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- Bear Market Rally Ahead; Why Gilat Fell Too Far
- Shlomi Cohen submits: With another trading week now upon us, I decided to read what two experts, whose opinions I value very highly, have been saying about the current crisis - economist John Mauldin and Citigroup chief US equities strategist Tobias Levkovich. These are two experts with both legs...
- External links 2008-11-18
- What Mellanox Can See That Ceragon Cannot
- Shlomi Cohen submits: Springtime often brings with it many investor conferences, such as the JP Morgan Global Technology, Media and Telecom Conference, a major conference taking place in Boston. Here, in Tel Aviv, investment house Oppenheimer held its annual Israeli conference earlier this week, and Oppenheimer managing director and...
- External links 2009-05-20
- 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
- SanDisk / Samsung Deal: Less Is More
- Shlomi Cohen submits: Investment house Goldman Sachs recommends buying shares in chip companies [[ADI]], Marvell Technology Group (Nasdaq:MRVL), and SanDisk Corporation (Nasdaq: SNDK). SanDisk was raised to a "Buy" with a target price of $22 on Thursday, a day after announcing a new royalties agreement with Samsung. Despite the...
- External links 2009-06-03
- As Hardware Markets Evolve, Marvell Purrs and Intel Stutters
- Shlomi Cohen submits: Goldman Sachs analysts concluded from twenty meetings with hardware manufacturers in the Far East that there is about to be no large fall in demand, and that the second half of the year will be in accordance with the trend in previous years, that is, seasonally...
- External links 2009-06-16
- Adding Orbotech On Close Inspection
- Shlomi Cohen submits: This week I am adding Orbotech Ltd. (Nasdaq: ORBK) to my portfolio tracked by "Globes". I am paying for it with funds from selling half the portfolio's stake in ClickSoftware Technologies Ltd. (Nasdaq: CKSW), which has yielded a very nice 93% return in two and a...
- External links 2009-07-22
- Elron Stock's 300% Surge: More Promising Developments in the Pipeline
- Shlomi Cohen submits: Wall Street players set off for their August vacations on Friday, but not before breaking records that had lasted up to 21 years for returns in July. The Dow Jones index rose 8.4% last month, a rise the like of which has not been seen since...
- External links 2009-08-05
- 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
- Will Short Sellers Have Regrets About Sigma Designs?
- Shlomi Cohen submits: Two companies held in my portfolio tracked by "Globes" will report results this week for their quarter ended July 31: IPTV chip company Sigma Designs SIGM and Marvell Technology Group (Nasdaq: MRVL). Sigma Designs was second on Fortune's list of fastest growing public companies over the...
- External links 2009-08-26
- Why Would an Insider Be Selling Protalix Shares Now of All Times?
- Shlomi Cohen submits: Among the shares in Israeli companies in my portfolio tracked by "Globes", Protalix Biotherapeutics Inc. (AMEX:PLX) can be expected to attract the most attention over the coming weeks. It is a rare situation in our area - a biotech company that grew from an Office of...
- External links 2009-09-02
- Ceragon: Gaining from Cellular Recovery
- Shlomi Cohen submits: The dispute between bulls and bears about demand, or lack thereof, in future quarters, may be the reason Ceragon Networks Ltd.'s (Nasdaq: CRNT) management took a conservative stand and did not give second quarter guidance. This despite the fact that the situation today is much better...
- External links 2009-05-05
- Will Ceragon Benefit from Susan Boyle? Cellular Infrastructure Awakens in U.S.
- Shlomi Cohen submits: Wireless backhaul products developer Ceragon CRNT will report results this Friday. As the company already warned at the end of March that quarterly sales will be around $44 million, and earnings per share will be around $0.03, investors will react primarily to future guidance, if it...
- External links 2009-04-30
- Goldman Sachs: Time Flies When You Leave a Month Out of a Year
- Shlomi Cohen submits: Alan Abelson of Barron's poured some cold water on bank reports, especially from Goldman Sachs (NYSE: GS), in an article called "Don't Bank on it". Abelson tells of the missing month at Goldman Sachs, which reminded me of a similar financial stunt pulled by Comverse Technology...
- External links 2009-04-21
- SanDisk: Citi Analyst Ellis Was Right
- Shlomi Cohen submits: Last week saw the departure of analyst Craig Ellis from Citigroup, who covered SanDisk Corporation (Nasdaq:[[SNDK]]) and msystems before that. To his credit, it must be said that the closing chapter of his term as the bank's analyst covering SanDisk was far more successful than his...
- External links 2008-11-25
- 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
- Google: A Gorilla Not to Be Missed
- Shlomi Cohen submits: After a long period during which I did not make any changes to my portfolio, tracked at "Globes", I am using the funds received from the sale of Omrix Biopharmaceuticals Ltd. (Nasdaq:OMRI) to Johnson and Johnson (NYSE: JNJ) to strengthen my portfolio with online search giant...
- External links 2008-12-30
- Will Ceragon Networks Avoid Surprises?
- Shlomi Cohen submits: Generally, when a company announces the date it will report its financial results, it implies that it will not be issuing any warnings beforehand. Among large companies, Intel (Nasdaq: INTC) abandoned that standard when it issued a fourth quarter revenue warning several days after setting the...
- External links 2009-01-13
- RRSat: Wars and Recession Increase Revenue
- Shlomi Cohen submits: One of the companies I hold in my portfolio tracked by "Globes" is located in an area of Israel that was hit by missiles in January. However, overall, operation "Cast Lead" did provide financial opportunities for RRsat Global Communications Network (Nasdaq:RRST). RRsat's main facilities...
- External links 2009-02-04
- 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
- Bottoms Up for Chip Sector
- Shlomi Cohen submits: Based on the results reported last week by two semiconductor firms Sigma Designs (Nasdaq: SIGM) and Marvell Technology Group (Nasdaq: MRVL) that are held in my portfolio, tracked by "Globes", it may be assumed that we have reached a bottom. In the quarter ended January, Marvell's...
- External links 2009-03-12
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