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  • Microsoft to acquire Mojang for $2.5B [View news story]
    Mojang is a one-hit wonder, it is hard to see how such an old game can continue to run and return $2.5B + profit.
    Sep 15, 2014. 10:22 AM | 3 Likes Like |Link to Comment
  • Nokia investing $100M in smart car tech [View news story]
    That's the kind of useful comment I like tlo see here on SA. Thanks for sharing.
    May 6, 2014. 02:28 AM | 1 Like Like |Link to Comment
  • Chinese media attacks Starbucks over prices [View news story]
    I don't think you understand how China works. Expect to see a price reduction in the near future.
    Oct 21, 2013. 07:46 AM | Likes Like |Link to Comment
  • Nokia: After 144% Gain, Is It Time To Bail? [View article]
    OK then, tell us your hunch!
    I don't really care about your past successes, what's the next big thing?
    Dec 24, 2012. 01:26 PM | 5 Likes Like |Link to Comment
  • Why Casino Stocks With Large Interests In China Should Be Sold [View article]
    Judging by Casino Mogul's photo he works for Sands China so bear that in mind when reading his comments.
    Jul 25, 2012. 06:15 AM | Likes Like |Link to Comment
  • Gambling revenue in Macau increased slower than expected in June, tracking up 12.2% Y/Y to $23.3B after analysts forecast a 15% gain. Demand is expected to be subdued in both July and August with credit pressures cropping up in China, before a new property opening and a national holiday turns momentum back around in September. On watch: LVS, MGM, MPEL[View news story]
    Jul 2, 2012. 11:10 AM | Likes Like |Link to Comment
  • Why Investors Shouldn't Care About The Coca-Cola And PepsiCo Downgrades [View article]
    I don't know about the US, but where I come from Soda Stream has been around since I was a kid, and it hasn't put a dent in KO's sales (or Pepsi's) yet.
    I'm betting it never will.
    Jan 12, 2012. 09:45 AM | 2 Likes Like |Link to Comment
  • Melco Crown: Las Vegas Of China At A Bargain Price [View article]
    People who want to gamble hundreds of thousands of Renminbi, or even greater sums, cannot got those quantities out of ATMs, no.
    Jan 7, 2012. 04:46 AM | Likes Like |Link to Comment
  • Melco Crown: Las Vegas Of China At A Bargain Price [View article]
    I guess David was referring to the Altira Casino rather than Hard Rock, which is within the City of Dreams complex.
    Jan 5, 2012. 11:44 AM | Likes Like |Link to Comment
  • Melco Crown: Las Vegas Of China At A Bargain Price [View article]
    I'm not sure what this Cubic Casino you mention is, Cubic is the name of the night club. Perhaps you are referring to the Hard Rock Casino?
    In any case Ginola is right, they do not have permission to open a casino in Studio City and if they even get it, it will be subject to Melco-Crown's table cap, the quantity of which I am not sure off the top of my head.
    Jan 5, 2012. 11:14 AM | Likes Like |Link to Comment
  • Asia Entertainment: Wealth Play With High Octane Business Model Set For Rapid Growth [View article]
    Great article.
    AERL are going to be one of the major junkets in Macau moving forward, anyone on the ground in Macau can see the momentum they have at the moment and with such a transparent monthly reporting schedule it is hard to go wrong with such a cheap stock.

    I am long AERL.
    Nov 15, 2011. 09:19 AM | Likes Like |Link to Comment
  • Macro Growth Good For Macau Casino Operators [View article]
    That's not really a concern IMO, Mike.

    The junkets bring players to the property, not the other way around.
    Nov 3, 2011. 06:56 AM | Likes Like |Link to Comment