Consumer >> Analyst Interviews >> April 5, 2004

GAMING & CASINO STOCKS: JOE GREFF – FULCRUM GLOBAL PARTNERS LLC

Greff, Joe
Joe Greff is a Managing Director in the Equity Research Department at J.P. Morgan. He joined the firm through the June 2008 merger with Bear Stearns. He has been an Institutional Investor-ranked Analyst for the past eight years covering the gaming & lodging sector, ranking number one for the past seven years. Mr. Greff also ranked number one in the recent Greenwich Associates U.S. Equity Analysts Polls for hotels/resorts, gaming & leisure facilities. He has been recognized for his stock picking in The Wall Street Journal's Best on the Street 2007, 2006 and 2004 surveys. Prior to joining Bear Stearns, Mr. Greff worked at Fulcrum Global Partners, ABN AMRO and Prudential Securities. He received an MBA in finance from New York University and a B.A. in economics and mathematics from Muhlenberg College. Profile
TWST: What's gone on from a market perspective with the gaming and

casino stocks over the last 12 months?

Mr. Greff: If you look at the last nine months, I think gaming operating

fundamentals