Zman Market Timing Message Board

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Strategies & Market Trends : Zman Market Timing

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To: Fintas who wrote (15582)	5/14/2018 12:31:00 PM
From: Bull RidaH	Read Replies (1) of 15903

Hi Fintas, Not crazy bullish about the rest of the sector except maybe MGM & Caesars, as they each have a reasonable nationwide footprint or capability of building one. Boyd is ahead of them in number of states already penetrated, and here in Vegas, they're ahead of both in on-line sportsbetting. I think that gives BYD a huge edge in capitalizing on the estimated $150 billion shadow sports betting market that's about to go above board. Let's say BYD only gets 5% of that action, and maintains the typical 5% hold on the action.... Looks like a 50% earnings pop to me on top of their current growth in nearly all market segments. If you're still not convinced and want action, I'll bet you a $100 dinner at a 5 star restaurant here in Vegas that the stock sees $42 before $32.

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