Cohu Shares Are Very Attractive

  • The company is enjoying structural tailwinds as ever more electronics go into ever more stuff, as well as an enhanced market presence after a significant acquisition.
  • Recent weakness in some segments seems to be abating and management predicts an upturn in the second half of the year.
  • The company will also enjoy considerable leverage with accelerated cost synergies materializing this year.
  • However, the macro environment just turned much more uncertain, which is unfortunate.

Source: Cohu Shares Are Very Attractive – Cohu, Inc. (NASDAQ:COHU) | Seeking Alpha