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To: Mark Adams who wrote (46238)6/10/1999 5:06:00 PM
From: Gary Burton  Read Replies (1) | Respond to of 95453
 
Mark-Yesterday, Robinson Humphrey lowered their June qtr est to 30c from 39c ..keeps s.t."hold" on the stock, calls it "high risk" for some reason-maybe because 78% of their revenue is from the North Sea (in sterling) and LTD levels seem a little high. They also don't hedge their sterling receivables or do any type of forward transactions according to their 10q....What are your views on this company?-just started looking at it



To: Mark Adams who wrote (46238)6/11/1999 2:26:00 AM
From: S. maltophilia  Read Replies (1) | Respond to of 95453
 
GMRK looks OK at a lower price, perhaps, but I like (and own) TDW better. TDW has a clean balance sheet as opposed to GMRK's 1.2-1 debt/equity ratio. Given that they are in similar businesses and have similar recent earnings histories, it seems that TDW with its larger capitalization -and it even pays a dividend- is a safer bet.
JMHO; if you know a compelling reason to prefer GMRK, I'd like to hear it.


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