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[ July 24, 2014 | Author: admin | Views: 6354 | Weather: | Mood: normal]

Since the depth of the financial crisis, Las Vegas Sands (NYSE: LVS  ) has been the top-performing stock in gaming and has become a $60 billion behemoth in the industry. Macau has clearly been the major driver, with Las Vegas Sands owning four major resorts in the world’s largest gaming market, and Singapore’s Marina Bay Sands is the company’s second most profitable resort, expanding exposure to Asia. LVS data by YCharts. However, with the equity and net debt value (enterprise value) of Las Vegas Sands now 13.4 times the EBITDA (a proxy we use for cash flow) it has created over the past 12 months, the stock is a higher risk than it once was. Let’s take a look at whether this is still a great stock for investors. Well positioned in Macau When comparing casino operators in Macau, one of the first things to look at is the location of … Continue reading

[ July 24, 2014 | Author: admin | Views: 36653 | Weather: | Mood: normal]

Popular Posts: 10 Best “Strong Buy” Stocks GMK GAME DAL and moreBiggest Movers in Energy Stocks Now – CHK KOG CLD PXD9 Oil and Gas Stocks to Buy Now Recent Posts: Biggest Movers in Financial Stocks Now – GGAL BMA BBD WDR Biggest Movers in Technology Stocks Now – MDSO CSOD MLNX TRAK Biggest Movers in Consumer Noncyclical Stocks Now – PPC VCO FMX REV View All Posts 5 Stocks With Ugly Earnings Momentum FNBN GYRO PNX CPN SHLD This week, these five stocks have the worst ratings in Earnings Momentum, one of the eight Fundamental Categories on Portfolio Grader. Top Energy Companies For 2015: Maverick Minerals Corp (MVRM) Maverick Minerals Corporation (Maverick), incorporated on August 27, 1998, is an exploration-stage company. The Company is engaged in the acquisition, exploration, and development of prospective oils and gas properties and mineral properties. During the year ended December 31, 2011, the Company’s … Continue reading

[ July 24, 2014 | Author: admin | Views: 86666 | Weather: | Mood: normal]

Fund Management initiated a position in Vodafone (VOD) Common during the quarter. Vodafone is a leading provider of telecommunications services based in the United Kingdom. This investment is discussed in more detail in this quarter’s Third Avenue International Value Fund shareholder letter. The Vodafone common investment made by the Fund was prompted by the company’s sale of its 45% stake in Verizon Wireless at a tremendous price (9.4 times EBITDA). Shares of Vodafone Common were purchased at less than five times pro-forma EBITDA and at a mid-single digit dividend yield in the Fund. Although conditions in the European telecommunications industry are difficult, Vodafone’s business is very cash generative and the proceeds from the Verizon Wireless transaction will enable the company to reinvest more in its networks than many of its competitors while maintaining a very strong financial position and a healthy dividend. Vodafone also has substantial exposure to emerging ma … Continue reading

[ July 24, 2014 | Author: admin | Views: 18394 | Weather: | Mood: normal]

The ultra-deepwater drilling market is still sizzling hot, and that’s great news to the companies with exposure to the market. After the market closed yesterday, Seadrill (NYSE: SDRL  ) announced that it secured a three-year, $662 million contract for the newbuild West Neptune, which isn’t due to be delivered until June 2014. The operator leasing the rig plans to use it in the Gulf of Mexico and has an option for an extra year if necessary. This contract comes with a dayrate of just over $600,000 for Seadrill, keeping the momentum rig owners have in deep water. The company has 10 ultra-deepwater semi-submersibles and 10 drillships in operation when you include the holdings of Seadrill Partners (NYSE: SDLP  ) . Five more drillships will be completed by the end of 2014, which will drive earnings higher if these high dayrates continue. Management expects that these new rigs will help drive 50% or … Continue reading

[ July 24, 2014 | Author: admin | Views: 88715 | Weather: | Mood: normal]

With shares of Corning (NYSE:GLW) trading around $19, is GLW an OUTPERFORM, WAIT AND SEE, or STAY AWAY? Lets analyze the stock with the relevant sections of our CHEAT SHEET investing framework: T = Trends for a Stock’s Movement Corning produces and sells specialty glasses, ceramics, and related materials worldwide. It operates in five segments: Display Technologies, Telecommunications, Environmental Technologies, Specialty Materials, and Life Sciences. Corning has launched Corning Lotus Glass, an environmentally friendly display glass for organic LED and LCD displays that are used in portable devices such as smartphones, tablets, and notebook computers. Smart phones, tablets, notebook computers, and related materials are seeing explosive growth in developed and developing countries around the world. An executive from Corningtook the stage at the Morgan Stanley Technology, Media, and Telecom Conference on Tuesday to say that the companys Gorilla Glass is a better material to be used in consumer electronics than … Continue reading