Analyst Recommendationhttps://www.bnnbloomberg.ca/video/james-telfser-discusses-stars-group-and-great-canadian-gaming~1677928
BUY
The Stars Group Inc(TSGI-T)
May 7, 2019
Stars vs. Great Canadian Gaming A great combo. Once he was long the Stars Group and short GCG, though he's still long GCG. The Ontario bundle was good for GCG, but there's too much uncertainty here. Expectations rose too high. Now, there's too much uncertainty in Vancouver with a money-laundering investigation. He liked GCG before the valuation is too high now. Stars is more interesting, because they bought as many assets as they could in online gambling which is popular around the world while sports betting is gradually being legalized in North America. He likes Stars. There's strong potential growth in this space, like 10%. Stars will capture a large market share.
James Telfser
Partner & , Aventine Management ...
Price $23.700
Owned Unknown