After attending the Global Gaming Expo, Jefferies analyst David Katz believes "broadly stronger" product offerings should be positive for Gaming stocks. The recent weakness in shares of International Game Technology (IGT) and Everi Holdings (EVRI), who both have "strong prospects," present buying opportunities, Katz tells investors in research note. He also believes PlayAGS' (AGS) relative outperformance is justified as its "growth opportunities warrant the premium multiple." Further, the analyst thinks Scientific Games (SGMS) has been overly pressured by a series of negative catalysts, "all of which should stabilize in time." The company's products "are too good for the shares' decline not to correct," Katz contends.