WMS Industries, Inc. (WMS)

1/30 in Casinos & Gaming -(62.7 @ B/A+)

WMS is a growing company in a flat industry. The industry leader IGT is losing marketshare to WMS. WMS is increasing the base of leased machines (which generate long term profits at the expense of short term sales) and taking the leadership role in new technology. Walk a casino and look at he games that are beining played.

Maybe the one company managed well enough to withstand this economy in the market it is in. We shall see.

Survey the machines in Indian casinos. The ones made
by WMS are the most creative, have the best bonus rounds, and have good sound effects. Konami is getting better with some new clever machines. IGT needs to get on the ball.

Like the idea

I haven't been watching these stocks long, but these look the most appetizing as of right now.

Strong dividend payer

Gotta put the garbage somewhere!

People like to gamble. This stock seems like a fun gamble as the gambling industry continues to grow across the country.

THIS STOK IS NOT A GAMBLE.......

These guysare stealing slot machine market all over the place from IGT. This is big business. New casinos, more slots constantly, plus all old ones need upgrades.

WMS makes the best slot games by far.

I have been tracking IGT for a long time now, and given their announcement of sharing server based technologies with one another, you will see yet another rise in the compatibility of games to crreate more buzz in the industry for gaming execs over the next two to 4 years. I see both companies (given the rising expansion of gaming in california, macao and other places in the world) benefitting from this partnership to garner even more revenue sharing possibilities with the casinnos and racinos. I am making my pick now even though I am only dipping my toe in really buying minimal position but adding reminders at 37 and 35 respectively.

I started watching this one on 12/26/07, just as it broke out into a new high, and I thought about buying it, but it has been getting hurt in the recent correction. It's trying to fight back, but it's still hurting.

Fundamentals are solid, and when a new bull market begins, this one would be a good one to watch.

I went to the gaming convention in vegas 06 to check out new games. All the big boys were there...but the place everyone hung out was over at WMS. The games they were pitching were plain and simple - cool. Me I'm a table games guy...but these slot machines pulled me right in. They were one of the first ones to put an aditional lcd screen over the slot machine for additional fun. It seemed like everyone else was fighting over the scraps of the same old games mixed up into one big bowl of soup. But this company seemed like they wanted to make some waves.

They have shown growth as a company, but for me...I liked what I saw first hand. If I walked into a casino I can tell you I would play one of those games.

break resistance. buy buy buy

fast money, asian gambling

Possible that legislators in Illinois will approve multiple casinos and with WMS being local to Chicago, they are licking their chops in anticipation of this market opportunity.

Unease over real estate market conditions will push home owners into staying put longer and investing in remodels/redecoration projects over the near term.

as the economy slows, people will be betting away their money. this company has good fundamentals and a nice insider interest. great PEG and nice opportunity for a short squeeze.