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- Costco: More Positives than Negatives
- Ryan Barnes submits: Yesterday, I decided to apply the last little bit of cash left in the Secular Trends Model Portfolio in order to add to the Costco COST Position. I added 600 shares at $53.04 as shares were down 7% on Monday on a warning from PiperJaffray. I liked...
- External links 2008-11-04
- Las Vegas Sands: The Clock Is Ticking
- Ryan Barnes submits: Sheldon Adelson’s baby, the Las Vegas Sands LVS (of which he’s a 64% owner) issued an 8K filing and auditor’s report in which it reminded us that if the company can’t obtain substantial capital by December 31, it would break several debt covenants. Should it break them,...
- External links 2008-11-07
- Las Vegas Sands: Massive Offering, But Is it Enough?
- Ryan Barnes submits: In one of most dilutive offerings we’ve seen in some time, on Tuesday, casino & resort operator Las Vegas Sands announced a major restructuring effort aimed at staving off the breaching of key loan covenants in the fourth quarter. The massive offering includes the issuance...
- External links 2008-11-12
- Macy?s, Best Buy: Consumer Spending Continues to Decline
- Ryan Barnes submits: Don't count on Santa this year... On Wednesday, Macy’s M reported a $44 million loss in the third quarter on a 6% decline in comparable sales. While the comps result was slightly better than its competitors like J.C. Penney JCP and Kohl’s KOL, somehow, Macy’s...
- External links 2008-11-13
- Las Vegas Sands: Sustainable in 2009?
- Ryan Barnes submits: With the final pricing news out Friday from Las Vegas Sands’ LVS massive preferred stock, common stock, and warrant offering, I finally feel like there’s enough “accurate” numbers available to determine whether the casino & resort operator can make it through 2009. Big prizes certainly await...
- External links 2008-11-17
- Las Vegas Sands: Is Goldman Sachs Working on Club Loan?
- Ryan Barnes submits: Reuters ran a story this morning with sources stating that Goldman Sachs GS is in talks to put together a syndicate loan for Las Vegas Sands subsidiary Venetian Macau Ltd., to the tune of about $1 billion. According to the story, the loan would be based on...
- External links 2008-11-21
- Costco: November Sales Down as Gas Prices Plummet
- Ryan Barnes submits: Warehouse retailer Costco Corporation COST reported sales and comparables for November and the past 13 weeks on Thursday morning, as this economy continues to prove that even the best fighters will take body shots. Costco reported that total sales for November were down 3% (year-over-year) to $5.55...
- External links 2008-12-05
- Las Vegas Sands: Sustainability Thesis Looking Better?
- Ryan Barnes submits: On Thursday, we officially passed the one-month mark since Las Vegas Sands LVS announced its utterly dilutive stock and warrant offering in an attempt to stave off bankruptcy. Considering the size of the deal and the audacity associated with bypassing the shareholders’ ability to have a say...
- External links 2008-12-12
- Costco: Earnings Show Selective Weakness
- Ryan Barnes submits: Costco Wholesale COST reported fiscal ‘09 Q1 earnings yesterday morning, and largely confirmed the sales trends noted along with the retailer’s Nov. sales issuance last week. From Thursday's report: Q1 net sales up 4%, 1% on a comparable basisBoilerplate comps...
- External links 2008-12-12
- Costco Has All the Right Catalysts in Place
- Ryan Barnes submits: Everyone’s favorite home for 5 lb. cracker bags, 50 rolls of TP, and grab-bag inventory, Costco COST is finally breaking through the $50 level that has plagued shares since the beginning of the March rally. On no less than 5 separate occasions, shares of this low-beta name...
- External links 2009-08-28
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