Q: Macau: What Do You Buy when Nothing Seems Cheap? A: Melco Is a High Conviction Pick for 2018

192 Views05 Jan 2018 01:16
Some portfolio managers with gaming stocks worry about the Macau sector getting toppy. Our view: There's much runway left for those who know where...
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Howard J Klein
Global Gaming and Casinos Industry Specialist
Casino Business Review LLC
Consumer DiscretionaryThematic (Sector/Industry)Equity Bottom-Up
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