The Consumer Discretionary Select Sector Index is off 25% year-to-date and gaming stocks are among the drags on that benchmark, but at least one research firm sees shares of casino operators as the best bets in the consumer cyclical space.
In a recent note to clients Bank of America analyst Shaun Kelley highlights the simplicity of the gaming stock thesis and points out these names have some advantages over other consumer discretionary segments, including retailers.
Gaming has some k