The video below is part of The Motley Fool's "11 O'Clock Stock" series where we're recommending a new stock every weekday at 11 a.m. ET on Fool.com for 50 weekdays. For this recommendation, we went on the short side. To see a video of co-founder Tom Gardner explaining the series, click here. To see our original short recommendation of Bally Technologies (NYSE: BYI)click here.

In the video below, Big Short analyst Matthew Argersinger explains why he thinks Bally Technologies could disappoint in the coming quarters. Beyond a general slowdown in gambling that has curtailed capital expenditures at large casino operators like Las Vegas Sands (NYSE: LVS) and Wynn (Nasdaq: WYNN), Bally's also faces order trends that Argersinger says could result in the company falling short of revenue targets. Not only that, but Bally's is also fetching a historically high multiple.

To see Matt Argersinger's full thoughts on Bally, click on the video below.

Matthew Argersinger loves a good gamble now and then, but he doesn't own and isn't short any of the stocks mentioned. The Fool is short Bally Technologies. Try any of our Foolish newsletter services free for 30 days. The Motley Fool has a disclosure policy.