Although Constellation's been a good performer every year, it hasn't been off the charts. There haven't been scary triple-digit returns.

People are going to continue to drink. They're going to continue to smoke. They're going to continue to gamble.

This is not to say that nuts and bolts contractors are at a disadvantage, ... But if you look at long-term trends, there will need to be more refurbishing of a lot of equipment so I've been increasingly looking towards tech-slanted defense contractors.

It's my personal belief that the Gaming and Casino Industry can continue to out-perform the overall market, on average, for years to come.

Although Constellation's been a good performer every year, it hasn't been off the charts. There haven't been scary triple-digit returns,

I believe that I am recognized as an expert in these various industries, ... Investing in Vice, The Recession-Proof Portfolio of Booze, Bets, Bombs and Butts.