Although we believe that long term investors in Smith-Midland Corp. (OOTC:SMID) [...]
My first site visit of the year was to Smith-Midland Corp.Â (OOTC:SMID). While interviewing management teams behind stocks on my buy listÂ is one of the most valuable aspectsÂ of my research process, I also know that just as powerful can be the ability to see first-hand, through site visits, exactly how the company operates. Â The SMID on-the-ground due diligence was my continuation of information gathering;Â from phone to facility. The SMID site visit arose from our focus onÂ stocks, such asÂ NV5 Global (NVEE),Â that are benefiting from the U.SÂ spending billions of dollars to rebuild/improve the infrastructure of roads, buildings, bridges and power generation grids.
Once again, the GeoTeam has uncovered an information arbitrage opportunity [...]