The recent popularity of optionality harkens us back once again to an old favorite, Golden Entertainment. Oh, and congratulations to Tom Carper, the latest addition to the semi-retired Delawarean...
FANTINI’S FINANCE: Survival of the Fittest
The U.S. iGaming and online sports betting markets have officially reached the tipping point of consolidation. The big guns are primed to take some big shots, and some, like...
FANTINI’S FINANCE: Raging Bulls and Cash Cows
First quarter earnings season is upon us, and two companies, Las Vegas Sands and Monarch Casino, represent opportunities in distinctly different ways—one is perhaps best positioned to take advantage...
FANTINI’S FINANCE Zooming All the Way Out
As we await the start of first-quarter earnings season, let’s take a look at some of the trends to keep in mind from a macro perspective.
FANTINI’S FINANCE: Observations and Congratulations
All told, it’s been a rather good week—the latest data from the Nevada gaming industry remains as strong as ever, the IGA show in San Diego went swimmingly and...
FANTINI’S FINANCE: Closing the Book on 2022 and Preparing for the Next Chapter
Now that we’ve gleaned every last drop of analysis from 2022, it’s time to take what we’ve learned and apply it to the rest of 2023 and beyond.
FANTINI’S FINANCE: On This Episode of Bull and Bear…
The dialogue between Bull and Bear is becoming more spirited than ever, but the conclusion is consistent: in times of increasing uncertainty, gravitate towards dividend-paying, well-run operators and REITs....
FANTINI’S FINANCE: Las Vegas Speculation and a Golden Opportunity
The good times have rolled through Las Vegas for two years now, but many believe that by the end of 2023, the long arm of recession may finally catch...
FANTINI’S FINANCE: Pixels at the End of the Tunnel
To this point, much of gaming’s momentum from 2022 has continued into 2023, but as fears of recession continue to rise among brick-and-mortar outfits, online sports betting and iGaming...
FANTINI’S FINANCE: Could Flutter Join in on the U.S. Party?
Sometimes you just can’t argue with success—despite numerous economic fears and uncertainties, the U.S. gaming market continues to post strong figures, and January was no different. That begs the...
FANTINI’S FINANCE: Who Doesn’t Love Dividends?
This week, dividends are the name of the game, and surprisingly, none of the big-time casino operators or bookmakers elicited any mention whatsoever. That alone should be an indicator...
FANTINI’S FINANCE: A Tale of Two Markets for LVS
Las Vegas Sands’ recent fourth-quarter earnings call was chock-full of things for investors to consider—for starters, Macau’s optimism continues to rise; is its success to be believed long-term? Similarly,...
FANTINI’S FINANCE: Hold Those Feet to the Fire
As fourth-quarter earnings report season begins, it’s important to hold the big names accountable for any less-than-stellar performances. The time for glittering generalities has passed, and some investors may...
FANTINI’S FINANCE: So Far, 2023 Panning Out as Expected
The first few trading days of 2023 have shown that the public’s confidence is high on Macau’s resurgence and low on U.S. operators. This was to be expected, but...
FANTINI’S FINANCE: Betting the House on Full House
When looking for winners in the gaming market for 2023 , the big names don’t have nearly the same growth potential as Full House Resorts, a regional operator with...
FANTINI’S FINANCE: Here for a Good Time, Not a Long Time
Now that Macau’s Big 6 have signed new concessions, it may seem as though everything is back on track for the market that once dominated the global industry. And,...
FANTINI’S FINANCE: Real Estate Reaction
In the past year, we’ve seen a sea change when it came to ownership of the Las Vegas Strip. VICI has become the dominant force as it bought out...
FANTINI’S FINANCE: Cliches Abound—Which Do You Prefer?
At this point, investors have a bull on one shoulder and a bear on the other, and both make logical arguments, even if they’re laden with assumptions and platitudes....
FANTINI’S FINANCE: A Tale of 2 Markets
Even though business remains strong for U.S. casino companies, the onslaught of interest hikes may eat away at some of the market’s progress, representing a long-term value proposition. Macau,...
FANTINI’S FINANCE: What Doesn’t Kill You Makes You Stronger
At this point, we’ve seen enough positive 3Q results from gaming companies across all sectors to have faith in its long-term resiliency moving forward, even as the cloud of...