The Stars Group Inc | StockChase
89
The Stars Group Inc (TSGI-T)

Last Price Recorded: $28.3000 on 2017-11-17

ON STOCKCHASE SINCE Dec 2011

A software development and lottery based solutions provider.

Formerly Amaya Gaming Group Inc. (August 2017)

Business Services

The Stars Group Inc


Signal Opinion Expert

2017-08-22

BUY
The Stars Group Inc (TSGI-T)

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.

Business Services
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $22.560
Owned: Unknown

2017-08-15

TOP PICK
The Stars Group Inc (TSGI-T)

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.)

Business Services
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $23.790
Owned: No

2017-08-02

TOP PICK
The Stars Group Inc (TSGI-T)

(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.

Business Services
Ryan Modesto

Managing Partner, 5i Research

Price: $22.560
Owned: Unknown

2017-07-04

COMMENT
The Stars Group Inc (TSGI-T)

This is a group that he generally avoids. It can drop 10%-15%-20%. Too flighty for him. It is subject to news and there is possible disruption as well.

Business Services
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $22.730
Owned: No

2017-05-08

PAST TOP PICK
The Stars Group Inc (TSGI-T)

(Top Pick Mar 3/16, Up 22%) They are meeting a demand in online gambling.  They are heavily into sports gambling which has proved to be a strong area for them.  The kicker is that they have to be approved state by state.  They started in New Jersey which took 2 years and now other states are warming up much more quickly.  There is substantial potential for growth.

Business Services
Ross Healy

Chairman, Strategic Analysis Corp

Price: $24.410
Owned: Yes

2017-04-04

HOLD
The Stars Group Inc (TSGI-T)

Think you have a better chance of making good today than you would have a year ago. They have a much stronger footing today. Online gaming, particularly in the poker space, is big globally; not in the US yet, but will eventually be there when regulations change. Not an expensive stock and thinks the company has the right parameters to move the share price higher. Feels $29 is a possibility.

Business Services
Gerard Ferguson

CEO & Portfolio Manager, Jemekk Capital Management

Price: $22.400
Owned: Unknown

2017-01-18

COMMENT
The Stars Group Inc (TSGI-T)

Most of their previous problems have been resolved. The former CEO still owns 17%-18% of the company, and that is not going away until he Sells, but he is not involved with the company. The opportunity of online gaming looks good in Europe, and the growth should be there. The valuation has dropped enough that it is kind of attractive on a fundamental basis. However, the US is much slower, and the take-up on online gaming has been much slower than anticipated, and that is a drawback. They have a new president. Maybe something will change in terms of regulatory issues. However, fundamentals are pretty good. A growth company with a lot of debt, but it is priced right. If you just ignore the whole past 18 months, it looks pretty good. Doesn’t think a whole lot is going to happen in the short term. If you own it, he wouldn’t buy any more. If you don’t own it, you could consider it.

Business Services
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $17.770
Owned: Unknown

2016-12-22

DON'T BUY
The Stars Group Inc (TSGI-T)

The rumoured takeover by the former CEO, Mr. Baazov has now officially gone away. He has a small Short position, and a somewhat negative view on the poker market. They have growth opportunities in expanding into sports betting and casinos, but those are pretty competitive markets, especially in London and Europe. This is fully valued.

Business Services
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $19.140
Owned: Yes

2016-12-08

DON'T BUY
The Stars Group Inc (TSGI-T)

At this stage, this is something you want to be cautious of. There have been some interesting developments on an insider trading case. The takeover doesn’t seem all that bulletproof as far as financing goes. Also, there could be some regulatory issues. He would be cautious here and not get involved.

Business Services
Jim Huang

President, T.I.P. Wealth Management

Price: $19.190
Owned: Unknown

2016-11-25

SPECULATIVE BUY
The Stars Group Inc (TSGI-T)

This is playing out like a movie. He couldn’t believe the recent news with the ex-CEO and the offer by the company. Apparently, he has letters of content with some Hong Kong people, where the deal looks like it is going to get done now. An interesting risk/reward, where assuming the deal doesn’t get done, it will maybe drop down to around $18-$19, but if it gets done at $24, it gives you a 20% upside. He wouldn’t assume that the deal is a sure thing, given what has happened in the past.

Business Services
Ryan Modesto

Managing Partner, 5i Research

Price: $20.100
Owned: No

2016-10-20

DON'T BUY
The Stars Group Inc (TSGI-T)

He had been short before these takeover rumours -- long positions before that.  They have taken on a lot of debt.  If growth comes through, then they will have the ability to pay down debt and the stock will be a winner, but he is not convinced there will be growth.  It is a good brand, but online poker is flat to down.

Business Services
James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $18.540
Owned: No

2016-10-11

PAST TOP PICK
The Stars Group Inc (TSGI-T)

(A Top Pick Oct 20/15. Down 23.44%.) It had been down more than that until last week when there was talk about a merger with a British company. This company has done all the right things. They’ve gone into the US, and spent a lot of time going through the New Jersey gaming commission to get approval for online gaming in New Jersey. New Jersey has saved all the other states from going through the same process, so he is waiting for more states to come on stream. The more they do, the higher this stock will go. Long-term, this is an interesting company.

Business Services
Ross Healy

Chairman, Strategic Analysis Corp

Price: $22.610
Owned: Yes

2016-08-30

SELL
The Stars Group Inc (TSGI-T)

There was a taint on this due to the previous CEO who resigned. You are now left with a business where they are they market leader in a declining business (poker), but are going to be offsetting that. This has so much animosity that it would be a Sell. (See Top Picks.)

Business Services
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $19.620
Owned: Unknown

2016-08-19

COMMENT
The Stars Group Inc (TSGI-T)

This no longer meets his criteria. Gaming stocks make him nervous because they operate in a space that is heavily regulated which he has little control over.

Business Services
Jason Del Vicario

Portfolio Manager, HollisWealth

Price: $20.950
Owned: No

2016-08-15

SELL
The Stars Group Inc (TSGI-T)

(Market Call Minute.) With a management shakeup and what is going on with the stock, it’s a little too risky.

Business Services
John Zechner

Chairman, J. Zechner & Assoc

Price: $20.090
Owned: Unknown

Showing 1 to 15 of 89 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.