Tidewater, Inc. (NYSE:TDW)

CAPS Rating: 3 out of 5

The Company provides offshore supply vessels and marine support services to the offshore energy industry through the operation of a fleet of offshore marine service vessels.

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Member Avatar BoringTortoise (95.24) Submitted: 3/4/2011 4:28:26 PM : Outperform Start Price: $38.39 TDW Score: -87.55

This account tracks the less exciting stocks from my watch list - companies that are easy to understand with clean balance sheets and good track records in relatively straight-forward industries.

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Member Avatar Ak66 (32.31) Submitted: 9/3/2010 8:04:56 PM : Outperform Start Price: $37.85 TDW Score: -82.97

Whatever laws change, the costs will go up for oil production companies because they will have to pay for more design/ engineering and production support services. TDW is well-positioned to be the main production support service provider.

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Member Avatar TMFElevenOClock (44.31) Submitted: 9/3/2010 2:22:47 PM : Outperform Start Price: $38.13 TDW Score: -82.99

Original pitch from "11 O'Clock Stock" series.

http://www.fool.com/investing/general/2010/09/01/todays-buy-opportunity-tidewater.aspx

To see more about the series, watch this video from co-founder Tom Gardner:

http://www.fool.com/investing/general/2010/07/22/introducing-11-oclock-stock.aspx

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Member Avatar dagrandpoobah (77.72) Submitted: 9/1/2010 5:07:46 PM : Outperform Start Price: $38.28 TDW Score: -86.64

price is below book value

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Member Avatar johnnykillz (26.81) Submitted: 5/29/2010 9:24:29 PM : Outperform Start Price: $37.57 TDW Score: -85.53

Bottom-feeding on the offshore oil services industry. Not everyone of them will do a Deepwater Doo Doo and we still gots to have oil! This one is trading under book value with little debt and a steady 2.4% yield.

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Member Avatar pinestholdings (< 20) Submitted: 5/24/2010 7:20:38 PM : Outperform Start Price: $36.98 TDW Score: -89.55

TDW is a classic value play. Book value of $45/share. Selling for $41/share. One of the most conservative accounting companies in the market in terms of accounting risk. Rock solid dividend of about 3%, and this with oil prices in the bottom. The gulf of mexico explosion and halt to offshore drilling will have one big winner: oil transport companies bringing in foreign oil. You are getting a great company at a price less than book value, and it just moved below its 52-week low. Buy a decent amount at $41, then sell puts at $35 (which is a 6% or so dividend yield) as the puts are way overpriced right now as all the institutions hedge their risk. If you hit the puts, you've averaged down your cost to about $37.40 and you can collect a very nice divdend until the market regains its senses. Love this stock at this price!

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Member Avatar JMeister234 (< 20) Submitted: 3/6/2010 10:33:25 PM : Outperform Start Price: $42.51 TDW Score: -87.07

Oil prices will eventually rise as the global economy heats up. Off-shore drilling (and supporting companies) will improve. Tidewater is number one and has no significant debt.

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Member Avatar thenaz007 (71.20) Submitted: 3/3/2010 4:45:57 PM : Outperform Start Price: $41.81 TDW Score: -88.41

Great financials

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Member Avatar ByTheNumbers (95.77) Submitted: 2/25/2010 10:53:18 PM : Outperform Start Price: $40.64 TDW Score: -88.61

Reasonable earnings multiple both in terms of LTM and projected earnings; strong book value provides more support; if oil prices stay around current levels its a solid investment and if they increase it becomes even better as GOM exploration will increase which will lead to more supply and crew boat demand

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Member Avatar ace15drf (32.56) Submitted: 1/29/2010 1:04:54 PM : Outperform Start Price: $43.22 TDW Score: -96.91

Cheap, not much on the growth end.

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Member Avatar colonel79 (< 20) Submitted: 1/22/2010 6:42:39 PM : Outperform Start Price: $43.56 TDW Score: -95.23

Cheap value.

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Member Avatar SgtGlenn (< 20) Submitted: 1/21/2010 1:22:46 AM : Outperform Start Price: $45.72 TDW Score: -93.29

It can't possibly stay this cheap forever.

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Member Avatar unlearned (< 20) Submitted: 11/17/2009 9:57:25 PM : Outperform Start Price: $41.44 TDW Score: -89.51

Book value 45.8; So I am aiming to get in at 45.7. It is offering a 2.2% yield which is respectable. They will have no issue to pay out to the shareholders. Many people fear that when we move into alternative fuels we will not need these shipping companies, but judging by the expenditures made by Exxon, BP and the list rolls on. These shipping companies may still have life yet. We will still have another solid five years of needing oil, due to vehicle design, we need the fuel sorce to design a vehicle to run that fuel source and typically it is between 5-7 years to develop a vehicle. Fuel is still needed and this company is undervalued.

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Member Avatar mookimd (59.14) Submitted: 10/29/2009 5:52:51 PM : Outperform Start Price: $39.05 TDW Score: -92.46

Amazing fundamentals: high margins, adequate cash cushion, manageable debt. Also part of an industry with a lot of potential.

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Member Avatar ipfmanager (94.16) Submitted: 9/15/2009 9:54:21 AM : Outperform Start Price: $40.08 TDW Score: -97.47

p/e = 6
peg 0.2

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Member Avatar BSHumphreyII (83.54) Submitted: 9/2/2009 8:41:07 PM : Outperform Start Price: $37.87 TDW Score: -101.28

Tidewater has fantastic fundamentals, with virtually no debt, good earnings growth, and solid return on investment. Combine those with a price below book value, and I see this company as a steal.

Oil services will be a strong industry in the years to come, and offshore services in particular will see strong growth as the price of oil continues to recover. BP's big strike in the Gulf of Mexico definitely won't hurt business, either.

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Member Avatar funk74 (< 20) Submitted: 7/7/2009 2:37:24 PM : Outperform Start Price: $36.86 TDW Score: -125.78

Great Value Stock. Fundamentals looking good for the company right now. Limited Debt. Large shareholder equity.

Improving oil prices and demand should drive the price of this stock back up.

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Member Avatar BudandMolly (36.02) Submitted: 6/16/2009 1:04:18 PM : Outperform Start Price: $42.39 TDW Score: -130.47

Oil and gas will continue to rise in prices. Oil service providers will benefit.

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Member Avatar zwalt99 (86.29) Submitted: 6/10/2009 10:03:29 PM : Outperform Start Price: $38.85 TDW Score: -131.13

Why does the market hate oil service companies so much? In my opinion, these are they way to play oil, as they are relatively shielded from the actual price of crude. Each time I run a value screen, a couple pop up. This one comes up the most often, and is therefore my favorite. It generates tons of cash, pays a steady dividend, and is conservatively financed. We need to get away from oil someday soon, but it won't happen overnight.

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Member Avatar Jaspers0Debt (< 20) Submitted: 5/21/2009 3:44:12 PM : Outperform Start Price: $39.15 TDW Score: -130.45

Why TDW is the right stock:

Their fundamentals are great, almost too many high points to list. Highlights are almost no debt, great margin compaired to their industy, tons of cash on hand and even more being generated. Hight insider ownership with an insider increasing their position. A nice dividend that was recently increased and a conservative payout ratio.

Why now is the right time:

I think the energy sector as a whole is poised for a rebound and should provide a nice tailwind for this company. Valuation metrics for TDW are lower than their industy average. They have posted positive earnings suprises for the last 4 quarters straight. Average analyst eps estimate was lowered 30 days ago only to be raised back up this week to higher than it was 90 days ago.

Add it all up and you get a company with stronger fundamentals than its industry and lower valuations. A history of beating expectations with expectations currently rising. A foreseeable industry tailwind.

In my book that all equals a stock that has the legs and the room to break from the pack.

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