Don't know about the others but I would stay away from DRYS for now. I bought
in the $3 range and sold around $5.75 It has done nothing in the past 2-months.
Kramer put their CEO on his "Wall of Shame"

Tidewater - TDW -

Of those listed, At quick glance KEX looks the best but far from the best of
breed. It a crummy sector right now and will be until we see a real recovery in
china and consumers starting play in the recovery by spending. US savings rate
is near a long time high of 7.6 %. It was 1.2% in 2006. KEX ROE is failry
solid and so is their PE. Net Margins are in line with the industry. NIBT
shows a nice griwth line for 5 years. Same could be said for cash flow. Long
Term debt could be paid of in ayear with current earnings. This one is going on
my watchy list. As a comparative take a look at NMM. Roe is a bit better,
margin is a lot better. A little more LTD but still manageable. Thanks for the
tip.

Salve Lucrum