I'm up on ShuffleMaster!

It looks like 18 is a point of resistance for this stock. I couldn't find any info on David's Hold'em Challenge, although there are plans to market two new Budweiser slot machines in an agreement with Bally. Bally is another stock I'm watching closely. Any comments?

Bally stock? Come on show me you know the name of the company that owns Bally Gaming and the one you will have to invest in.


Shufflemaster is a tracking stock these days, it just mimics IGT and the rest of the suppliers. They have very high ratios, out of line with the other suppliers, but much of it due to their superior ratios. I wouldn't get too excited on them because their shufflers are reaching saturation and their table games are losing some luster because they flat out are ripoffs to the customer in terms of EV. David's game probably won't catch on very well because it has almost no house edge and if a casino has to pay to have the right to a table it needs to produce above average EV compared to BJ or else its too expensive to put on the floor.


After saying all that just accept that supplier stocks almost always just track one another. Trying to pick winners out of this limited field is a waste, either get in and buy IGT or stay out.

Thanks wildbill-


Honestly, I just bought shufflemaster for thrills and giggles after David touted it. I remember years ago, I bought serious shares of IGT and didn't do well. Come to think of it, I don't do well on most of my individual stock picks. That's why I started reading this forum and am looking for other places to get advice. Thanks again.

Don't worry about it, stock picking is a mess for most people because they just follow someone's advice. Problem is that the someone usually has some vested interest in it and further the advice is bad because they say "buy" but give you no idea of why. If you don't know why, then you don't know when it reaches its full valuation and when you should sell it.


If you want to buy gaming right now, buy the smaller operators. Suppliers will hit their bonanza in about 2-3 years, but right now casino growth has hit a lull so it will be just nice cash flow with little capex for all the operators and the smaller ones should benefit more than the bigger ones because the big operators are heavily in debt.