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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (51989)8/3/2013 11:27:42 PM
From: Paul Senior  Respond to of 78633
 
Casino stock TPCA. Seems like it's much better than my bet on Full House Resorts (FLL).

I'm still with Icahn's IEP, which contains TPCA, among his others interests.

finance.yahoo.com



To: Spekulatius who wrote (51989)8/4/2013 5:04:13 PM
From: Spekulatius1 Recommendation

Recommended By
Jurgis Bekepuris

  Read Replies (1) | Respond to of 78633
 
Largest Positions (not in order): LAACZ,NSRGY,DVN,FMBL,TPCA,KSB.DE/KSB3.DE,VASTN.AS,CAM.L

Medium:EVK.DE,BP,AAUKY,BH.PA,TAP
Small:VALE,FMCB,3093.T,CAF.MC,SPND, BAP,TSCDY, BLT,ESLT, MHLD,ORCL several other OTC stocks

New:TPCA,EVK.DE,BP,CAM.L,BLT,BAP,RCL
Add:VASTN.AS
sold out:TOT,RGA
Reduced CSX,COSWF,BH.PA

Hedge:165 SPY index puts

One of my biggest bet's is on real estate now: LAACZ,VASTN.AS and to some extend TPCA fits into this class, as well as some of my undisclosed OTC stocks.

I got tired of TOT after holding it for almost 4 years (with several buys and sells in between) and switched some proceeds to BP.



To: Spekulatius who wrote (51989)8/4/2013 11:08:04 PM
From: rllee  Read Replies (1) | Respond to of 78633
 
TPCA - Interesting casino stock. I have been to their facility in Las Vegas. However, the trading volume is so low such that it probably will not move up significantly until more institutions are interested and involved. Is there any catalyst near term that might cause this to happen?



To: Spekulatius who wrote (51989)8/6/2013 11:55:12 AM
From: MCsweet1 Recommendation

Recommended By
chris714

  Read Replies (3) | Respond to of 78633
 
TPCA,

I bought some of this. It has a Piotroski score of 7, which just misses the Piotroski screen cut-off of 8. There are not many meeting that screen right now (Piotroski is a value screen with a nice long-term track record).

The current Piotroski screen candidates are FDP and SKYW in case anyone cares.

Best,
MC