Las Vegas Sands: The Stock Will Continue To Fly [View article]
do not know for sure.....i did a check on the option open interest and the ratio is 1.6:1 in favor of the bulls. i take a patience pill everyday on LVS.......i am long Jan 2014 calls, but only have a relatively small position in the common.
Las Vegas Sands: The Stock Will Continue To Fly [View article]
i certainly agree LVS has been a laggard......worries on china and lots of negative press have not helped. I have a large position ( for me ) and obviously want / need LVS to achieve its fair value........i think it has a ways to go
Apple (AAPL -4.2%) roundup: Tiger Global joined the unrelated Tiger Management in selling Apple shares in Q1, lowering its stake to 260K shares from a prior 1.05M (13F). 2) According to the iRumor mill's latest updates, the retina iPad Mini will have the same resolution (2048x1536) and processor (A6X) as the retina 4th-gen iPad; the iPhone 5S will replace the tradition home button with a touch-sensitive sapphire button (a positive for GTAT); and the iPhone 5S will have an improved camera to go with a fingerprint sensor. 3) The DOJ accuses Apple of being the ring-master in an e-book price-fixing scheme (previous); Apple calls the accusation "absurd." 4) Joe Weisenthal observes Apple's price movements have correlated some with gold's. [View news story]
FYI - Tiger Woods also disclosed today that he sold his AAPL shares
2 $6 Energy Stocks Insiders Are Buying [View article]
KEG is Probably a decent buy depending on your time horizon......52 week low of $5.70 hit back in november will likely be tested soon. Technicals at the moment are pretty weak........RSI 38 and heading south, Well under 50day MA. Stay away until it begins a turnaround unless you are into buying deep value and waiting it out.
The Nikkei (EWJ, DXJ) soared another 2.3% overnight to top 15K for the first time since 2007 as the yen (FXY) slid 0.3% to a new multi-year low of ¥102.65. Leading was Sony (SNE), up 10% following Dan Loeb's push for a breakup. Toyota (TM) paced the exporters with a 3.7% gain. JGBs (JGBL) were calm, the yield on the 10-year flat at 0.86%. [View news story]
Lucky Me.......DXJ, EWJ, TM........got em all. A blind squirrel ......... Makes up for a few of my clunkers.......
Las Vegas Sands: The Stock Will Continue To Fly [View article]
LVS cleared major resistance at $58; next hurdle is $61...... Analyst upgrades and strong fundamentals helping.....if LVS can finally clear the bad press that has dogged it for 2 years that will help too. Read that mall property spinoff is worth 6-8 bucks a share. Do not think that is imminent but that potential is out there too. Mission Control says that all systems appear to be a go.. LVS is in the best position to get the Tokyo project if the japanese can stop printing money long enough to vote on ok-ing the initiative......just another in a list of catalysts.........long LVS
Apple (AAPL -2.5%) has dived over the last 30 minutes of trading on heavy volume, without any news to explain the move. The decline comes with the NASDAQ still up 0.5% on the day. [View news story]
its called sentiment........its either positive or negative.......there are many stocks w/ wonderful fundamentals that are dogs and vice versa. Watch the charts...tells you a lot of what you need to know. disc.....no position in either GOOG or AAPL
Las Vegas Sands (LVS +2%) gets a lift from BofA analyst Shaun Kelley who says the company's Asian real estate holdings are worth $5-7 per share in a spinoff. Kelley also claims LVS is under levered, could afford to double its debt, and may be worth $82 per share. (See also: Nomura ups targets on gaming stocks) [View news story]
GMO's 7-year asset allocation model for U.S. stocks (VTI) is now predicting negative returns, says James Montier, presenting at the London Value Conference, and telling the audience GMO is now 50% in cash. Liking Europe (VGK, EZU, FEZ) a year ago, the big run has GMO less excited now. The best value could be emerging markets (EEM, DEM, VWO), but China's property bubble has GMO allocating less to EM than its models suggest. [View news story]
Today's Market News To Trade On: 5 Stocks Moving On News [View article]
Nomura bumped up its target price on LVS to $67 from $62 this morning. THey are generally bullish on the sector upping estimates for other names as well. long LVS
Las Vegas Sands: The Stock Will Continue To Fly [View article]
Las Vegas Sands: The Stock Will Continue To Fly [View article]
Las Vegas Sands: The Stock Will Continue To Fly [View article]
Apple (AAPL -4.2%) roundup: Tiger Global joined the unrelated Tiger Management in selling Apple shares in Q1, lowering its stake to 260K shares from a prior 1.05M (13F). 2) According to the iRumor mill's latest updates, the retina iPad Mini will have the same resolution (2048x1536) and processor (A6X) as the retina 4th-gen iPad; the iPhone 5S will replace the tradition home button with a touch-sensitive sapphire button (a positive for GTAT); and the iPhone 5S will have an improved camera to go with a fingerprint sensor. 3) The DOJ accuses Apple of being the ring-master in an e-book price-fixing scheme (previous); Apple calls the accusation "absurd." 4) Joe Weisenthal observes Apple's price movements have correlated some with gold's. [View news story]
2 $6 Energy Stocks Insiders Are Buying [View article]
2 $6 Energy Stocks Insiders Are Buying [View article]
Technicals at the moment are pretty weak........RSI 38 and heading south, Well under 50day MA. Stay away until it begins a turnaround unless you are into buying deep value and waiting it out.
The Nikkei (EWJ, DXJ) soared another 2.3% overnight to top 15K for the first time since 2007 as the yen (FXY) slid 0.3% to a new multi-year low of ¥102.65. Leading was Sony (SNE), up 10% following Dan Loeb's push for a breakup. Toyota (TM) paced the exporters with a 3.7% gain. JGBs (JGBL) were calm, the yield on the 10-year flat at 0.86%. [View news story]
Makes up for a few of my clunkers.......
Las Vegas Sands: The Stock Will Continue To Fly [View article]
Analyst upgrades and strong fundamentals helping.....if LVS can finally clear the bad press that has dogged it for 2 years that will help too. Read that mall property spinoff is worth 6-8 bucks a share. Do not think that is imminent but that potential is out there too. Mission Control says that all systems appear to be a go..
LVS is in the best position to get the Tokyo project if the japanese can stop printing money long enough to vote on ok-ing the initiative......just another in a list of catalysts.........long LVS
Apple (AAPL -2.5%) has dived over the last 30 minutes of trading on heavy volume, without any news to explain the move. The decline comes with the NASDAQ still up 0.5% on the day. [View news story]
Watch the charts...tells you a lot of what you need to know.
disc.....no position in either GOOG or AAPL
Toyota Reports Strong Earnings And Lays Out Aggressive Guidance [View article]
Las Vegas Sands (LVS +2%) gets a lift from BofA analyst Shaun Kelley who says the company's Asian real estate holdings are worth $5-7 per share in a spinoff. Kelley also claims LVS is under levered, could afford to double its debt, and may be worth $82 per share. (See also: Nomura ups targets on gaming stocks) [View news story]
GMO's 7-year asset allocation model for U.S. stocks (VTI) is now predicting negative returns, says James Montier, presenting at the London Value Conference, and telling the audience GMO is now 50% in cash. Liking Europe (VGK, EZU, FEZ) a year ago, the big run has GMO less excited now. The best value could be emerging markets (EEM, DEM, VWO), but China's property bubble has GMO allocating less to EM than its models suggest. [View news story]
General Motors, Toyota And Honda: Which Is The Winning Bet For Now? [View article]
I will take my chances w/ Toyota long TM
Anything associated w/ Japan is going higher.
Toyota Reports Strong Earnings And Lays Out Aggressive Guidance [View article]
there is still gas in toyota's tank ...........long TM
Today's Market News To Trade On: 5 Stocks Moving On News [View article]