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  • Las Vegas Sands And The Great Macau Bubble [View article]
    This is a brilliant...Hmm what did the writer see now to make him think LVS is weak?
    Could it be that the stock has fallen from a high of 87 to 45ish now? This is typical recency bias by the writer. Mix that with the fact that the market had a rough few days and you get story's like this.

    This is not a cutting edge piece written when LVS was in the 70's lets say, with insightful commentary. Simply rehashing the past and what is now known AFTER the fact.
    Along with recency bias, the writer claims that LVS could suffer another 50% drop? REALLY. LVS may well drop into the 30's but it may well pop up to the 60's range just as fast. This isn't 08-09. The company is a big money maker, albeit the pace may be slower but with many possibilities on the horizon.
    So while the writer comes out with a piece about LVS in the middle of a 6 day market decline and after a fall from 87 to 45 ish I throw the yellow flag on this nonsense.....
    Aug 28, 2015. 07:15 AM | 1 Like Like |Link to Comment
  • How And Why A Las Vegas Sands/Wynn Resorts Merger Could Be The All Time Blockbuster In The Gaming Space [View article]
    Hi Howard,

    Mass DOT just gave Wynn Everett a huge boost as just a few days ago they recommended that the environmental permit be awarded to Wynn immediately.

    This Friday, the Mass EPA will announce if they are awarding Wynn the permit for him to break ground. The EPA usually goes in favor of what the DOT recommends. A huge boost to Wynn if they get the nod Friday-However this is Mass where politics sometimes trump logic.
    Wynn's shares have been massacred. I have been buying on the way down just like I did in 08 09 before the big rake. But these things always move much further and more extreme than anyone can imagine both up and down. When the sky's clear, you will get a massive move. Lets say for those of us who can hang in there for 2 or 3 years with Boston up, Macau back and Vegas doing well Wynn will then be back to special dividends, high price etc.,
    Aug 26, 2015. 06:43 AM | Likes Like |Link to Comment
  • IBM's 21st Century Transition Is Failing [View article]
    Dear Pete,

    Thank you kindly for your thoughtful response. I agree with diversification (although on days like today does not help much)
    Really at the end of the day with any stock we really do not know what the future holds to some extent. We can only place our wagers based on various factors and weightings to which each of us uses differently.
    Thank you again for a well written article Pete.
    Best regards,
    Aug 25, 2015. 05:11 PM | 4 Likes Like |Link to Comment
  • IBM's 21st Century Transition Is Failing [View article]
    I don't know. Buffett has Billions invested in IBM (how much does the author one must ask)??
    If someone like Buffett has Billions invested then one must ask if his relationship with management is better than the Author's? And certainly Berkshire has more knowledge about upcoming events than the Author and much more skin in the game.
    The author is simply guessing at an outcome. IBM produces huge cashflow and i have been buying recently. They have a great dividend now also. I will take my chances and hang on because usually when these things take off you really never know where to jump in. You then become like a deer in the headlights waiting for the price to come back to where it was but that may not come as the stock whistles higher..
    Aug 25, 2015. 08:59 AM | 9 Likes Like |Link to Comment
  • The Trouble May Just Be Starting For Wynn Resorts [View article]
    Hi Daniel,

    Thank you for your response. Please kindly provide the link that you reference about authoring articles on the casino stocks near there 52 week highs, otherwise you lose all credibility.
    Subsequently can you definitively state that no friends, family or business associates are shorting casino stocks that you are writing about with such passion on a daily basis?
    Thank you in advance Daniel..
    Apr 1, 2015. 02:05 PM | 3 Likes Like |Link to Comment
  • The Trouble May Just Be Starting For Wynn Resorts [View article]
    Hi Daniel,

    Thank you kindly for your reply and comments. If you did author an article(s) recommending selling the casino stocks near there 52 week highs please kindly provide the link to the article, otherwise you lose all credibility as an author and or a fund manager.
    Certainly you would not be the first hedge fund person to shill for "friends" that are shorting these stocks.
    Can you definitively state that no one associated or related to you is shorting these same casino stocks?
    Thank you in advance..
    Apr 1, 2015. 01:07 PM | 2 Likes Like |Link to Comment
  • The Trouble May Just Be Starting For Wynn Resorts [View article]
    Yesterday you were trashing MPEL, just one day later Wynn. Almost word for word the exact same arguement and charts.
    SA should not allow such low standards. Further this guy "supposedly" is involved with a hedge fund and if he is spending time here trying to get page views he can't be to succesful and one must suspect that with 2 articles in a row hitting the casino stocks maybe his fund or a friends is shorting these stocks?
    Finally where was this guy when Wynn, MPEL etc., was 250 a share?
    Casino stocks may go lower, but i am a buyer here at these levels. I bought all the way down in 2008-09 and made money on the way up.
    when the casino stocks turn, they fly and it is tough to get back in...
    Apr 1, 2015. 11:46 AM | 5 Likes Like |Link to Comment
  • Melco Crown Could Still See Meaningful Downside [View article]
    yet another nobody who really should have written this article when MPEL was 47 or so not after a 50% decline.
    The slightest upside surprise in Macau sends Wynn, LVS, MPEL & MGM up substantially as most of the negative news is priced in.
    This author is simply behind the curve. Could things get worse? certainly, however the risk/reward is favorable that people should be buyers not sellers....
    Mar 31, 2015. 09:01 AM | 3 Likes Like |Link to Comment
  • Even At $159, Can Wynn Be A Solid Bottom Fish Now? [View article]
    Hi Howard,

    One of the best written casino articles on SA. Because you were at a high level within the industry, it gives you unique insights that many if not most might miss. No analyst will come out with future projections at this point because "they are afraid of there jobs"
    Trying to pick the bottom or top is just a lucky strike. I bought today and will continue buying wynn on any negative news.
    No one ever knows when the turn will occur but my experience tells me that you have to be in the game, maybe early but better to be early than too late. Wynn is definately the best out there. depending on the market i see Wynn at 500 bucks a share in the next few years.
    Thanks for a great well written article...
    Feb 25, 2015. 11:31 AM | 1 Like Like |Link to Comment
  • Israeli Biomed-Tech Companies Present Investment Opportunities [View article]

    Thank you for a well written informative article. Unfortunately the above posters are anti sematic anti everything Israel and most likely Muslim jihad sympathizers.

    I've been in BLRX since last summer and they have many upcoming catalysts.. The analysts have next year forecast @ .36 profit on 85 million in revs which would make this a 10 bagger maybe more. The ph 3 with bellophon is due 4q which would trigger a 40 million payment if successful.

    They have 40 million cash and no debt with a strong pipeline-it is my number 1 biotech pick. If you can handle the volatility the risk/reward is very strong..
    Apr 9, 2014. 12:53 PM | 4 Likes Like |Link to Comment
  • BioLineRx: Extremely Undervalued Company With Multiple Catalysts In 201 [View instapost]
    Shalom Nir,

    A well written article and I would like to add a few points. I think that BLRX represents the possibility of a 10 bagger potential for this year (10 bagger meaning 10 x or 1000% potential)

    One of the analysts has raised the 2015 revenue to 85 million and a profit of .36 cents a share-the aforementioned alone would push this to an 800 million company along with their rich pipeline.
    Certainly everything has to hit to get their. Here is a wildcard with a very very small chance but you never know. Andromeda was recently sold back to Clal from Teva -Clal said they were in talks to sell the diabetes franchise, shortly thereafter BLRX did the capital raise? What are your thoughts on this Nir?
    IF BLRX got the rights for this it would propel the stock 200% in 1 day maybe more.
    Toda Roba
    Mar 28, 2014. 09:25 AM | 1 Like Like |Link to Comment
  • BioLineRx Offers A Wide Range Of Potential Catalysts At An Affordable Valuation [View article]
    I have been in this stock since July and from what I have read the 40 million goes directly to BLRX's bottom line.
    BLRX is then paid royalties between 11%-15% world wide and has rights to everything sold in Israel.
    I do not know the exact structuring, however this would be a huge game changer for BLRX.
    They have so many catalysts between now and the 4th q that it will not stay at these levels for too long.
    Also interesting was that 2 days ago a 13 was filed with the sec Albert Friedberg bought 1.5 million worth of the offering-the others have not come forward as of yet-
    They seem to have a lot of things cooking in the kettle - their Leukemia drug seems like a game changer also..
    Mar 12, 2014. 11:56 AM | 1 Like Like |Link to Comment
  • BioLineRx Offers A Wide Range Of Potential Catalysts At An Affordable Valuation [View article]
    BLRX is one of the most undervalued biotech's period. Certainly some major players bought on the offering-Amazing that the 24 million was gobbled up and they most definitely could have sold more.

    So many catalysts forthcoming on this gem. Rick Berger-they are scheduled to receive 40 million from Bellopharm sometime in the 3rd or 4th quarter based on the completion of ph 3 - this along with the other catalysts, if successful in my opinion push this up 500% - 1000% is a reasonably short time frame.

    Management seems to be making the right moves and 2 new board of directors from the USA were recently elected-all in all I like the company and the odds risk/reward profile..
    Mar 12, 2014. 09:28 AM | 3 Likes Like |Link to Comment
  • Following Smart Money: Baker Brothers LLC Investments In 2013 And Beyond [View article]

    You are right. The Baker brothers have a terrific record most recently. The problem becomes that now everyone will start following them and the fantastic run will slowly become mediocre.

    It would be similar to lets say a commodity going in one direction and then all of the trend followers hop on board only to see the trend reverse.

    Over time this will slow the results down and/or when YOU buy they sell syndrome will occur..
    Dec 20, 2013. 01:46 PM | Likes Like |Link to Comment
  • Will Apoptosis Succeed Where Other Cancer Treatments Haven't? Three Companies Trying [View article]

    Thank you kindly for sharing your personal battle with Cancer. Your courage is inspiring and I wish you the very finest in the years ahead..
    Nov 6, 2013. 06:41 PM | Likes Like |Link to Comment