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blackjack casino cheatingBut Allen sees green shoots.“We believe consensus is grossly underestimating the earnings power of companies exposed, and hence upgrade CZR and MGM to ‘overweight.However, those are one-off events, with little follow through on April visitation trends.However, those are one-off events, with little follow through on April visitation trends.’”He also ratcheted up his 2021 earnings before interest, taxes, depreciation and amortization (EBITDA) estimates on Boyd Gaming (NYSE:BYD), Caesars, and Wynn Resorts (NASDAQ:WYNN).Investors know it, too, and that outlook is reflected in the stocks, as the Bellagio and Caesar Palace operators’ shares are up an average of 24 percent over the past 90 days — more than triple the returns of the S&P 500 over the same span.seminole casino las vegas