Chip Giants Say Goodbuy, Ceva Says Hello

Shlomi Cohen submits: Today I am adding Ceva (CEVA) to my portfolio tracked by "Globes". Ceva is listed as a US company, but most of its operations are in Israel.

Shlomi Cohen submits: One of the hot rumors in the stock market these days is that when Apple (AAPL) unveils the fifth generation of its iPhone this summer, it will include NFC (near field communication) abilities.

Shlomi Cohen submits: Small investment bank Roth Capital has invited no less than 12 Israeli firms to its Growth Stock Conference this week on the west coast of the US, as most of the companies have plans to hold secondary offerings or to be bought this year, if the market's current positive conditions continue.

Shlomi Cohen submits: Five months ago to the week, Radware Ltd.'s (Nasdaq: RDWR) share price soared to over $40 for the first time since the bubble year of 1999, when there were times that it traded at even double that level.

Shlomi Cohen submits: This week marks the end of the Hebrew year, and as usual, at this time I look back at the shares that stood out in my portfolio, tracked by "Globes", over the past year - since mid-September, 2009.

Shlomi Cohen submits: This past Friday, my portfolio tracked at "Globes" made a bit of history - it reached a 100% cumulative return for the first time since it was launched in the beginning of 2001. Its annualized return is around 8%, compared with Nasdaq's negative 4% cumulative return, over that period.

Shlomi Cohen submits: The announcements from this year's successful Consumer Electronics Show (CES) in Las Vegas helped boost the share price of many technology stocks, and with them the Nasdaq index, which rose 1.9% last week.

Shlomi Cohen submits: The technology sector correction stood out among chip stocks, with the Philadelphia Stock Exchange’s Semiconductor Index dropping 4.5% on Friday.