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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (36421)	1/12/2010 10:35:44 AM
From: Paul Senior	Read Replies (1) of 78673

Game/gaming stocks. Fwiw, I made some changes to my holdings in that sector. For now, I've given up on lottery makers, and am out. Also, out of ERTS and GME. GME, down near lows may be a buy-and-try again for me. It may be a value stock. I still hold ALIF - I like it for its mobile (iPhone) apps and that 3M has taken a small piece of the company. I started an exploratory position in casino owner, PENN: I like it for its geographical diversity, cash position, price-to-stated book value, and recent regional legal approvals for slots/table games and PENN's possibilities with that.

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