tico - I generally worry only when a share price begins acting differently from carefully considered reasoning, because it's then a signal that something may have escaped my attention. Although TRT or any company can fall victim to some wholly unexpected turn of event, proper investing needs to be a balancing of risk/reward percentages and on this basis it's difficult not to strongly favour TRT with the longer term view. It does seem strange though that you refer to TRT as speculative, but view TDM as relatively safe at its current level?
Fortunately I don't have to run for public office and have my personal position depend upon the fickle crowd agreeing with my judgement.