After WMS screwed the pooch last year, it was a great short. But I began adding that back after the recent call reveals they apparently took their heads out of the dark place and have lots of new products this year. Paired with a short on IGT (stale, stodgy and out to lunch if you study it vs WMS and BYI products.
Bally is still going strong. As with WMS, lots of quality products going into those new casinos around the world.
gotta love LVS and WYNN... lots of room to run up cash flow on all of those. MPEL is in a good spot too as long as those guys don't issue stock to pay for macau development.