Dan Ahrens

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.

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.

It's my personal belief that the Gaming and Casino Industry can continue to out-perform the overall market, on average, for read more

It's my personal belief that the Gaming and Casino Industry can continue to out-perform the overall market, on average, for years to come.

Playboy has done a good job of positioning themselves on the Internet and with other forms of media. They have read more

Playboy has done a good job of positioning themselves on the Internet and with other forms of media. They have transitioned the company where it could be a brand for decades to come,

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.