Dan Ahrens

In the past month we've seen record-breaking earning announcements from a number of the top casino gaming companies. It didn't read more

In the past month we've seen record-breaking earning announcements from a number of the top casino gaming companies. It didn't seem to matter went on with the economy or gas prices, people found their way to the casinos and race tracks.

I think that it's wise for media companies to be interested in electronic gaming. Gaming revenue should continue to grow read more

I think that it's wise for media companies to be interested in electronic gaming. Gaming revenue should continue to grow at a faster rate than the overall market so I'd expect more consolidation online.

Although Constellation's been a good performer every year, it hasn't been off the charts. There haven't been scary triple-digit returns,

Although Constellation's been a good performer every year, it hasn't been off the charts. There haven't been scary triple-digit returns,

People are going to continue to drink. They're going to continue to smoke. They're going to continue to gamble.

People are going to continue to drink. They're going to continue to smoke. They're going to continue to gamble.

This is not to say that nuts and bolts contractors are at a disadvantage, ... But if you look at read more

This is not to say that nuts and bolts contractors are at a disadvantage, ... But if you look at long-term trends, there will need to be more refurbishing of a lot of equipment so I've been increasingly looking towards tech-slanted defense contractors.