View Full Version : SHFL vs. ITG

06-15-2001, 04:37 PM
SHFL has done well since David Sklansky recommended it. But ITG has had comparable performance. Was the recommendation based on the merits of the company or of the industry?

06-16-2001, 06:35 AM
the company

06-25-2001, 12:18 PM
O.K. In this case comparing it to an industry average (including Interactive Gaming Technology and Williams) might be more appropriate than comparing to the S&P500 or cash. Indeed, hedging with these companies would reduce risk and allow you to take a bigger bet. This is important because these companies also did well, but not as well as SHFL.