Price can protect downside risk, page-10

Buy Hold Sell with Justin Braitling and Roger Montgomery. Posted on 19 November 2015.

In summary:

- Justin believes Ainsworth is a buy as he believes ship share is high single digits in the U.S. and has good growth potential.
- Roger believes it's a sell at $3. But if it gets to $2... he think it's a good buy.

Something to note is Roger's Montaka fund has a short position on Scientific Games.
http://rogermontgomery.com/content/uploads/2015/11/Australian_20151114_037_0.pdf

Not sure when their opinions were taped and whether they have changed since the 17 November 2015 earnings guidance / Nova purchase.