Fund Manager Eyal Cautious on Equities But Likes G. Willi-Food

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Fund Manager Eyal Cautious on Equities But Likes G. Willi-Food 0 comments

Sep 30, 2009 10:12 AM | about stocks: WILC
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Up-and-coming value investor Ori Eyal of Emerging Value Capital Management provides some interesting commentary in his latest latter to investors. He points out that Chinese company presentations at the recent Rodman & Renshaw Investment Conference in New York were "not even 'standing room only'. 'Squeezing room only' would be a more accurate description." Eyal views this kind of torrid investor appetite for emerging market equities as a contrary indicator, supporting his view that it's once again time to be cautious on equities.
In the letter, Eyal also presents an investment case on G. Willi-Food International (WILC), one of Israel's largest food importers with a focus on the Kosher and health food segments. For those looking for global exposure at a reasonable price, this investment idea is worthy of consideration.
Read Ori Eyal's August 2009 letter to investors.
Themes: ori eyal Stocks: WILC

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