WMS Industries, Inc.

  • Online Gaming Is the Growth Opportunity for the Gambling Industry

    By Hussain Asghar - August 8, 2013 | Tickers: BYI, IGT, WMS

    The global gambling market has been continuously dominated by casinos and lotteries, with each category contributing 34% and 29% respectively, of the total gambling revenues in 2012. The US is still the leading nation in gambling, and is likely to remain so in the near term. However, in the long term China is expected take over as the leading gambling nation.

    Driving this industry are companies that are involved in more »

  • Go Big or Go Home, But You Should Probably Go Home

    By Dan Moskowitz - July 26, 2013 | Tickers: BYI, IGT, WMS

    If you’re the type of person who walks into a casino and puts $100 on a single number at the roulette table, then the following stock (and its peers) might be of interest to you. Just like the roulette table, the rewards can be high. On the other hand, the odds might be stacked against you over the long haul. 

    The big player

    International Game Technology (NYSE: IGT) is more »

  • The Real Casino Action Is With the Game Makers

    By Mark Yagalla - July 24, 2013 | Tickers: BYI, IGT, SGMS, SHFL, WMS

    With all the action going on in the casino industry, I decided to take a look at the companies that make the games that go on the casino floors.

    What got me curious about the sector is the recent buyout activity going on. First, Scientific Games (NASDAQ: SGMS) agreed to buy WMS Industries (NYSE: WMS) for $1.5 billion. Then this month Bally Technologies (NYSE: BYI) agreed to buy SHFL more »

  • Gambling Sector: Immoral But Profitable

    By Hussain Asghar - July 20, 2013 | Tickers: BYI, SGMS, SHFL, WMS

    As internet gambling, online poker and casino gaming continues to increase massively, this sector provides investors the best opportunity to scoop the jackpot. Compelled by the huge profits, the industry players are looking forward to expanding their business in new regions, especially in Asia and Africa. Following the footsteps of others, Bally Technologies (NYSE: BYI) made an acquisition to expand its business in new geographic regions and entering new segments more »

  • The Upside for This Home Retailer

    By Marshall Hargrave - April 11, 2013 | Tickers: BBBY, PIR, WMS

    A few weeks back I took a look at the parallels between Best Buy and Circuit City, and although it's highly unlikely that Best Buy goes into bankruptcy, I think there are enough headwinds for the company that it remains a non-growth story for some time to come. However, what about the parallels between Bed Bath & Beyond (NASDAQ: BBBY) and Linens 'n Things? 

    Linens 'n Things began closing all more »

  • Opportunity Ahead For This Retailer?

    By Mike Thiessen - April 5, 2013 | Tickers: BBBY, TGT, WMS

    Bed Bath & Beyond (NASDAQ: BBBY) had a rough 2012, sales consistently fell below expectations and margins contracted.  Revenue growth lagged some competitors in the market but the company has untaken actions to improve sales and margins.  The valuation, if Bed Bath & Beyond can execute, may be attractive at this point.

    Bed Bath & Beyond

    Bed Bath & Beyond is a retailer of home goods, kitchen wares, bedding, basic house wares and other more »

  • The Upside For This Home Retailer

    By Marshall Hargrave - April 3, 2013 | Tickers: BBBY, PIR, WMS

    A few weeks back I took a look at the parallels between Best Buy and Circuit City, and although it's highly unlikely that Best Buy goes into bankruptcy, I think there are enough headwinds for the company that it remains a non-growth story for some time to come. However, what about the parallels between Bed Bath & Beyond (NASDAQ: BBBY) and Linens 'n Things? 

    Linens 'n Things began closing all more »

  • No Games With This Merger Play

    By Mike Thiessen - March 28, 2013 | Tickers: IGT, SGMS, WMS

    The announcement that the $1.5 billion merger between Scientific Games (NASDAQ: SGMS) and WMS Industries (NYSE: WMS) had cleared an important regulatory hurdle offered further evidence that the deal between the two companies remains on track.

    The primary remaining obstacle to the deal's consummation is a customary shareholder vote that will take place at a special WMS shareholder meeting on May 10, 2013. All WMS shareholders of record more »

  • A Jackpot Stock For Your Portfolio

    By Declan Fallon - February 21, 2013 | Tickers: BYI, IGT, SHFL, WMS

    If you want a slice of Vegas, without having to go to Vegas, then take a look at Shuffle Entertainment (NASDAQ: SHFL).  Shuffle Entertainment manufactures and distributes a range of gaming devices for the casino industry.

    Why is it interesting?

    Since the November 2012 low, the stock has been attracting interest from investors.  There have been two periods of heavier volume buying: one in mid-December, and again at the start more »

  • Is Ariel Investments' Merger-Arb A Gamble?

    By Marshall Hargrave - February 20, 2013 | Tickers: BYI, IGT, SGMS, SHFL, WMS

    WMS Industries (NYSE: WMS) saw its stock soar over 40% in January on the news that Scientific Games (NASDAQ: SGMS) would purchase the company for $26 per share in cash. The stock currently trades around $25, suggesting 4% upside still remains if the deal goes through. Both companies are makers of lottery and gaming hardware and software (see which hedge funds love WMS).

    The mutual fund management firm, Ariel Investments more »
  • Why LVS Is Positioned to Rise Over This Stock

    By David Gould - February 20, 2013 | Tickers: CZR, LVS, MGM, SGMS, WMS

    A key concern for many casino investors is slowing growth in Macau. However, this has proven to be a lot less of an issue than what the market originally expected. The subsequent market correction has sent casino shares soaring by the double-digits. New issues, however, have arisen for MGM that can ultimately bring similar returns if resolved in an appropriate manner. Below, I present my take on LVS and MGM more »

  • The State of Online Gaming in America!!

    By Piyanka Agarwal - February 19, 2013 | Tickers: BYI, IGT, SGMS, WMS

    Computer Software and Service industry has already been ruling the world and has seen ups and downs in the recent years.  With companies like International Game Technology (NYSE: IGT) and WMS Industries (NYSE: WMS), the industry has seen better returns and has served the world extraordinarily. Well the question is that which company has a better portfolio to serve??

    With increased knowledge and access to electronics, we have started moving more »

  • What Are Hedge Funds Buying Right Now?

    By Meena Krishnamsetty - February 14, 2013 | Tickers: ARRS, CIM, JIVE, PHH, WMS

    When hedge funds or other major investors buy enough shares to give themselves 5% ownership of a company, or if they subsequently make significant changes to that position, they must file either a 13D or a 13G with the SEC. This provides a relatively recent take on what a particular fund manager thinks about a particular stock. While the nature of the 5% threshold means that we usually only see more »

  • A Good Time to Sell This Gaming Company

    By Anh HOANG - February 11, 2013 | Tickers: BYI, IGT, SGMS, WMS

    Recently, Scientific Games (NASDAQ: SGMS) has agreed to acquire gaming equipment company WMS Industries (NYSE: WMS) for $26 in cash per share, or around $1.5 billion. The purchase price represented a 60% premium to WMS’ prior trading price of around $16.37 per share. However, if the buyout fails to materialize, WMS’ stock price might fall to below $16 per share. Is this acquisition a good move for both more »

  • 5 Key Moves Made by This Chicago-Based Hedge Fund Last Quarter

    By Meena Krishnamsetty - February 6, 2013 | Tickers: ALOG, CLH, KFY, MYRG, WMS

    Last month, we took a look at Ken Grossman and Glen Schneider's SG Capital Management, a Chicago-based investment advisory firm. Our original analysis focused on SG Capital’s top small-cap holdings, because as we’ve mentioned in our market-beating strategy, this space typically generates the most alpha for investors. Between 1999 and 2009, the 15 most popular small-cap stocks among hedge funds beat the market by more than 15 more »

  • A Stock That Can Prove to Be a 'Wheel of Fortune' for Investors

    By Rishabh Jain - January 31, 2013 | Tickers: BYI, IGT, WMS

    From the Wheel of fortune progressive slot in 1996 to House M.D. Slots on Facebook in 2013, International Game Technology (NYSE: IGT) has come a long way in the gaming era, not only for the gamers but also for the investors. And yes, there is more in store for both kind of players.

    International Game Technology is a well known global gaming company which specializes in designing, developing and more »

  • This Retailer's Stock Is About to Pop

    By Ted Cooper - January 18, 2013 | Tickers: BBBY, PIR, WMS | Editor's Choice

    There are really only two business strategies that lead to long-term success: (1) exploit a competitive advantage and (2) be the low-cost producer. If a business cannot do #1, it must do #2. As an investor I do not spend time looking at companies that are not following either strategy; their future is almost always too murky to even guess at.

    If you have to choose between the two, you more »

  • Play Your Cards Well

    By Kushal jhunjhunwala - December 31, 2012 | Tickers: BYI, IGT, WMS

    Casinos have always fascinated people, people who put in all their stakes into some gaming machines and let destiny decide their fortunes. But smart investors build their own fortunes.  So how about investing in casinos? Well, while companies running the casinos might not always be a good bet, the suppliers to these companies generally are. 

    International Game Technology (NYSE: IGT) is one such company which designs and manufactures computerized casino more »

  • What is Ariel Investments Buying These Days?

    By Meena Krishnamsetty - December 27, 2012 | Tickers: APOL, ISCA, RST, WU, WMS

    John Rogers founded Ariel Investments in 1983 following a stint at William Blair & Company. Rogers received an AB in economics from Princeton University and started his own investment firm with only $100,000 from Howard University’s endowment. From 1983 to 1986, Rogers managed to grow Ariel Investments’ assets to $45 million. After reviewing Ariel’s latest 13F, we have outlined five stocks the fund was bullish on last quarter more »

  • Take a Spin With IGT

    By Lawrance Binda - December 10, 2012 | Tickers: BYI, IGT, WMS

    The lights, the sounds, the sense of anticipation. Since a casino opened nearby a few years back, I've become fascinated with the economics of the gaming industry. I see the packed floors and watch as people sit for hours in front of the slots, eagerly sliding $20 bills into the hungry machines. As their stake dwindles before their eyes, they reach into their pockets and do it again. Now more »

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