Gaming and Leisure

November 25, 2014

Buy ($175)

Topics covered: U.S. Regional and Emerging Market Hospitality, Regional Casino Development, Millennial Consumers, Las Vegas Recovery, Las Vegas Conventions and Casinos, International Business Market, Increased Corporate Ancillary Spending, Gaming Opportunities In Asian Markets

Companies covered: Boyd Gaming Corporation (NYSE:BYD), Carmike Cinemas, Inc. (NASDAQ:CKEC), Caesars Entertainment Corporation (NASDAQ:CZR), Starbucks Corporation (NASDAQ:SBUX), Pinnacle Entertainment, Inc. (NYSE:PNK), Penn National Gaming, Inc. (NASDAQ:PENN), Netflix, Inc. (NASDAQ:NFLX), MGM Resorts International (NYSE:MGM), Marriott International (NASDAQ:MAR), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Cinemark Holdings Inc (NYSE:CNK), InnSuites Hospitality Trust (NYSEMKT:IHT), Eldorado Resorts, Inc. (NASDAQ:ERI)