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fortunes_formula 19 posts  |  Last Activity: Jun 2, 2014 8:49 PM Member since: Feb 11, 2007
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  • fortunes_formula fortunes_formula Jun 2, 2014 8:49 PM Flag

    hey vc....I missed the bulk of him discussing MSG on cnbc this morning and can't find the video anywhere....is that what he said this morning? thx. FF

  • fortunes_formula fortunes_formula Mar 29, 2014 9:05 AM Flag

    agree…good sign of "giving back". When Japan legislators start weighing the pros and cons of each applicant, "sharing" the success of the project with locals will be a good thing to have on your resume.

  • fortunes_formula fortunes_formula Feb 26, 2014 8:02 PM Flag

    did you read the articles that said Japan spends 200 billion on pachinko? That's a bold statement! I agree however, China's potential is still unknown. Once all the infrastructure is in place, no telling what kind of numbers will come out of that place. The convention business will most likely be behind the next sonic boom.

    Did you have a chance to look at Wynn's presentation at the CLSA Japan conference. Pretty good...under presentations at investor relations.

    GLTY!!
    FF

  • fortunes_formula by fortunes_formula Feb 14, 2014 4:32 PM Flag

    The Comcast/TWC deal should send the signal that content guys need to get big in order to have sufficient leverage. I would love to see a CBS/TWX deal.......CBS, Showtime, HBO, CNN, etc....all under one roof, no carrier would want to lose all that programming. I'd bet Viacom, CBS, Time Warner, Scripps, Discovery, Disney, Madison Sq. Garden, Fox, AMC, etc...are all calling each other up and feeling each other out. Partnerships/mergers will have to follow if the TWC deal goes through. Don't you all think so?

    OR........does the TWC/Comcast deal actually WEAKEN the new company's bargaining power. NO WAY will they be able to risk losing customers. HUGE customer base, they could become a utility and grant even more power to quality content.

    That deal will stir the pot, that's for sure!

    FF

  • fortunes_formula by fortunes_formula Feb 13, 2014 5:14 PM Flag

    Caesars Set To Acquire House of Fun Developers Pacific Interactive

    Posted By admin on Feb 13, 2014 in Online Casino News | 0 comments

    Caesars Interactive Entertainment (CIE) are looking to strengthen their social casino market share. As we reported Caesars via their social gaming subsidiary Playtika are the top social casino product with about 15% market share.

    Social Casino Intelligence is reporting on the imminent deal between Caesars Interactive and House of Fun developers Pacific Interactive via their social gaming subsidiary Playtika. This acquisition will bolster Caesars at and put pressure in IGT and Zynga to keep u pace. Currently the House of Fun social casino game boast over 3.1 million Monthly Active users (MAU’s) and is available via Facebook and mobile devices. Caesars have set a high standard for their competitors as between their Caesars casino products and Playtika’s Slotomania they have over 6.5 million MAU’s.

    This latest move by Caesars follows their other acquisitions that include Buffalo Studios’ Bingo Blitz and is supposedly worth between $60-$90 million and has been in the works for several months. Managing director of Eilers Research, Adam Krejcik commented on the deal,” We believe this deal puts the onus on other leading social game publishers such as IGT/DoubleDown, Zynga, Williams Interactive and Game Show Network to further evaluate M&A opportunities.

  • Reply to

    30% of profits/Dividend amount.

    by fortunes_formula Feb 13, 2014 11:05 AM
    fortunes_formula fortunes_formula Feb 13, 2014 11:22 AM Flag

    If Barron's is correct and .49 is the declared regular dividend, some may be disappointed that its only about 1.17% compared to Wynn's 2.27% ($5 on $220) or LVS's 2.53% ($2 on $79). I'm not disappointed, I like the growth potential (as well as potential for dividend increases), just throwing it out there as to reasons the stock didn't hold the premarket move. Or, could be what Squeeze said a month or so ago, some may view the declaration of a dividend the end of it being a pure capital appreciation play…..but, I think the dividend will bring in a new group of tire kickers.

  • fortunes_formula by fortunes_formula Feb 13, 2014 11:05 AM Flag

    From Barrons:

    Melco Crown (MPEL) reported adjusted net EBITDA of $369 million, 10% above the consensus expectation. It also announced a $191 million special dividend, or $0.34 per share, and a recurring dividend plan that amounts to 30% net income, which Wells Fargo analyst Cameron McKnight estimates to be $275MM or $0.49 per share this year.

    FF

  • fortunes_formula by fortunes_formula Feb 13, 2014 7:16 AM Flag

    THIRD TIME I've tried to post some clips out of an article.

    I'll just tell you how to find the article. Google: internet gambling boost ac casinos

    Good info from CACQ about their growth

    FF

  • fortunes_formula fortunes_formula Feb 13, 2014 7:01 AM Flag

    You decide. The membership list from "Coalition to Stop Internet Gambling".

    The new members are as follows:

    1. American Principles Project

    2. Catholic Advocate

    3. Center for Civic Virtue

    4. Common Sense Virginia

    5. Concerned Women for America

    6. Corporate Whistleblower Center

    7. Denver Institute of Urban Studies

    8. Faith and Freedom Coalition of Virginia

    9. Faith and Freedom Coalition of California

    10. Faith and Freedom Coalition of Delaware

    11. Faith and Freedom Coalition of Florida

    12. Faith and Freedom Coalition of Michigan

    13. Faith and Freedom Coalition of Ohio

    14. Faith and Freedom Coalition of Oklahoma

    15. Faith and Freedom Coalition of Oregon

    16. Faith and Freedom Coalition of South Carolina

    17. Faith and Freedom Coalition of Texas

    18. Faith and Freedom Coalition of Wisconsin

    19. Friendship Baptist Church of Christ Jesus

    20. Frontiers of Freedom

    21. Indiana American Family Association

    22. Let Freedom Ring

    23. Liberty Counsel

    24. Lighthouse Missionary Baptist

    25. Louisiana Family Forum

    26. Loving Saints Christian Fellowship

    27. Massachusetts Family Institute

    28. Minnesota Family Council

    29. Missouri Family Policy Council

    30. Network of Politically Active Christians

    31. Pennsylvania Catholics Network

    32. Pennsylvania Pastors Network

    33. Rose of Sharon Tabernacle

    34. The City of Refuge Restoration Church

    35. The Greater Denver Ministerial Alliance

    36. The Latino Coalition

    37. Tradition Family Property

    38. Transforming Florida

    39. Universal Baptist Church

    From their website.

  • Reply to

    Dividend

    by aimusabob Jan 8, 2014 9:34 AM
    fortunes_formula fortunes_formula Jan 14, 2014 6:54 AM Flag

    I care about dividends…..I say pay me!. The power of dividends accounts for a lot of the return you'll get from most investments over time (look at the S&P for the past 100 years not counting dividends, then counting dividends). Income helps smooth out the hiccups in growth and shows financial strength. Have you looked at the capital return at Wynn ($47 per share over the past 7-8 year) and LVS? Hasn't stopped them from reinvesting in new projects and posting outstanding capital appreciation.

    Reminds me of the line from the movie "Goodfellas" when Paulie when into business with the nightclub owner.
    Quote: Now the guy's got Paulie as a partner. Any problems, he goes to Paulie. Trouble with the bill? He can go to Paulie. Trouble with the cops, deliveries, Tommy, he can call Paulie. But now the guy's gotta come up with Paulie's money every week, no matter what. Business bad? "**** you, pay me." Oh, you had a fire? "**** you, pay me." Place got hit by lightning, huh? "**** you, pay me."

    ha ha
    FF

  • fortunes_formula by fortunes_formula Jan 13, 2014 6:50 AM Flag

    Search for this Article:

    Pa. in line for Internet gambling, analyst says
    by Mark Gruetze
    Publication: Tribe Total Media

    Talks about 9 other states possible….basically says they can't afford not to consider this if NJ, NV, and DE go well.

    GLTA!
    FF

  • Reply to

    Tuesday may be a catalyst

    by fortunes_formula Jan 10, 2014 4:24 PM
    fortunes_formula fortunes_formula Jan 12, 2014 10:44 AM Flag

    all 50 states will never happen I don't think. The lottery has only been able to crack 43 states and it's been around a very long time. I would declare victory if the top 5 (CA, TX, NY, FL, and IL) were to come on board.

  • Reply to

    Tuesday may be a catalyst

    by fortunes_formula Jan 10, 2014 4:24 PM
    fortunes_formula fortunes_formula Jan 12, 2014 8:18 AM Flag

    Also something to remember. A condition that will eventually change:

    By CHRIS SIEROTY
    LAS VEGAS REVIEW-JOURNAL
    As more states debate legalizing online gaming, the three states that permit Internet wagering have experienced few complications beyond some banks and financial institutions refusing to approve credit and debit card transactions.

  • fortunes_formula fortunes_formula Jan 11, 2014 6:59 PM Flag

    absolutely.....spot on. I'm long and am a believer in online play. I think we'll eventually see exponential growth in online play. Back in 2001 online gaming revenue went from 88mln to 2.4 billion by 2005 thanks to Chris Moneymaker winning a $40 satellite to gain entry into the WSOP then winning over 2 mln dollars at the main event.

    Biggest gains are made when you guess right on something like this. I agree with you 10000%, there's no stock in the world that isn't speculation to a degree. Different degrees of speculation is all. I think TWTR and FB speculation carries more risk than CACQ. TWTR and FB really have no barriers to entry.....if online gambling can gain some traction, you can't just launch your own site.....and even if you could, you would not be able to have the next WSOP. I'm willing to give it a few years....unless it just starts getting stomped out and is obvious it isn't going to happen. For now, I like our chances.

    GLTY!!
    FF

  • fortunes_formula fortunes_formula Jan 11, 2014 9:14 AM Flag

    the $13 target I think is the analyst just wanting to be very cautious, because if online growth doesn't occur, all CACQ has is PH and 1/2 of Baltimore, which I don't think is worth the market cap of 1.6bln….so there's some speculation built in for sure.

    Bridget….quick question on the info you mention about CZR's ability to buy the shares back. I haven't looked through the prospectus as I am sure, like all prospectuses its full of disclaimers of "we may go out of business if this this and this doesn't happen and we can make no assurances of anything".

    But my question is, did you notice if it was like warrants/options? In other words, CZR may have the $14.92 call option regardless of where the stock is trading. If it were to be at 25 and they could weasel their way back in at 15 through that clause that would be a big win for them.

    Could be they set it up that way to put off some of the risk. I mean, they could have built in the right to get it back at $14.92 and if online growth occurs, cool. And by spinning it off, they got to offload some debt and raise some cash in the event that online growth doesn't occur.

    That group of owners is no stranger to financial engineering so who knows how it will all end up?

    Thanks!
    GLTY!
    FF

  • Reply to

    Tuesday may be a catalyst

    by fortunes_formula Jan 10, 2014 4:24 PM
    fortunes_formula fortunes_formula Jan 11, 2014 9:01 AM Flag

    good point. something to keep in mind.

  • fortunes_formula by fortunes_formula Jan 10, 2014 4:24 PM Flag

    The initial online numbers from NJ are rolling in on Jan. 14th, this coming Tuesday, so could hurt or help, depends on what the numbers are.

    You can find one article about it, google: This Prediction For New Jersey’s Initial Online Gambling Revenue Numbers Will Seem Optimistic To Some
    By Chris Grove
    online poker report

    He says under 6mln is a disappointment, 10mln is a win, and anything over 15mln is a massive success.

    Luck to all.
    FF

  • fortunes_formula fortunes_formula Jan 8, 2014 7:11 PM Flag

    that's funny.....
    good one.
    FF

  • fortunes_formula by fortunes_formula Jan 6, 2014 4:32 PM Flag

    Thoughts on the Forbes article from this morning anybody?

    FF

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