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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (30657)4/17/2008 5:26:35 PM
From: Paul Senior   of 78682
 
Sin stocks: I'm not doing well with these. Gaming is down in Las Vegas apparently, and so are related stocks. [t]IGT[/t] just reported a not-so-good quarter and its stock is now at 12-mo. lows. [t]MGM[/t], in which I believed there was so much institutional interest/Kerkorian interest, etc., is now dancing with a new low too.
Madharry, I'll follow you and have today sold about 1/3 of my AZECF position.

I have upped my few shares of Philip Morris International a little.

(Fwiw, positive [t]PM[/t] article here:

biz.yahoo.com )

(I'm still holding my few [t]MO[/t] shares.)
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