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Friday, March 12th, 2010
New Idea...
Since I was stopped out of WDC, i've been looking carefully for a new idea to replace it with. I think I came up with one.
Friday, March 12th, 2010
March Gaming Report
Full report on Macau, Vegas, AC, and a little Penn gaming numbers. Arrivals and Gaming revenue.
Sunday, March 7th, 2010
Airelon's Market Tactics #18
As I mentioned in the Friday Review video, I did not trade at all last week. Truth be told, I barely looked at the markets; with the exception of that one brief trade for the Challenge Project (with due nods to Anthony Davian on that UNG trade he mentioned in Twitter)
Thursday, March 4th, 2010
ANF: CQ409 recap and 3/4/10 Sales numbers
ANF had a second straight month of sales that beat Street expectations. I should probably thank Professor Joel Greenblatt for this one. I took his class at Columbia Business School a few years ago and if I recall correctly, his sister came in to talk about retail stocks. Prior to that day, I always thought retail stocks were "unanalyzable." Man, was I wrong.
Sunday, February 28th, 2010
Airelon's Market Tactics #17
I usually begin these newsletters, and all issues of “Airelon's Market Tactics”, with general introductory comments that applies to the trading week ahead. After this, I usually discuss my “dividend investing” outlook, after which I discuss my “trading” outlook for the next week, concluding with a discussion of portfolio management; as it relates to the Model Portfolio that benchmarks the results of this newsletter.
Sunday, February 28th, 2010
PALM: Aftermath. What is it worth now?
It's pretty clear now that PALM has been a successful short. The question now is what is this company worth now that the company has admitted that their handset is not selling well at Verizon. Now that their ruse of blaming Chinese New Years for halted handset production is exposed what do we do with the short position now? In this recap, I attempt to value the company under two scenarios - as a going concern, and as a liquidation.
Friday, February 26th, 2010
PALM
By now you've seen the implosion in PALM. I will have a detailed report out before the market opens on Monday. I am reviewing all of my assumptions on the stock and now not only analyzing it from the point of view of a going concern, but I am also looking at liquidation value, or M&A value. More to come.
Friday, February 26th, 2010
WYNN 4Q09 Earnings Recap
Steve Wynn is a mad genius. Seriously, the guy is mad as a hatter on his earnings calls, ranting about the government, the deficit, and high tax rates. The other half the time on the calls he spends marketing his properties and disparaging his competition. He's like a Donald Trump that actually knows how to make money in the casino business. In other words, I love the guy. Nothing to change my investment thesis here - take a look at some of the metrics on this sheet - things are getting very good at Wynn.
Friday, February 26th, 2010
MGM Q409 Earnings Recap
MGM now reports a lot more detail than they previously did. Lots of good information here - surprising that low-end property like New York-New York is performing so well.
Friday, February 26th, 2010
LVS Detailed Q409 Earnings recap
LVS reports lots of detail on their operations - you can see it here in my standard earnings reporting format. Some of these graphs look quite good- trends are improving.
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