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Eric Lam  

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  • Casino Stocks: Buy Wynn, Short Caesars [View article]
    this trade is up roughly 66% since i published it, hope you guys made the move
    Nov 5, 2012. 03:07 AM | Likes Like |Link to Comment
  • Casino Stocks: Buy Wynn, Short Caesars [View article]
    Thanks for the comment TFCAB! I think you could have definitely swapped LVS if we were looking for absolute financial position, earnings quality, etc. The reason I used WYNN was due to its similarity in size relative to CZR, making it a direct comp and in this case, a noteworthy imbalance. LVS' size dwarfs both companies and its trading multiples suggest it has a very different growth/risk profile by comparison.
    Jun 25, 2012. 02:56 PM | Likes Like |Link to Comment