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Non-Tech : Hvide Marine HMAR - High Growth, Undervalued -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (339)	3/31/1998 10:41:00 AM
From: Robert Floyd	Respond to of 547

I just doubled my position in HMAR.

To: Grommit who wrote (339)	3/31/1998 6:30:00 PM
From: Robert T. Quasius	Respond to of 547

Joe, I just got slammed on Mitcham Industries. Same story: great fundamentals, oil service industry. An earnings warning, and the stock got slammed from 18-3/4 to 13 in one day, less than a week after I opened my position. I am a little concerned that this is the second time HMAR has cited dry dockings, etc. as an excuse for lowered earnings expectations. I get nervous when I start seeing a pattern. I agree that fundamentally, the oil services sector still looks good, but some other firms with better management might be a better bet. I am still long TMAR, DWSN, MIND, and quite a few energy stocks. If this stock drops a little more, and seems to have hit a bottom, I will be back in.

To: Grommit who wrote (339)	4/1/1998 6:45:00 AM
From: Robert T. Quasius	Read Replies (1) \| Respond to of 547

To all: new earnings numbers for HMAR. Doesn't look as attractive. I think that the Street is losing confidence in management. ESTIMATE REVISIONS: HMAR: FURMAN SELZ made new estimate for fiscal year ending ÿÿÿÿÿ 12/99 of $3.10 on 03/30/98 HMAR: Major Broker decreased estimate for fiscal year ending ÿÿÿÿÿ 12/98 from $2.83 to $2.38 on 03/31/98 HMAR: Major Broker decreased estimate for fiscal year ending ÿÿÿÿÿ 12/99 from $3.06 to $2.76 on 03/31/98 HMAR: Major Broker decreased estimate for quarter ending 09/98 ÿÿÿÿÿ from $0.77 to $0.68 on 03/31/98 HMAR: Major Broker decreased estimate for quarter ending 12/98 ÿÿÿÿÿ from $0.82 to $0.75 on 03/31/98 HMAR: RAYMOND JAMES decreased estimate for fiscal year ending ÿÿÿÿÿ 12/98 from $2.65 to $2.20 on 03/30/98 HMAR: RAYMOND JAMES decreased estimate for fiscal year ending ÿÿÿÿÿ 12/99 from $3.00 to $2.65 on 03/30/98 HMAR: RAYMOND JAMES decreased estimate for quarter ending ÿÿÿÿÿ 09/98 from $0.70 to $0.61 on 03/30/98 HMAR: RAYMOND JAMES decreased estimate for quarter ending ÿÿÿÿÿ 12/98 from $0.73 to $0.65 on 03/30/98