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Richard Dwyer

 
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  • Macau Casino Stocks Are Sizzling [View article]
    @ret - I think the MPEL 2013 $5 call is among the best on the board. When the market notices the value, I expect it to ramp.
    Oct 12 03:39 PM | Likes Like |Link to Comment
  • A Cautious Look at MGM [View article]
    @ranni - The key word in the sentence is "might." Investors need to tread carefully.
    Sep 6 10:11 AM | Likes Like |Link to Comment
  • A Cautious Look at MGM [View article]
    @casino - The free cash flow is impressive. But the debt load isn't. I think there are better plays in the space (e.g., LVS, MPEL).
    Sep 6 10:09 AM | Likes Like |Link to Comment
  • We're Trapped in a Market Going Nowhere Fast [View article]
    Don't forget that the economy may tank while stock prices rise nominally (not in real terms) due to inflation. Inflation creates an upward price bias as our stock market is denominated in dollars.
    Aug 23 11:30 PM | Likes Like |Link to Comment
  • Time to Be a Cautious Investor [View article]
    There is an excellent Warren Buffet piece in the New York Times in which he concedes that inflation is on the horizon. It is a must read. Stocks may rise nominally but still lose value in real terms. Expect a wealth transfer from creditors to fixed rate debtors.
    Aug 23 11:20 PM | Likes Like |Link to Comment
  • 8 Takeaways from Nassim Taleb CNBC Interview [View article]
    Excellent summary. I believe Taleb is right. The market remains overbought, and the underlying risk is unchanged. Our public debt has ballooned and the forecasts are meaningless. We don't even understand the risk involved in our government policy (bailouts, Cash for Clunkers, etc.).

    I see a pullback on the horizon.
    Aug 13 07:42 AM | 4 Likes Like |Link to Comment
  • Is China the Next Great Bubble? [View article]
    Excellent piece. Right on point. Gary Schilling agrees with you.

    Many - Goldman Sachs - do not.

    The market will be in for some turbulence when it decides which camp is correct. Should China be overpriced, the global recession could deepen.
    Apr 27 01:05 AM | Likes Like |Link to Comment
  • 3 ETFs That Beat Back the Bearish Downturn [View article]
    Good information! Don't forget about Ultrashort ETFs which have been thriving by shorting bearish sectors. Readers might want to consider SRS (which shorts real estate) and the SKF (which shorts financials).
    Jun 12 09:18 AM | Likes Like |Link to Comment
  • Melco PBL Entertainment: The Crown of Macau [View article]
    Excellent analysis. Macau will be bullish for a very long time. And MPEL should be too.
    May 17 10:26 PM | Likes Like |Link to Comment
  • Qualcomm: A Technical Look Suggests Further Weakness (QCOM) [View article]
    The techinicals do look uninspiring. But the fundamentals suggest bullishness. Expect upside following the earnings report next week.
    Jul 13 08:49 AM | Likes Like |Link to Comment
  • eBay's Stock Drop: Is it G-Checkout or Hype Over Skype? (EBAY, GOOG) [View article]
    Excellent piece. EBAY's Skype overpayment becomes more evident with each VOIP entry (AOL's expanded AIM service, Yahoo's new expanded messenger, etc.) The competitors now have the capability without the heavy price tag. Still, EBAY is undervalued as EBAY store listings are soaring.
    Jul 13 08:39 AM | Likes Like |Link to Comment
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