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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (28568)	11/17/2007 1:52:42 PM
From: Paul Senior	Read Replies (3) of 78520

Madharry, fyi and fwiw, and as you may very likely have spotted already, Barron's cover story is a negative story on Macao casino stocks. Yet I see another Barron's article by someone else in that Barron's issue that's very positive on value for Aruze. First mainstream press article that I recall seeing detailing Aruze as an investment possibility. "Investors are valuing Aruze's game-machine business at nothing. They could be very wrong. Why Goldman Sachs bought up nearly 10% of the shares." I'll try to continue holding shares of these casino companies and slot mfgers, and I'll try not to let these negative stories scare me out. Although Mr. Tan, the author, makes good points and has good numbers and charts and good analyst backing his conclusions on the stocks being overpriced, in past, betting with Mr. Winn and Mr. Adelson has been the way to go. In the past anyway.

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