7.5 percent yield.