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davidchulak Message

davidchulak's Space » All messages

  • greg_c99 2013-05-19 10:09
    davidchulak: The headwinds of sequestration are a concern for any company like this.  Right now there are headwinds for all companies based upon our current econom
    I agree.

    Thank you David.
  • greg_c99 2013-05-18 19:59
    davidchulak: Sorry...should have added that if you are looking for more in depth info or more specific questions...feel free to ask.  Thanks.
    Hi David,

    Thank you for taking the time to speak with me.

    I have been long VSEC since 2011. I believe in the company, and the fundamentals seem to be solid despite recent revenue declines.

    My concern is primarily the Budget Control Act, and if sequestration and automatic cuts will affect VSEC, and any of their contracts going forward.

    The company still generates solid earnings, has growing free cash flow, and an increasing dividend. The company has lucrative contracts going forward, with what seems to be a very promising next few years. The stock has shown some signs of improvement the past few months, but nowhere near fair value in my opinion.

    Is this a buy and never sell type company?

    What are your thoughts?

    I truly appreciate your time.


    Greg Courey
  • greg_c99 2013-05-17 12:49
    Hi David,

    Do you still have hope for VSEC?


  • Adib Motiwala 2011-10-28 00:10
    Hi David,

    Can you email me. I would like to talk to you or meet with you given that we are in DFW...

  • davidchulak 2011-07-13 04:29
    You exactly described how I feel.  He picks them cheap.  Let me ask....have you seen the Schloss screen on the AAII website?  They don't show his system (for lack of a better description) doing very well.  Didn't know if you checked any of them out.  I've been too busy.
  • jvelasco 2011-07-12 15:54
    Thanks for your comment on the Walter Schloss post David.
  • guruhl 2011-07-07 16:26
    Hi David, thanks for your note. I enjoy your writing as well!
  • Adib Motiwala 2011-06-25 22:03
    davidchulak: Sorry for not answering sooner.  My computer had the "blue screen of death" and I was out of touch for a few days.

    I tried to be very cauti
    Hi David,

    thanks for your reply. Is it possible to get your email. this is a bit cumbersome.

    mine is [email protected]
  • Adib Motiwala 2011-05-27 00:03
    Hi David,

    Does the other P/E method make sense even if the company has a 'E', but recent profit margins are peakish....?
  • ULYSSES1 2011-05-14 11:05
    Dear Mr. Chulak:  Your writings are invaluable.  I hope you enjoy them as much as I am sure your readers do.  What are your opinions about INTC and CME?  Do these companies have moats similar to WMT?
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