Helix Investment Research
Long only, special situations, contrarian, growth

Commtouch Software: A Return To Earnings Growth To Reward Investors

Commtouch Software (CTCH) features meet several of the criteria we view as necessary for compelling investments. With a market capitalization of less than $70 million, and little analyst coverage, Commtouch is off the radar of most investors. And yet, its small size belies its potential, as well as its blue-chip customer base. Commtouch's earnings have fallen in 2013 as the company makes aggressive investments in its business, and although it will take some time for EPS to recover and surpass historical records, we see a solid path forward for such a recovery. With double-digit revenue growth set for both 2013 and 2014, as well as meaningful profit growth set for 2014, we believe that Commtouch will not remain under the...

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