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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Umunhum who wrote (109764)9/18/2008 2:37:36 PM
From: carranza2   of 206151
 
Thanks for your comments concerning TLM.

I like it a lot, too. Bought it in the low, low twenties and have not let go. Might start accumulating it again in the 15s. First came onto my radar wehen you mentioned it and I thank you.

TLM's market cap is slightly less than twice its revenue.

I don't know if you are interested in oil contractors, but Jim Grant has made a cogent argument for McDermott. Lots of cash, lots of contracts [probably lots of future work thanks to Gustav and Ike] is the bottom line.
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