Vacant Hedgistan

LVS: Bernstein’s Brashear raises price targets on WYNN and LVS based on Macau gaming revenue trends. Raises 2010 EBITDA estimates for LVS by 8% to $721M, and WYNN to $526M. Also trends in Singapore positive, raises EBITDA estimate for LVS Marina 2010 EBITDA from $409M to $543M. (Shows the value of tracking these numbers – I analyzed these numbers early this week.)

NVLS: says Q3 orders may rise 55% (from previous 50% guidance), reflecting improving demand for semiconductors. (Semi sales have been improving as seen in our monthly tracking numbers issued by SIA)

ANF: Citi cuts to sell from hold, saying SSS will continue to decline. Looks like a buy at the 50 DMA 28.78.

change in NFP (Nonfarm Payrolls) -216k, better than survey -230k, prior revised upward to -276k from -247k??? Unemp rate to 9.7 v 9.5 survey?? Conflicting numbers here.