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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (13425)	10/8/2002 4:54:12 PM
From: Paul Senior	Read Replies (1) of 78476

I still like gaming companies. Today I added to my position in PPE. Vegas sidewalks on the strip are crowded, dontchaknow. Although PPE is the largest casino operator, the better sector investments in the past year would have been elsewhere, e.g. slot mfger. IGT, casino MGG, or slot game developer MGAM. I buy PPE on its price/book given its "unique" Las Vegas properties and its geographical diversification. In the current stock market, PPE is likely not a stock for conservative value investors though. PPE profit margins are poor, and debt is high (d/e).

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