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The “Delta” charts below display some of the “less bad” and stabilizing results we’re seeing in the gaming markets. Year over year monthly same store revenue growth is presented against a six month moving average to analyze the sequential deltas.

Not all gaming markets are moving in the right direction, however. We’ve separated the markets into the categories of The Good, The Less Bad, and The Ugly and have included the tickers of the companies with exposure to each.

The Good:

• Louisiana – I’ll have what they're having. Lower energy prices not making a dent on this energy economy. Hurricane relief and construction workers appear to be gambling. (PNK, BYD)
• Missouri – They lost the loss limit and presto more revenues. (ASCA, PNK, PENN)

Positive Growth
Positive Growth