Gaming and Leisure

November 27, 2013

Buy ($175)

Topics covered: U.S. Regional and Emerging Market Hospitality, Timeshare Industry Recovery, Regional Casino Development, Macau VIP and Mass Market Gaming, Lodging C-Corporations, Gaming Opportunities In Asian Markets

Companies covered: Century Casinos, Inc. (NASDAQ:CNTY), Entertainment Gaming Asia Incorporated (NASDAQ:EGT), Wyndham Worldwide Corp (NYSE:WYN), Marriott International (NASDAQ:MAR), Host Hotels & Resorts, Inc. (NYSE:HST), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Goldman Sachs Group, Inc. (The) (NYSE:GS), Choice Hotels International, Inc. (NYSE:CHH), Blackstone Inc. (NYSE:BX), Wynn Resorts, Limited (NASDAQ:WYNN), Pinnacle Entertainment, Inc. (NYSE:PNK), Penn National Gaming, Inc. (NASDAQ:PENN), Orient-Express Hotels Ltd., Las Vegas Sands Corp. (NYSE:LVS), International Game Technology (NYSE:IGT), Bally Technologies, Inc., Ashford Hospitality Trust Inc (NYSE:AHT), InnSuites Hospitality Trust (NYSEMKT:IHT)