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Amaya Gaming Group Inc. Stock Symbol: AYA-T

Notes:

A software development and lottery based solutions provider.

Last Price Recorded: $38.2300 on 2014-11-26

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Date Signal Expert Opinion Price
2014-11-25 SPECULATIVE BUY David Burrows

This is a company that people are buying for the future. Have about 200 different games they’re selling online and are trying to work their way into the online gaming business through Poker Stars. Potentially an enormous market if they can capture 10% of it. This is a call on the likelihood of online gaming being legalized in various states. There are a lot of risks in that.


Price:
$38.230
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-18 HOLD Andrew Hamlin

Has had a tremendous run. The game changer was when they acquired Poker Stars assets. To invest in it now, you really have to believe they can open up on-line gaming in various US states. He thinks they will. They have a really good shot here. The stock continues to reach new highs, and he thinks there are a lot of expectations baked into the story. He wouldn't be a buyer at this level. Feels they are going to start unlocking some value. There are going to be some asset sales, which will help recycle some capital with repayment of debt, pretty quickly.


Price:
$37.340
Subject:
NORTH AMERICAN - INCOME
Bias:
BULLISH
Owned:
Yes
2014-11-07 COMMENT Michael Decter

Recently sold his holdings and bought Entertain Group (IT-T). Still thinks this company is solid and has some really good opportunities.


Price:
$32.910
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-10-28 PARTIAL SELL Mike S. Newton, CIM FCSI

This has been all the rage in the last little while, and returns have been quite substantial. Feels that 70%-80% of the revenues are still coming from Europe, not the US or Canada. If the situation in Europe does not right side itself, there could be some issues. If you own, consider taking some of your profit off the table and letting the rest run.


Price:
$32.950
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
No
2014-10-27 BUY Peter Hodson

A fabulous company in terms of online gaming.  He really likes the company.  Prefers to AVO-T.  The industry is growing so fast.  They have done every single thing right in the last 4 years.  Management has 26% of the company.


Price:
$31.800
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
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
Showing 1 to 15 of 34 entries
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