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Amaya Gaming Group Inc. Stock Symbol: AYA-T

Notes:

A software development and lottery based solutions provider.

Last Price Recorded: $32.8300 on 2014-10-25 01:14:33

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Date Signal Expert Opinion Price
2014-10-22 COMMENT Bruce Campbell (2)

Thinks there is a lot of room for this company to continue to grow. Acquired Poker Stars last summer and are now starting to expand out into other casino games. They are still not in the US or Canada, but thinks that is probably coming fairly soon. Looking to get approval in New Jersey beginning in November. That should hopefully open up the way to other US markets. Trading at pretty steep valuations right now and have a lot of debt.


Price:
$31.280
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-09-26 HOLD Bill Carrigan

The jump up is regarding an acquisition.  Since it is event driven you can’t do technicals.  There is no sign of a top yet.  Wait for it to trade sideways and volume to increase.  Don’t buy it in here.


Price:
$32.700
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2014-08-12 DON'T BUY Bill Carrigan

This is a stock that is overhyped. Thinks this is an overcrowded, overloved trade. Gamble is probably a good word for it. Wait for a big correction.


Price:
$26.900
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on MATERIALS
Owned:
No
2014-07-29 TOP PICK Peter Hodson

Got regulatory approval for their rational gaming acquisitions, which will make them the biggest public online gaming company globally. It is going to trans-straddle the consumer and technology sectors. A great, great growth company. Have done nothing but execute perfectly well in terms of deals and acquisitions. Management owns 26% of the company.


Price:
$29.610
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2014-06-20 COMMENT James Hodgins

Not trading through $20 because you’ve got some hedge funds that are Shorting the trading stock and buying the sub receipts. He would buy the sub receipts if you could get some, and then wait until the deal closes to get the free trading stocks.


Price:
$20.850
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Yes
2014-06-18 COMMENT Jerome Hass

This has had a great run. Up 42% on Friday on the back of an acquisition. There is a lot priced in, particularly on this acquisition. He almost considered it as a Short at these levels. If you own, consider Selling your position.


Price:
$19.010
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
No
2014-05-08 PAST TOP PICK Peter Hodson

(Top Pick Apr 4/13, Up 61%) People are too focused on the short term.  They are building this company to be a big player in the gaming space.  It is smaller and volatile.  Fundamentals are pretty solid. 


Price:
$7.960
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2014-05-07 COMMENT Peter Imhof

Has been quite volatile over the last few months. What they need is to have a quarter that meets expectations. Have a lot of things on their plate in terms of growing their online business. Also, made an acquisition of Cadillac Jack. Feels the market wants to see earnings and EBITDA start to come through. Have guided each quarter and haven’t hit their target. Instead of signing contracts, he was just wants to see it fall to the bottom line and that is when he would start to get interested again.


Price:
$7.920
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH
Owned:
No
2014-04-21 COMMENT James Hodgins

Management has done a nice job of putting the company together and is betting on the gambling online market, which is coming back in the US. Has moved more into the land based casino equipment business, which took a big hit in the 1st quarter, largely due to the weather. Thinks their strategy is to continue to make acquisitions where they have done a good job of integrating them and making them profitable.


Price:
$7.010
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2014-04-16 COMMENT Jerome Hass

Came out with quarterly results that brought the stock down from $9 to about $6 very, very quickly. Has been looking at this name. Likes the gaming space in general. There is some liberalization taking place, particularly in the US. There is another smaller Cap name that he thinks is interesting, LasVegasFromHome.com Ent. (LVH-X). It is mobile gambling that he thinks is a real growth industry. Just announced a deal last week where they are launching in Mexico.


Price:
$5.810
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
No
2014-02-04 HOLD Peter Hodson

This one came out of nowhere but is now kind of flat lining. Have done a lot of acquisitions. This is really about the online gaming space right now. They have a relationship in New Jersey where online gaming looks like it is going to be a pretty big industry. Have done so many acquisitions over the last couple of years that investors are expecting something else so they may just bide their time for a little bit. Fundamentals are pretty good right now. On this you need a 2-3 year timeframe and you need to be a riskier type of investor. Management still owns a lot of stock. Thinks their game is to sell the company.


Price:
$7.870
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2014-01-17 BUY Rob Stabile

Online gaming. Expects it will become more legalized in the US so they are well-positioned to take advantage of this. Could see this at $10 in 12 months.


Price:
$7.370
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2013-10-25 STRONG BUY Peter Hodson

Almost made this his Top Pick. Pretty much done everything right for 2 years. Raised capital at the right amount with the right people at the right time, beaten expectations, done the right acquisitions and kept their balance sheet strong. Management still owns 30% plus of the company and their margins are now 97%-98%. Now poised to take advantage of the gaming market in North America worldwide. There are a couple of states that are going towards Internet gaming. As the US government gets broker and broker, more states will adopt this. Got a recent partnership with Caesar’s.


Price:
$8.390
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2013-10-09 SPECULATIVE BUY Robert McWhirter

Owns a small amount. This company designs, develops and distributes technology for gaming solutions. The real key in this is that the US, after much foot dragging, is allowing Internet gaming. This is done on a state-by-state basis. Company has a history of robust software. Near-term earnings are expected to go from $0.055 cents in 2013, growing to $0.37 in 2014.


Price:
$7.280
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Yes
2013-09-16 BUY on WEAKNESS Brian Huen

An interesting name.  A bit of a slip up recently but he continues to like the stock.  From a fundamental, macroeconomic basis, he is favourable on gaming stocks.  Buy on any dips.


Price:
$6.530
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 29 entries
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