Thursday, September 10, 2009

PG LVS

PG raised guidance, great company and my best long teen investment pick. Solid brand, multinational, benefits from weak dollar, cheap valuation, 3% dividend, good management


LVS - citigroup started coverage with sell rating and $13. Currently, its one of my favorite shorts. Its crowded though. Macau numbers are great but I believe they will lose share.

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