(MPEL)

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All Comments on MPEL

  • commenter
    GM -
    Sydney,
    Australia
    Jul 24 06:47 AM
    Melco PBL Entertainment: The Crown of Macau [view article]
    The stock has this week broken through its 13 day moving average. I bought some on the downward slope around $10 not expecting them to go much further to around 6 bucks last week. Was an exceptional buying opportunity last week at around 6 so as a value investor I took advantage of the opportunity last week when people were dumping the stock for lack of understanding of the impact on MPEL of the new visa restrictions. The reports are that the Macau casinos can't cope with the numbers going through the places (MPEL recently converted slot areas to tables to try to cater for the extra punters coming through its doors) and the visa restrictions are more likely to get the gamblers punting full on whilst they are there in Macau on their limited visas. The new visa restrictions are not going to solve the problem with an appreciating Yuan and prosperity in China. Furthermore the junket operators such as A-Max will most likely "facilitate" visas for the high roller players that the Macau Crown has as a portion of its clientelle. I am veryu much looking forward to the June quarter results next month (probably mid August if the timing of release of the March quarter is anything to go by) to see if there is any upward movement on the rolling chip turnover of around US19.5 billion (that's an amazing turnover!!!!)...and further upside when the second phase of the project opens in the first half of 2009....
    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.     Reply
  • commenter
    j_remington
    Jul 16 12:52 PM
    China ADRs: Severe Loss in June [view article]
    buy stock at $6

    hold stock until MPEL City of Dreams opens in mid 2009

     Reply
  • commenter
    j_remington
    Jul 16 12:50 PM
    Melco PBL Entertainment: The Crown of Macau [view article]
    STRONG BUY @$6

    mid teens by 2009 target     Reply
  • commenter
    j_remington
    Jul 16 12:50 PM
    Melco PBL Entertainment: The Crown of Macau [view article]
    STRONG BUY @$6

    mid teens by 2009 target     Reply
  • commenter
    buyforeclosu
    res
    Jul 11 11:38 AM
    Buy Opportunity in Gaming Stocks: Reduced Targets, Easier Comparables [view article]
    mpel at $7 now ....spell check on myself! Reply
  • commenter
    buyforeclosu
    res
    Jul 11 11:37 AM
    Buy Opportunity in Gaming Stocks: Reduced Targets, Easier Comparables [view article]
    God you couldn't have been MORE wrong on this call! Even today these stocks that have got killed have more room to drop. I will be a HEAVY buyer and patient investor at bottom though. Mpel is going to go to $15 next year and around 4& and fallign right now..Boyd is going to bottom around 6-7 bucks.....steal and MGM wil lbe a good buy at bottom as well...great for new money at bottom. A chance of a life time really..but you will have to wait a couple years to see any BIG profits Reply
  • commenter
    User 218405
    Jul 07 11:36 PM
    Iron Man Is a Marvel - Cramer's Lightning Round (5/1/08) [view article]
    Who in the world would listen to Cramer? Haven't you seen enough of his NOTHING? If you want to get rich in the market, listen to him only, to buy everything he DOESN'T LIKE. Make some money for yourself, accumulate WYNN and LVS now. Reply
  • commenter
    User 218405
    Jul 07 11:22 PM
    Iron Man Is a Marvel - Cramer's Lightning Round (5/1/08) [view article]
    Cramer is like all these other advisers. He follows the leader. When a stock is up, he recommends it. When it's down he calls a sale. All you have to do is buy Investors Daily Journal for a buck.
    Cramer is the type of person who buys high and sells low.     Reply
  • commenter
    buyforeclosu
    res
    Jul 07 12:12 PM
    China ADRs: Severe Loss in June [view article]
    YGE is the best Value if you Look at current P/E forward P/E and PEG...check it out and tell me I am wrong Reply
  • commenter
    dr-p
    Jul 04 12:24 PM
    China ADRs: Severe Loss in June [view article]
    Thanks to stockaccumulator for his excellent analysis of Renesolar. Similar may be said about Wuxi Pharmatech. WX is already one of the largest research partners for the global pharmaceutical industry and analyst do not seem to understand this company. The rational for pouring business into Wuxi is simple: Why would you want to spend 80-100k per year for a scientist in the US if you can have the same job done for less than half at Wuxi? Such FTE costs are not tenable in the long-term for US companies, and with the risk involved in drug development FTE's are even more costly if you rapidly have to cut jobs due to restructuring if projects fail. The brains need to be here, the hands can be at Wuxi. Working in the pharmaceutical industry myself I know that their reputation is excellent, and so is their service. Many of their scientists have been trained in the United States and quality of work is 100% of what is being achieved in this country. With Big-Pharma moving research activities to Asia (GSK for example operates centers of excellence in Singapore and Shanghai) and job-cuts in the US and Europe this company is only going to expand more rapidly. And be sure - this is NOT a biotech. Their operations are comparatively low risk with high growth. It is contract research and development. Service for fee. There is an additional advantage: Wuxi can help achieve compliance with regulatory requirements in China. The latter will be key to development of this vast market for current and new medicines. In my humble opinion, WX trading below their IPO price is a joke. Reply
  • commenter
    MIKE W
    Jul 03 06:34 PM
    My Website
    Melco PBL Entertainment: The Crown of Macau [view article]
    Have there been any responces,from tth MPEL management, as to why the stock value keep falling? How long do we wait for good news concerning stock values, dividends, ect....


    Mike for Michigan     Reply
  • commenter
    Stockaccumul
    ator
    Jul 03 03:49 PM
    China ADRs: Severe Loss in June [view article]
    We at Stockaccumulator researched today's Solar Motley Fool articles carefully all day. (Strange: all three came out at the same time)...

    The only thing we agree with: the other solars mentioned have a high PE. But SOL (Renesola)now has a foward PE of approx. 4 to 8 into 2009, and 9 to 14 current. Very low, compared to the others.

    To include SOL (Renesola), with proven profit shown, exponential, every quarter, is strange... SOL is an excellent buy today, not a sell...

    The articles cite nothing for evidence.

    We here (and asians and europeans, who do not read Motley Fool, and could care less about Motley) will be buying SOL today. Hence it was up in London.

    SOL was rated last month as the 4th best company in the world to invest in, and Zacks still has its highest rating on SOL, as do all analysts. Analysts would not put their good name on SOL as a strong buy, lightly.

    SOL is a buyout candidate. SOL supplies to companies mentioned in the article as "potential competitors". The companies suggested as savy competitors, are potential customers of SOL, not competitors. I don't think the writers know what SOL does.

    Or in the one article that cited SOL, the author did not mean to include SOL in all allegations, other than his strange one on "cash flow". These are short brief, murky articles that say little and prove and explain nothing.

    Soon you will see articles touting SOL and solar again, and then you will see SOL go through the roof again. Nothing has changed at SOL, other than good change: the unbelievable higher price of oil/gas every day, and national and local governments worldwide jumping aboard the solar bandwagon.

    All three articles are unclear, come out at the same time, and do not make much sense. Investment houses that we are researching, say the articles are silly, especially with inclusion of SOL (a forward PE at as low as 6 currently) as an "expensive stock", when Solar growth is expected to be explosive in 09' (especially for SOL and its products).

    There is no evidence of a money shortage at SOL whatsoever, per analysts who practically audited SOL, but rather there is a money abundance at SOL, and each quarter proves it more to be true.

    Are they alleging that the accountants doing the various solar's books are lying to the government and securities authorities in China (and all international securities authorities)? I don't think so. In China, there is serious jail time for such. It is unclear what the articles are trying to do other than spook the shares lower in the US... perhaps to buy solar shares for less, or for their short positions.

    Many of the other companies cited do have minimal profit and high PE's... but not SOL (Renesola) hence why all analysts that looked at SOL carefully, including those who went to China visited the company, love SOL. SOL's product is very low cost, cheap to produce. Method of production is inexpensive, unique, SOL's products are strongly in demand. All the things you look for in a company to invest in.

    As for solar as an investment in asia, investors located in asia are used to seeing solar panels on street lights everywhere.

    And shorting at $13 is unbelievably risky, and a sure way to lose money.

    We are buying at this opportunity, not selling today, probably a lot of shares to leverage our average position downward... not out or fear, but to make a great deal of money on SOL by next year this time... We are certain that by summer 09' SOL share price will be well over $58 US.

    Strangest of all, a month ago, Motley writers were touting SOL as a fantastic mid and long play, citing endless reasons SOL was a must own. Take a look at the old Motley articles...

    SOL currently is not a high flyer at $13 with a forward PE near 6. Not a good idea to sell SOL at a loss today, or ever, no reason to.

    Best to all, THE STOCKACCUMULATOR...     Reply
  • commenter
    Boruma
    Jul 03 03:03 PM
    China ADRs: Severe Loss in June [view article]
    I agree with Gebby. TSL has the best fundamentals and track record (which is important in this sector) they look the cheap at current levels - relative to their peers. Reply
  • commenter
    Road Runner
    Jul 03 02:08 PM
    China ADRs: Severe Loss in June [view article]
    Thanks for the good report. Reply
  • commenter
    User 218405
    Jul 03 12:53 PM
    China ADRs: Severe Loss in June [view article]
    I can't understand why LVS would sell around 40.00 a share. LVS originally came out at 45.00 a share. and at that time it was only a shell of what it is today. Now is the time to accumlate LVS and all the gaming stocks(Wynn,MGM,Boyd). Those 4 have a great future if you have the patience. Reply

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