What the experts are saying about CGNX-Q

Signal	Opinion	Expert
BUY on WEAKNESS	Cognex Corporation(CGNX-Q) February 15, 2019 Performed well in logistics, such as airports. Hurt in consumer electronics. Financial position is good, no debt. Q1 revenues expected to be flat. It will take a year for consumer inventory issues to be resolved. Good company, he took profits, and has recently started to pick away at it again. A long-term hold. In the right space, lots of positive stuff coming down the road. computer parts mnfctr 0 0 0 0 0 0 comments	Performed well in logistics, such as airports. Hurt in consumer electronics. Financial position is good, no debt. Q1 revenues expected to be flat. It will take a year for consumer inventory issues to be resolved. Good company, he took profits, and has recently started to pick away at it again. A long-term hold. In the right space, lots of positive stuff coming down the road. computer parts mnfctr 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $50.750 Owned Yes

PAST TOP PICK	Cognex Corporation(CGNX-Q) January 17, 2019 (A Top Pick Dec 28/17, Down 32%) Doubled his money and sold half, that's his rule. Price is at a point where he's getting interested again. Apple is its biggest customer, and Amazon is a big client. They produce the "eyes" to the barcode scanning robots. A growing business, dividend increased about 10%. Very cyclical. computer parts mnfctr 0 0 0 0 0 0 comments	(A Top Pick Dec 28/17, Down 32%) Doubled his money and sold half, that's his rule. Price is at a point where he's getting interested again. Apple is its biggest customer, and Amazon is a big client. They produce the "eyes" to the barcode scanning robots. A growing business, dividend increased about 10%. Very cyclical. computer parts mnfctr 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $42.000 Owned Yes
DON'T BUY	Cognex Corporation(CGNX-Q) December 27, 2018 They are a wonderful company. They allow robots to see. The problem is that they sell a widget only purchased by manufacturers when they are modernizing their factories. They will participate in a spending cycle but right now capital spending is continuing to slow. computer parts mnfctr 0 0 0 0 0 0 comments	They are a wonderful company. They allow robots to see. The problem is that they sell a widget only purchased by manufacturers when they are modernizing their factories. They will participate in a spending cycle but right now capital spending is continuing to slow. computer parts mnfctr 0 0 0 0 0 0 comments David Fingold VP and Por, Dynamic Funds... Price $37.890 Owned Unknown
WAIT	Cognex Corporation(CGNX-Q) October 12, 2018 Sold down their position because it ran up over his 3% weighting. Will be affected by slowdown in iPhone sales. Valuations got way too stretched. If it got 15-20% lower, he’d be an aggressive buyer. Nothing wrong with it. computer parts mnfctr 0 0 0 0 0 0 comments	Sold down their position because it ran up over his 3% weighting. Will be affected by slowdown in iPhone sales. Valuations got way too stretched. If it got 15-20% lower, he’d be an aggressive buyer. Nothing wrong with it. computer parts mnfctr 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $44.720 Owned Yes
WATCH	Cognex Corporation(CGNX-Q) April 10, 2018 This is one of a small group of companies that do advanced machine vision. This is a very fine company. Its primary public competitor is Keyence Corporation (KYCCF-5) in Japan, which he has shares in. Their business has slowed a bit this year. They do a lot of project work for large customers, like Apple. He expects it to remain range-bound at least for the first half of this year. He doesn’t own the company now out of mindfulness of the cycles in its business. He is looking for opportunities to get into this stock in the future. computer parts mnfctr 0 0 0 0 0 0 comments	This is one of a small group of companies that do advanced machine vision. This is a very fine company. Its primary public competitor is Keyence Corporation (KYCCF-5) in Japan, which he has shares in. Their business has slowed a bit this year. They do a lot of project work for large customers, like Apple. He expects it to remain range-bound at least for the first half of this year. He doesn’t own the company now out of mindfulness of the cycles in its business. He is looking for opportunities to get into this stock in the future. computer parts mnfctr 0 0 0 0 0 0 comments David Fingold VP and Por, Dynamic Funds... Price $50.460 Owned No
PARTIAL BUY	Cognex Corporation(CGNX-Q) March 28, 2018 They do robotics and logistics, like ensuring quality control on assembly lines. They're starting to get contracts from airports. Hit $72, but now in the $50s per share. Q4 is always tough for them. Take a half a position and watch it. They have over 1,000 outstanding patents. computer parts mnfctr 0 0 0 0 0 0 comments	They do robotics and logistics, like ensuring quality control on assembly lines. They're starting to get contracts from airports. Hit $72, but now in the $50s per share. Q4 is always tough for them. Take a half a position and watch it. They have over 1,000 outstanding patents. computer parts mnfctr 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $50.770 Owned Unknown
HOLD	Cognex Corporation(CGNX-Q) March 2, 2018 Fundamentally he likes this company. It is an automation play company within the global market and it is a top-5 company in that space. Apple is about 11% of their sales, so be mindful. It is close to fair value. computer parts mnfctr 0 0 0 0 0 0 comments	Fundamentally he likes this company. It is an automation play company within the global market and it is a top-5 company in that space. Apple is about 11% of their sales, so be mindful. It is close to fair value. computer parts mnfctr 0 0 0 0 0 0 comments Thomas George , TD Asset Management... Price $53.020 Owned Unknown
BUY	Cognex Corporation(CGNX-Q) February 21, 2018 This company makes software to determine what a computer is looking at. They own this for their American funds. The company has made great progress in these tools. Demand has been explosive. Revenues have been growing yearly and the prospects are tremendous. There will be continued capital spending and “machine vision” will be a fast growing part of this. computer parts mnfctr 0 0 0 0 0 0 comments	This company makes software to determine what a computer is looking at. They own this for their American funds. The company has made great progress in these tools. Demand has been explosive. Revenues have been growing yearly and the prospects are tremendous. There will be continued capital spending and “machine vision” will be a fast growing part of this. computer parts mnfctr 0 0 0 0 0 0 comments David Fingold VP and Por, Dynamic Funds... Price $56.970 Owned Yes
SELL	Cognex Corporation(CGNX-Q) February 12, 2018 Not a fan of chasing a stocks and this one's run up. Take some money off the table. computer parts mnfctr 0 0 0 0 0 0 comments	Not a fan of chasing a stocks and this one's run up. Take some money off the table. computer parts mnfctr 0 0 0 0 0 0 comments Elliott Fishman Director o, Trading Services Gro... Price $54.890 Owned Unknown
TOP PICK	Cognex Corporation(CGNX-Q) December 28, 2017 This is the eyes of the robot. They have 2 distinct businesses. One is looking at quality controls in 2-D and 3-D through the assembly lines. The 2nd line of business is reading bar tags and barcodes. Also has a burgeoning business with Airport contracts where they can read barcodes on the luggage, getting the luggage to the passengers in 5-10 minutes. This has a lot of room to run and is a good 5-10 year hold. Dividend yield of 0.3%. (Analysts' price target is $62.25.) computer parts mnfctr 0 0 0 0 0 0 comments	This is the eyes of the robot. They have 2 distinct businesses. One is looking at quality controls in 2-D and 3-D through the assembly lines. The 2nd line of business is reading bar tags and barcodes. Also has a burgeoning business with Airport contracts where they can read barcodes on the luggage, getting the luggage to the passengers in 5-10 minutes. This has a lot of room to run and is a good 5-10 year hold. Dividend yield of 0.3%. (Analysts' price target is $62.25.) computer parts mnfctr 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $61.740 Owned Yes