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  1. U

    anyone in LVS/ WYNN/ MGM?

    It looks like they have been weak for last 5-6 trading days. LVS: - went HK IPO and raised $2.5bn cash, so current cash balance is about $5bn - continue its development in Macau to complete the project (#5, 6 lots) - Macau's November casino revenue was up 60% yoy - had $270bn EBITDA in 3Q...
  2. U

    This is the best opps for US equity market

    Showing that US equity market hold strong on Dubai news, people will prefer to invest in US equity over emerging market. This creates a higher premium on US stocks...
  3. U

    Passage of health care bill good for the S&P Futures?

    I think it will be bearish for health care industry, but overall it will be bullish. medical expenses for most american who didn't have health insurance (due to ridiculous terms like 'pre-condition') have been the major issue, and this is something that will make people to be positive. and...
  4. U

    Housing Sales Actually FELL; But Great Spin by the RealtorsTM

    also, today's ISM manufacturing index is a bogus. the figure was for September and since then, nothing has been improved. it's amazing how the market reacts on past data. tomorrow, we have auto sales in October with expection of 10m (in Sept we had 9.2m). another set up for a plunge here.
  5. U

    Anyone using Google finance?

    They are getting dumb in news feeds: http://www.google.com/finance?q=NYSE:GE if you look at the news section, it says that 'GE Reassures Investors Dividend is Safe' with YouTube link. Amazing how they don't filter it.
  6. U

    Wynn, Lvs

    Hi, Does anyone know if LVS is going HK IPO with Barclays/ Goldman Sachs soon? WYNN successfully raised $1.6bn through HK IPO and the share for Macau assets will be trading on 9th (next Friday). WYNN (+4.53%) LVS (+5.05%)
  7. U

    Siemens Had ‘Tough’ Year as Orders Fell 20 % in 4th Quarter 09

    Looks like GE will get the similar result soon...
  8. U

    is GE a buy or sell?

    BUY: - government's support - too big to fail - will be better when the econ turns around SELL: - by looking at its balance sheets, it looks horrible. (over $500B in debt) - huge bet on $16 Put today worth $2.2M - holding a huge portfolio on commercial real estate (banks are...
  9. U

    Wynn gets approval for Hong Kong IPO: report

    HONG KONG (MarketWatch) -- Wynn Resorts has received a go-ahead by regulators for an initial public offering in Hong Kong that could raise up to $1 billion, according to a media report Friday. The gambling company plans to sell a 20% stake in its Macau casino operations in the IPO, Dow Jones...
  10. U

    Anyone long at C?

    I'm thinking about taking some position at C. Although there was a rumor in the market that one of the major banks was in a big trouble, I think it's just a rumor. Otherwise, Paulson wouldn't be betting on it with $1Bn+ in C.
  11. U

    Yahoo vs Msft

    Well, then, I don't think the majority of shareholders will like the M&A idea. Right now, Icahn is accusing the current BoDs for not taking the offer at 33. I think that the deal will be closed at 33.
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