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5i Recent Questions
Q: Reading your recent comments on LVS (somewhat expensive), do you have preferred recommendations in the group that may consider the Far East, Las Vegas, digital etc.? Thanks
Q: LVS seems to be making some noise lately, it was a top pick of a BNN guest the other day and the market seems to reacting well to their latest results. The company also has received a number of analyst upgrades I believe. The last answers about this one were in the more restrictive times of COVID (especially China). Any current thoughts, especially any cautions to counter the “euphoria”?
- Wynn Resorts Limited (WYNN)
- Las Vegas Sands Corp. (LVS)
- MGM Resorts International (MGM)
- Melco Resorts & Entertainment Limited (MLCO)
Q: Casino stocks have taken a beating because of the fear of Chinese Government intervention and renewal of licenses in Macau. Do you think it safe to initiate a position in the above companies? ThNks
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