STOCKCHASE

Has meandered between $40 and $50 for a good part of last year. You can use this as a trading stock. Stocks like this and Wynn Resorts (WYNN-Q) should do well given that the macro environment is getting better.

2012-01-26

Comment

46.020

Jeff Parent B. Eng. FCSI

Has built a long base. Technical analysis says that a base this long indicates a good rally. He would suggest a bracket trade. Buy it if it goes above $50 and sell it if it goes below $40.

2011-12-02

PAST TOP PICK

43.370

Hap (Robert) Sneddon FCSI

(Top Pick Sep 16/10, Up 33.90%) A it more of a trading stock. Moved into Winn. Will benefit from growth in Asia. High beta stock.

2011-10-19

Comment

47.990

John O'Connell, CFA

Butting up against the upper end of its range. Economy is slowing in this company makes its living on people flying in and gambling. If people are concerned about a slowing economic environment, he would look at buying this in the depths of a real global slowdown.

2011-09-07

WATCH

43.820

Declining pattern starting from the latter part of 2010 is a little bit ominous. He would like to see it break out of that pattern. 50 day moving average has turned down pretty sharply with the 200 day moving up. If it pops up to $45, it may be worth a stab but use a stop.

2011-07-06

DON'T BUY

39.060

Has been in a note of this one with profits. Likes this long-term from its revenues out of Asia but it has missed earnings 2 quarters in a row. Would wait for it to beat estimates. (See Top Picks.)

2011-06-22

WEAK BUY

37.270

He took his profits. WYNN ranks a little higher in his model. Longer term, these stocks should do well. This one is down to a support level so it might be a good entry point.

2011-03-17

SELL

40.060

Jeff Parent B. Eng. FCSI

Is almost sold out. Loss of momentum. The patter after the rally should only last a short time. It has had some poor relative performance to the market. If it break below $38 you will loose another $3-4.

2011-03-11

PAST TOP PICK

48.910

Derek Webb, CFA

(A Top Pick Jan 14/11. Down 3.97%.) Sell January Puts with a strike of $45 for $1.82.

2011-02-17

BUY

45.040

They re-worked their balance sheet. You are buying gaming. It has been consolidating since December when it hit a high. In the past when there was tightening in the developing markets, it didn’t slow down tourism. Earnings revisions continue to work their way higher.

2011-01-25

DON'T BUY

46.430

Ara Nalbandian

An incredible facility. It was one of the most expensive facilities to build. You see a lot of strong growth. When you look at valuation it does not look attractive at these levels. He is not interested in this stock.

2011-01-19

TOP PICK

48.070

Derek Webb, CFA

Sell January Puts with a strike of $45 for $1.82. This should give you a premium of 4% profit for 30 days. If the stock goes down, he will end up owning it at the price, which he would like. (Better way to get income than owning bonds.)

2011-01-14

Comment

47.210

Owns properties in Las Vegas, but 75% of current revenues and 85% future revenues will come from Asia. Sold his holdings but is looking to go back in. Very volatile so watch where you buy it.

2011-01-13

BUY

47.080

Became extremely overbought at $55 and was due for a pullback. Beta of 3 or 4 times so will have major moves up or down which can work well for you. Ranks very high in his model. Tremendous long term growth.

2010-11-18

DON'T BUY

50.000

Have done very well recently but are trading at 31X earnings. Not a believer in momentum investing because it is dangerous.

2010-11-10

Comment

38.590

Momentum play that used to have a huge debt. They have less exposure to Las Vegas and more exposed to the Asia market. He is not sure you want to go long options.

2010-10-20

BUY

35.590

When on the ropes in 2009, concern was their ability to finance. As the corporate bond market opened up, they were able to refinance. They are more Macao and Singapore than Las Vegas and are having tremendous success in both locations. Beat the most recent quarter by 90%.

2010-09-28

TOP PICK

32.190

Asian exposure is greater than what the name implies. Another way of playing the emerging markets specifically Malaysia, China, Singapore, etc. Revenues from US are 25% but in future will be closer to 15%.

2010-09-16

DON'T BUY

24.020

Visibility is a little bit cloudy for him so not a business he would own but they are doing some good things. Probably have about 70% of their revenue comes out of Macao. Also have a Singapore operation. Will only earn about $.35 a share this year.

2010-05-12

BUY

21.150

Had been on the ropes financially but were able to refinance themselves and he could see the possibility of pretty good upside to the earnings. Probably the only gaming company with new facilities coming on line in the next couple of years. Macao has turned around very quickly. $5.8 billion new casino coming on line in Singapore in the next year.

2010-03-31

Comment

19.730

Alexander Lane, B Comm, C

One of the things he likes as opposed to their competition is that a disproportionate amount of their revenue is coming from Macao. However, it is too speculative for him.

2010-03-10

DON'T BUY

17.110

John Zechner

Wouldn't be inclined to put anything into anything that is dependent on US consumer and discretionary spending. Even with the decline, the valuations are so stretched out that he still finds them expensive.

2010-02-01

HOLD

18.400

Jeff Parent B. Eng. FCSI

Has done very well. Resistance point will be around the $19-$20 range. Use $17.50 for your stoploss. If it breaks through $20, it could go to $25-$30 easily.

2010-01-15

Comment

18.640

(Market Call Minute.) Has done the majority of its work to the upside. Still positive on the refinancing of their debt.

2009-09-21

DON'T BUY

9.230