Mike Winston (Winston Capital Partners LP)
Recommendation: Long on MGM Holdings Inc (MGMB:US)
Elevator Pitch: Buy MGM studios because it offers 72% up and 16% down, with the prospect of an IPO or a take-out. This post-reorg equity trades OTC and is inexpensive in both relative and absolute terms.
Price at Recommendation (11/12/13): $66.13
Price at Publication (12/4/13): $69.25
Market Cap at Publication (12/4/13): $3,786.53M
Target Price: $95.00
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