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Strategies & Market Trends : Value Investing

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To: gcrispin who wrote (28392)	10/4/2007 12:16:24 PM
From: Madharry	Read Replies (1) of 79149

I have decided to be a long term holder in macao via aruze (wynn) and Melco( mpel). The stocks got hit apparently after someone threw out a 100% growth number for September, analysts had expected 61%, or 75%, and the growth came in at only 55% year over year. I am profitable in both stocks anticipated I would hold these for several years and see no reason to sell at this time. melco is at a 30% discount without taking into account their other assets, and i believe aruze is undervalued by at least 40% according to my calcs without taking into account japan casino option. plg.to my biggest holding, is up 8% today currently as DGC makes new high, I think on drill results.

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