I due agree with you on some you have there. NAT is being managed by Frontline now and one you should look at FRO. I have been in these for going on 5 years and can say they have been tops. Other I tend to like to HTE, SFL which I am really sorry I missed the other day.
Adding this today for Capital appreciation and a Special Dividend to be announced to shareholders in the coming months. First bite @ 21.70. Here is a link to an article that spells out the play, good read.