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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (24928)	10/3/2006 3:23:12 PM
From: Carl Worth	Read Replies (1) \| Respond to of 78740

well you know what i think about energy from our discussions <g> definitely agree with getting out of OSTK though, as i have a hard time figuring out how or when they will ever turn a profit, without a major change of course the internet gambling thing is quite interesting, it seems like at some point such gambling will be legal here, as soon as the US can figure out how to tax it <g> meanwhile, the news should be supportive for casino stocks, though the only one i follow is PENN, and it's at best a weak buy here, as i'd rather pick it up at a lower price

To: Madharry who wrote (24928)	10/4/2006 11:28:58 AM
From: Wallace Rivers	Read Replies (3) \| Respond to of 78740

Hello fellow value investors with underwater positions in oil service stocks. My falling knife is PDS, bought a scant two weeks or so ago, worth about a 20% haircut. I still believe in the long term viability of this sector, and am considering a swap within the group. Does anyone have possible swap ideas out of PDS into another stock within the sector? I know PWE has been mentioned here before. Also, if anyone has any ideas about PDS, particularly the sustainability of the distribution, and how much it might be cut (presuming it will be cut?), that would be most appreciated.