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To: SJS who wrote (3047)11/18/1997 9:54:00 AM
From: Grommit  Read Replies (1) | Respond to of 95453
 
What is true of TDW is more true of HMAR and TMAR. TDW is larger and has more of a mainstream following, HMAR and TMAR have more potential growth due to lower valuations.

I did sell a few TMAR when it was over $40 recently (fairly priced, I think), but at $31 it is a bargain.

HMAR also has more upside due to mideast day rates being below world rates, and has bookoo contracts to renegotiate. TMAR just getting into international area, I think.