Topics covered: Tie to Employment & Consumer Spending, Risky Valuations of Macau-Centric Stocks, Pickup in Las Vegas Convention Bookings, Modest Increase in Slots Replacement Demand, Market Opportunities in New Gaming States, Las Vegas Vs. Regional Gaming Trends, Gaming Opportunities in China, Depressed Room Rate Trends, Competition Among Gaming Equipment Suppliers, Churchill Downs Acquisition of Youbet.com
Companies covered: MGP Ingredients, Inc. (NASDAQ:MGPI), Churchill Downs, Incorporated (NASDAQ:CHDN), Advanced Drainage Systems, Inc. (NYSE:WMS), Pinnacle Entertainment, Inc. (NYSE:PNK), Penn National Gaming, Inc. (NASDAQ:PENN), Multimedia Games Inc., International Game Technology (NYSE:IGT), Bally Technologies, Inc., Ameristar Casinos Inc., Varian Medical Systems, Inc. (NYSE:VAR), Thoratec Corporation (NASDAQ:THOR), Medtronic, Inc. (NYSE:MDT), Heartware International, Inc. (NASDAQ:HTWR), Endologix, Inc. (NASDAQ:ELGX), Covidien Ltd. (NYSE:COV), Boston Scientific Corporation (NYSE:BSX), Allergan, Inc. (NYSE:AGN), Simmons First National Corporation (NASDAQ:SFNC), Dynatronics Corporation (NASDAQ:DYNT)
