Recently purchased as a toe-in-the-water flea bite at less than 1% in his portfolio. One analyst believes there is some pretty good upside opportunity. Speculative.
Earnings estimates are approximately $0.02 in '05 and $0.06 in '06. Assuming they can deliver those earnings, that is less than a 10 X P/E multiple. Company appears to be growing quite well. Speculative.
This stock is not part of his model. A small position in his portfolio and is a speculative investment. The growth rate in poker is slowing down. Appears to be inexpensive based on '06 earnings estimates.
A very small speculative company. Earnings are expected to go from $0.02 from Dec/05 to $0.06. There are only 2 analysts covering the company. P/E of 8 X or less.
Just announced a deal last week where they are launching in Mexico. Thinks mobile gambling is a real growth industry. Has a tiny stake in this one.