Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Is a Consensus Forming Around Las Vegas Sands’ Sustainability? (LVS)

Today we officially pass the one month mark since Las Vegas Sands announced their 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 in the matter, investors should be pleased to see [...]

Las Vegas Sands - Thoughts on 2009 Sustainability (LVS)

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 shareholders if this modern-day Spruce Goose can make it to [...]

More on this topic (What's this?)
Short Las Vegas Sands (LVS) For 20-30% Gains By Christmas (Contrarian Profits, 11/17/08)
Cover Your Shorts on Lav Vegas Sands (LVS) and Take 20-some Percent Profits (Contrarian Profits, 11/21/08)
Las Vegas Sands puts the brakes on Macau (China and Asia Stock Alert - Glo..., 11/11/08)
Read more on Las Vegas Sands at Wikinvest

Las Vegas Sands is the Stock Version of a Bruckheimer/Bay Flick (LVS)

I’ve been working hard to get a breakup value & earnings model going for Las Vegas Sands, but the input parameters keep changing by the hour. This casino operator with massive interests in Macau and Vegas is down over 90% in the past year, and I’ve long been a fan of the potential for value [...]

More on this topic (What's this?)
Las Vegas Sands Shares Soar After Singapore Deals Itself In (Contrarian Profits, 10/30/08)
Las Vegas Sands puts the brakes on Macau (China and Asia Stock Alert - Glo..., 11/11/08)
Las Vegas Sands (LVS) is Now a $4 Stock (Fund my Mutual Fund, 10/28/08)
Read more on Las Vegas Sands at Wikinvest

Adding Las Vegas Sands to Secular Trends Portfolio (LVS)

I’ve been keeping an eye on the gaming sector for a few weeks now, just wondering how low this group would go. By all accounts there aren’t any positive catalysts surrounding the stocks, save for what now appears to be distressed asset levels. Las Vegas Sands has huge property interests in Macau and runs the [...]

More on this topic (What's this?)
Las Vegas Sands Shares Soar After Singapore Deals Itself In (Contrarian Profits, 10/30/08)
Las Vegas Sands Shares Soar After Singapore Deals Itself In (Money Morning, 10/30/08)
Las Vegas Sands puts the brakes on Macau (China and Asia Stock Alert - Glo..., 11/11/08)
Read more on Las Vegas Sands at Wikinvest