rstack
Recent Posts
Monthly Archive
- July 2008
- June 2008
- May 2008
- April 2008
- March 2008
- February 2008
- December 2007
- November 2007
- August 2007
To add an specific blogger’s feed, simply go to their blog and click on their individual RSS link.
Wynn resort's
Rating: not yet rated
Vote:
InvestorPlace Blogs is powered by Marketocracy. Marketocracy has authorized Investor Place Blogs as an official registrar for voting through Marketocracy's Investment Research Rating service. Registered members of InvestorPlace Blogs are linked with a Marketocracy account to establish voting power based on their performance of trading and posting on stocks.
Wynn's number in las vegas are busted all the number's are down.Operating income.adjusted property ebitda,table game drops,slot machine handle.all down from same period of 07.All hotel numbers are down.I believe there are to many room's and the opening of any more room's ie The encore project will add to this over capacity.Wynn has some good land that they got cheap.but what that worth in todays realestate market in las vegas.Most of the revenue in las vegas comes from slots as more states legalize slot's this area of revenue will take a hit.Wynn will have to increase the COMP"S to sucker people in.Low rollers are near done in america.Consumer confidence is very low in america.The economy is in a conjuction of dysfunction as one jp morgan analyst put it.I honestly believe that we are heading into a deep recession.The gaming industry will take a hit.The operating enviroment in las vegas will not improve.They should start flying in the chinese "high roller's" from their macau operation,which should see some increased revenue from the olympics.I'm concerned about the chinese manipulation of the yun to the dollar.The stock buy back program is nice,but what about a dividend and pension for their employes.If america goes into a deep recession the effect's will hurt their macau operation For me and gaming stock's "all bet's are off" You can sucker some people some of the time,but not all the people all of the time. Cerca Trova | ||
Score a goal with coal
Rating: not yet rated
Vote:
InvestorPlace Blogs is powered by Marketocracy. Marketocracy has authorized Investor Place Blogs as an official registrar for voting through Marketocracy's Investment Research Rating service. Registered members of InvestorPlace Blogs are linked with a Marketocracy account to establish voting power based on their performance of trading and posting on stocks.
I've spent that last few days catching up on the coal industry and arch coal.First energy is in a bubble.To me the energy bubble is a lot different then the dot con bubble.People where buying the stock of company's that where not making a "Profit"or Future potential.The effect of the bubble bursting was more bottom's up then top's down as energy will be when the fed get's out it's neddle to bust the bubble.And I still did'nt forget the analyst role in it all.Take enron not one analyst had a "sell" on the stock. More recently take the financial's how in the world could you honestly follow the rec'c of an analyst for bear sterns or lehman's .My father said it best"opinion's are like asshole's we all got one and they all stink.Back to arch coal,Coal as a hole is in high demand as more giga watts of power come online.Arch should be able to increse profit margin with it's new streamed lined operation's.As cost per ton price increase's so should profit's.Arch has a lot of reserve coal.The recent decline in the stock price to me is the stock setting a new base and some profit taking.Watch the moving average's and volume.3-6 months price target of 95 | ||
Casey's at bat
Rating: not yet rated
Vote:
InvestorPlace Blogs is powered by Marketocracy. Marketocracy has authorized Investor Place Blogs as an official registrar for voting through Marketocracy's Investment Research Rating service. Registered members of InvestorPlace Blogs are linked with a Marketocracy account to establish voting power based on their performance of trading and posting on stocks.
First the chart's Casey's is down 32% for the year,but has been in an extreme rally on better then expected earning's report.This rally should stall/stop.Gas margin's are down and people are buying less gas per trip.Casey makes most of its profits on soda and prepared food.What I'm most worried about is the economy in the mid west .crop failures flooding and a contracting economy will hurt convience stores as consumers look to save money.Casey's at bat,but he's no home run king | ||
United Health Prognosis
Rating: not yet rated
Vote:
InvestorPlace Blogs is powered by Marketocracy. Marketocracy has authorized Investor Place Blogs as an official registrar for voting through Marketocracy's Investment Research Rating service. Registered members of InvestorPlace Blogs are linked with a Marketocracy account to establish voting power based on their performance of trading and posting on stocks.
Prognosis-physical 11yrs double digit earning's growth.Growth by acquisition model positive.Positive stock buy back program.Now the bad news.The quote that comes to mind when I look at united health is from sigmund freud- All human society is constructed on a complicity in a great crime. When you look at their record its full of corruption from option back dating to the igenix database.IMHO this data base should be run indepent third party.In game theory you got two hawks (doctors and insurers) fighting to pass the buck on to one dove.There is profit in confusion.I would buy unh at this low. With a price target of 3-5 yrs 80-105.United is physically well,but mentally ill | ||
Croc's Fad or folly
Rating: 2.00 (1 votes)
Vote:
InvestorPlace Blogs is powered by Marketocracy. Marketocracy has authorized Investor Place Blogs as an official registrar for voting through Marketocracy's Investment Research Rating service. Registered members of InvestorPlace Blogs are linked with a Marketocracy account to establish voting power based on their performance of trading and posting on stocks.
I've come to the conculsion that they need to fire some people at croc's for underproduction then overproduction, stale inventory.In the word's of Donald Trump "Your fired".This is the first year that croc's will have a world wide prensence.What i'm concerned about is that a fad in america is not a fad in praque. From the tech side the stock is extremly over sold and may go sideways and get a "dead cat bounce" I honestly belive that the party is over for croc's and company is going to be made into purse's You are bottom guessing and speculating on a poorly run company with a product that is in my opinion is a fad.This is a high risk play suited for the more aggressive investor .Price targets for 90 day's 7 to 13 | ||
SLO and the cnbc portfolio challenge
Rating: not yet rated
Vote:
InvestorPlace Blogs is powered by Marketocracy. Marketocracy has authorized Investor Place Blogs as an official registrar for voting through Marketocracy's Investment Research Rating service. Registered members of InvestorPlace Blogs are linked with a Marketocracy account to establish voting power based on their performance of trading and posting on stocks.
Would anyone care to take part in the portfolio challenge with me.Make a model to submit.This is a great way to get some national attention to investorplaceblogs.com and the slo community. I need to get some bonus bucks by refering people to the challenge if you would like to be invited please e mail me@ ronald.stach@yahoo.com with your address cerca trova ron | ||