VocalTec Communications Ltd. (NASDAQ:CALL)

CAPS Rating: 2 out of 5

The Company and its subsidiaries provide carrier-class multimedia and voice-over-IP solutions for communication service providers.

Results 1 - 19 of 19

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Member Avatar WPThatcher (49.12) Submitted: 6/15/2014 5:57:41 PM : Outperform Start Price: $14.33 CALL Score: -0.01

Cheap disruptor

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Member Avatar Flygal5 (98.96) Submitted: 3/31/2014 5:04:08 PM : Outperform Start Price: $21.25 CALL Score: -35.76

Magic Jack, Whitney Tilson pumping this as a disruptor to home phone service.

We have cell base station phone at $20 a month but this would be $2.50 a month...

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Member Avatar TMFInnovator (24.94) Submitted: 3/28/2014 1:07:03 PM : Outperform Start Price: $20.56 CALL Score: -34.60

I must admit that Whitney Tilson makes a pretty compelling case for MagicJack: http://www.valueinvestingletter.com/pdfs/MagicJack-My-Next-Netflix-Whitney-Tilson-2-7-14.pdf

The most interesting part to me is the huge disparity between their new customer acquisition cost (<$10) and the lifetime value they bring (~$80). That's an incredible return on investment, as long as they're able to attract new users.

The other part I liked is that MagicJack appeals to two very different customer segments:
- They appeal to price-conscious customers with their wireline business, which has 3.2 million active subscribers and a potential market of 70 million US households. With their lower cost structure (thanks for VOIP), they're able to compete on price. At $2.50 a month, they're much cheaper than traditional land lines.
- They also appeal to mobile users through their Smartphone app, which allows free calls without having to use up minutes. They now have 7 million subscribers in this segment, which has increased 23% in only three months.

I'm not going to go as far as Tilson and tout this as "the next Netflix". But I do think their new management has done a great job of turning around a dying business, and that they are listening to their customers about what is important to offer.

The forward P/E is only 10, and the market cap is $370 million. Shares are still cheap -- and I think there's a lot of upside potential here.

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Member Avatar freecapital (74.61) Submitted: 3/25/2014 8:12:23 AM : Outperform Start Price: $21.81 CALL Score: -38.18

saul

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Member Avatar Mykiemon (< 20) Submitted: 3/23/2014 3:17:58 AM : Outperform Start Price: $23.04 CALL Score: -41.42

outperform with a smart and very aggressive management team who has built a business from scratch before and sold it for over $1B, who have leading brand recognition in VOiP services and is working hard to carry that leadership on to a mobile platform. Headed in the exactly right direction.

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Member Avatar dj2000a (90.99) Submitted: 1/21/2014 1:35:30 PM : Outperform Start Price: $13.51 CALL Score: +0.77

Undervalued. Recurring revenue

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Member Avatar bradford86 (99.78) Submitted: 12/29/2013 11:20:23 AM : Outperform Start Price: $11.91 CALL Score: +14.80

worth 20

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Member Avatar cavrad (68.89) Submitted: 12/8/2013 3:26:33 PM : Outperform Start Price: $11.05 CALL Score: +22.74

VIC

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Member Avatar greenb95 (57.35) Submitted: 11/7/2013 9:37:19 AM : Outperform Start Price: $12.21 CALL Score: +8.16

Debt-free, have reduced shares outstanding in unconventional but clever way. Member of FL BBB and resolves all complaints. Management owns shares. The company is profitable, growing, and settled dispute with AT&T. Their product: a great internet phone service, offering a significant savings to former landline owners who want a better deal – can't beat their pricing and customers can take their phone number with them. Also used by travelers to save money to keep in touch while abroad. MagicJack Plus doesn't need a computer (once it's set up). I don't travel much, but friends are telling me that MagicJack gives huge savings over using cells that charge roaming fees. Price of the stock is down now. As far as I'm concerned, it's all good.

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Member Avatar Litigation (21.09) Submitted: 3/16/2013 7:12:08 PM : Outperform Start Price: $12.96 CALL Score: -15.00

PT: $29

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Member Avatar peterbrainard (< 20) Submitted: 12/30/2012 1:28:12 AM : Outperform Start Price: $17.61 CALL Score: -57.22

This company has a product that is threading between expensive VOIP with your internet and the free Google+ that the average schmo doesn't know how to set up

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Member Avatar GirlsUnder30 (97.92) Submitted: 12/26/2012 12:56:56 PM : Outperform Start Price: $16.06 CALL Score: -47.38

Ubiquitous internet access and a struggling population make this a good bet.

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Member Avatar TMFZahrim (22.20) Submitted: 7/30/2012 10:49:58 AM : Outperform Start Price: $14.38 CALL Score: -51.62

http://www.fool.com/investing/general/2012/06/04/1-different-kind-of-value-call.aspx

The value is pretty obvious. If I ran Sprint or Verizon, I'd either worry about Internet-based calling day and night or start buying specialists in the field until antitrust regulators told me to stop it.

magicJack and Vonage (NYSE: VG ) are the more consumer-oriented names in the field while 8x8 (Nasdaq: EGHT ) caters to a more corporate crowd. All three are risky microcaps, but they're playing a tune that resonates in this economy. I just opened a bullish CAPScall on magicJack, completing the optimistic trio. Even if one of them falters and dies, the other two are likely to more than make up for that loss in the long run.

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Member Avatar WillMunny00 (< 20) Submitted: 5/15/2012 12:09:45 PM : Outperform Start Price: $21.99 CALL Score: -78.35

I bought a magicjack a few months ago. I will never go back to a landline. The product for the price is amazing. Great call quality and all the features of a landline and included. Thi is a great product

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Member Avatar aerbhsgn (< 20) Submitted: 3/27/2012 7:56:41 PM : Outperform Start Price: $23.08 CALL Score: -75.02

call

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Member Avatar catbert234 (90.73) Submitted: 1/23/2012 11:35:26 AM : Outperform Start Price: $15.78 CALL Score: -56.46

Continuing my 2 for 1 split investments

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Member Avatar foolshand (74.43) Submitted: 1/7/2012 11:27:42 AM : Outperform Start Price: $13.60 CALL Score: -45.93

s, bsrc, utrm, nuan, cy, cstr, siri, gmcr

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Member Avatar dancerman4 (< 20) Submitted: 1/6/2012 10:25:18 PM : Outperform Start Price: $13.60 CALL Score: -45.93

Have followe the stock closely for the last 2 years. In on the ground floor have made 30% yearly return on the stock. The new magic jack plus is flying of the shelves. Truly beleive the stock will be any easy double from here, and that is being conserative.

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Member Avatar lagunabb (21.83) Submitted: 10/4/2010 10:19:29 AM : Underperform Start Price: $13.98 CALL Score: +66.14

Why does this company even exist?

Results 1 - 19 of 19

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