Two factors produced the biggest smiles for investors in Las Vegas casino publicly traded companies as they pored over their earnings reports this quarter. Their companies either had a connection to Macau or are delivering — or are on the verge of delivering — real-money online poker. As the quarterly earnings season winds down, it is clear that the biggest winners this time were the companies that had a presence in Macau, and the bigger the presence, the bigger the score. Las Vegas Sands, Wynn Resorts and MGM Resorts International had good quarters, and, not surprisingly, all three are in…