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re: Weekly Stock Market Plays/Thoughts - March/April
Posted on 4/23/17 at 3:31 pm to rocket31
Posted on 4/23/17 at 3:31 pm to rocket31
quote:
STV just released a filing for a $1.50 dividend per share.
quote:
China Digital declared a special cash dividend of $1.50 per ordinary share. Each of the company's ADS represents one ordinary share. Shareholders of record as of the close of business on May 31 will be eligible to receive the dividend. The company will announce the payment date as soon as the completion of currency conversion. The aggregate amount of cash dividends to be paid is approximately $90.4M based on the number of outstanding shares as of December 31, 2016. The payment of the special cash dividend is expected to reduce both the company's market capitalization and shareholder's equity. These will significantly increase the risk of rendering it ineligible for being listing on the NYSE.
What's the rationale here?
Posted on 4/24/17 at 3:32 pm to dabigfella
Earnings tomorrow for WYNN. Will it beat estimate? You still long on WYNN?
Posted on 4/24/17 at 5:54 pm to jkcooper92
quote:
Earnings tomorrow for WYNN. Will it beat estimate? You still long on WYNN?
Im still long, chart looks like its about to break out of a multiyear cup and handle. My take on earnings is this
1. Macau releases numbers every 1st of the month for the entire region and every month in this quarter was a major beat, did they all go to wynn? no there are 35 casinos in the area, but last quarter WYNN got over 50% of the VIP segment and the other 34 hotels got the rest of the business
2. Chinese New Year was this past period, thats the biggest holiday for them, and they love to gamble then.
3. Vegas isn't that big a deal for WYNN overall as its like 1/8th of the business of Macau, but Super Bowl was last quarter
4. We should get updates on the Wynn Plaza which should be opening in october, adding another 100k sq ft of retail leasing at $300/ft and we should be getting an update on the Wynn paradise park, he said he would be going to the board in the 2nd quarter to finalize it all. Also Wynn Boston updates will be nice tomorrow as it should be opening in 12-18 mo.
5. Last Q he said he could double the dividend but didnt bc of the money being needed to get this paradise park going, but who knows they could surprise.
6. Again last Q he said Wynn Palace, the new hotel in Cotai, and probably the nicest casino on earth, he said it was the fastest he had ever seen in all his years to $1m/day in EBITDA, so if it had continued growth could be a monster.
Again the bottom line on WYNN is its a play on EBITDA and that EBITDA has multiple catalysts over the next 24 months to double it from last year and as Wynn Palace ramps up,Wynn Boston comes online,Wynn Plaza comes online, and Paradise park begins construction, the upside is considerable.
I still think $150+ this year barring bad news from the macau region, but the stock has been very strong all year, and I believe I read today it was added to the Nasdaq 100 so now funds have to add a position in it.
I've always said my investing style is investing in visionaries moreso than the companies guys like Steve Wynn,Elon Musk,Mark Zuckerberg,Jeff Bezos, Page/Brin you want your money being invested in brainpower like that. Is wynn due for a pullback? Sure it was $88 on new years and its $115 right now, but it really seems like the Macau region is back to being the monster many thought it was going to be years ago. Lets not forget Japan legalized gaming recently and will be the 2nd largest market on earth when its done and WYNN is vying for one of the handful of licenses they're going to issue and I would be bet that Japan would prefer the high end class of a WYNN property over some mediocre MGM,Caesar's, Las Vegas Sands property(though I think LVS gets one of the licenses for mass gaming market potential).
WYNN is a premium brand and will always trade at a higher multiple than other casinos as long as steve wynn is alive.
Posted on 4/24/17 at 6:01 pm to jkcooper92
Forgot to add, the north korea slightly concerns me in that area as WYNN is an american brand and I worry about how the asian gamblers will react to an american brand or the region in general if conflict breaks out there. Other than that the long term prospects are still amazing if the markets in general hold up
Posted on 4/24/17 at 6:36 pm to bayoubengals88
quote:
STV
What's the rationale here?
im not totally sure
i do know the stock was trading at 1.27 the day before the 1.50 divy announcement with incredibly low volume. in the past, companies have made large divy payments like this one for company exposure so we will see; the volume has been up friday and today.
the stock is currently trading at 1.71, with a 1.50 divy scheduled for may 31.
i have a small play of 1030 shares at an avg of 1.65 per share - i dont see much downside here?
im feeling pretty confident between MACK and STV until June 1st.
Posted on 4/24/17 at 9:50 pm to rocket31
When do I have to have MACK picked up by to get the dividend?
This post was edited on 4/24/17 at 9:51 pm
Posted on 4/24/17 at 10:00 pm to GREENHEAD22
I'm pretty sure its may 17th
Posted on 4/25/17 at 12:17 am to rocket31
Is there a place where you can easily find the most volatile stocks? Seems like MMEX has cooled off significantly. I did a google search but the results were ehh. Do you just search for the highest volumes of the day or is it more complex than that?
This post was edited on 4/25/17 at 12:18 am
Posted on 4/25/17 at 10:57 am to LSUneaux
There's a screener that people use. Finviz or something.
Posted on 4/25/17 at 3:20 pm to dabigfella
lol WYNN beat expectations by 28%. Prepare for another good day tomorrow DBF
Posted on 4/25/17 at 3:28 pm to HYDRebs
And tesla closed at all time highs yet all my posts get downvotes and haters, I swear, if people
Would just stfu and listen to me sometimes they would make a couple bucks, I may have inherited some money but I'm not some braindead rich kid I have pretty damn good insight...:downvote away haters I made some great money today and over the past month
Would just stfu and listen to me sometimes they would make a couple bucks, I may have inherited some money but I'm not some braindead rich kid I have pretty damn good insight...:downvote away haters I made some great money today and over the past month
Posted on 4/25/17 at 3:31 pm to dabigfella
DBF is the man. WYNN and LVS are making me some good money.
Posted on 4/25/17 at 3:45 pm to dabigfella
quote:
And tesla closed at all time highs yet all my posts get downvotes and haters, I swear, if people
Would just stfu and listen to me sometimes they would make a couple bucks, I may have inherited some money but I'm not some braindead rich kid I have pretty damn good insight...:downvote away haters I made some great money today and over the past month
Curious after TSLA's 70-80% gap up in the last 4 months where is your exit position out of this play?
Posted on 4/25/17 at 3:46 pm to HYDRebs
Nowhere near here. It's trading at 6-7x sales, those sales are expected to rise 200-300% or more with the model 3 coming soon. It's at all time highs, it's heavily shorted they're all underwater. It's a disaster waiting to happen for shorts, it's a $500-700 stock in 24 months if not higher imo
Posted on 4/25/17 at 4:58 pm to HYDRebs
i don't know about you guys but I'm slightly outperforming the indexes this year, feb was rough but tesla and wynn had a rough feb
This post was edited on 4/25/17 at 5:00 pm
Posted on 4/25/17 at 6:24 pm to HYDRebs
Glad I bought some last night.
Posted on 4/25/17 at 8:18 pm to dabigfella
quote:
dabigfella
Finally found your Tesla DD, we share the same thoughts
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