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

To: Shane M who wrote (5315)	11/22/1998 6:41:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78595

Shane, I think you're not looking at the right company -g-. I opened a position in MLS recently, piqued by a business trip to Nashville. Cab driver was saying business was down because Gaylord, GET, the big employer and tourist draw, closed the popular theme park to build Opry Mills. So I thought, to give up such a good business, they (Gaylord) must really believe in the Mills business model and operation. I like the concept too. (No surprise I guess, since I also like the big, theme, entertainment, repeat business concept of DANB). I am looking for some balance in one of my portfolios. MLS - a REIT with close to a 10% yield provides that for me,I think. I've added to my position Fri. @ 20 1/2. FWIW. Paul