Post by
retiredcf on Mar 09, 2012 3:01pm
Hirsch on TID
Veronika Hirsch was on Market Call today. She commented quite extensively on TID. She sees the company making a number of improvements that will make their operation much more efficient and result in increasing EBITA and margins. She would add to her position at this point. Expects a bit of a soft Q4 (although it will be better than Q3) but beginning with Q112, the impact of these improvements will be felt and things should be "really quite nice". Her comments are at the tail end of the 1:45 segment. GLTA
Comment by
Volatile99 on Mar 09, 2012 3:26pm
Just remember it was also her top pick exactly one year ago when it was at its high. I like TID, at current prices, but I question Veronika's analytical abilities..........imo
Comment by
Jmarks1 on Mar 09, 2012 3:49pm
Didn't sound like she was doing much analytical analysis, rather talking with management. So I'm thinking her analysis will be a lot better this time around. If they have managed to integrate the company they bought and with all working rigs are on site drilling, then the company is going to do well. Time will tell but I like there chances going forward.
Comment by
stanleycup on Aug 03, 2012 7:46pm
Guess who is back on BNN on August 8th...the day before Q2 results. It would be nice to have someone call in and ask her thoughts before the results. I am at work during the day she is on. Cheers