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Las Vegas Sands

"After our time in Macau and given current valuations/expectations, we see LVS as the preferred way to play the Macau market over the near term given our belief that mass market trends remain healthy and poised for continued 25- 30% growth through the balance of the year," Deutsche Bank analysts wrote in a June 4 report. "Furthermore, we think sluggish share gains in recent months relate more to the limited ramp at SCC and we anticipate the property will continue to improve both GGR and margins on a monthly basis. As such, we believe LVS is likely to show market share acceleration in each of the next several months, thereby shielding the stock through difficult market growth comparison periods this summer. As for WYNN, we see shares as range bound in the near term but believe the risk-reward in the stock is compelling ahead of 4Q catalysts which include: 1) the opening of a 14 table VIP room on the first floor (incremental VIP tables), 2) the seasonal run in Macau stocks around the Golden week period in October, and 3) the potential 4Q special dividend."

Forward Annual Dividend Yield: 2.2%


Tiffany

The jewelry retailer reported first-quarter earnings on May 24 of $82 million, or 64 cents a share, up from year-earlier earnings of $81 million, or 63 cents a share.

"A couple of weeks ago Elsa Peretti informed Tiffany of her intention to retire from her relationship with the company," Oppenheimer analysts wrote in a May 31 report. "Peretti products account for about 10% of sales at TIF. TIF has made an offer to purchase the Peretti licensing rights. TIF shares have suffered lately in part due to the uncertainty of the company's relationship with the Peretti brand. We have studied the details of the Tiffany-Peretti relationship. Our conclusion is that TIF will acquire the Peretti business and benefit from this purchase over time. We would expect a successful acquisition to enhance EPS at TIF and give the chain increased merchandising and marketing freedom. Our Outperform rating reflects our positive longer term outlook for TIF shares."

Forward Annual Dividend Yield: 2.3%

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