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Monday, May 8th 2006
"Good Calls"
"I'm here to empower you so you
can try to make yourself money.
After years of running money from rich people, I'm an expert at ripping
stories from the headlines, and turning them into cash! I
want to train you to do the same thing.
Warren Buffet - pimpin' to Israel. He's buying an
80% stake in Iscar Metalworking. I know, it's a little
presumptuous to tell Warren Buffet what to do, but man, you don't go to
Israel to buy a metal bender.
This is a high-tech service economy. So I've got not one, but
two, Israeli stocks that I think can beat Buffet's new tool company any
day of the week.
Buy, buy, buy! Buy, buy, buy! That's six 'buys' for
two stocks!
First of all, there's NICE
(NICE-SYSTEMS
LIMITED), and NSTC
(NESS TECHNOLOGIES,
INC. ).
NICE is the dominant co. for recording phone calls and then retrieving
them. Often necessary from a regulatory standpoint, if not a
counter-terrorism standpoint. It's also great for the
customer service and counter-terrorism game.
NICE makes the technology that processes phone conversations.
NSTC is the Israeli CTSH
(COGNIZANT
TECHNOLOGY SOLUTIONS CORPORATION ). Did you see that
CTSH qtr? Maybe best in show.
This is a global IT outsourcing play. It's a co. that exists
to save other co.s money by making their information technology
operations more efficient and cheaper.
Both NICE and NSTC share one very important characteristic.
They don't make anything.
They're prime examples of capitalism.
The bottom
line!: If you're going to go to Israel to buy a company,
don't you go buy some industrial tool maker. Get yourself
some call center exposure with NICE or NSTC! "
MONDAY
(5/8/2006):
Lightning Round!!!
Apples & Oranges
Radio Recap
Good Calls
