Michael Ugulini

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  • Campbell Soup – An Easily Acquired Taste for Conservative Investors

    By Michael Ugulini - August 14, 2013 | Tickers: CPB, CAG, SLE

    Today, I’m focusing on Campbell Soup (NYSE: CPB). The company represents, I believe, a solid investment option. Here’s why.

    Foundational strength: soup still strong

    Company CEO Denise M. Morrison noted in a May earnings call, "Our U.S. Soup business delivered exceptionally strong third quarter performance. Condensed sales increased 11%, sales of our ready-to-serve soups increased 18% and sales in the broth business also rose 18%. Overall, the more »

  • 3 Dividend Stocks to Consider

    By Michael Ugulini - August 13, 2013 | Tickers: BKW, KMB, MCD, RY, TD

    If you’re an income investor, the following three stocks could add some punch to your portfolio. If you’re not, research dividend paying entities such as the three listed below as possible components of a balanced stock portfolio.

    Kimberly-Clark (NYSE: KMB)

    Kimberly-Clark manufactures and markets personal care, consumer tissue, and health care products. What do I like about Kimberly-Clark?

    Recently, Kimberly-Clark’s board declared a regular quarterly dividend of more »

  • First Majestic Silver: A Royal Opportunity for Long-Term Growth?

    By Michael Ugulini - August 5, 2013 | Tickers: CDE, AG, PAAS

    First Majestic Silver (NYSE: AG) focuses on silver projects in Mexico. Does it represent a quality investing opportunity? Today, I’m considering some aspects of its operations.

    Mexico focus

    First Majestic concentrates on its five producing Mexican mines. Last year, Mexico was the globe’s largest silver producing nation.

    Investors should consider that many companies are active in Mexico. The plentiful Mexican Silver Belt is the focus of companies; this more »

  • Focusing on Daily Bread for Farmers and Investors

    By Michael Ugulini - August 1, 2013 | Tickers: DD, MON, MOS

    Global concerns about sustainable agriculture that can consistently feed a hungry world show no signs of abating. The need for more productive farming to meet increasing worldwide demand is evident. What major companies are addressing these issues?  

    DuPont's (NYSE: DD) agriculture division is focusing on products that promote higher crop yields and more nourishing foods.

    Reading the signs of the times 

    Becoming more of a high-tech science-based organization, DuPont more »

  • Investing in Copper? A Few Things to Consider

    By Michael Ugulini - July 30, 2013 | Tickers: BHP, FCX, RIO

    Investing in copper explorers, developers, or producers involves understanding the price volatility concerning the commodity. Global demand, influenced by the health of national economies, is part of the price equation. However, there are other things investors should consider when looking at copper.

    Politics

    Governments are increasingly flexing their muscles concerning copper operations in their jurisdictions. Rio Tinto (ADR) (NYSE: RIO) knows this full well. At its Oyu Tolgoi project (copper-gold more »

  • Gold: Beyond Best Intentions

    By Michael Ugulini - July 24, 2013 | Tickers: AU, ABX, ABX, NEM

    Remember, people will judge you by your actions, not your intentions. You may have a heart of gold -- but so does a hard-boiled egg.

    (Quote from Thinkexist.com)

    For gold mining companies, things can often be a little unsettling with the swings in the commodity’s price and the challenges of operating in diverse jurisdictions. Best intentions are sometimes pushed to the wayside as the realities of the mining business more »

  • A Caveat for Investors: The Housing Market

    By Michael Ugulini - July 24, 2013 | Tickers: BECN, LOW, LL

    Again, another report is out that has deflated the balloons of those who think the U.S.economy is on some sort of robust upswing. There exists the weekly optimistic hullabaloo touting growth and the better numbers that are sure to come in a host of sectors. The reality is a "reality check" for those unwilling to face what's really going on in the economy.

    June's housing starts more »

  • Is It Time to Ride With Silver?

    By Michael Ugulini - July 24, 2013 | Tickers: AG, PAAS, SLW

    Is silver set to shine more brightly in the near future? Are entities that are part of this industry set to do the same? Today, I’m taking a quick look at Silver Wheaton (NYSE: SLW), First Majestic Silver (NYSE: AG), and Pan American Silver (NASDAQ: PAAS) to see what they have to offer to investors.

    Precious metal streaming

    Silver Wheaton is the largest precious metal streaming company in the more »

  • Slow Boats to China…and Elsewhere?

    By Michael Ugulini - July 7, 2013 | Tickers: BHP, CLF, RIO

    Having major programs in place to foster growth are necessary for companies wishing to build market share. However, despite their best intentions, outside forces often seem to conspire to hold back their plans. I’m looking at Rio Tinto (NYSE: RIO) today, and what it is facing as it works to remain a significant force in its industry.

    Rio Tinto has its iron ore production program in the Pilbara region more »

  • Investors: Who Do You Believe?

    By Michael Ugulini - July 1, 2013 | Tickers: PCH, RFP, WY

    As an investor, if there is ever a time for engaging in even more diligent “due diligence,” that time is now. There’s a lot of hot air blowing around, and it isn’t just because summer’s arrived. The current investment climate is rife with hype, bold (and maybe even some unfounded prognostications), and contradictory views that can confuse investors.  

    I’m looking at the lumber, forest products, and more »

  • Why These Stocks Will Be Hot for Investors for Years to Come

    By Michael Ugulini - June 17, 2013 | Tickers: BKW, MCD, YUM

    McDonald's (NYSE: MCD) and others of the fast-food ilk certainly get a potato sack full of jibes directed their way from various special interest groups - but who cares? They're good at what they do. If some people don't like their food - they don't have to go there.That being said, it's time everyone faces it - McDonald's is here to stay. Therefore, here are a more »

  • There's Meat on the Bone With Tyson Foods

    By Michael Ugulini - June 14, 2013 | Tickers: HRL, SFD, TSN

    Sure, I know what some of you may be thinking, 'What's this guy doing foraging in the refrigerator of the Meat Products industry in the Consumer Goods sector when he could be eyeing an exciting digital venture or something similar?" 

    It's because people still have to eat, and companies such as Tyson Foods (NYSE: TSN) are increasingly finding new ways to keep them fed with products they desire more »

  • Mattel Is Singing Hello Dolly

    By Michael Ugulini - June 10, 2013 | Tickers: HAS, LF, MAT

    ...well, hello, dolly. It's so nice to have you back where you belong.

                            (Hello, Dolly lyrics from Warner/Chappell Music)

    That must be the sentiment at the corporate offices of Mattel (NASDAQ: MAT) as the company recently reported its first-quarter 2013 financial results. The company's American Girl brand (dolls, books, eBooks, clothes, accessories) led the way for Mattel, amid weaker performance from some of its other brands more »

  • A Copper Stock to Burnish Your Portfolio

    By Michael Ugulini - April 15, 2013 | Tickers: FCX, RIO, SCCO

    Better your own copper than another man's gold.

                                                      -Georgian Proverb

    Investing in companies with significant interests in copper can be a road to shareholder returns. However, the caveats are what's going on in the global economy and what future economic trends signify. Consider that copper prices rise when the overall global economy expands and new construction is robust. But when the overall global economy takes a nose dive more »

  • All Aboard and on Track with the Major Railroad Players

    By Michael Ugulini - April 12, 2013 | Tickers: CNI, CP, KSU, UNP

    Most men who have really lived have had, in some share, their great adventure. This railway is mine. - James J. Hill (1838-1916) (Railroad Executive-Great Northern Railway builder)

    James J. Hill was a railroad tycoon whose railroads spanned from the Great Lakes to the Pacific Northwest, from Canada to the South, and eventually across the Pacific to the Orient. His life's work certainly was a railroad adventure. Today, an investing more »

  • Food for Thought

    By Michael Ugulini - April 10, 2013 | Tickers: AGU, MON, POT

    A recent statement by Mr. Mike Wilson, president and chief executive officer of Agrium (NYSE: AGU), had me thinking of the potential that exists concerning investments in the agricultural chemicals industry in the basic materials sector.

    In February, he said:  

    The unrelenting global demand for food has continued to pressure global grain supplies, leading to continued strength in crop prices. We believe there is a compelling economic incentive for growers more »

  • Coffee with Ronald

    By Michael Ugulini - April 5, 2013 | Tickers: BKW, JACK, MCD, THI

    Sitting down with Ronald McDonald at a McCafé® recently, we talked about what's on the horizon for McDonald's Corp. (NYSE: MCD) and others, as well as the good and not so good of recent performance.

    Michael: I see McDonald's is being particularly aggressive concerning these McCafés.

    Ronald: Yes, we launched them in 2009, and next to the U.S. market, our second biggest market is the coffee more »

  • Juicing for Growth

    By Michael Ugulini - April 4, 2013 | Tickers: CPB, KO, PEP, SBUX

    Today, while looking at a few cold hard numbers, I'm also taking a more contemplative look at what some major companies are doing to drive growth. More specifically, I'm looking at how Starbucks Corporation (NASDAQ: SBUX), PepsiCo, Inc. (NYSE: PEP), The Coca-Cola Company (NYSE: KO), and even the Campbell Soup Company (NYSE: CPB) are juicing for growth.

    Starbucks Corporation acquired the Evolution Fresh juice brand in 2011. The more »

  • Food for Thought

    By Michael Ugulini - April 3, 2013 | Tickers: AGU, MON, POT

    A recent statement by Mr. Mike Wilson, President and Chief Executive Officer of Agrium Inc. (NYSE: AGU), had me thinking of the potential that exists concerning investments in the Agricultural Chemicals industry in the Basic Materials sector.

    In February of this year, he said, "The unrelenting global demand for food has continued to pressure global grain supplies, leading to continued strength in crop prices. We believe there is a compelling more »

  • 7 Things Your Mother Never Told You About Beverage Companies

    By Michael Ugulini - April 2, 2013 | Tickers: COT, MNST, SODA, SBUX

    Among ample advice concerning healthy eating and drinking habits, mothers typically trumpet that too much of anything sweet is something to avoid. Soda pop is the usual target; mothers advocate for drinks they view as more nutritious, such as milk and pure juices.

    From an investing standpoint, however, mothers should also consider the income opportunities available through investing in companies that delve in an array of drinks. The following are more »

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