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Technology Stocks
Cohu, Inc. (COHU)
An SI Board Since April 1996
Posts SubjectMarks Bans Symbol
7822 109 0 COHU
Emcee:  sallyu Type:  Unmoderated
Would appreciate anyone's thoughts on this maker of chip handling equipment in light of general sentiment against this sector. It had a blowout 4th qtr Dec 95, beating Street ests by .21, and seems to be an underfollowed stock. Estimate for the March qtr is .7l vis .37. This co. has paid consecutive qtrly cash dividends since l977 (recently raised to .05). It's due to rept earnings 18 April but may do so earlier.
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ReplyMessage PreviewFromRecsPosted
7822Not necessarily good for COHU as it appears some memory fabs are limiting investJohnny Canuck-yesterday
7821This explains a little more about what is happening with AEHR. I need to do someJohnny Canuck-October 13
7820Semiconductor Equipment scan results September 28 2025 Result down 2 from last Johnny Canuck-September 28
7819Hi Johnny, I've said for years that Cohu is the hardest stock to own in therobert b furman1September 24
7818COHU Is starting to act like the "Window Maker" natural gas. If COHU Johnny Canuck-September 24
7817Cohu announces a Convertable Senior Note Offering for 200 million due in 2031 robert b furman1September 24
7816Good Morning Johnny, I like how you are thinking! It's been quite a while robert b furman-September 18
7815Let's seem if COHU can play catch up with AEHR which has rallied almost 100 Johnny Canuck-September 17
7814Hi Johnny, Few understand how big their recent entry into memory will be for Corobert b furman-September 17
7813Will start new partial position if it can hold above $21.65 after the Fed annouJohnny Canuck-September 17
7812Cohu update: Nice pop this morning, now starting with a 22 handle. Say it isn&robert b furman1September 17
7811Aehr gets a paid for test of wafer level burn in system from AI chip maker (Guesrobert b furman1August 26
7810Hi Kirk, Thanks for the review. In those years of losing money they absorbed Xrobert b furman1August 12
7809It looks like COHU surged on your buy signal today. With 3+years of falling revKirk ©-August 12
7808If one pulls up a monthly chart for the last 10 years Cohu has seldom been belowrobert b furman1August 12
7807For those who have been here longer in time, You'll note I say as TER goes ,robert b furman-July 30
7806I am starting to track semi and semi equip stocks below their 50 day SMA. If thJohnny Canuck1July 25
7805Hi Johnny, AEHR has been a serial loser for decades. Their huge pop up was notrobert b furman-July 25
7804Hopefully they will provide improved forward guidance. Despite the rosy overallJohnny Canuck-July 25
7803Hi Johnny, NOTE TO ALL: If you have not seen Cohu's recently updated webrobert b furman1July 25
7802It looks like they expect strong semi equipment demand due to AI. Tariffs are stJohnny Canuck-July 23
7801It looks like AEHR missed on revenues, matched EPS and guided inline with estimaJohnny Canuck1July 8
7800AEHR earnings after the close. First data points at semi test space. AEHR has bJohnny Canuck-July 8
7799I am not sure why it is a secret but there is speculation that MU has bought COHJohnny Canuck-June 29
7798Hi Johnny, As noted on page 7 of Cohu's most recent investor Presentation robert b furman1June 26
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