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  • July a strong month for Macau casinos [View news story]
    $WYNMF , Cotai Central will be "Bellagio on Steroids" Long.
    Aug 1 07:33 PM | Likes Like |Link to Comment
  • Potash Corp: A Good Way To Take Advantage Of Industry Turmoil [View article]
    $POT I bought small long position.
    Aug 1 09:27 AM | Likes Like |Link to Comment
  • Las Vegas Sands: Growth And Value For Shareholders [View article]
    I have a large position in $LVS growth potential and $WYNMF and Cambodia $NGCRF good luck. $MGM & $WYNN but small long.
    Jul 31 06:17 PM | Likes Like |Link to Comment
  • Market Notes: Chinese Small Fry Sizzle -- July 30 [View instapost]
    $WYNMF is Wynn Macau 5% yielder! Long.
    Jul 30 08:52 PM | Likes Like |Link to Comment
  • Potash Corp: Playing Today's Massive Sell-Off [View article]
    I bought looks way over done! Long $POT
    Jul 30 04:17 PM | 2 Likes Like |Link to Comment
  • Hess sells energy marketing business for $1.03B [View news story]
    $HES $100 ez imo. Long.
    Jul 30 03:14 PM | Likes Like |Link to Comment
  • Potash turmoil 'a complete game changer' [View news story]
    $POT got long.
    Jul 30 11:10 AM | 2 Likes Like |Link to Comment
  • These Returns Aren't A Gamble [View article]
    I added to $NGCRF & $WYNMF!
    Jul 25 11:13 AM | Likes Like |Link to Comment
  • Can Mass Market Gaming Ring Up Big Growth For Las Vegas Sands? [View article]
    $48? I get like $76 Long $LVS.
    Jul 23 12:27 PM | 1 Like Like |Link to Comment
  • News that the Macua government is backing off earlier comments on stricter cash reporting rules should be good for casinos (LVS, MGM, MPEL, WYNN) operating in the region, according to Hedgeye analyst Todd Jordan. Secretary for Economy and Finance Francis Tam Pak Yuen clarified earlier this week that cash reporting rules weren't designed to stop travelers from entering Macau. [View news story]
    $WYNMF Long.
    Jul 12 11:35 AM | Likes Like |Link to Comment
  • How And Why I'm Long Australia [View article]
    I got heavy Long $EWA $22-$23. Good Luck!
    Jul 9 05:27 PM | Likes Like |Link to Comment
  • Wynn Resorts (WYNN) says the SEC isn't recommending enforcement action after rolling up an informal investigation into the practices of American casino companies in Macau. The probe included a review of a $135M donation by WYNN's Macau unit to the University of Macau Development Foundation. Earlier this year, co-founder Kazuo Okada resigned from the board, alleging CEO Steve Wynn had targeted him unfairly for speaking out against what he alleged was the company's corrupt practices in the region. The Nevada Gaming Control Board investigated Okada's charges, but closed its investigation without finding wrongdoing. [View news story]
    $BJK ! Long.
    Jul 9 10:29 AM | Likes Like |Link to Comment
  • Petrobras (PBR +3.2%) shares enjoy a solid gain despite J.P. Morgan's concerns about falling production; the firm estimates production must increase to ~2.08M bbl/day by year-end for PBR to meet its 2013 target of 1.98M. Even if all new projects start on schedule, the firm calculates no more than 170K bbl/day could be added by December, insufficient for PBR to meet its target. [View news story]
    $NOV Long.
    Jul 3 07:10 PM | Likes Like |Link to Comment
  • Electric vehicles sales were up in June with the Chevrolet (GM +0.4%) Volt, Nissan (NSANY.OB) Leaf, and Honda (HMC +1.8%) Fit all posting gaudy percentage gains with lower prices and incentives in play. Though the upturn is forecast to last through the summer, automakers are still far behind EV sales goals and face inventory issues. [View news story]
    $VPU Long.
    Jul 2 01:39 PM | Likes Like |Link to Comment
  • More on Macau (previous): The gambling operations of Las Vegas Sands (LVS), MGM Resorts (MGM), and Wynn Resorts (WYNN) were also the topic of conversation in Washington DC on top of pressure from Nevada authorities with a congressional panel urging tighter regulations of the firms due to the risk of money laundering. Some analysts think the sound and fury on Macau will die down as reliance on junkets diminishes. [View news story]
    $BJK ,.....more mass product in Vegas & Macau! Long.
    Jun 28 08:02 AM | Likes Like |Link to Comment