The First Cut: Investing in Vice
Company (Exchange: Ticker) P/E to
Div Adj
Est EPS
Growth
(X)
EPS
Last
Fiscal
Year
($)
I/B/E/S EPS Est Est EPS
Growth
Rate
(3-5 Yr)
(%)
Div
Yield
(%)
Current
Price
(1/19/07)
($)
52-Wk
Price
Change
(%)
Description
Current
Fiscal
Year
($)
Next
Fiscal
Year
($)
Alcoholic Beverages
Central European Dist. (M: CEDC) 1.2 0.70 1.28 1.68 24.0 0.0 29.09 13 alcoholic bev distrib in Poland
Diageo plc (ADR) (N: DEO) 1.4 3.95 4.31 4.84 10.5 3.7 78.32 33 branded premium alcohol
Constellation Brands, Inc. (N: STZ) 1.5 1.36 1.67 1.87 12.4 0.0 24.95 (3) wine, imported beer, spirits
Brown-Forman Corp. (N: BF.B) 1.6 3.20 3.12 3.53 10.3 1.8 65.91 (6) branded alcoholic bevs
Molson Coors Brewing Co. (N: TAP) 1.7 2.88 3.94 4.81 11.8 1.6 77.96 20 holding co for malt bev prods
Anheuser-Busch Companies (N: BUD) 1.8 2.35 2.53 2.83 8.7 2.3 50.82 23 holding co for beer brewer
Compania Cervecerias Unidas (N: CU) 1.8 1.44 1.65 1.84 8.7 2.2 29.38 16 bevs in Chile & Argentina
Quilmes Industrial (QUINSA) (N: LQU) 2.3 0.41 3.33 3.83 16.0 1.1 66.26 85 beer & other bevs in So. Amer.
Boston Beer Company (N: SAM) 2.5 1.07 1.26 1.40 11.3 0.0 34.89 34 low-alcohol bevs & brewery
Tobacco
Altria Group, Inc. (N: MO) 1.4 5.10 5.31 5.62 7.5 3.9 87.26 17 cigarettes & other tobacco
Reynolds American, Inc. (N: RAI) 1.4 3.34 4.14 4.33 6.3 4.7 63.76 29 holding co for cigarette mfr
Carolina Group (N: CG) 1.5 3.62 4.24 4.50 8.0 2.7 68.36 46 holding co for cigarette mfr
British American Tobacco (ADR) (A: BTI) 1.6 3.25 3.81 4.12 8.4 2.0 59.39 32 holding co for tobacco prods
UST Inc. (N: UST) 1.6 3.23 3.10 3.31 7.0 4.1 56.00 38 smokeless tobacco; wines
Imperial Tobacco Group (ADR) (N: ITY) 1.7 3.70 4.55 5.17 7.5 4.1 81.47 38 cigarettes & other tobacco
Casinos & Gaming
Wynn Resorts, Limited (M: WYNN) 0.4 (0.92) 0.42 2.30 48.4 0.0 105.62 80 destination casino resorts
Youbet.com, Inc. (M: UBET) 0.6 0.16 0.06 0.19 46.7 0.0 3.62 (9) on-line horse race wagering
Dover Downs Gaming & Ent. (N: DDE) 0.7 0.72 0.79 0.86 25.0 1.3 14.35 53 gaming & entertainment
Lakes Entertainment, Inc. (M: LACO) 0.8 (0.53) 0.34 (1.12) 15.0 0.0 8.82 9 mgr of Indian-owned casinos
Penn National Gaming, Inc. (M: PENN) 1.2 1.02 1.88 2.13 19.5 0.0 42.37 35 gaming properties
Monarch Casino & Resort, Inc. (M: MCRI) 1.3 1.10 1.18 1.30 16.0 0.0 24.30 1 hotel casino in Reno
Century Casinos, Inc. (M: CNTY) 1.4 0.25 0.33 0.59 26.0 0.0 10.46 18 int'l casino entertainment
Pinnacle Entertainment, Inc. (N: PNK) 1.4 0.08 1.18 0.85 15.6 0.0 33.66 26 gaming entertainment facilities
FortuNet, Inc. (M: FNET) 1.5 0.27 0.12 0.25 40.0 0.0 7.87 0 electronic bingo
Boyd Gaming Corp. (N: BYD) 1.9 1.78 2.08 2.06 15.8 1.2 46.64 7 casino facilities in U.S.
Scientific Games Corp. (M: SGMS) 2.1 0.81 0.96 1.31 20.0 0.0 30.57 0 lottery & wager servs & prods
WMS Industries Inc. (N: WMS) 2.1 0.94 1.27 1.56 19.3 0.0 38.99 55 gaming machines; video lottery
Harrah's Entertainment, Inc. (N: HET) 2.2 1.75 3.57 4.16 15.3 1.9 83.05 16 casino entertainment provider
International Game Technology (N: IGT) 2.2 1.34 1.55 1.82 14.2 1.1 46.49 31 computer game equip & servs
MGM MIRAGE (N: MGM) 2.2 1.50 2.00 2.45 16.6 0.0 67.26 86 holding co for casino resorts
Exchange Key: N=New York Stock Exchange; A=American Stock Exchange; M=NASDAQ National or NASDAQ Small Cap Market.
Source: AAII's Stock Investor Pro, Reuters Research, Inc. Data as of 1/19/2007.