Food stocks have long been considered a "defensive" area, and when considering this sector investors generally turn to such well known players as Kraft or Heinz. For those who keep kosher, however, the source of products is more limited.
Indeed, I'm always intrigued when I come across a company that is a leader in a market with limited competition and limited coverage by Wall Street. In that light, the latest recommendation from Vivian Lewis -- Israel's G. Willi-Food International Ltd (NASDAQ:WILC) -- caught my attention.
The editor of Global Investing thinks now is the time for investors to stock on shares of this supplier of kosher food products. She notes that Willi-Food is a one-stop supplier: it imports, markets, and distributes more than 400 food products manufactured by some 100 suppliers throughout the world to more than 1,000 customers.
Lewis notes, "Willi-Food excels in identifying changing tastes in its markets. The company is also developing new products with higher margins."
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