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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (6689)4/12/1999 10:38:00 AM
From: Paul Senior  Read Replies (1) of 78618
 
Mike, yes, SLOT looks okay to me too - even at current price. I don't like paying up for it now either, but it should work out okay in a couple of years (or sooner). I'm surprised that some of SLOT's performance numbers look better than IGT's - I hadn't noticed that before.

So FWIW, I also started a very small position in SLOT today. Where was the pullback on SLOT that I'm seeing on my other stocks that, like SLOT, have had recent run-ups? (rhetorical wry grimace)

Paul
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