From Yahoo Finance: 2025-04-29 11:30:00

A look at Boyd Gaming Corporation and John W. Rogers’ stock picks. Rogers, CEO of Ariel Investments, founded the firm in 1983 with $200,000. Ariel now manages $12.9 billion. Rogers navigated financial crises, emphasizing long-term investing. Ariel’s Q1 2025 Investor Letter shows confidence in value investing amid market volatility.

Boyd Gaming, a US casino operator, collaborates with FanDuel for online sports betting. Mizuho Securities raised Boyd Gaming’s price target to $86, citing strong financial performance. Boyd exceeded expectations in total property EBITDA, stable business trends in April. BYD ranks 10th in Rogers’ stock picks, but greater potential lies in AI stocks.

Ariel Investments’ strategy of value investing is reaffirmed in the Q1 2025 Investor Letter. The market climate remains uncertain, with international equity markets outperforming the US. Ariel actively acquires shares of quality companies amid market volatility. Outperforming hedge funds by imitating top stock picks remains a successful strategy.

Read more: Among the Best Stocks to Buy According to John W. Rogers of Ariel Investments