• Why This IT Company Can Outperform

    By Lee Samaha - August 15, 2013 | Tickers: IBM, NICE, VRNT

    It’s been a volatile year for the tech sector, but one company's consistency has helped it stand out. Customer interaction company NICE Systems(NASDAQ: NICE) has managed to keep its guidance on an even keel throughout the year. Meanwhile, the company is gradually transforming itself from a hardware specialist into a big data play. 

    NICE Systems' latest results

    Here's a brief summary of the company's latest-second more »

  • How You Can Benefit From Computer Peripheral Makers

    By Shweta Dubey - August 5, 2013 | Tickers: EFII, NICE, SSYS, VRNT

    The computer peripheral industry has been an important part of the overall computer hardware manufacturing industry. After a market decline in 2010, the computer peripheral industry has been growing steadily. The global market for this industry is estimated to reach $245 billion in 2015, growing at a rate of 7.9%. The consumer shift to the latest technology and economic recovery contributed to industry growth. Three computer peripheral companies are more »

  • How Can You Profit from the Next Rogue Trader?

    By Shmulik Karpf - July 8, 2013 | Tickers: CNSI, NICE, VRNT

    Every once in a while you hear about some rogue trader who ran up billions in losses at major financial institutions. Just over the past three years, it happened to Société Général ($4.2 billion) and to JPMorgan Chase ($2 billion). Although these massive losses could potentially run a financial institution to the ground, luckily for Société Général and JPMorgan Chase both are still alive and kicking. In the aftermath more »

  • What Miss Utah Should Have Said

    By Lee Samaha - June 20, 2013 | Tickers: AGN, DLTR, PETM, VRNT, WFM

    I would have voted for Miss Utah. Not only did I find her the most attractive but she also gave a pretty coherent answer to a question which appeared to be come pre-loaded with a rather poorly thought out line of argument.

    It gets worse. Most of the press following the famous question and answer session in the Miss USA pageant hasn’t managed to give a better answer to more »

  • Mixed Results from this Big Data Play

    By Lee Samaha - June 11, 2013 | Tickers: IBM, NICE, VRNT

    You can either pay sky high evaluations for big data plays or buy a backdoor entry into the sector with a company like Verint Systems (NASDAQ: VRNT). Companies that already use Verint's customer interaction capture hardware will increasingly want to buy its data analytics software and services in order to analyze the captured data. I’m sympathetic to the argument, and hold its rival and potential partner NICE Systems more »

  • Another NICE Set of Results For This Growth Stock

    By Lee Samaha - May 22, 2013 | Tickers: NICE, TIBX, VRNT

    It’s been a disappointing earnings season for technology stocks. A marked reluctance among telcos and enterprises to sign off on big deals has caused company after company to miss earnings and lower guidance. In this environment any company that merely hits guidance is a 'winner.' With these thoughts in mind the market liked the recent results from NICE Systems(NASDAQ: NICE). In fact I got the impression from the more »

  • Hedge Fund Platinum Partners’ Favorite Stocks Might Surprise You

    By Meena Krishnamsetty - April 29, 2013 | Tickers: ECTE, INTC, NAVB, RCL, VRNT

    Platinum Management is the hedge fund run by Mark Nordlicht, and it's part of the $1 billion Platinum Partners fund. Platinum Management manages a rather small, $67 million equity portfolio, but it’s still worth tracking Nordlicht's top picks. Our research has shown that the smart money’s best stock holdings can generate double-digit outperformance on a year-in-year-out basis; learn how to capitalize on this phenomenon.

    Securities in more »

  • Should Investors Play These Job Recovery Stocks?

    By Jacob Wolinsky - April 10, 2013 | Tickers: PAYX, UNF, VRNT

    As the employment picture improves, these stocks could be a nice way to benefit from the positive sentiment as investors start accumulating stocks that appear poised to outperform alongside a growing job market.

    Verint Systems (NASDAQ: VRNT), UniFirst (NYSE: UNF), and Paychex, (NASDAQ: PAYX) are companies that are scheduled to reports earnings soon.  Since these companies have presented encouraging earnings results in the recent past, investors could look favorably at more »

  • Why This Security and Big Data Play Is Doing Well

    By Lee Samaha - April 2, 2013 | Tickers: CHKP, HPQ, NICE, VRNT

    Verint Systems (NASDAQ: VRNT) is one of those stocks that you buy because you think it’s good value and then get bored with as the market ignores it for ages. Then one day you look again and realize that suddenly somebody noticed it and it's up sharply. The buzzwords of big data, cyber security, customer relationship management (CRM) and data analytics all seem to trigger market interest, and more »

  • Should Investors Play These Earnings Announcements?

    By Jacob Wolinsky - March 28, 2013 | Tickers: PAYX, UNF, VRNT

    Earnings announcements could be a nice way to benefit from strong investors’ sentiment as investors start accumulating potentially outperforming stocks before their quarterly report cards are presented. Verint Systems (NASDAQ: VRNT), UniFirst (NYSE: UNF), and Paychex, (NASDAQ: PAYX) are companies which are scheduled to reports earnings this week.

    Since these companies have presented encouraging earnings results in the recent past, investors could look favorably at buying the stocks. Here is more »

  • Possible Catalysts For This Spinoff

    By Mike Thiessen - February 27, 2013 | Tickers: FB, VRNT

    In August of 2012, New York-based billing services and data management firm Comverse Technology (CMVT – defunct) spun off its telecommunications division and agreed to be purchased by Melville, New York-based Verint Systems (NASDAQ: VRNT). Known as Comverse Incorporated (NASDAQ:CNSI), the spun-off company began trading in late 2012. Valued at about $800 million, the all-stock acquisition portion of the deal officially closed on February 4, 2013.

    The spin-off portion of more »

  • The Market Is Wrong, These Results Were Nice

    By Lee Samaha - February 18, 2013 | Tickers: IBM, NICE, VRNT

    It’s worth taking the time to look closely at Nice Systems' (NASDAQ: NICE) latest results because I think the market made an erroneous knee jerk reaction in marking the stock down. The results were pretty good, and the business is doing well with compliance regulation driving sales growth. Meanwhile, its data analytics of customer interactions and cloud based solutions offers good long term growth prospects. In summary, I think more »

  • Would A Deal Make Sense For These Companies?

    By Lee Samaha - January 18, 2013 | Tickers: IBM, NICE, VRNT

    According to a Reuters article, Israeli data and security company Nice Systems (NASDAQ: NICE) is in talks to buy its smaller rival and compatriot Verint Systems (NASDAQ: VRNT). As ever with these sorts of situations, Nice declined to comment on the initial speculation. However, the market seems convinced and suitably marked both stocks up in sympathy. So where next for the two stocks, and would a combined entity be a more »

  • Don’t Copy the Insider Purchase at This Company

    By Meena Krishnamsetty - January 12, 2013 | Tickers: GWRE, QLIK, SAPE, SSNC, VRNT

    A filing with the SEC has disclosed that John Cavoores and his wife jointly purchased 1,000 shares of Guidewire Software (NYSE: GWRE) on Jan. 9 at an average price of $31.06 per share; Cavoores serves on the company’s Board of Directors and so this transaction had to be reported as an insider purchase. He now has voting power over a little more than 4,000 shares, about more »

  • The Big Data Play That You Haven't Heard Of

    By Lee Samaha - November 2, 2012 | Tickers: IBM, NICE, ORCL, SAP, VRNT

    Sometimes all a stock has to do is confirm its own guidance and it will go higher because the market didn’t really believe in the numbers in the first place. I think this was the case with Nice Systems (NASDAQ: NICE) recent set of results.  Yes the company beat on EPS and raised guidance accordingly, but this was partly due to lower taxes. Margins improved too, but it’s more »

  • What I've Been Buying and Selling this Quarterter

    By Lee Samaha - October 3, 2012 | Tickers: ADBE, CIEN, FB, PG, VRNT


    It’s the end of the month and time to reflect on another investing quarter. I’m a great believer that anyone who writes (or shouts loudly) about investment should always try and disclose how they are doing themselves. For the record I am up 54% YTD. Don’t get too excited I’m leveraged (so expect volatility) and hedge but for those who know or care my Sharpe ratio more »

  • The Next Big Big Data Play?

    By Lee Samaha - September 14, 2012 | Tickers: GOOG, INFA, IBM, NICE, VRNT

    Verint Systems (NASDAQ: VRNT) followed its rival Nice Systems (NASDAQ: NICE) and lowered full year guidance. I don’t think Verint did quite the same kind of ‘sandbagging’ job that Nice appeared to do but nonetheless the stock declined. Both stocks are interesting, not least because they offer a back door way into ‘big data’ analytics demand, but without the hefty valuations and expectations that the usual big data plays more »

  • Not Such a Nice Tech Warning, But is it a Buying Opportunity?

    By Lee Samaha - August 3, 2012 | Tickers: INFA, NICE, TIBX, VRNT

    Another day and another technology company lowers guidance. This time the market seems to have been caught unaware by Nice Systems (NASDAQ: NICE) lowering full year revenue and EPS guidance below its previous guidance and notably lower than the market consensus. In a sense, I’m surprised that the market was surprised. Despite Nice and its rival Verint Systems (NASDAQ: VRNT) reporting upbeat results and guidance in the last quarter more »

  • This Data and Security Play Just Beat Estimates

    By Lee Samaha - June 8, 2012 | Tickers: CSCO, FFIV, NTAP, NICE, VRNT

    Verint Systems (NASDAQ: VRNT) gave results recently and demonstrated that tech is not quite dead yet!

    The sector has been horribly beaten down by fears over Europe and whilst those fears are real, they haven’t shown up yet in companies like Verint. Everybody knew that this year was going to be tough in Europe, but so far, most companies haven’t reported a significant slowdown. All of which leads more »

  • Two Overlooked Stocks in the Security and Data Sectors

    By Lee Samaha - April 5, 2012 | Tickers: NICE, VRNT

    Nice Systems (NASDAQ: NICE) and its competitor, Verint Systems (NASDAQ: VRNT), are stocks that benefit from increasing security and regulatory compliance within financial services. They make the kind of surveillance and monitoring systems that banks like UBS would have needed to make sure that rogue trader Kewku Adoboli might have been picked up early on in his activities. As such, their primary profit drivers are increasing regulation and, the growth more »