Here’s Why These Five Stocks Are in the Spotlight

Cohu Inc. (NASDAQ:COHU) shares retreated 15% after the company’s third quarter results were lower than the consensus. For the period, EPS was $0.30, versus the average estimate of $0.38, while sales were $86.2 million, below the estimate of $92.03 million. The results were due in part to the soft mobility market which negatively hurt demand for thermal handlers. Q4 sales guidance is also somewhat soft at $168-$183 million, versus the consensus of $200 million. Cohu Inc. (NASDAQ:COHU) was in 10 elite fund portfolios that we track at the end of Q2, down 4 from the end of Q1. We track around 650 elite funds in total.

TopBuild Corp. (NYSE:BLD) inched up over 5% after reporting a solid Q3. EPS was a penny better than estimates, coming in at an adjusted $1.23, while sales of $647.3 million, easily exceeded the consensus of $641.8 million. For FY18, management sees sales of $2.283-$2.403 billion and adjusted EBITDA of $278-$286 million. The number of top funds with holdings in TopBuild Corp. (NYSE:BLD) stayed the same at 13 quarter over quarter. Those funds also maintained an aggregate holding of around $78 million at the end of Q2 and Q1.

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