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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (34830)7/3/2009 2:29:50 AM
From: Paul Senior  Read Replies (3) of 78683
 
Yes, you may be right, I see now that TDW may be the better bet. I'm going to have to do more work on this shipping/services industry. I'm looking at three companies with a disparity among metrics, and after looking over some of their investor presentations, I'm not sure how to put the metrics in context or how relevant they might be.

finance.yahoo.com

Ltd/total capital = .46 for HOS.
Ltd/total capital = .35 for CKH.
Ltd/total capital = .12 for TDW.

TDW has increased its dividend and now yields 2%, one of the few with a dividend, and the highest yield of among companies in its sector. Unlike HOS, TDW has a reasonably-long public history. TDW has been profitable in each of the past ten years. That can't be said for HOS.

HOS trades farther below its tangible bv than does CKH or TDW. TDW trades at $41.76 which is above its tbv of $37.06/sh

HOS has higher gross margins than either CKH or TDW.

Right now, I'm left with the impression that HOS might be cheaper than TDW on some metrics, but TDW is good enough (based on its historical results) that it may be the better bet because of its conservative balance sheet (low debt) and larger size.

si.advfn.com^TDW

si.advfn.com^CKH

si.advfn.com^HOS

ir.hornbeckoffshore.com

phx.corporate-ir.net
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