Aaron Katsman
www.IsraelNewsletter.com

As we dig out from the snowstorm that crippled Jerusalem, attention this weekend turns to sunny Arizona, and the playing of the Super Bowl. While IOI has a strict policy against choosing one team over the other, as an individual poster I will take the liberty and say that the Patriots better win, because I can’t imagine what it is going to be like to have to listen to a bunch of obnoxious New Yorkers go on and on about the Giants.

Here at IOI we would like to present our top 2 Super Bowl picks. These Israeli stocks are sure to rise enough in value that you will be able to fly to Disney World with your earnings.

Verint Systems(VRNT.pk) the security company has been on fire over the last month and a half. Previous to that it was a one way ticket downhill. The stock has gotten crushed over the last few years, mostly due to the mess that is the parent company Comverse Technology(CMVT.pk). The fact the Verint had to delay filings and get delisted from the NASDAQ has taken its toll on the stock. If you can get beyond the scandal with Comverse, you will find that Verint is growing nicely, and well undervalued to its competition, namely fellow Israeli security play Nice Systems(NICE).

Elbit Systems(ESLT) the defense company just keeps signing new deals. This past Sunday’s deal with the Netherlands, while only a $40 million deal, was much more important than the money. The company thinks that this may help them crack into NATO, and if that happens, they will start selling like crazy. With the world continuing to be a very dangerous place, Elbit Systems should benefit.

Go Pats!

Disclosure: Author’s has a position in VRNT.pk and ESLT and is long the stock as of 2/1/08.

Please see our Disclaimer HERE.

NEW! Introducing Israel Opportunity Investor, our monthly subscription-only newsletter. Stay ahead of the game and make smart decisions in Israel stocks. Go here to learn more.

Aaron Katsman is Managing Editor of the Israel Opportunity Investor newsletter. He is lead portfolio manager for the Israel Growth Portfolio and Managing Director of America Israel Investment Associates, LLC. For more information, go to www.israelnewsletter.com or call 1-888-327-6179, or email aaron@profile-financial.com.

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Aaron Katsman
www.IsraelNewsletter.com

Verint Systems(VRNT.pk) surged today on much heavier than normal volume. The stocked moved up over 16%, on no news. What was interesting was that at a little bit after noon ET, a huge block of over 400,000 shares was purchased. That’s more volume in one trade than we have seen over many of the last trading days combined. It seems to me that an institution wanted in. We have seen JP Morgan upgrade the stock recently. Most institutional investors have been unable to buy the stock due to the aforementioned volume issues, but it seems that one of them bit the bullet, and couldn’t resist buying the stock at these levels, even though it meant raising the price.

Disclosure: Author’s fund holds a position in VRNT.pk and is long the stock as of 12/18/07.

Please see our Disclaimer HERE.

NEW! Introducing Israel Opportunity Investor, our monthly subscription-only newsletter.  Stay ahead of the game and make smart decisions in Israel stocks.  Go here to learn more.

Aaron Katsman is Managing Editor of the Israel Opportunity Investor newsletter. He is lead portfolio manager for the Israel Growth Portfolio and Managing Director of America Israel Investment Associates, LLC. For more information, go to www.israelnewsletter.com or call 1-888-327-6179, or email aaron@profile-financial.com.

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