Amdocs Limited (NYSE:DOX)
Global business is providing software and services solutions to enable major services providers in North America, Europe and the rest of the world to move toward Integrated Customer Management.
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Recs
secular growth with convergence in communications industry...low valuation...growth via organic, as well as have ability to purchase bolt on technologies...large competetive moat with current customers..
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Expanding into new areas, making acquisitions that should increase earnings. Very consistent earnings history. I believe this is one of the best undervalued stocks I have found.
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strong entrance to the Russian market
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The Dox stocks will have a big success but in a long term... hopefully it will do well in the good
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INTEGRATED SOFTWARE FOR BILLING,ETC. WITHIN CELL PHONE MKT.S, = GROWTH PLUS IT JUST DROPPED 10% INPRICE = VALUE
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the 800 lb gorilla in the room when it comes to telecom billing.
Recs
Unable to break that $40 ceiling DOX stock is undervalued. Strong player with several recent acquisitions (QPass and DST) with its eye on expanding its domination of Telecom CRM/Billing and expanding in to new markets. This is one to watch.
Look for a break of the $40 52-week high, dip as investor's cash out, with price finally settling in around the $45 range.
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