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  • 12/10/09 Midday Report: Take our cheap shit, please

    The market is off to the races again as a rise in US exports turned on the cold water and created some shrinkage to the US trade deficit.  The trade deficit dropped by 7% which was better than expectations of a rising deficit (and I know, it is hard to believe expectations were wrong much…

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  • Long Idea: G. Willi Foods (Ticker WILC), It Ain’t Just Kishka

    What they do: G. Willi develops and distributes kosher food, mostly in Israel but is starting to grow in the United States. They also own 51% of Shamir Salads which makes hummus and is the #3 market share humus maker in Israel. Look, before we go on I know you’re all thinking “What a stupid…

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