Comments on Frank Waddell's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/frank-waddell/articles http://seekingalpha.com/article/94258-avoid-the-group-think-on-melco-crown?source=feed#comment-289308 289308 Fri, 24 Oct 2008 00:22:40 -0400 http://seekingalpha.com/article/94258-avoid-the-group-think-on-melco-crown?source=feed#comment-275658 275658 Tue, 07 Oct 2008 10:20:05 -0400 http://seekingalpha.com/article/94258-avoid-the-group-think-on-melco-crown?source=feed#comment-272324 272324 Fri, 03 Oct 2008 00:48:17 -0400 http://seekingalpha.com/article/94258-avoid-the-group-think-on-melco-crown?source=feed#comment-262767 262767 Tue, 23 Sep 2008 14:59:33 -0400 http://seekingalpha.com/article/94258-avoid-the-group-think-on-melco-crown?source=feed#comment-250693 250693 Wed, 10 Sep 2008 13:43:53 -0400 http://seekingalpha.com/article/94258-avoid-the-group-think-on-melco-crown?source=feed#comment-250681 250681 Wed, 10 Sep 2008 13:35:32 -0400 http://seekingalpha.com/article/94258-avoid-the-group-think-on-melco-crown?source=feed#comment-249586 249586 Tue, 09 Sep 2008 14:09:38 -0400 http://seekingalpha.com/article/94258-avoid-the-group-think-on-melco-crown?source=feed#comment-248256 248256 Mon, 08 Sep 2008 10:21:16 -0400
As for a $10,000 accounting inflation...I am not sure what you are referring to. Regardless, $10,000 is an immaterial amount.

I appreciate your criticisms, however I lean to the bullish side because I am just that, Bullish on the company. ]]> http://seekingalpha.com/article/94258-avoid-the-group-think-on-melco-crown?source=feed#comment-248257 248257 Mon, 08 Sep 2008 10:21:16 -0400
As for a $10,000 accounting inflation...I am not sure what you are referring to. Regardless, $10,000 is an immaterial amount.

I appreciate your criticisms, however I lean to the bullish side because I am just that, Bullish on the company. ]]> http://seekingalpha.com/article/94258-avoid-the-group-think-on-melco-crown?source=feed#comment-248221 248221 Mon, 08 Sep 2008 10:00:54 -0400
You speculate as to why the price per share of MPEL is so low, and can only come up with Visa restrictions, and a luckluster gaming sector. Could it have anything to do with the fact that MPEL recently reported a loss when a profit was expected? Or that analysts earnings estimates for the year have come down by over 60% from initial estimates?

What are you thoughts on management missteps since day 1? Are you aware that Q2 was improperly inflated by over $10,000usd, as the result of an accounting method being utilized?

If you write any future articles on any of your positions, I would reccomend doing a piece that is at least a little less one sided.]]> http://seekingalpha.com/article/77537-melco-pbl-entertainment-the-crown-of-macau?source=feed#comment-213026 213026 Thu, 24 Jul 2008 06:47:19 -0400 This stock in my view has huge upside potential.... Chinese and gambling.... the company has the right ingredients to make money!

I am now set for the long term in MPEL (having exited my US casino stocks mid 2007) and am really looking forward to the ride up on this one.

Sooner or later investors will finally understand that this is a diamond worth taking a position on. ]]> http://seekingalpha.com/article/77537-melco-pbl-entertainment-the-crown-of-macau?source=feed#comment-206994 206994 Wed, 16 Jul 2008 12:50:48 -0400
mid teens by 2009 target]]> http://seekingalpha.com/article/77537-melco-pbl-entertainment-the-crown-of-macau?source=feed#comment-206995 206995 Wed, 16 Jul 2008 12:50:48 -0400
mid teens by 2009 target]]> http://seekingalpha.com/article/77537-melco-pbl-entertainment-the-crown-of-macau?source=feed#comment-198286 198286 Thu, 03 Jul 2008 18:34:40 -0400

Mike for Michigan]]> http://seekingalpha.com/article/77537-melco-pbl-entertainment-the-crown-of-macau?source=feed#comment-187851 187851 Wed, 18 Jun 2008 14:20:32 -0400 http://seekingalpha.com/article/77537-melco-pbl-entertainment-the-crown-of-macau?source=feed#comment-178902 178902 Wed, 04 Jun 2008 00:48:47 -0400 http://seekingalpha.com/article/77537-melco-pbl-entertainment-the-crown-of-macau?source=feed#comment-169489 169489 Sat, 17 May 2008 22:26:51 -0400 http://seekingalpha.com/article/77537-melco-pbl-entertainment-the-crown-of-macau?source=feed#comment-169407 169407 Sat, 17 May 2008 15:53:12 -0400
I think many retail investors have the feeling that the Macau story has been "played out", and has led to overvaluations in their multiples. This may be the case with a few of the gaming operators that may have taken on a bit more leverage than they can handle.

Over time the "good" money should come into this company's ownership structure as they begin to see the whole picture and future pipeline. Seems there are currently a lot of speculators trying to catch a huge earnings surprise and providing a lot of short-term volitility.

I plan to do a follow-up on Melco-PBL, specifically refrencing its valuation and a comparables valuation. ]]> http://seekingalpha.com/article/77537-melco-pbl-entertainment-the-crown-of-macau?source=feed#comment-169104 169104 Fri, 16 May 2008 18:30:24 -0400 stockworldpicks.blogsp... .]]> http://seekingalpha.com/article/77537-melco-pbl-entertainment-the-crown-of-macau?source=feed#comment-168855 168855 Fri, 16 May 2008 11:56:32 -0400