G. Willi Food-International Ltd. (WILC)
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WILC Forum Topics
- All Comments on WILC
- General Discussion on WILC
- 100 Stocks to Offset Rising Food Prices [view article]
- Free Willi? This Food Stock Looks Cheap [view article]
- G. Willi-Food: Da or Nyet? [view article]
- Kosher Food Boom Should Give Willi Foods a Boost [view article]
- Israeli Smallcap Willi-Food Shows Impressive Growth [view article]
loading ...Recent WILC Articles
- What’s Bad for Consumers Is Good for G. Willi-Food
- Four Israeli Stock Picks
- G. Willi-Food Lays the Groundwork for Increased Growth in 2008
- G. Willi Inks Major Deal with Russian Dairy Distributor
- G. Willi Should Gain From Russian Poultry Deal
- G. Willi-Food: Da or Nyet?
- Free Willi? This Food Stock Looks Cheap
- Seven Israeli Stocks Poised for a Spike
- G. Willi-Food International Announces 2Q Earnings Guidance
- 100 Stocks to Offset Rising Food Prices
- Full List of Articles »
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100 Stocks to Offset Rising Food Prices [view article]
I just read this on April 8th, i had somehow bought CALM @ re $20,and own BG, POT, & MON. They have all done well! This guy was right on the money! I am looking into some of his other suggestions... ReplyEditors
General Discussion on WILC
Is this a buy or a sell? Reply100 Stocks to Offset Rising Food Prices [view article]
Good information, now I can set up a defensive strategy for my portfolio in this inflation envionment. ReplyFree Willi? This Food Stock Looks Cheap [view article]
how big is the US kosher market and what is its growth rate? What is driving growth? ReplyG. Willi-Food: Da or Nyet? [view article]
Just to clarify, I posted this on the author's website directly:I manage a fund that is long WILC but I’m pretty certain your analysis is wrong. Unless the news has changed since the past few hours you’re not identifying the buyer of the Russian poultry business accurately. Willi Food INVESTMENTS, which trades as WLFD on the TASE is buying the Russian business. AG, through WLFD owns 62% of Willi Food INTERNATIONAL, which is WILC and what US shareholders own.
The acquisition will have no material benefit to WILC shareholders other than to show AG and Willi mgmt are working on the deal front. WLFD is the holding co, the Russian business will be held alongside WILC and the real estate and other WLFD holdings but don’t look to factor any of the egg business into WILC’s financials. Check the TASE, WLFD stock is rocking because WLFD shareholders receive the benefits of that deal, WILC shareholders do not.
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I am in the author's camp obviously by having WILC in my fund (and a significant position in my fund) and believe this is a great investment but the news reports have been somewhat confusing as far as what the implications for WILC shareholders are. This deal by AG and Willi mgmt won't impact WILC shareholders like me but it portends hopefully good M&A deals down the road. Skeptical WILC longs should keep in mind Gil was hired as an M&A guy specifically for WILC so there will be deals done for the WILC operating co as well. Reply
Jacome
Free Willi? This Food Stock Looks Cheap [view article]
WILC is garbage -- forming a double top (see a multi year weekly chart) and mgmt owns over 60% of the stock = risk....best stock in the group is, we think, GMCR. The retail food sector is cooking off food inflation, but not all food stocks are created equal. Go long the bean. ReplyKosher Food Boom Should Give Willi Foods a Boost [view article]
I think it was mentioned in Aaron's article a few weeks back that it's not "stockpiling"... but rather Israilies weren't traveling out of the country as they normally would during august, and the company's increased 3q would reflect that. ReplyKosher Food Boom Should Give Willi Foods a Boost [view article]
If you were to base your hypothesis on 30 million Christian Americans preferring kosher food then there might be some basis for your optimism. The fact is; though the vast majority of Americans know what kosher means, still most Americans wouldn’t know how or where to look on the label. Even if we did know how to read the labels, we probably would say ‘that’s cool’ but not decide to buy this or that product because it is kosher or not.The stockpiling suggestion is hogwash. (Hogs aren’t kosher, pun intended.) There haven’t been any signs of stockpiling in Israel, excluding a limited amount of bottled water in northern Israel and had there been stockpiling it would result in lower sales later on. I assume you are referring to Israel for there definitely has not been any stockpiling in the United States.
Willi-Food is going to have to compete on quality and price.
Disclosure: This is a personal comment by a CrossProfit analyst and may not reflect the opinion of CrossProfit.com.
www.crossprofit.com Reply
Israeli Smallcap Willi-Food Shows Impressive Growth [view article]
Great write-up, Aaron and welcome to the SeekingAlpha community! Reply