Re: Need a gaming stock
I agree that most of gaming stocks are overvalued right now, but there are some opportunities to be found. You mentioned MNTG in your post, it's very cheap on a relative basis, and it's growing at a much faster rate. I don't love their recent purchase from Harrah's but the agreement seems to be in their favor, and should increase earnings two years out from now.
I also like ISLE although I'll admit at current levels it would be better to wait for a pull back to the low 20's before making a purchase.
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