The Stars Group Inc (TSGI.TO)

When you look at betting, it is bigger than cannabis. Their old name is behind them. They made acquisitions in Europe. In the US the supreme court has is now allowing sports betting. These guys are the largest poker player in the world and the largest internet gambling company in the world. (Analysts’ target: $50.36).

He made good money off this in the past. He's unsure about buying back in. Maybe it's seller's remorse.

(A Top Pick Aug 2/18, Up 106%) They made a big acquisition that gave them a big entry into sports betting and the UK market. In the US they are opening up their gambling restrictions. This company is firing on all cylinders.

A sensational growth story though mired in controvery. It's historically offered online poker and casino games, but just announced they are expanding into sports betting. This is giant, new market that has spiked their stock. They're firing on all cyclinders.

This is cheaper than Great Canadian Gaming. He uses a screening system, looking for companies that hit new 52-week highs. He is especially impressed when a company hasn’t hit a new high in 18 months, and now does. That’s how he picked up on this one. However, they just made a large acquisition. Those are hard to digest, so he is now a bit nervous. He wanted to buy more as the stock started to move, but you might see a couple of tough quarters ahead. Long-term, it’s a great business.

An international gaming company that only trades at 13 times earnings. They have sports gambling and has great growth potential. It has a cheap valuation at half the valuation level compared to its peers. Yield 0%. (Analysts’ price target is $43.47 )

They just made a huge acquisition in the UK. He likes it from a fundamental and technical point of view. The chart is really quite positive today. If he did not own it, he would buy it. It is very pro-growth.

He has not followed this on-line gaming company too closely. If you hold it, continue to as they seem to be able to defend their market position.

This is one of the top holdings in his Canadian equity fund. There will be some momentum tomorrow as it reports earnings. From a fundamental view, it is a buy from asset growth, earnings momentum, industry relative, etc. It looks great technically as well. His buying decisions are not primarily based on technical indicators but he looks at them, and this stock looks positive fundamentally and technically.

It is in the game business. Started to buy again a month or so ago. Nice trend. Might be a little extended. If the stock gets through the high of 35-38 it will be driven by the continued profitability. Not for the faint of heart.

He still likes this very much. Online gambling, in all of its forms, is gaining momentum everywhere. He is still waiting for a couple of US states to approve online poker. This is the biggest company in its field, so it has power and potential behind it. It’s cheap on a FMV valuation.

There is always going to be a regulatory cloud over Internet gambling. The stock is cheap and had a terrific last earnings quarter, up 22%. If the central US government is going to starve the states by reducing taxes, then they are going to be looking for extra places to get money, and online gambling is a darn good place to find it. (Analysts’ price target is $33.)

It is very viable for the long term. They have changed everything and reset it for future. Business is good and growth is there. They will pay down debt as the cash comes in. Two years from now it will be a much better company.

This went through lots of turmoil at the major shareholder level, and they renamed it because of Poker Stars. Has hugely powerful cash flows and paid down its huge debt. Under new management. Thinks it might acquire Social Gaming. (Analysts’ price target is $31.)

(Formerly Amaya Gaming.) They’ve made a move to put past issues behind them by changing their name and moving to Toronto. The old CEO is out of the company and has largely sold his shares. An insider has purchased about 16% of the company shares. Everything seems to be moving in the right direction. Margins are improving, debt is falling and interest coverage is better.