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Lisa's
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291 comments
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Really enjoy your pieces and the ideas in them.
Aug 23 15:46 pm
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All Comments by Lisa »Hedge Fund Manager's Notebook: Lehman, Korea, and 3 Uranium Plays [View article]
Not sure about VICEX. Didn't everyone expect the casino stocks to be recession-proof? And there's no way that BA is in there as a travel stock, as that's just too farfetched. Perhaps it's there because of its defence business.