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

To: Madharry who wrote (30657)	4/14/2008 4:16:18 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78666

Azecf. The big Macau gaming stocks that I have, have been falling. Azecf has held up so far. Maybe it is next to drop. Who knows? I've not sold any shares yet though. ---------------------------------- The bdc's I have - and I have lots - have declined too. I'm not adding though. My pain is too great, as is my uncertainty about their business models.

To: Madharry who wrote (30657)	4/17/2008 5:26:35 PM
From: Paul Senior	Respond to of 78666

Sin stocks: I'm not doing well with these. Gaming is down in Las Vegas apparently, and so are related stocks. [t]IGT[/t] just reported a not-so-good quarter and its stock is now at 12-mo. lows. [t]MGM[/t], in which I believed there was so much institutional interest/Kerkorian interest, etc., is now dancing with a new low too. Madharry, I'll follow you and have today sold about 1/3 of my AZECF position. I have upped my few shares of Philip Morris International a little. (Fwiw, positive [t]PM[/t] article here: biz.yahoo.com ) (I'm still holding my few [t]MO[/t] shares.)