Dan Ahrens Quotes

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. - Dan Ahrens

We're more than happy to profit from short-term fluctuations, and we think this morning's dramatic drop is very short-term. - Dan Ahrens

We chuckle when we hear about the short-term holiday effect because the way that EA has been growing their revenue and earnings year in and year out makes it something we want to hold for a long time. - Dan Ahrens

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. - Dan Ahrens

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

The overall industry is a boom industry. It has demographics and favorable growth prospects on its side, ... Valuations may get ahead of themselves sometimes but that's only a concern for the short term. - Dan Ahrens

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. - Dan Ahrens

Playboy has done a good job of positioning themselves on the Internet and with other forms of media. They have transitioned the company where it could be a brand for decades to come. - Dan Ahrens

People are going to continue to drink. They're going to continue to smoke. They're going to continue to gamble. - Dan Ahrens

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. - Dan Ahrens

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