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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: Stephen L. Smith who wrote (33321)12/22/1998 9:50:00 AM
From: SliderOnTheBlack  Read Replies (1) of 95453
 
Stephen; TMAR....

In my opinion; in this enviroment - I would only stick with the strongest of the strong; TDW is just that and CKH & GMRK have solid niches. To me TMAR can not compete with them on niche or strength... HMAR is equally valued and along with TMAR represents a botttom fishers dream, but not without risk... for me TDW CKH & GMRK give one 75% of the upside with only 25% of the downside...fwiw
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