Investing in Israeli Stocks: A Blessing or a Curse?

Jay Peroni, Lead Analyst, CEO and FounderBlog (Members), Blog (Public), Growth

Genesis 12 Strategy

Our Genesis 12 Strategy was created in 2012 when a client asked me to do some research on Israeli stocks.   She had read a lot about the technological and medical breakthroughs in this small country and wanted to bless Israel by investing in Israeli stocks. As I did research, I learned more about Israel’s “miracle’ economy and how productive Israel was a nation despite its small size.

This was the beginning of the Genesis 12 Strategy, which is off to a great start so far in 2017:

 

It is up almost twice the S&P 500 so far this year!   The Strategy is up over 25% the past 12 months while investing solely in Israeli companies.

How Can You Support Israel with Your Investment Dollars?

“I will bless those who bless you, and whoever curses you I will curse; and all peoples on earth will be blessed through you.” –Genesis 12:3

At Dual Returns, we have portfolio strategies for investors of all shapes and sizes, from all walks of life – from conservative options for the investor who recently retired to aggressive for the investor seeking to maximize growth. We believe in prudent planning in attempt to get the highest possible returns with the lowest amount of risk. We believe in diversification, asset allocation, tax efficiency, and using low cost investment vehicles.

Many of our subscribers  come to us to help them incorporate their faith and values into their financial plans. As Christian investors, seeking out pro-Israeli companies is one way we can put our money into companies that support our biblical values.

The Genesis 12 Portfolio is based on Genesis 12:3 and consists of twelve companies based in Israel that have met our moral and financial criteria.

These 12 Israeli companies offer a way for an investor to support Israel with their investment dollars.  It is a way to put your money where your values are.

One of the greatest reasons to support Israel is found in God’s Word as God has blessed Israel. “The Lord spoke to Moses: ‘Tell Aaron and his sons, “This is the way you are to bless the Israelites. Say to them: ‘The Lord bless you and protect you; the Lord make his face to shine upon you, and be gracious to you; the Lord lift up his countenance upon you and give you peace.’”’ So they will put my name on the Israelites, and I will bless them” –Numbers 6:22-27.

2017 Genesis 12 Portfolio 

Here is a look at the 12 current holdings:

 

Ituran Location and Control (ITRN):


Ituran Location provides location-based services, consisting predominantly of stolen vehicle recovery and tracking services, as well as wireless communications products used in connection with its location-based services and various other applications. Ituran offers mobile asset location, Stolen Vehicle Recovery, management & control services for vehicles, cargo and personal security, and radio frequency identification products for various purposes including automatic meter reading, electronic toll collection and homeland security applications.

Nova Measuring (NVMI)



NOVA MEASURING develops, produces and markets monitoring and measurement systems for the semiconductor manufacturing industry. The company has pioneered the Integrated Metrology concept and is now expanding its activities by developing Integrated Monitoring and Process Control systems for CMP, CVD, Photolithography and Etch manufacturing processes. The company’s systems for CMP process control, delivering systems for CMP process control, delivering have measured more wafers than all other metrology companies combined.

Camtek Ltd. (CAMT)




Camtek Ltd., designs, develops, manufactures, and markets automatic optical inspection systems and related products. Camtek’s automatic inspection systems are used to enhance both production processes and yield for manufacturers in the printed circuit board industry, the high density interconnect substrate industry and the semiconductor manufacturing and packaging industry.

SodaStream International Ltd. (SODA)




SodaStream International Ltd. is engaged in the manufacture of home beverage carbonation systems, which enable consumers to easily transform ordinary tap water instantly into carbonated soft drinks and sparkling water. The Company develops, manufactures and sells soda makers and exchangeable carbon-dioxide (CO 2) cylinders, as well as consumables, consisting of CO 2 refills, reusable carbonation bottles and flavors to add to the carbonated water. Its products are sold under the brand name SodaStream and Soda-Club. SodaStream’s products are environmentally friendly, cost effective, promote health and wellness, and are customizable and fun to use. In addition, the Company’s products offer convenience by eliminating the need to carry bottles home from the supermarket, to store bottles at home or to regularly dispose of empty bottles. SodaStream International Ltd. is headquartered in Airport City, Israel.

Wix.com Ltd. (WIX)




Wix.com Ltd. is a cloud-based web development platform. The Company’s platform offers solutions that enable businesses, organizations, professionals and individuals to develop customized websites and application platforms. Wix.com Ltd. is headquartered in Tel Aviv, Israel.

Check Point Software Technologies Ltd. (CHKP)




Check Point is a leading provider of policy-based enterprise security and traffic management solutions. Through its patented Stateful Inspection technology, the company delivers Secure Enterprise Connectivity solutions that protect information assets and enhance the performance of enterprise networks. The company’s products include the world’s leading enterprise security suite, FireWall-1r, the industry’s leading family of virtual private network solutions, VPN-1T, and the industry’s premier bandwidth management solution, FloodGate-1T.

CyberArk Software Ltd. (CYBR)




CyberArk Software Ltd. provides information technology security solutions. The Company offers services which protect organizational privileged accounts from cyber-attacks. Its products include CyberArk Shared Technology Platform, Privileged Account Security Solution and Sensitive Information Management Solution. The company offers privileged account security solution consists of enterprise password vault, which provides a tool to manage and protect physical, virtual, or cloud-based assets in an organization; privileged session manager that protects IT assets; and application identity manager, which addresses the challenges of hard-coded, embedded credentials, and cryptographic keys being hijacked and exploited by malicious insiders or external cyber attackers. CyberArk Software Ltd. is headquartered in Petach Tikva, Israel.

Elbit Systems (ESLT)




Elbit Systems is a worldwide leader in Night Vision Goggles Head-Up Displays (“NVG-HUD”). They are a major supplier to the U.S Army and U.S. Marine Corps of Night Vision Head-Up Display systems for use in various types of helicopters. Elbit Systems Ltd. is engaged in a wide range of defense-related airborne, ground and command, control and communications programs throughout the world. Their focus is on the upgrading of existing military platforms and developing new technologies for defense applications.

On Track Innovations Ltd. (OTIV)




On Track Innovations Ltd. is a pioneer and leading developer of cutting-edge cashless payment solutions including near field communication (NFC) products and solutions. For over two decades, oti has provided enterprises worldwide with innovative technology and solutions that forge new business models, grow revenues, streamline processes, and create measurable value for end users.

Mazor Robotics Ltd.  (MZOR)




Mazor Robotics Ltd. is engaged in the development, production and marketing of medical devices for surgical procedures in the fields of orthopedics and neurosurgery. It offers Renaissance(TM), a surgical robotic system to conduct spine surgeries with less radiation. The company operates in the United States, Eastern Europe, Western Europe and Asia. Mazor Robotics Ltd. is based in Caesarea, Israel.

RADA Electronic Industries Ltd.  (RADA)




RADA Electronic Industries Ltd. is an Israel based company involved in the military and commercial aerospace industries. The Company specializes in Avionics systems Digital Video Recorders, Ground Debriefing Stations, Stores Management Systems, Flight Data Recorders, Inertial Navigation Systems, Trainers Upgrades, Avionics systems for the UAV market, and Electro optic cameras for airplanes and armored vehicles.

Tower Semiconductor Ltd. (TSEM)




Tower Semiconductor Ltd. is an independent manufacturer and service provider of semiconductor integrated circuits on silicon wafers. They provide IC design, manufacturing and turnkey services using advanced production capabilities and the proprietary IC designs of their customers, and are specializing in providing solutions for embedded non-volatile memory devices and CMOS image sensors.

Bottom Line

If you want to invest in Israel, there are now many ways you can go about this.  The Genesis 12 Strategy is just one way to support Israel with your investment dollars.  There are also mutual funds that invest in Israel as well as ETFs that invest inIsraeli stocks.

 

Additional Reading:

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Using Swing Trading to Profit in Volatile Markets

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Disclaimer

While Dual Returns has used reasonable efforts to obtain information from reliable sources, we make no representations or warranties as to the accuracy, reliability, or completeness of third-party information presented herein. The sole purpose of this analysis is information. Nothing presented herein is, or is intended to constitute investment advice. Consult your financial advisor before making investment decisions.