Commtouch Software Ltd. (NASDAQ:CTCH)

CAPS Rating: 2 out of 5

The Company is a provider of email defense products to enterprise customers and OEM distribution partners, including real-time anti-spam, virus outbreak detection and IP reputation solutions.

Recs

1
Player Avatar Richthofen80 (95.35) Submitted: 6/2/2008 7:37:10 AM : Outperform Start Price: $3.88 CTCH Score: -29.16

Stock is taking a beating but having worked at scrappy companies all my life, I appreciate the scrap in this company. First, I love Israeli companies. Great people! Second, they're plowing money into R&D instead of taking the easy way of showing larger profits to boost share price. Its a great long term strategy because the technology in their market is rapidly changing, demanding R&D to be competitive. Third, I'm a sucker for transparency and I really really dig their company blog.
Its not all upside, though. Since they're in Israel, their currency is not deteriorating like the dollar so they're losing money because their contracts are I believe written in USD. I'm still long, though.

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Member Avatar zygnoda (26.84) Submitted: 6/4/2008 2:35:01 PM
Recs: 0

Hooray another commtouch fan!

Member Avatar twelveisdead (83.75) Submitted: 6/4/2008 5:30:26 PM
Recs: 0

haha.. i think there is only 8 of us... and judging by the recent drop... i think someone became a party pooper and jumped ship

Member Avatar Richthofen80 (95.35) Submitted: 6/5/2008 12:21:38 PM
Recs: 1

What really sold me on being a CommTouch fan was how easy it was to go on their website and learn about the company. Their conf. calls are all available for download. Cool Tech blog too.

Member Avatar zygnoda (26.84) Submitted: 6/9/2008 9:31:13 PM
Recs: 0

haa.. I think you are right twelveisdead.

Member Avatar twelveisdead (83.75) Submitted: 7/9/2008 10:07:15 PM
Recs: 0

has anybody kept track of their OEM signings... 5 in the first quarter... 7 in the second quarter of 08... i believe the CEO was being modest when he said they have a healthy pipeline... all the more reason to double down...

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