Roger Montgomery, page-76

i dont know what you bought at but dont get too emotional share prices move up and down as you know .. picking the bottom is hard.. i bought at 3.25 a full position .. they are doing well in a competetive market... everytime i go to a pub/club their machines are there... The important fact i got from the the AGM (I attended) is that the profit decline in AUS is because of regulatory not their market share which at worst will remain in tact or increase... Over the last 5 years growth has been great.. The reason it has come off ... no guidance in FY 14 report which got spooked and leading to AGM people betting that (and they were right) that outlook will be soft ... however they are anticipating growth backed on a strong second half from US a bigger market .. the market dosent anticipate this though at a PE of 12-13 i believe its cheap... I was recently on a Carnival cruise noted there was AGI machines no ALL machines ... Dont be concerned on Lens health he looked great and delivered well better than his offsider... Sit tight mate as long as you believe in the story than stick by it .. one not so good forecast mean its over for the sp .. JB HI fi is an example it reported a softer July August in their FY report and the share tumbled and then reported a turn around still on the negative and it bounced strongly... Now the concesus for AGI to report a first half profit similar to the second half of FY14 .. if it does better then up it goes ... Itseasy to hate a stock once the price drops but the key thing is do you believe in the story .. are you an investor or trader???