Melco Resorts: A Gem Hiding in Plain Sight Offers an Entry Point After a Recent Dip
Despite ongoing double-digit gains in Macau GGR, some faintly bearish sentiment has crept into the Melco trade we see as a buying opportunity. A...
297 Views
U.S. Equity Weekly:Â Actionable Ideas in Casinos, Investment Banks
The primary trend in U.S. equity markets remains bullish, and the usual suspects continue to lead: growth (Tech and FANG), homebuilders,...
802 Views
The Socially Responsible Investor - Crown Resorts
The rapid growth in socially responsible investing (SRI) has bucked the trend away from active management. Estimates suggest that SRI assets...
264 Views
U.S. Equity Strategy Weekly
Breadth is waning – there’s no question about that. Yet selling appears to be discriminate, so far, as if there’s a reason behind which stocks get...
578 Views
Melco (200 HK): Gaming Not a Gamble for Macau Casinos
Improving asset turnover, strong stock price momentum, and lowprice-to-sales relative to its sector Earnings should continue to grow from last...
435 Views