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NY2LA 1

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  • Las Vegas Sands: The Mall Properties Are The Hidden Gem Here [View article]
    Japan not having new casinos is a boost for Macau and a blessing. Macau will grow over time. As long as cash flow is ok, don't bet against Sheldon.
    Dec 19, 2014. 10:46 PM | Likes Like |Link to Comment
  • Las Vegas Sands: A Big Rally In This High-Yield Play Seems Inevitable [View article]
    Merry Christmas to all of you and to Steve and Sheldon. Maybe they are reading these posts somewhere in Macau lol.
    Dec 19, 2014. 10:38 PM | Likes Like |Link to Comment
  • Las Vegas Sands: A Big Rally In This High-Yield Play Seems Inevitable [View article]
    Whatever else we may think, Sheldon and Steve are generational CEOs. What they have accomplished deserves admiration from a business perspective. Whatever will come in the future in Macau and Las Vegas and other places they deserve our thanks for creating a footprint for American companies in a risky world. If you go back to the string of earnings call from 2003 to today, it is a audio history of amazing strength and courage. Going forward, I expect much deeper and worse than expected comps for the first couple of quarters next year. Then recovery.
    Dec 19, 2014. 10:36 PM | Likes Like |Link to Comment
  • Falling Oil Prices And Breaking Order In The S&P 500? [View article]
    Thank you for an intelligent model. Have you tried running Monte Carlo adding an oil price Poisson distribution into this dividend model? I think it would give us the boundaries of the trading range for 2015.
    Dec 18, 2014. 11:19 PM | Likes Like |Link to Comment
  • Market Timing Report: Sentiment Returns To Overbought Territory [View article]
    As I am writing, it is Friday pm. What does the author see for next week ? Please update your timely and wise piece.
    Dec 18, 2014. 11:08 PM | Likes Like |Link to Comment
  • Apple: Does The Party End In 2015? [View article]
    Super large iPad, Apple watch, iPhone7, Apple pay, new macs, new iMacs, new Beats, guessing more acquisitions, tax and cash flow returning to USA cash, increasing dividends, 500 storefronts in India next year.
    Dec 17, 2014. 11:40 PM | 12 Likes Like |Link to Comment
  • Mispriced, Misjudged And Misunderstood: The J.C. Penney Story [View article]
    @Orlando JCP. Staff not very helpful, checkout was not crowded but took forever due to customers whose endless knowledge of coupon rules would shame a Yale law professor.
    Dec 17, 2014. 11:26 PM | 1 Like Like |Link to Comment
  • Starbucks: Why We Like It Into 2015 [View article]
    How about a no bawling baby section. They are worse than smokers. Moms with bawling babies seek out tranquil areas to disturb and destroy I order to make the whole world feel and share their pain. If you can't control your baby stay home. Usually they go straight to the airport where they promptly let their little one run around uncontrolled and bang on the nearest laptop they can find.
    Dec 17, 2014. 11:19 PM | Likes Like |Link to Comment
  • A Bet On Wynn Resorts Is A Bet On A Dividend [View article]
    FCF declined mucho mucho.
    Dec 17, 2014. 10:13 PM | Likes Like |Link to Comment
  • A Bet On Wynn Resorts Is A Bet On A Dividend [View article]
    Longs best wait until,after the horrid YOY Chinese New Years comparison is over with next quarter.
    Dec 17, 2014. 10:10 PM | Likes Like |Link to Comment
  • Yahoo: Declining Business Or Evolving Company? [View article]
    @bridge. Clearly you worked there as a programmer. Those in the know work in finance and venture capital there. Probably above your pay grade.
    Dec 17, 2014. 10:08 PM | Likes Like |Link to Comment
  • Recent Buy: Chevron [View article]
    All you Longs, a piece of advice, Putin is speaking to the Russian nation on Friday. I would take my cue from the tone of that speech. Good luck people and Merry Christmas whether you are in NY or Moscow or Shanghai or Dubai.
    Dec 17, 2014. 10:05 PM | 4 Likes Like |Link to Comment
  • Apple Watch: The Hidden Advantages [View article]
    @Tony Pow. I have tried out ALL Xiaomi models and they are terrible when compared to Apple or even high end Samsung phones. To all of you who have not had a chance to try them out, in my opinion of having consulted for tech and online firms for many years in the past, these phones won't steal any significant share from premium brands. That is from a hands on evaluation. Watch out for planted marketers on SA who may be paid posters. Esp if they have poor English. Lol.
    Dec 17, 2014. 10:00 PM | 4 Likes Like |Link to Comment
  • Apple: Why The Current Pullback Is Good [View article]
    Putin speaking to the Russian nation on Friday. Either there's a geopolitical understanding and stock markets zoom up or there's more anger and we go test the 100 and 150 day moving averages for awhile.
    Dec 17, 2014. 09:52 PM | Likes Like |Link to Comment
  • Beauty And Truth At Estée Lauder [View article]
    William Lauder is a genius, a scholar, and a gentleman. I was a EL bull for more than a decade. However, Asia IS weaker than at anytime in the past 15 years and they chose. Jenner ie Kardashian as the face of their company. Clearly they are jettisoning their current client base hoping to get more millenials. Well MR. Lauder. As much as I admire you, you have royally screwed this one up. See you I'm a few years when you realize your loyal customers are more important than reality tv entitled trash.
    Dec 16, 2014. 11:47 PM | Likes Like |Link to Comment
COMMENTS STATS
432 Comments
440 Likes