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

To: Mr.Gogo who wrote (39908)	11/4/2010 10:17:12 AM
From: Madharry	Read Replies (2) \| Respond to of 78717

is this date correct 11/09? I read this quite awhile ago. Mr. Mcduff is a very sharp investor. However, I chose not to invest when I read his first write up about this because I was concerned then and continue to be concerned now about the american consumer. In general gambling has moved back offshore I have a big loss in my investment in melco international which owns a big stake of mpel which has casinos in macao. the growth there is staggering. I just dont see US gambling recovering anytime soon in a nutshell so why go there when i can find growth now in asia at value prices with the likes of gfre, sorry paul, and cccl?

To: Mr.Gogo who wrote (39908)	11/4/2010 11:01:07 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78717

Thanks for the BYD update. I've not considered that one in a while; I'll review again now. I don't recall any interest in Boyd here when I've posted on it. From my first post on Boyd here in '01, it turned out to be a 10 bagger or more for me at the peak. Maybe a six bagger when I finally closed position. finance.yahoo.com Message 15472280 I considered it again in the $3's in '09 when Vegas looked like it might never recover. Sorry I didn't go for it or LVS or WYNN. There've been fortunes made if people bought at that time in enough quantity and had the fortitude to hold on. For now, I only have a few shares of WMS -- I like their technological prowess in slot machines. Also an even fewer shares of CNTY, a dink casino operator.