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    <title>Douglas Goldstein - Seeking Alpha</title>
    <description>'Douglas Goldstein' Tag RSS Syndication from SeekingAlpha.com</description>
    <author>
      <name>SeekingAlpha.com</name>
    </author>
    <link>http://seekingalpha.com/author/douglas-goldstein</link>
    <item>
      <title>Nice Systems Announces Plans to Acquire Actimize</title>
      <link>http://seekingalpha.com/article/40283-nice-systems-announces-plans-to-acquire-actimize?source=feed</link>
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      <content>
        <![CDATA[By announcing a definitive agreement to acquire Actimize, NICE Systems is pioneering convergence of Real-Time transaction and interaction analytics solutions.<!--more--> 

<p>It will become the world’s first company to offer a cross-channel solution for enterprises analyzing data from contact centers, electronic transactions, web, emails, market data, and more. NICE believes this alliance will help them leverage its leadership in financial services contact centers and trading floors, and it expects the deal to contribute $55 to $60 million, non-GAAP revenues in 2008.
</p>
<p>As a leader in the financial services market, today NICE solutions captures and analyzes hundreds of millions of voice, web, email and other interactions daily. Its customers include the world’s top banks, brokerages, and thousands of financial institutions worldwide, which seek to improve compliance, enterprise performance, and customer loyalty. 
</p>]]>
      </content>
      <pubDate>Fri, 06 Jul 2007 06:04:37 -0400</pubDate>
      <author>Douglas Goldstein</author>
      <description>
        <![CDATA[By announcing a definitive agreement to acquire Actimize, NICE Systems is pioneering convergence of Real-Time transaction and interaction analytics solutions.<!--more--> 

<p>It will become the world’s first company to offer a cross-channel solution for enterprises analyzing data from contact centers, electronic transactions, web, emails, market data, and more. NICE believes this alliance will help them leverage its leadership in financial services contact centers and trading floors, and it expects the deal to contribute $55 to $60 million, non-GAAP revenues in 2008.
</p>
<p>As a leader in the financial services market, today NICE solutions captures and analyzes hundreds of millions of voice, web, email and other interactions daily. Its customers include the world’s top banks, brokerages, and thousands of financial institutions worldwide, which seek to improve compliance, enterprise performance, and customer loyalty. 
</p><br/><a href='http://seekingalpha.com/article/40283-nice-systems-announces-plans-to-acquire-actimize?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/nice">NICE</category>
      <category type="author" link="http://seekingalpha.com/author/douglas-goldstein">Douglas Goldstein</category>
    </item>
    <item>
      <title>Goldman Sachs Names Teva Pharmaceuticals a Top Stock</title>
      <link>http://seekingalpha.com/article/40083-goldman-sachs-names-teva-pharmaceuticals-a-top-stock?source=feed</link>
      <guid isPermaLink="false">40083</guid>
      <content>
        <![CDATA[Even though Teva (TEVA) has risen 33% this year, Goldman Sachs (GS) still believes that they have a long way to go.<!--more-->  According to The Marker, at month's-end Teva will be announcing its second-quarter results. Goldman Sachs got in ahead of the event, and raised its estimate to 58 cents earnings per share in the quarter, and $2.28 per share for the year 2007.  They put a 12 month target price for the stock at $48. 

<p>GS notes that positives for the stock include:
</p>
<blockquote><li>The launch of generic <a href="http://healthcare.seekingalpha.com/article/38097">Lotrel</a>, a medicine to beat high blood pressure that Teva released on May 18.
</li><li>The copycat version of Oxycodone,  a powerful and addictive opioid used to relieve moderate to terrible pain, is also popular among drug abusers.
</li><li>ProAir, an inhaler that Teva inherited when buying Ivax Corp. Sales of ProAir have handily beaten expectations. Goldman Sachs notes that ProAir sales benefited “dramatically” from Teva marketing combined with the transition from inhalers that destroy the ozone layer, to environmentally-friendly ones.
</li></blockquote>
<p>On the other hand, competing <a href="http://www.tysabri.com/tysbProject/tysb.portal">Tysabri</a> (developed by Biogen Iden) has been reinstated for use by select multiple sclerosis sufferers in Britain, where it competes with Teva Pharmaceuticals’ Copaxone as a therapy for the incurable neuri-degenerative disease. Tysabri had clinical problems when two patients taking their drug, died. However, Tysabri is staging a gradual comeback, mostly based on its sheer efficacy, not to mention the convenience of use. Other MS treatments such as Copaxone are typically administered by daily injection, while Tysabri is given as a monthly infusion.
</p>]]>
      </content>
      <pubDate>Thu, 05 Jul 2007 05:04:35 -0400</pubDate>
      <author>Douglas Goldstein</author>
      <description>
        <![CDATA[Even though Teva (TEVA) has risen 33% this year, Goldman Sachs (GS) still believes that they have a long way to go.<!--more-->  According to The Marker, at month's-end Teva will be announcing its second-quarter results. Goldman Sachs got in ahead of the event, and raised its estimate to 58 cents earnings per share in the quarter, and $2.28 per share for the year 2007.  They put a 12 month target price for the stock at $48. 

<p>GS notes that positives for the stock include:
</p>
<blockquote><li>The launch of generic <a href="http://healthcare.seekingalpha.com/article/38097">Lotrel</a>, a medicine to beat high blood pressure that Teva released on May 18.
</li><li>The copycat version of Oxycodone,  a powerful and addictive opioid used to relieve moderate to terrible pain, is also popular among drug abusers.
</li><li>ProAir, an inhaler that Teva inherited when buying Ivax Corp. Sales of ProAir have handily beaten expectations. Goldman Sachs notes that ProAir sales benefited “dramatically” from Teva marketing combined with the transition from inhalers that destroy the ozone layer, to environmentally-friendly ones.
</li></blockquote>
<p>On the other hand, competing <a href="http://www.tysabri.com/tysbProject/tysb.portal">Tysabri</a> (developed by Biogen Iden) has been reinstated for use by select multiple sclerosis sufferers in Britain, where it competes with Teva Pharmaceuticals’ Copaxone as a therapy for the incurable neuri-degenerative disease. Tysabri had clinical problems when two patients taking their drug, died. However, Tysabri is staging a gradual comeback, mostly based on its sheer efficacy, not to mention the convenience of use. Other MS treatments such as Copaxone are typically administered by daily injection, while Tysabri is given as a monthly infusion.
</p><br/><a href='http://seekingalpha.com/article/40083-goldman-sachs-names-teva-pharmaceuticals-a-top-stock?source=feed'>Complete Story &raquo;</a>]]>
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      <category type="symbol" link="http://seekingalpha.com/symbol/teva">TEVA</category>
      <category type="author" link="http://seekingalpha.com/author/douglas-goldstein">Douglas Goldstein</category>
    </item>
    <item>
      <title>FDA Closer to Approval of EPIX's Vasovist</title>
      <link>http://seekingalpha.com/article/39879-fda-closer-to-approval-of-epix-s-vasovist?source=feed</link>
      <guid isPermaLink="false">39879</guid>
      <content>
        <![CDATA[In October 2005, the European Medicines Agency granted EPIX Pharmaceuticals marketing approval of Vasovist to the 25 member states of the European Union. With this approval, Bayer Schering Pharma AG Germany (BYERF.PK), EPIX’s partner for Vasovist, began marketing Vasovist throughout Europe in the second quarter of 2006. <!--more--> With the addition of Bulgaria, and Romania to the E.U. in 2007, Vasovist is now approved in all 27 member states. Vasovist is an injectable intravascular contrast agent designed to provide visual imaging of the vascular system through magnetic resonance angiography. 

<p>The FDA, which is known to be slower at approving new drugs than its foreign counterparts, still has not given its approval for the drug to be marketed in the United States. Last week, on the U.S. side, the company heard positive news from the Food and Drug Administration that said they might waive the requirement for the completion of one or two more clinical trials which they had previously required. This is beginning to lead to the company getting more analyst attention, as Maxim Group just initiated coverage with a target price of $10.
</p>
<p>EPIX has developed some close ties with some of the powerhouse pharmaceutical giants including GlaxoSmithKline (GSK) Amgen (AMGN), and Bayer Schering Pharma AG , Germany, the world’s market-leading MRI pharmaceutical company. Even though the FDA approval could take six months or longer, these critical alliances should help to insure quick access to the market for Vasovist, when and if it gets the government’s approval for distribution. 
</p>]]>
      </content>
      <pubDate>Mon, 02 Jul 2007 05:13:44 -0400</pubDate>
      <author>Douglas Goldstein</author>
      <description>
        <![CDATA[In October 2005, the European Medicines Agency granted EPIX Pharmaceuticals marketing approval of Vasovist to the 25 member states of the European Union. With this approval, Bayer Schering Pharma AG Germany (BYERF.PK), EPIX’s partner for Vasovist, began marketing Vasovist throughout Europe in the second quarter of 2006. <!--more--> With the addition of Bulgaria, and Romania to the E.U. in 2007, Vasovist is now approved in all 27 member states. Vasovist is an injectable intravascular contrast agent designed to provide visual imaging of the vascular system through magnetic resonance angiography. 

<p>The FDA, which is known to be slower at approving new drugs than its foreign counterparts, still has not given its approval for the drug to be marketed in the United States. Last week, on the U.S. side, the company heard positive news from the Food and Drug Administration that said they might waive the requirement for the completion of one or two more clinical trials which they had previously required. This is beginning to lead to the company getting more analyst attention, as Maxim Group just initiated coverage with a target price of $10.
</p>
<p>EPIX has developed some close ties with some of the powerhouse pharmaceutical giants including GlaxoSmithKline (GSK) Amgen (AMGN), and Bayer Schering Pharma AG , Germany, the world’s market-leading MRI pharmaceutical company. Even though the FDA approval could take six months or longer, these critical alliances should help to insure quick access to the market for Vasovist, when and if it gets the government’s approval for distribution. 
</p><br/><a href='http://seekingalpha.com/article/39879-fda-closer-to-approval-of-epix-s-vasovist?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/amgn">AMGN</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/byerf.pk">BYERF.PK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/epix">EPIX</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/gsk">GSK</category>
      <category type="author" link="http://seekingalpha.com/author/douglas-goldstein">Douglas Goldstein</category>
    </item>
    <item>
      <title>Clicksoftware Jumps on Annoucement of Conference Presentation</title>
      <link>http://seekingalpha.com/article/39735-clicksoftware-jumps-on-annoucement-of-conference-presentation?source=feed</link>
      <guid isPermaLink="false">39735</guid>
      <content>
        <![CDATA[“Event driven” analysts look for some extraordinary change in a market or a company, and try to make a quick play. Some of the smaller Israeli stocks that we follow also move on events, but what’s interesting is that given their small daily volume, and almost micro-market cap, seemingly minor press releases can push a stock’s price tag.<!--more-->

<p>On Thursday, for example, when ClickSoftware (CKSW), a small-scale competitor of Oracle (ORCL), announced that their CFO would be presenting at the C.E. Unterberg Emerging Growth Opportunities Conference in New York next month, the stock jumped 3%.  A month ago, when it announced that one of Canada’s largest natural gas distributors had successfully gone live with its ClickLocate solution, its stock also popped. Subsequently, the stock settled back down.
</p>
<p>There are opportunities where traders can make a profit.  This can happen by keeping an eye on the small Israeli stocks for a quick move,  going long in anticipation of a news story that need not even be too dramatic, or going short just as the news comes out. Take a look at <a href="http://israelnewsletter.com/israeli-stocks-trading-in-the-us/">IsraelNewsletter’s list</a> of Israeli stocks that trade in the U.S. to get some ideas.
</p>]]>
      </content>
      <pubDate>Fri, 29 Jun 2007 05:05:22 -0400</pubDate>
      <author>Douglas Goldstein</author>
      <description>
        <![CDATA[“Event driven” analysts look for some extraordinary change in a market or a company, and try to make a quick play. Some of the smaller Israeli stocks that we follow also move on events, but what’s interesting is that given their small daily volume, and almost micro-market cap, seemingly minor press releases can push a stock’s price tag.<!--more-->

<p>On Thursday, for example, when ClickSoftware (CKSW), a small-scale competitor of Oracle (ORCL), announced that their CFO would be presenting at the C.E. Unterberg Emerging Growth Opportunities Conference in New York next month, the stock jumped 3%.  A month ago, when it announced that one of Canada’s largest natural gas distributors had successfully gone live with its ClickLocate solution, its stock also popped. Subsequently, the stock settled back down.
</p>
<p>There are opportunities where traders can make a profit.  This can happen by keeping an eye on the small Israeli stocks for a quick move,  going long in anticipation of a news story that need not even be too dramatic, or going short just as the news comes out. Take a look at <a href="http://israelnewsletter.com/israeli-stocks-trading-in-the-us/">IsraelNewsletter’s list</a> of Israeli stocks that trade in the U.S. to get some ideas.
</p><br/><a href='http://seekingalpha.com/article/39735-clicksoftware-jumps-on-annoucement-of-conference-presentation?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/cksw">CKSW</category>
      <category type="author" link="http://seekingalpha.com/author/douglas-goldstein">Douglas Goldstein</category>
    </item>
    <item>
      <title>Ituran:  A Car Thief's Worst Nightmare</title>
      <link>http://seekingalpha.com/article/39182-ituran-a-car-thief-s-worst-nightmare?source=feed</link>
      <guid isPermaLink="false">39182</guid>
      <content>
        <![CDATA[When I used to live in the United States, there were great ads on the radio for LoJack (LOJN). LoJack had this technology that allowed them to quickly find stolen cars. Then, when I moved to Israel, I met Ituran (ITRN), LoJack’s international competitor.<!--more-->

<p>Three hundred million dollar Israel-based Ituran, which trades on Nasdaq, sells high-tech tracking, and location systems through locations and partners in the U.S., South America, the Middle East, and the Far East. (Check out its cool video <a href="http://web.sadna.co.il/ituran/website/demo/move.html">here </a>to see the system in action.)
</p>
<p>The <a href="http://www.fool.com/investing/international/2007/06/20/7-highly-rated-stocks-on-sale.aspx">Motley Fool </a>community gave the stock a 5-star rating last week, considering it a real value play (they write about the stock right next to a discussion of Benjamin Graham’s, The Intelligent Investor). And Stockerblog <a href="http://seekingalpha.com/article/38557">flagged the company</a> as one of the few Israeli dividend-payers, and, said it was worth looking into.
</p>]]>
      </content>
      <pubDate>Mon, 25 Jun 2007 06:47:25 -0400</pubDate>
      <author>Douglas Goldstein</author>
      <description>
        <![CDATA[When I used to live in the United States, there were great ads on the radio for LoJack (LOJN). LoJack had this technology that allowed them to quickly find stolen cars. Then, when I moved to Israel, I met Ituran (ITRN), LoJack’s international competitor.<!--more-->

<p>Three hundred million dollar Israel-based Ituran, which trades on Nasdaq, sells high-tech tracking, and location systems through locations and partners in the U.S., South America, the Middle East, and the Far East. (Check out its cool video <a href="http://web.sadna.co.il/ituran/website/demo/move.html">here </a>to see the system in action.)
</p>
<p>The <a href="http://www.fool.com/investing/international/2007/06/20/7-highly-rated-stocks-on-sale.aspx">Motley Fool </a>community gave the stock a 5-star rating last week, considering it a real value play (they write about the stock right next to a discussion of Benjamin Graham’s, The Intelligent Investor). And Stockerblog <a href="http://seekingalpha.com/article/38557">flagged the company</a> as one of the few Israeli dividend-payers, and, said it was worth looking into.
</p><br/><a href='http://seekingalpha.com/article/39182-ituran-a-car-thief-s-worst-nightmare?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/itrn">ITRN</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/lojn">LOJN</category>
      <category type="author" link="http://seekingalpha.com/author/douglas-goldstein">Douglas Goldstein</category>
    </item>
    <item>
      <title>Money Managers Pick Amdocs as One of the Top 21 Stocks of the Year</title>
      <link>http://seekingalpha.com/article/38167-money-managers-pick-amdocs-as-one-of-the-top-21-stocks-of-the-year?source=feed</link>
      <guid isPermaLink="false">38167</guid>
      <content>
        <![CDATA[When <a href="http://biz.yahoo.com/kiplinger/070611/iptc_20070608121419_id.html?.v=1">Kiplinger </a>Magazine asked some outstanding money managers to list a few of their favorite picks, Israeli business software & services darling Amdocs, was one of their select few.<!--more--> 

<p>Thornburg Core Growth manager, Alex Motola, (whose 3-year batting average has shown more than twice the performance of the benchmark Russell 3000 Growth Index (IWZ)), says that he searches for, “highly sustainable, growing franchises that are selling at reasonable prices and that are not subject to constant technological innovation or price competition.”
</p>
<p>According to Kiplingers, 
</p>]]>
      </content>
      <pubDate>Wed, 13 Jun 2007 05:27:18 -0400</pubDate>
      <author>Douglas Goldstein</author>
      <description>
        <![CDATA[When <a href="http://biz.yahoo.com/kiplinger/070611/iptc_20070608121419_id.html?.v=1">Kiplinger </a>Magazine asked some outstanding money managers to list a few of their favorite picks, Israeli business software & services darling Amdocs, was one of their select few.<!--more--> 

<p>Thornburg Core Growth manager, Alex Motola, (whose 3-year batting average has shown more than twice the performance of the benchmark Russell 3000 Growth Index (IWZ)), says that he searches for, “highly sustainable, growing franchises that are selling at reasonable prices and that are not subject to constant technological innovation or price competition.”
</p>
<p>According to Kiplingers, 
</p><br/><a href='http://seekingalpha.com/article/38167-money-managers-pick-amdocs-as-one-of-the-top-21-stocks-of-the-year?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/dox">DOX</category>
      <category type="author" link="http://seekingalpha.com/author/douglas-goldstein">Douglas Goldstein</category>
    </item>
    <item>
      <title>Elbit Sells Cutting-Edge Hardware to the U.S. Marines</title>
      <link>http://seekingalpha.com/article/37624-elbit-sells-cutting-edge-hardware-to-the-u-s-marines?source=feed</link>
      <guid isPermaLink="false">37624</guid>
      <content>
        <![CDATA[This article is a follow up to our recent <a href="http://israelnewsletter.com/2007/05/21/war-brings-boom-to-elbit-systems/">article</a> on Elbit (ESLT):

<p> Following last week’s announcement that Elbit Systems (ESLT) will be supplying Lightweight Thermal Imagers to the Canadian and Israeli Armed Forces, as well as other customers worldwide, at a total value of approximately $50 million, the company just had another major military sale.<!--more--> It's selling almost $19 million of ruggedized computers to the U.S. Marines. The sale is going through Talla-Tech, a wholly-owned U.S. subsidiary of Tadiran Communications, which is a wholly-owned subsidiary of Elbit Systems.
</p>
<p>The Marines order is for small hand-held computers to provide situational awareness to the forces. It chose the Talla-Tech Rugged Personal Digital Assistant (RPDA-57). The RPDA-57 is based on the Microsoft (MSFT) Windows CE and Microsoft Windows Mobile operating system, Elbit Systems said.
</p>]]>
      </content>
      <pubDate>Thu, 07 Jun 2007 08:37:04 -0400</pubDate>
      <author>Douglas Goldstein</author>
      <description>
        <![CDATA[This article is a follow up to our recent <a href="http://israelnewsletter.com/2007/05/21/war-brings-boom-to-elbit-systems/">article</a> on Elbit (ESLT):

<p> Following last week’s announcement that Elbit Systems (ESLT) will be supplying Lightweight Thermal Imagers to the Canadian and Israeli Armed Forces, as well as other customers worldwide, at a total value of approximately $50 million, the company just had another major military sale.<!--more--> It's selling almost $19 million of ruggedized computers to the U.S. Marines. The sale is going through Talla-Tech, a wholly-owned U.S. subsidiary of Tadiran Communications, which is a wholly-owned subsidiary of Elbit Systems.
</p>
<p>The Marines order is for small hand-held computers to provide situational awareness to the forces. It chose the Talla-Tech Rugged Personal Digital Assistant (RPDA-57). The RPDA-57 is based on the Microsoft (MSFT) Windows CE and Microsoft Windows Mobile operating system, Elbit Systems said.
</p><br/><a href='http://seekingalpha.com/article/37624-elbit-sells-cutting-edge-hardware-to-the-u-s-marines?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/eslt">ESLT</category>
      <category type="author" link="http://seekingalpha.com/author/douglas-goldstein">Douglas Goldstein</category>
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