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Las Vegas Sands Corp. Message Board

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  • ipsophakto ipsophakto Feb 9, 2013 3:41 AM Flag

    THIS TIME IS DIFFERENT...

    I think you're looking at the wrong timeframe. Note the pre-crash highs for all the gaming stocks that were (at the time) floating on mostly Vegas revenue. Wynn returned to a price near those per-crash highs. For some reason, LVS has not. MGM is still trying to get in the black, but did survive a death spiral and is now well situated in Vegas and somewhat in Macau, yet it hasn't recovered to anywhere near the top.

    MGM should be $80, LVS should be $140......if Wynn is at $125

    Sentiment: Buy

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    • Not sure what timeframe you are talking about; my point of reference on this post is back to the last cycle run up which was from late November 2011 through April 2012.

      If you were around these boards then, we had heavy allocations of LVS, MGM, WYNN and MPEL... excluding MGM the rest of those companies all had serious revenues from Macau and, in LVS case, MBS... far more than the Vegas portion. Wynn remains comparatively static (did you listen to Steve on the CC? Mostly bizarre memoir rambling about where he spent his youth to me, a longtime follower). And MGM? Still undermanaged, wrong designs, disparate positioning, and Vegas mass centric. Not it...

      My simple point here is that none of those has the positioning that LVS has... only MPEL has excellent posturing, but we are presently only on LVS as noted over time here and on that board.

 
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