19 Quotes by Dan Ahrens

While the sector's had a great run, there are still a number of companies that are fundamentally undervalued. But as the industry continues to prosper, investors need to be extremely selective.

Anybody that doesn't like this industry is a fool that's not up to date on what teens and young adults are buying these days.

This is not to say that nuts and bolts contractors are at a disadvantage, ... But if you look at long-term trends, there will need to be more refurbishing of a lot of equipment so I've been increasingly looking towards tech-slanted defense contractors.

There's always going to be short-term fluctuations. But we think they're going to do well in all types of markets.

It's my personal belief that the Gaming and Casino Industry can continue to out-perform the overall market, on average, for years to come.

In the past month we've seen record-breaking earning announcements from a number of the top casino gaming companies. It didn't seem to matter went on with the economy or gas prices, people found their way to the casinos and race tracks.

I certainly resigned on my own volition without notice, ... I can say that I certainly didn't leave specifically for the purpose of setting up my own adviser.

Although Constellation's been a good performer every year, it hasn't been off the charts. There haven't been scary triple-digit returns,

The gains over the past year have been exceptional, and no one should consider them continuing at quite that rate. That being said, I think that gaming in particular does have continuing upside potential because of pure supply and demand factors.