Steven J Emmerich. MBG clearly doing well. Recommended pick in today's on-line Forbes:
forbes.com
I have it on my watch list (and MGG too), and to my dismay, have only been considering buying some - instead of actually going ahead and making a purchase. At today's price I've no guts for it.
I have CZR, and I've been slowly selling a few shares. The analyst in Forbes downplays CZR, but on some financial ratios anyway, it looks relatively better than MBG. CZR's properties or marketing - key considerations - might not be as good as MBG's though. I do not know.
I do know the gaming sector is strong - at least today -, and the casino stocks I am seeing are hitting new highs today.
If you follow the progress of ClassII slot games, it looks like with the Supreme Court decision of a few days ago, the manufacturers of these machines have seen the removal of a possible legal impediment, and thus it seems as if more such slots might be placed in Indian casinos. While I sold a large portion of my shares in the slot mfgers right before the decision (again dismay, dismay!), I've also bought back a little bit. I am considering adding to AGI at this point. Of course, with the stock prices where they are now, I don't consider any of these stocks as value plays. |
