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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (13103)9/28/2001 12:27:47 PM
From: Paul Senior  Read Replies (1) of 78525
 
Bob Rudd: I'm back from a few days in Hawaii. Travel business is hurting. Irritatingly slow getting to/from airport and getting rental car. But I can say Big Island is a terrific vacation value now. (I got my Hertz rental car for $14.95/day and ocean-front room at nice resort for a bit over $100/night.) Tourism from Japan WAY down (I was told the Japanese gov't warned their people that airline travel to US was now not safe.)

But the well-known restaurant ROY's was packed at 5 pm. on a Monday with locals and tourists. Looks to me like people still have money and still want to go out and have a good time.

I'll be looking at Smith & Wollensky (SWRG) mentioned in this week's Barron's. (Below stated book, and at 3x cash, according to Yahoo.) I'll look at rjm2's MAIN also.
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