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 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.