RE: RE: Hirsch on TID Interesting that it was a "buy" when it was priced high, and now it is a "hold" when it is priced low?
Numbers will be out tomorrow.
Cheers
| 2012-08-08 |
HOLD |
Veronika Hirsch |
Has been a difficult stock. A small cap in an environment where small caps are not appreciated. Long term they are attractive in the sense that they have top quality drilling rigs in Latin America. Management team has build companies and sold them to larger companies. One day they could be taken over but they need to grow larger.
|
Price:
.000
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes |
| 2012-03-09 |
PAST TOP PICK |
Veronika Hirsch |
(Top Pick Mar 2, 2011, Down 59.80%) Just visited with Management. 4th quarter is still not going to be very exciting. The next quarter will be good. Will have deployed the majority of the rigs. They are spending the majority of their efforts in 2012 on efficiency. There are some camps they can build that service a couple of rigs, which is much more efficient. They will improve margins and the market will pay attention. She would average down, but be patient. She thinks it is a buy. |