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- Sigma's Share Price a Cause for Concern?
- Shlomi Cohen submits: Amdocs Ltd. (NYSE: DOX), which I hold in my portfolio tracked by "Globes", has appeared every so often in the Israeli press in negative items about layoffs or leaving offices. However, it recently held a fairly optimistic analysts' day in New York, which encouraged investors. Sometimes,...
- External links 2009-05-27
- Radware Struggles to Comeback; Oracle's Maintenance Works in Recession
- Shlomi Cohen submits: What’s going on at Radware Ltd. (Nasdaq: RDWR)? The share has fallen to a low under $6 that seems to me a level it hasn’t seen since it went public in September 1999. As may be remembered, in the summer of 2007 Radware founder Yehuda Zisapel,...
- External links 2008-12-23
- If a Share Soars for No Reason, Do Investors Pay Attention?
- Shlomi Cohen submits: Among the Israeli companies that I hold in my portfolio tracked by "Globes", there are two whose shares have rocketed recently - Fundtech Ltd. (Nasdaq: FNDT) and ClickSoftware Technologies Ltd. (Nasdaq: CKSW). In late March, I had already noted the increased interest in ClickSoftware, but it...
- External links 2009-04-08
Additional Resources
- Why I'm Buying Protalix
- Shlomi Cohen submits: I'm adding Protalix Biotherapeutics Inc. (AMEX:PLX) to my portfolio at the expense of half my holding in Fundtech (Nasdaq: FNDT), although I continue to believe in Fundtech as a special niche company in financial software. I'm getting into biotechnology again, which, as is well known, is...
- External links 2009-08-19
- Mellanox Is in a Good Place
- Shlomi Cohen submits: I am adding Mellanox Technologies Ltd. (Nasdaq:MLNX) to my portfolio tracked by "Globes". The Yokne'am-based company is a neighbor of EZchip Semiconductor Ltd. (Nasdaq: EZCH) and Marvell Technology Group's (Nasdaq: MRVL) Israeli unit. If investors in EZchip are adding a substantial premium on the basis of future...
- External links 2009-02-11
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