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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 Less Bad:

• Indiana – The impact of slots at racetracks is lessening. (PENN, BYD, PNK)
• Illinois – Lapping the smoking ban but volumes are still down. (PENN)
• Iowa – Low gas prices helping an already stable market. (ISLE, ASCA)

2009 better than trend
Not great but better than trend
The Good