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squeezetracker 390 posts  |  Last Activity: Aug 26, 2014 8:46 AM Member since: Apr 5, 2011
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  • Hey grftt, do you have more info on whether this hurt the Philippines in any way? This report said it largely missed the Philippines... This storm is supposed to bring sustained winds of 150 mph and gust up to 200 mph and waves up to 45' high! to Okinowa Japan... they are calling it the strongest superstorm EVER. Hopefully people get their families away from coastal areas!

    "The Philippines was spared from the ferocious winds of Neoguri, which blew closest to land late Monday when it roared about 480 kilometers (298 miles) east of the northernmost province of Batanes, government weather forecaster Gladys Saludes said.

    While the typhoon did not make landfall, it intensified the southwest monsoon, dumping heavy rains to some western Philippine provinces, she said."

  • Reply to

    3 REASONS WE ARE BACK TO LONG

    by squeezetracker Oct 30, 2013 2:23 PM
    squeezetracker squeezetracker Jul 7, 2014 9:32 AM Flag

    Ain't that special?

  • Reply to

    China's economy improving

    by grftt Jul 7, 2014 7:38 AM
    squeezetracker squeezetracker Jul 7, 2014 8:49 AM Flag

    My fav part of the great news china is broadcasting:
    “China’s economic performance in the second quarter has been improved from that in the first quarter. However, we cannot lower our guard against downward pressure,” Li said.

    And the new board dufus keeping us busy stuffing the ignore bin (unreal that yahoo lets abusive dolts post with more than one alias per company) is talking about Macau stocks "tanking" after the latest analyst upgrade? LOL

    Yeah, the HK shares were down 1% overnight -- on a "whopping" 17400 shares. Converting that to the U.S.-listed ADS share equivalent, that is a mouth-dropping 5800 shares worth of painting the tape. But it is funnier than that: the HK shares were up that amount last Friday while U.S. markets were closed. LOL Even funnier is that for more than the first half of the day and volume-weighted, the "whopping ADS 5800 shares traded at ~flat for Monday in HK... it weas the last copuple thousand shares of dippy painting that took them down.

    Beyond the fundamental and quant reasons the stock remains undervalued, the chart is now VERY constructive for longs. Down days over the last few weeks have been few and light trade weighted volume, the stock is back above the 40w ema and the 50d ema is now turning up.

  • Reply to

    AAL vs DAL

    by alicei99 Jul 6, 2014 11:59 AM
    squeezetracker squeezetracker Jul 6, 2014 6:56 PM Flag

    Those are ridiculously uninofrmed and errant perspectives. DAL is by far the superior mgmt, balance sheet, ebitda and capital distribution story now... American is better only as to relative earnings multiple against near term eps growth.

    We own both and ALK too.

  • Reply to

    RIP TO NEW HIGHS COMING RIGHT UP NOW

    by squeezetracker Jul 3, 2014 8:03 AM
    squeezetracker squeezetracker Jul 6, 2014 6:47 PM Flag

    LOL at the morons suggesting this is a short. DEad dead dead... ZQK was a great short at $8... this is one of the key stocks to own 2H14.

  • squeezetracker squeezetracker Jul 6, 2014 6:45 PM Flag

    DAL easily the best balance sheet, execution, international routes and management, and the biggest ebitda and share buyback program on top of all of that... if you only own one airlines, this is it. But AAL and ALK are both great stocks for the run coming. We own all three, but more DAL than the other two combined x 3.

  • See my comments on DAL's news from last week... AAL in the same great position except DAL has better routes, mgmt and balance sheet -- but AAL's relative valuation makes up for that. They will both mash it into EOY.

    The HOTELS are also mashing! From IBD:

    The record-high stock market and rebounding home values have made consumers feel more confident and comfortable about taking vacations, said Arthur Adler, Americas CEO and managing director of JLL's hospitality group. On the business side, the modest economic recovery coupled with slow job growth has necessitated more travel for workers, he added.
    More recently, group travelers have begun to book rooms with increasing frequency, which should give the industry a further boost, say Adler and Scott Smith, senior vice president in the Atlanta office of PKF Consulting USA, an advisory and real estate firm specializing in the hospitality industry.
    Fundamental Rebound
    The important group-bookings segment, which includes state organizations, business meeting groups and worker incentive travel programs, pulled back not only because of the slow recovery, but also as result of the negative reactions to the American International Group's (NYSE:AIG) widely publicized retreat at a swanky resort soon after receiving bailout funds, Smith said.
    Only now is the group travel segment beginning to book rooms on par with its activity before the recession, which should give the industry a further boost, he adds.
    "I've been doing this for 25 years and have never seen the kind of economics that are driving hotel revenues right now," said Smith, referring to the steady rise in fundamentals and lagging construction of new rooms. "We think we're in a real sweet spot."
    Investors think so, too. The R.W. Baird/STR Hotel Stock Index, which tracks the 15 largest publicly traded hotel companies, is up 11% year-to-date, outpacing the S&P 500 by about five percentage points.
    Three of the six largest companies by market cap in IBD's Leisure-Lodgi

  • Reply to

    WHY IT'S TIME TO GET LARGE ON THIS AGAIN

    by squeezetracker Jun 13, 2014 4:20 PM
    squeezetracker squeezetracker Jul 4, 2014 6:27 PM Flag

    just clicked to see if this moron replied on other posts of quality. LOL... Forest is one idiot and a half and pos. LOL

    Hope he is still short his 3 shares here though... stock is up $40 or so since the moron tried to dis me and we plain love having deutcheee bags opposite our thinking and trades.

  • Reply to

    CHART FUN: PCLN READY TO RIP (AGAIN)

    by squeezetracker Jun 28, 2014 12:39 PM
    squeezetracker squeezetracker Jul 4, 2014 6:09 PM Flag

    Nothing is up like our trades here you F putz... anyone paying attn to us has likely been long since Dec 2012 at $595. This stock has more than doubled since, and no, you pos, the market has not done that.

    Moreover, anyone who put on a trading sleeve and or re-established the core at $950 is similarly kicking butt right along with us, as is everyone who piled into TRIP on the recent low with us (we sold that out two weeks ago to add to EXPE, on which we recently blew out the core we owned at $58 from a year ago if you go stalk our posts LOL)

    Here we traded a sleeve of PCLN at $1120 as noted right here, which sleeve we blew out of at $1260 two weeks ago before reloading half at $1205 on the OPEN dip and more at $1191 as we noted then.

    Did I mention FY for trying to dis me with your stupidity? Yeah, FY.

  • Have a read through Moody's positive ratings action yesterday. It is no coincidence that this action happened the same day as the other news yesterday. DAL mgmt did a good job updated the agenmcies and timing wise ... So despite the MASSIVE buyback underway, cash dividends ramping to come, the agency understands that DAL's revenue, ebitda and eps are all surging and that debt levels will continue to moderate over time.

    Golly, they love DAL mgmt, execution, balance sheet strength and improving operating leverage/profitability? Who'da thunk that? LOL

    See y'all at out PT of $50 for 2014 rather soon from here. LOL

  • Reply to

    World Cup effect

    by grftt Jul 2, 2014 9:12 PM
    squeezetracker squeezetracker Jul 3, 2014 8:28 AM Flag

    grftt,

    Thanks for the article.

    The interesting thing to us is that Tam's own noise on corruption and UnionPay terminals and attempts to appease Macau shop owners and other political interests and not clarifying any of that or Vias noise from March through June was certainly part and parcel of the confusion and concern aserved up by the media, press and politicans there and heaped upon tour operators, patrons and would be travelers to Macau last month, and the noted lack of travel throughout China during the last week of June on Tianamen Square remembrances by Chinese citizens in their homes all had a deleterious effect on Macau GGR as well. As noted on another thread, last week Tam and his henchmen got a wakeup call from Vegas GGR for June; they need to make conciliatory remarks such as those above or see some of Macau's "private jet VIP crowd" fly to Vegas more often as they did last month to LVS and WYNN's properties on the strip.

    Then we have the critical dynamic most sellsiders do not understand: Reported GGR is a shifting sands story as former VIP players becomet direct credit premium mass "stay and play" patrons of the elite venues (notably MPEL and LVS facilities on Cotai). We'll see a good preview of that with LVS' report in 20 days, and MPEL showing the rest how it is WAY ahead of the curve when they report 2Q results after that.

    The bs noise of 13 reasons "the sky is falling" on Macau is shot in the head... it won;t be long before EVERYONE managing money wants to have an allocation back to the best names to ride for the next couple of years as GDP growth flatlines across many continents and the power of the Macau , Manila and Japan IR and GR development story reassert themselves on valuation . MPEL is the front of that pack.

  • While at first blush PCLN might be expected to follow the airlines down yesterday, DAL's rasm was UP 6% for the quarter ahead of the guidance, and although June was softened by slowed business travel to Latin America because of the World Cup restivities and tourism snarl, DAL made it plain that was a temporary WC affair that will end with the World Cup drawing to a close soon (only 8 teams left now). Knowledgeable reading also coughs up the following that should have caused PCLN (and EXPE) to move higher.

    First, domestic business is booming without price/capacity pressures.

    Second, DAL noted there is some increased pricing competitiveness from int'l carriers (Luftansa and the big middle eastern carriers). This should prove beneficial to travel volumes if past is prologue, particularly in the business travel segment (think about the impact on hotels and rental cars).

    Third, planes are flying packed with record loads, rasm, and capacity ramping. ALL of that spoeaks to increased volumes for the OTAs, notably PCLN and EXPE, for the June Q and forward. Guidance and estimates are too low and will drive another beat and raise cycle for PCLN when they report in a couple weeks.

    "Get your motors running"

  • squeezetracker squeezetracker Jul 2, 2014 1:21 PM Flag

    from another thread where I commented on Studio city tables a month ago...

    "An "IR" is more than shows and MCE facilities -- macau is about taxing GGR. Regarding tables for MSC, excerpt from an earlier post:

    "On the table topic... the new conceptual annual limit of 3% table growth kicked in for the annual periods beginning on March 31.2013. Repeating myself, the "limit" is not a legislated, enforceable max, and that is not their intent. To make the point, for the first 9 months of that initial 12 month guideline limit, tables granted exceeded the "maximum" by some 50%... clearly Macau's intent is to emphasize that they want more than just big casinos going up with all new property development, and we think MSC's cinema theme will include not just cinema but also the Dreamwork's piece as is now announced for Manila and likely other entertainment ideas which Ho has already pioneered at COD (e.g., dancing water shows).

    Steve Wynn has been a brilliant operator for many years... but we were surprised to see him so openly say he is "highly confident" in getting ~500 tables for the new Cotai property opening in 2016...

    Lawrence Ho has previously made mention of the "Asian way" on this topic... and our hunch they'll get a big chunk of tables for MSC is let's say up there with our "hunch" that the stock buyback would be resoundingly approved (that is now done at over 99% approval). MSC as with Manila is all about hitting the buttons on "something other than just gaming" diversification consistent with developing Macau's broader appeal for new IR approvals... but the decision makers also know the companies need to be able to offer gaming for patrons -- it is Macau after all."

    Today's MSC news is more from Ho's upod "Asian Way":

    "We look forward to working closely with the Macau government to bring this unique property to realization."

    WE are call it "HIGHLY CONFIDENT" that MPEL will get a big table allotment for MSC."

  • squeezetracker squeezetracker Jul 2, 2014 12:58 PM Flag

    It is quite clear that Ho intends to open his "Integrated Resort" known as Studio City with full cooperation and "partnership" with Macau govt officials. And for the clueless, Tam has made policy that new IRs, which are centered on casino operations, will need to have attractions other than just casino operations... Studio City will be the premier showcase in that regard.

  • Reply to

    Macau Studio City (part 1)

    by squeezetracker Jun 22, 2014 11:07 AM
    squeezetracker squeezetracker Jul 2, 2014 12:55 PM Flag

    more refutation of the Motley Putz stupidity this morning.

    Read that last line of "Part 2" again, nice contrast to Steve Wynn's brash "confident" comment... and that is as bold as we'll see from MPEL's Ho until they go official with opening the new Studio City "CASINO"...

  • squeezetracker squeezetracker Jul 2, 2014 12:23 PM Flag

    btw, does anyone wonder if the timing of that ridiculously stupid Motley Putz article might be the work of these same moronic interns and dopey pm short what will be one of the premier 2H14 stocks? Many longtimers here will recall our making fun of these pm trying to short down MPEL below $21 in early July 2013 as it set off on a doubling, in the process ripping their gnads off to $40 by EOY. ROFL

    It really is too stupid and funny...

  • These idiots make it apparent the boiler room putzes with their clueless interns paid to post blithering nonsense are still short here. GFL with that as all the bs noise has been revealed for what it is and even Tam wants to make sure patrons and operators know he is done talking trash about VIP play and restrictions. LOL

    Great to see them here really -- more fuel for the coming RIP into earnings and after MPEL and LVS begin reporting just how dazzling mass and premium mass are having grown some 35% yoy for the June Q.

    And here comes Manila, with the street expecting zero revenues for the year there and the scheduled opening targeted for Golden Week (October 1).

    p.s. Does anyone think the sell algo today might belong to the dip s pm paying the awipe using mr tax's old alias with a bunch of extra letters? We do... And he calls my running commentary disgenuine? Talk about ironic and stupid. Love it.

  • squeezetracker squeezetracker Jul 2, 2014 12:01 PM Flag

    furls,
    You missed my two key points: no other Macau-centric company has MPEL's stunning adj ebitda performance and upside; and no other company has the footprint expansion (in percentage terms) coming that MPEL does f12m.

    You also missed my third, less important point. I have no interest in the older Macau gaming companies that are not listed on U.S. exchanges and, in our "assessment", have no where near the upside potential that MPEL does at present levels. I'll continue to not talk about SJM or Galaxy here or anywhere else unless they become severely misvalued as is the case with MPEL (and to a lesser extent, LVS) today.

    You might want to start a HK stocks message board on one of the other services, or see if you can gin up some interest for your names with a yahoo or similar message board venue.

  • Reply to

    World Cup half way there.

    by grftt Jun 25, 2014 11:36 PM
    squeezetracker squeezetracker Jul 2, 2014 11:32 AM Flag

    your comments have been spot on grftt... fun to see the street pick it up right here.

    What a delightful romp back from the recent double bottom low... 22%+ and counting now since June 10.

    The stock is just now getting going and there sit the dope shorts with their Woody Allen socks full of horse manure stuffed down their throats on Macau and this stock. Too funny...

    And how about that Motley Putz article today? That is so stupid and clueless it makes yahoo's editorial content look like the work of geniuses (not). I wonder how much Motley Putz and Seeking Dufuses pay to show their mind-numbing and worthless drivel as news "headlines" on yahoo's message boards.

  • squeezetracker squeezetracker Jul 2, 2014 10:27 AM Flag

    Looks like someone just threw the interns off the trading platform. LOL

    The airlines are also being gifted on DAQLs update -- see my other post here today. Too funny.

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