RE: RE: TDG to acquire SVY? I do own SVY. I also own TDG and TID. I love the oil field services. SVY has a higher book value and lower margins, would be nice to see some improvement in the margins. One big positive is that insiders are buying SVY, which is not happening with TDG or TID. TDG is well run, has nice margins, I think its an easy double in a years time. Movement in both stocks seem to be highly correlated. If share prices remain depressed, I believe there will be some consolidation in the sector which may affect one or both of them. TID is an international driller. All of the drillers are extremely undervalued and a rising tide lifts all boats....so I will keep backing up the truck on all of them. So RETIREDCF buy more TDG or buy some SVY or some TID, TCW, CFW ..maybe pass on TOT......but just BUY as you will not be disappointed in a years time.
I think my holdings are listed on my profile, I am not trying to hide them. Take a look!