In the following video, Fool contributor Matt Thalman discusses a few different reasons he believes investors should stay away from the casino and online gambling operators until online gambling revenues are proven over the next few quarters.

One front-runner in the online poker scene is Zynga (ZNGA), a company that Matt believes would be better off in the long run if it made one strategic move.

To find out what that is, and for a few reasons investors should stay on the sidelines, click on the video.