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To: Paul Senior who wrote (30643)4/13/2008 9:22:42 PM
From: Keith J  Respond to of 78673
 
Paul,

I just feel there are better opportunities than a 7-8% return over 4-6 months. Not that I am always successful in obtaining this return.

I have small positions in PENN and CCU, which are both wide deal spreads mainly due to whether the banks will fund the loans IMHO.

KJ