Seeking Alpha

Michael Ugulini

 
View as an RSS Feed
View Michael Ugulini's Comments BY TICKER:
Latest  |  Highest rated
  • Want Dividends Delivered To Your Door? Consider These 5 Transportation Companies [View article]
    On June 2, 2014, TransForce announced that a wholly-owned subsidiary of the Company entered into an agreement with Goldner Hawn Johnson & Morrison to acquire the entire share capital of its portfolio company, Transport America, Inc. Transport America is a provider of truckload (TL) carriage and logistics services.

    Furthermore, on June 4, 2014, TransForce announced that its wholly-owned subsidiary Matrec acquired the majority of assets of Veolia E.S. Matières Résiduelles Inc. operating as Veolia Solid Waste Canada.
    Jun 5 12:56 PM | Likes Like |Link to Comment
  • Want Dividends Delivered To Your Door? Consider These 5 Transportation Companies [View article]
    TransForce - 3.10%

    UPS - 2.6%

    J.B. Hunt - 1.00%

    Knight - 1.00%

    FedEx - 0.40%
    Jun 3 10:45 AM | Likes Like |Link to Comment
  • ATAC Resources Focusing On Developing Canada's Only Carlin-Type Gold District [View instapost]
    ATAC Resources Ltd. (ATC.V): Since 2010, exploration has been focused on the Nadaleen Trend. The company is well-funded with more than $25 million in the bank.
    May 25 10:29 PM | Likes Like |Link to Comment
  • Days Of Wine For Willamette Valley Vineyards... Roses For Investors? [View article]
    Hi naomiwrite:

    I guess I'm saying that the quality of Oregon wines are known, and are getting better known, but are still not as as well known as California wines and traditional French wines. Yes, their Pinot Noir does have a strong reputation and is one of Oregon's and Willamette Valley Vineyards' strengths when it comes to wine. Thanks!
    Apr 30 01:35 PM | Likes Like |Link to Comment
  • Days Of Wine For Willamette Valley Vineyards... Roses For Investors? [View article]
    An excellent way of performing due diligence on the company...Cheers!

    Michael
    Apr 4 02:59 PM | Likes Like |Link to Comment
  • Days Of Wine For Willamette Valley Vineyards... Roses For Investors? [View article]
    Concerning governance, that's an excellent point and one I really didn't give much though to. Non-accountability being a problem is certainly a valid point to make. I like to think it won't be an issue at Willamette, but as as been seen too many times in business, you never know.

    A strong Board of Directors , which Willamette says, "... monitors the Company‟s governance by regular review with management and outside advisors." is important. Nonetheless, Mr. Bernau is the Chairperson of the Board of Directors! So, in essence, you are right, investors are beholden to his wishes. His track-record as a businessperson gives me a measure of confidence, but there's is always that issue of non-accountability that you are correct in pointing out and investors uncomfortable with this concerning Willamette must weigh that against the Company's strength. Thanks for pointing this issue out
    Apr 4 09:08 AM | Likes Like |Link to Comment
  • Days Of Wine For Willamette Valley Vineyards... Roses For Investors? [View article]
    Thanks! Will take a look at them...they're in my backyard so-to-speak here in Ontario. Good point about a possible acquisition target.
    Apr 3 08:42 PM | Likes Like |Link to Comment
  • Small-Cap Niche Investors: Craft Brew Alliance Strategizing For Growth [View article]
    Hi:

    I agree...they're a long run consideration. You make a good point about the insider sells and that the price still rose. Nice that you took a profit on the bulk of your shares but still maintain a stake in the company...I believe the potential's there for more growth that you could still benefit from.
    Sep 3 09:16 AM | Likes Like |Link to Comment
  • Kratos Defense & Security Solutions - A Small-Cap To Consider For A Portfolio [View article]
    Thank you!... I definitely agree with you...long KTOS
    Aug 27 12:14 PM | Likes Like |Link to Comment
  • Kratos Defense & Security Solutions - A Small-Cap To Consider For A Portfolio [View article]
    Hi guyfoster1...

    The key to what you're saying to me is "all areas they have been preparing for seem to be coming to fruition." I think you've hit the nail on the head with that statement.
    Aug 26 08:54 PM | Likes Like |Link to Comment
  • Kratos Defense & Security Solutions - A Small-Cap To Consider For A Portfolio [View article]
    Hi guyfoster1... I agree... I'm thinking over the long haul the potential's there for Kratos ...even with the broad-based awarding of that cyber program... a nice big pie to share!
    Aug 26 08:50 PM | Likes Like |Link to Comment
  • Kratos Defense & Security Solutions - A Small-Cap To Consider For A Portfolio [View article]
    Thanks to" bidnow73" for this clarification at...

    http://bloom.bg/143Ix9D

    and for further information (DHS kicks off $6B cyber program) at:

    http://bit.ly/14WrfeI
    Aug 26 04:41 PM | Likes Like |Link to Comment
  • Kratos Defense & Security Solutions - A Small-Cap To Consider For A Portfolio [View article]
    Will do and thank you!!!
    Aug 26 04:25 PM | Likes Like |Link to Comment
  • Kratos Defense & Security Solutions - A Small-Cap To Consider For A Portfolio [View article]
    Not necessarily, some of that payment could go to investments in other projects and the new UCAS Division. Revenue does not always become free cash flow. The Company itself implies that facilities are not a minimal consideration as evidenced by...

    Company President & CEO, Mr. Eric DeMarco said, "From a capital structure standpoint, we are beginning to prepare the documents necessary for the refinancing of our senior notes, and our expectation based on recent market conditions is that we can reduce the annual interest rate on our debt by at least 200 basis points, significantly increasing Kratos' Free Cash Flow, which we plan to use for further delevering of our balance sheet."
    Aug 26 10:34 AM | Likes Like |Link to Comment
  • Kratos Defense & Security Solutions - A Small-Cap To Consider For A Portfolio [View article]
    Associated Press – Wed, Aug 21, 2013 5:43 PM EDT...
    Kratos wins defense contract...

    http://yhoo.it/18fqBKo
    Aug 26 09:56 AM | Likes Like |Link to Comment
COMMENTS STATS
25 Comments
11 Likes