Comments on: Will the Las Vegas Comeback Continue? http://www.contrarianprofits.com/articles/will-the-las-vegas-comeback-continue/17299 Access market-beating ideas from the world's top investment gurus on stock market investing, the gold market, ETFs, Forex trading and real estate values. Thu, 19 Nov 2009 15:59:58 -0500 http://wordpress.org/?v=2.8.5 hourly 1 By: Solar Max http://www.contrarianprofits.com/articles/will-the-las-vegas-comeback-continue/17299/comment-page-1#comment-41933 Solar Max Sun, 31 May 2009 13:52:34 +0000 http://www.contrarianprofits.com/?p=17299#comment-41933 This doesn't sound very contrarian to me. It sounds just like what every one else has said. Nothing insightful. These stocks are still down over 90% and they have skillfully avoided the worst case scenarios. It will be a few quarters before they become profitable but by then the stock prices will be much higher than now. This is what investors always hope for, stocks that are going to double triple and more but when the opportunity comes they are too fearful to take it but then groan about it later. This doesn’t sound very contrarian to me. It sounds just like what every one else has said. Nothing insightful.
These stocks are still down over 90% and they have skillfully avoided the worst case scenarios. It will be a few quarters before they become profitable but by then the stock prices will be much higher than now. This is what investors always hope for, stocks that are going to double triple and more but when the opportunity comes they are too fearful to take it but then groan about it later.

]]> By: Jacob Lowell http://www.contrarianprofits.com/articles/will-the-las-vegas-comeback-continue/17299/comment-page-1#comment-41481 Jacob Lowell Sat, 30 May 2009 14:34:46 +0000 http://www.contrarianprofits.com/?p=17299#comment-41481 Mr Guenthner's comment "LVS is already exploring deals where it would sell it's Macau Casino" exposes a very limited knowledge of all that goes on in Macau with LVS. Questions he might consider from those who understand it all much better: > Which casino: Sands, Venetian, 4 seasons, Cotai sites 5 and 6, the malls??? The leaseback idea on Sands Macau is an older, refuted speculation. > Does LVS's focus on the Mass market and it's advantages (eg: Venetian's relatively good Q1) have any weight in this opinion? > Cost cutting relative to debt covenants and the war chest for buying back debt as needed... how about the huge surge in junk bond yields that have enabled MGM to float an issue? > Intense interest on a joint venture on sites 5 and 6 that would complete the project, inject liquidity and launch revenues from the site. > Cotai-Jet's 30%+ ferry market share and how that, and visitorship to Cotai, will be impacted by CIty of Dreams... think critical mass of mass market. > Mr Guenthner, do you even understand the typical difference in table hold between VIP and Mass market? Mr Guenthner’s comment “LVS is already exploring deals where it would sell it’s Macau Casino” exposes a very limited knowledge of all that goes on in Macau with LVS. Questions he might consider from those who understand it all much better:

> Which casino: Sands, Venetian, 4 seasons, Cotai sites 5 and 6, the malls??? The leaseback idea on
Sands Macau is an older, refuted speculation.

> Does LVS’s focus on the Mass market and it’s advantages (eg: Venetian’s relatively good Q1) have any
weight in this opinion?

> Cost cutting relative to debt covenants and the war chest for buying back debt as needed… how about the
huge surge in junk bond yields that have enabled MGM to float an issue?

> Intense interest on a joint venture on sites 5 and 6 that would complete the project, inject liquidity and
launch revenues from the site.

> Cotai-Jet’s 30%+ ferry market share and how that, and visitorship to Cotai, will be impacted by CIty of
Dreams… think critical mass of mass market.

> Mr Guenthner, do you even understand the typical difference in table hold between VIP and Mass market?

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