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  • August looking good for Macau casinos [View news story]
    MPEL will be $40 by EOY
    Aug 19, 2013. 12:51 PM | Likes Like |Link to Comment
  • Las Vegas Sands: Growth And Value For Shareholders [View article]
    The real winner in Macau is going to be MPEL for the long term
    Jul 31, 2013. 09:22 PM | Likes Like |Link to Comment
  • Ignore the slowdown in China at your own peril, writes Ben Levisohn after GDP growth slipped to 7.5% in Q2, and Beijing shows little sign of easing policy to re-boost it. Consumer staples and health care stocks with high China exposure like Mead Johnson (MJN) and PerkinElmer (PKI) have recently underperformed (on a relative basis), but also at risk are those in materials, industrials, and IT with a heavy reliance on China: DOW, ALTR, EXPD, GE. On the other hand there's Las Vegas Sands (LVS) - maybe unfairly (relatively) punished for its Macau exposure even as the secular growth of gambling there should offset any cyclical economic weakness in China. [View news story]
    MPEL and LVS are both "BUYS". Not trying to convince anyone to buy them, just sit back and watch everyone make money on these two stocks.
    Jul 21, 2013. 02:35 PM | Likes Like |Link to Comment
  • Shares of Melco Crowd (MPEL +4.5%) jump after sister company Melco International Development files a statement with Hong Kong regulators on its intention to develop two casino hotels in Russia near the China border. [View news story]
    Best of the best..........going to $30
    Jul 11, 2013. 11:45 AM | Likes Like |Link to Comment
  • Chinese authorities are cracking down on possible corruption in Macau, the world's largest gambling hub, with police arresting employees from at least three of the island's largest junket operators, which extend credit to high-roller gamblers. Those detained include partners at David Star, a firm that has a presence at casinos owned by Wynn Resorts (WYNN) and Las Vegas Sands (LVS). [View news story]
    GREAT time to buy these stocks
    Dec 4, 2012. 03:47 PM | 1 Like Like |Link to Comment
  • Analyst say Melco Crown (MPEL -1.1%) and Las Vegas Sands (LVS -0.8%) will post the biggest earnings growth among Macau-based players with both names expected to see double-digit profit increases. The results won't include sales churned up during the nation's Golden Week holiday, reported to be strong. [View news story]
    MPEL is the best of the lot for the loong term
    Oct 19, 2012. 10:00 PM | Likes Like |Link to Comment
  • Casino stocks with ties to China can't get out of the way of a report out of Macau that gambling revenue growth slipped to a 12.3% pace in September. China's national holiday week started this week, so some bullish-leaning analysts remain optimistic that there was a lull before a frenzy. Decliners: MPEL -3.8%, LVS -2.2%, WYNN -1.9%, MGM -1.0%[View news story]
    MPEL has a lot going on and will out perform the rest in the lone run. Look for on-line gaming from MPEL soon.
    Oct 4, 2012. 02:09 PM | Likes Like |Link to Comment
  • Walgreen (WAG) reports comparable store sales fell off 11.1% Y/Y with pharmacy sales lagging and generic introductions impacting. The company also blames the lower rate of flu shots this season for the sluggish sales. WAG -2.1% premarket. [View news story]
    Walgreens is still #1 in the Pharmacy market and will out perform the rest in the long term
    Oct 3, 2012. 10:21 AM | Likes Like |Link to Comment
  • Casino stocks open lower with a report (.pdf) out from the Nevada State Gaming Board that gambling revenue from Las Vegas Strip casinos fell 18.15% in May. Decliners: LVS -2.8%, MGM -3.1%, MPEL -2.7%, WYNN -1.8%), CZR -1.4%[View news story]
    MPEL will make a big move soon
    Jul 12, 2012. 03:08 PM | Likes Like |Link to Comment
  • More on Melco Crown Entertainment's (MPEL) Q1: City of Dreams revenue +43% Y/Y to $716M, powered by mass market volumes and improved rolling chip win rates. Altira Macau revenue -1.7% Y/Y to $260.9M, led lower by reduced rolling chip volume. Shares +0.7% premarket. (PR[View news story]
    This stock was IPO'ed at 20 with no earnings and now that it has earnings it is selling at 14 ?????????????? This is a 40 stock and its time will come.........soon.
    May 10, 2012. 08:11 AM | Likes Like |Link to Comment
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