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To: Think4Yourself who wrote (82444)12/22/2000 10:23:28 AM
From: hitsoft17  Respond to of 95453
 
John Q, FWIW, just took portion of profits from FLC, NE, and APA recently and started SMALL positions in Park Place, Harrahs, Station Casinos and Mandalay Bay in addition to Isle of Capri. These have been beaten down with the other cyclicals and are beginning to look good. Again, its a bet on recovery in USA for all of them and in the orient for PPE and MBG.

Again , unless the fanny packers start to fear for their jobs they will continue to feed the machines and make the trips. I reemphasize, these are SMALL starter positions at this point. Will either add to or kill off depending on what I see in next 60 days.

Hitsoft17