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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (42366)	4/21/2011 3:53:02 PM
From: Mr.Gogo	Read Replies (1) \| Respond to of 78528

I bought as much as I could. This will be a silent creeper, I hope. Will add some more as soon as there is available funds. Thanks for mentioning this company here. Georgi

To: E_K_S who wrote (42366)	4/28/2011 7:33:34 PM
From: reno4	Read Replies (1) \| Respond to of 78528

G. Willi-Food International (WILC) $7.51 This is my value idea similar to AMNF. AMNF has been working out nicely. I forgot who first mentioned it but thanks. Also I would like to thank everyone on this board for all of the interesting and informative posts. WILC is a simple boring food product business based in Israel. They develop, import, manufacture, and distribute more than 1000 kosher food products mostly in Israel. Cap 101M (I like micro caps b/c it limits competition; Munger likes to says that if he was just starting out, he would first look at small companies) EV 50.5M (I like companies with little or no debt) Cash 53M Trailing PE 11 Forward PE 9.7 (On their website they have an analyst report which projected $0.77 earnings for 2011; even cheaper if you subtract out the cash). 58% insider ownership (Interest aligned with shareholders; It would be nice if they dividend this out like AMNF; they may in the future). High cash flow business (I like businesses that generate lots of cash). It's not growing very fast but it's still growing. There may be some geopolitical risk with an Israel based company but Buffet was OK with buying Iscar. Let me know what people think? Ted.