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NetEase (NTES): China's Expanding Internet

NetEase (NTES) logo"NetEase (NTES) fits right into the theme of rapidly expanding Internet revenues and profits in China," says Jim Trippon.

The editor of the China Stock Digest explains, "At least 450 million Chinese are now online. Online gaming has 265 million users and is expected to gross over $4 billion over the past year.

"This company has a wide offering of products, even though it is mostly known to western investors as a gaming platform. In fact, NetEase falls into all of the major categories of web revenue generation with significant ad sales, a home page service similar to Yahoo, email, search and a new online B2C (business to consumer) shopping presence.

Continue reading NetEase (NTES): China's Expanding Internet

Top Picks 2011: Scientific Games (SGMS)

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"As is the case with most of my trades and recommendations, my stock prediction for 2011 is a company that many of my peers are not giving much attention," says Jason Shade.

The editor of Texting Trader explains, "Scientific Games (SGMS) is a turnaround story that intrigues me and I select owning it as my top stock idea of 2011.

Continue reading Top Picks 2011: Scientific Games (SGMS)

Las Vegas Sands (LVS) Bets on Singapore

"We remain as enthusiastic as ever about the fundamental story for Las Vegas Sands (LVS)," says Mike Cintolo.

The editor of Cabot Market Letter explains, "Investors know the general story, but we feel many are underestimating the potential growth.

"For instance, a few months ago, Sands' Singapore resort (dubbed the Marina Bay Sands) wasn't even open for business, and most analysts were thinking it would have little effect on business for a year or two.

Continue reading Las Vegas Sands (LVS) Bets on Singapore

Gamble on Macau: Wynn and Las Vegas Sands

"Many casino stocks nearly went bankrupt during the recession, but now the best ones are storming back for one reason: Macao, China, also known as the Las Vegas of China," states Mike Cintolo.

The editor of The Cabot Market Letter explains, "During the first two months of 2010, gaming revenues in the region jumped a whopping 66% to $3.4 billion from a year ago (which, admittedly, was a depressed period)."

Continue reading Gamble on Macau: Wynn and Las Vegas Sands

Gamble on Las Vegas Sands (LVS)

"Highly leveraged casinos were among the first to be locked out of credit markets last year," says Elliott Gue, noting that one company that suffered greatly from credit conditions was Las Vegas Sands (NYSE: LVS).

Now, however, he see "strong propsects" for a recovery in the casino operator's future; he is particularly optimistic on the firm's Asian projects. Here's his review from Personal Finance.

"The economic downturn meant consumers reined in spending on leisure travel and gambling. Meanwhile, declining real estate prices near Las Vegas hit the local economy hard. Gaming revenues declined, and occupancy at Sin City's massive hotels plummeted.

Continue reading Gamble on Las Vegas Sands (LVS)

Video value? New titles boost gaming sector

"The video game industry was once thought to be virtually recession proof; unfortunately, recession reality has intruded," notes Geoffrey Seiler, who adds, "Boosters, however, are pointing to new games scheduled for release later this year as a reason for optimism."

In his always-informative BullMarket.com, the advisors offers an in-depth review of the sector, highlights potential opportunities in GameStop (NYSE: GME), Electronic Arts (NASDAQ: ERTS), and Activision Blizzard (NASDAQ: ATVI).

"When you get right down to it, success in the video game business isn't much different from the movie business: developers are only as good as their last hit game.

Continue reading Video value? New titles boost gaming sector

WMS Industries (WMS): 'A good bet' in gaming

"The smart move in today's market is to stick with companies that are growing right through the recession, such as WMS Industries (NYSE: WMS)," says Mark Skousen.

In his trading oriented service, The Hedge Fund Trader Alert, he explains, "Based in Waukegan, Ill., WMS designs, manufactures, leases and sells gaming machines and video lottery terminals to its customers, the casino operators.

"Earnings at WMS have climbed by at least 24% the past 11 quarters. And they're still accelerating. Most recent quarterly results were up 36% on rising revenue. What's going on here? WMS is a great innovator. And it knows its business.

Continue reading WMS Industries (WMS): 'A good bet' in gaming

Viacom (VIA.B): Star Trek to the Beatles

"Viacom (NYSE: VIA.B), the cable, movie and video game empire of longtime chairman Sumner Redstone, is a solid media stock that we think can be accumulated on dips," suggests Geoffrey Seiler.

In his always-excellent BullMarket.com, he looks to the upcoming release of Star Trek and the new Beatles-based music video game as potential catalysts for improved results. Here's his update.

"Viacom, which spun off CBS in 2007, describes itself as an entertainment content company that operates in two segments: Media Networks and Filmed Entertainment.

Continue reading Viacom (VIA.B): Star Trek to the Beatles

Gaming gains at GameStop (GME)

"Personally, I haven't played a video game since college; but I know the video game market is red hot," says Alex Green; here, the investment director for The Oxford Club takes a look at GameStop (NYSE: GME).

"With more than 5,100 stores throughout the United States and 15 other countries, GameStop is the world's largest video game retailer.

"Its stores include GameStop, EB Games and Electronics Boutique. It also publishes Game Informer, the industry's largest circulation video game magazine with more than 2.2 million paid subscribers.

Continue reading Gaming gains at GameStop (GME)

Tech trio: AAPL, ERTS & NVDA

"Everyone who wants out has probably already done their selling," says Nate Pile, who sees a "sidways to up' market. In his Nate's Notes, the advisor sees opportunity in a trio of techs.

"My experience with market cycles continues to suggest to me that the odds favor a 'sideways or up' market over the next several months.

"Meanwhile, Apple (NASDAQ: AAPL) is technically still stuck in a trading range, I am very pleased with the leadership it has shown in the market over the past several weeks.

Continue reading Tech trio: AAPL, ERTS & NVDA

Top Stock Picks '09: WMS Industries (WMS)

This post is part of a special annual report -- Top Stock Picks '09 -- in which TheStockAdvisors.com asked 75 leading newsletter advisors to select their favorite investment for the new year.

"Situated well within a niche that appears to be an oasis in the desert is gaming machine maker WMS Industries (NYSE: WMS)," says growth stock specialist Ian Wyatt.

The editor of Top Stock Insights explains, "Gaming technology has not struggled as much as casino operators as there is still a need for new equipment to drive traffic to casinos."

The advisor continues, "WMS is engaged in the design, manufacture, and distribution of gaming machines and video lottery terminals (VLTs) for customers in gaming jurisdictions worldwide. Its offering consists of video gaming machines, mechanical reel gaming machines, and video poker gaming machines.

"While gaming certainly has taken a hit in the wake of the economic downturn, slot machine makers operate in a unique space that may be one of the few that has the ability to weather economic volatility, as states look to slots as a way to boost tax receipts.

Continue reading Top Stock Picks '09: WMS Industries (WMS)

Melco Crown (MPEL): Gamble on Macau

"Since 2002, Macau has become a gambling mecca like no other, even Las Vegas" says Jim Trippon, who looks at Melco Crown Entertainment (NASDAQ: MPEL).

In his specialty newsletter, The China Stock Digest, he explains "Simply put, the Chinese love to gamble, and the combination of their new freedoms and new wealth have uncorked a gusher of revenue."

He explains, "Melco has delivered industry-beating earnings growth in the booming Macau gaming, entertainment, and hospitality industries. The company's recent reorganization has lifted it from a loss to profitability. Net revenue for the first quarter of 2008 was $482.9 million, up from $179.8 million in the fourth quarter of 2007. That's a 267% jump!

"Net income for the first quarter of 2008 was $43.2 million, compared with a net loss of $36.5 million in the fourth quarter of 2007. In a few short months the company's key asset, Crown Macau, has become the busiest casino in the world in gaming volume.

"Macau's government announced in April that it would rein in the booming gaming industry by halting the issue of new licenses and by freezing land allocations for the construction of more casinos.

Continue reading Melco Crown (MPEL): Gamble on Macau

Las Vegas Sands (LVS): Gamble on Macau

While many know that Bill Gates and Warren Buffet are the two wealthiest, Tony Sagami notes that few know the third: Sheldon Adelson. In his Asia Stock Alert, he explains, "Adelson is the founder and CEO of Las Vegas Sands (NYSE: LVS), our latest featured stock." Here, he looks at the gaming company and its bright prospects in Macau.

"Due to its strategic location in the South China Sea, Macau has a rich history as an Asian trading hub. To this day, it looks more European than Asian. And its popularity with tourists is absolutely exploding - an
estimated 27 million visited Macau last year.

"The majority (55%) came from mainland China, but many more visited from Hong Kong (30%) and Taiwan (9%). These tourists are flocking to Macau not because of its history or picturesque seaside location. They're coming to gamble.

"And boy, did they gamble! On my last visit to Macau, I saw table after table filled with boisterous high rollers routinely making $100,000 bets. These 'whales' account for about 80% of Macau's gambling revenues.

"Today, Macau has become the Las Vegas of China. It is the only city in the region with fully legalized gambling. And gambling is deeply engrained in the Asian culture. Plus, Macau is within a five-hour flight of three billion people - nearly half the world's population.

Continue reading Las Vegas Sands (LVS): Gamble on Macau

MGM Mirage (MGM): Value play for high rollers

"MGM Mirage (NYSE: MGM) is arguably the world's top publicly traded casino gaming company; from budget-minded families at the Excalibur to high-rollers at the Bellagio, no segment of the market should slip through the cracks," says value investor Nathan Slaughter.

In Half-Priced Stocks, he explains, "But this is just the beginning: the firm has ambitious plans to leverage its brands and take its gaming/hospitality experience to other growing markets around the world."

"Thanks in part to a landmark merger with cross-town rival Mandalay Group several years ago, MGM is now the dominant player on the booming Las Vegas Strip. The merger also brought together two complementary property portfolios, adding Mandalay's low/mid-tier casinos to MGM's mid/high-end resorts.

"The company also has upscale resorts in other high-profile markets, including Atlantic City's Borgata, Detroit's MGM Grand, and the Beau Rivage on Mississippi's Gulf Coast. Combined, the firm operates around 20 properties featuring more than 42,000 hotel rooms.

"And looking ahead, a busy development pipeline and global expansion plans should keep both of those totals moving briskly forward. The company recently celebrated the introduction of MGM Grand Detroit last October, and that property has already hit the ground running and emerged as a market leader.

Continue reading MGM Mirage (MGM): Value play for high rollers

Best Stocks for 2008: Hit the jackpot with Int'l Game Technology (IGT)

For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.

"My top speculative idea for 2008 is International Game Technology (NYSE: IGT)," says Paul Tracy, editor of StreetAuthority Market Advisor.

"IGT is the world's leading slot machine manufacturer. In addition to basic slot machine design and sales, the company generates more than half of its revenues by leasing machines to casinos in exchange for a percentage of the net win.

"This gaming business provides the firm with a recurring stream of high-margin revenues. Thanks to steady expansion in recent years, IGT now draws income from about 60,000 machines installed throughout casinos in key gaming markets across the globe.

"With deep pockets and steady cash flows, the company has been able to spend nearly twice as much on research and development activities as its closest competitors. In a recent poll conducted by Casino Player magazine, seven of the top ten most popular video slots were introduced by IGT.

Continue reading Best Stocks for 2008: Hit the jackpot with Int'l Game Technology (IGT)

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Symbol Lookup
IndexesChangePrice
DJIA-89.2312,801.23
NASDAQ-23.352,903.88
S&P 500-9.311,342.64

Last updated: February 12, 2012: 12:50 AM

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