Silicon Investor - Teradyne

[robert b furman] Hi Jake, I've been in and out of Ter over the years as well. Having owned a po...

robert b furman — 4/7/2015 4:55:43 PM

Hi Jake,

I've been in and out of Ter over the years as well.

Having owned a position in Cohu forever I always watch TER.

As TER goes so too does Cohu.

Good to hear from - hope all is well and your account is fat and growing!!

Bob

[JakeStraw] Hi robert, Wow, that's a 'blast from the past'! I used to follow TER back in the...

JakeStraw — 4/7/2015 4:17:51 PM

Hi robert, Wow, that's a 'blast from the past'! I used to follow TER back in the mid-90's. Made some decent money on that stock...

[robert b furman] Forgot to Post Ter's Q4 and 2014 full year eps. finance.yahoo.com Good growth ...

robert b furman — 4/7/2015 8:07:23 AM

Forgot to Post Ter's Q4 and 2014 full year eps.

finance.yahoo.com

Good growth and stability - long sought after and hard to achieve - bump in dividend and stock repurchase program the result of a strong balance sheet

[robert b furman] Ter beats on EPS and guides below consensus. The last 2-3 days have been hard ...

robert b furman — 7/25/2014 11:55:38 AM

Ter beats on EPS and guides below consensus.

The last 2-3 days have been hard on Ter.

However on a big down day (especially for SOX and it members) ter has reversed and is up.

An indication that this is just another buy the dip opportunity?

screencast.com

[robert b furman] Well I guess this thread needs a post after about 4 years of dormancy. Ter has ...

robert b furman — 5/8/2014 1:05:16 PM

Well I guess this thread needs a post after about 4 years of dormancy.

Ter has now joined the league of dividend payers.

Since it is in the "back end of semi manufacturing I have watche TER for over 20 years.

I have been a long time follower of Cohu which couples their product (test handlers) right around Ter's tester.

Ter has had a nice pull back in price and has hit its lower Keltner line.Since dropping to 16.95,it has bounced and gone sideways for almost 10 days.During that time it has also paid its first 6 cent dividend.

screencast.com

A low yield but a start.

Ter's free cash flow can allow many more div increases.

It has no debt and a strong $3.59 cash per share and a book value of $10.29.

Liek Cohu Ter plays it very conservative - it has survived the PC cycle troughs and peaks of the semi equipment sector.

I'm very comfortable owning this stock and now that it pays a dividend I can own it.

Let's hope it has many increses like intc,csco,amat have begun doing !!!

Hope this catcjhes someone's interest as this is ONE LONELY THREAD !!!

Bob