Dan Ahrens
Dan Ahrens
chuckle earnings effect growing hear hold holiday revenue year
We chuckle when we hear about the short-term holiday effect because the way that EA has been growing their revenue and earnings year in and year out makes it something we want to hold for a long time,
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I believe that I am recognized as an expert in these various industries, ... Investing in Vice, The Recession-Proof Portfolio of Booze, Bets, Bombs and Butts.
closely company downside faith few interested next possible pulls steve stock watch
I have all the faith in the world in Steve Wynn, ... But a possible downside is the sky-high expectations that the company has to live up to. I'd be interested if the stock pulls back and will watch it closely over the next few quarters.
companies continues extremely great industry investors number
While the sector's had a great run, there are still a number of companies that are fundamentally undervalued. But as the industry continues to prosper, investors need to be extremely selective.
belief casino continue gaming industry overall personal
It's my personal belief that the Gaming and Casino Industry can continue to out-perform the overall market, on average, for years to come.
dramatic drop happy profit
We're more than happy to profit from short-term fluctuations, and we think this morning's dramatic drop is very short-term,
ahead boom concern favorable growth industry overall prospects short themselves
The overall industry is a boom industry. It has demographics and favorable growth prospects on its side, ... Valuations may get ahead of themselves sometimes but that's only a concern for the short term.
types
There's always going to be short-term fluctuations. But we think they're going to do well in all types of markets.
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Anybody that doesn't like this industry is a fool that's not up to date on what teens and young adults are buying these days.
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This is not to say that nuts and bolts contractors are at a disadvantage, ... But if you look at long-term trends, there will need to be more refurbishing of a lot of equipment so I've been increasingly looking towards tech-slanted defense contractors.
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People are going to continue to drink. They're going to continue to smoke. They're going to continue to gamble.
companies continue electronic expect faster gaming grow interested market media overall rate revenue wise
I think that it's wise for media companies to be interested in electronic gaming. Gaming revenue should continue to grow at a faster rate than the overall market so I'd expect more consolidation online.
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I think these numbers are especially significant knowing that the market has been through some tremendous ups and downs in the past ten years. I believe there's still plenty of room for continued growth around the world.
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Playboy has done a good job of positioning themselves on the Internet and with other forms of media. They have transitioned the company where it could be a brand for decades to come,