spokanimal’s Activity

Thu Mar 27

Article Comment

spokanimal commented on an article. 3:46 PM

3 Reasons to Buy Las Vegas Sands

SJM's mass market revenues on your graph above are not all SJM's.

More than half of SJM's casinos are actually 3rd party operators who operate as sub-licensees under SJM's primary gaming license.

[more]

Wed Mar 26

Article Comment

spokanimal commented on an article. 5:29 PM

Casino Giants Now Hold All the Cards in Asian Expansion

Nicely written, Travis, but I would add one caveat that excludes MGM from the short list of 6, major companies that you cited as competitive for major, integrated resorts.

The reason for excluding MGM is because

[more]

Tue Mar 18

Article Comment

spokanimal commented on an article. 4:53 PM

The Top Stock in Gaming

A point of clarification in regards to your comment:

"Las Vegas Sands simply runs into the law of large numbers when adding another resort to three already open on Cotai and four total in Macau. Another

[more]

Tue Mar 4

Article Comment

spokanimal commented on an article. 4:16 PM

Sands Bets on Japan: Will It Work Like It Did in Singapore?

Sands can also use it's presence in the other, major, gaming and convention geographies to funnel patronage to Japan via it's loyalty programs.

To that end, Sands maintains a fleet of private jets to facilitate

[more]

Article Comment

spokanimal commented on an article. 12:32 PM

Why Is David Tepper's $20 Billion Hedge Fund Swapping These Oil Services Stocks?

Transocean has met (Q4) or beaten (Q3) it's earnings estimates during the time that Tepper reduced his stake, and the shares now sell for a lower price than at any time during his liquidations.

Tepper did well

[more]

Tue Feb 11

Article Comment

spokanimal commented on an article. 1:51 PM

American Capital Earnings Drop 54% in Q4 After Reporting a Loss

"Stabilization" of the m-REIT market, as they say, remains to be seen as the Fed continues to taper it's Quantitative Easing program.

We'll see if their singing that tune if the 10 year treasury yield

[more]

Tue Feb 4

Article Comment

spokanimal commented on an article. 1:25 PM

Las Vegas Sands Misses Earnings: Buying Opportunity?

Gaming 101, Mr. Cardenal:

You begin your article focused on how LVS missed it's 85 cent EPS aggregate estimate with a 72 cent, adjusted EPS.

Lets begin your orientation with the notion that

[more]

Thu Jan 30

Article Comment

spokanimal commented on an article. 5:23 PM

A Tale of Two Cities for Las Vegas Sands

2.7 to 3% normalized hold was confirmed by the experts you speak of. By saying that "Goldstein didn't rule out an adjustment" to that range is your fancy-dance speak for the fact that Goldstein didn't even GO THERE,

[more]

Wed Jan 29

Article Comment

spokanimal commented on an article. 6:47 PM

Las Vegas Sands Falls As Singapore Gaming Disappoints

The company made 78 cents normalized in Q3 and 87 cents normalized in Q4, Travis.

While you are right to point out that the company could have taken more market share in Macau, the results were not as dire as

[more]

Article Comment

spokanimal commented on an article. 1:22 PM

3 Key Things to Watch in Las Vegas Sands Earnings

Also trying to get a handle on your comment that Parisian opening in late 2015 would put it on a timeline to construct it in less than 2 years.

Do you actually believe that construction on Parisian began in late

[more]

Article Comment

spokanimal commented on an article. 1:18 PM

3 Key Things to Watch in Las Vegas Sands Earnings

Jeez, Travis... just when I think you're starting to understand the gaming industry better, you have to say something that is really off the wall.

Re: your statement: "the amount of time players sit at

[more]

Tue Jan 28

Article Comment

spokanimal commented on an article. 12:45 PM

A Big New Deal in the World of Potash

It appears that the Uralkali deal with China a couple of weeks ago has broken loose the global negotiations and more announcements are sure to come.

S

Mon Jan 27

Article Comment

spokanimal commented on an article. 11:51 AM

Las Vegas Sands Corp. Earnings: Will Shareholders Stay Lucky?

Several points to consider before you determine that what is happening now in the Chinese economy is going to hurt Sands in Macau:

1. If you look at Macau's annual increases in gross gaming revenues since the

[more]

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