FANTINI’S FINANCE: A Q3 Smorgasbord

As we await third-quarter earnings season, there are a number of stray thoughts and potential trends to ponder. Here are just a few.

Published September 27, 2024

FANTINI’S FINANCE: What Have You Done for Me Lately?

All of gaming’s biggest players have touted their plans to become the best and brightest. But how many actually point to real progress in the near future? As it...

Published September 20, 2024

FANTINI’S FINANCE: Making the Cut

Long-awaited interest rate cuts from the Fed may finally start to come to fruition here soon. That would have a big impact on everything from investment to debt restructuring,...

Published September 13, 2024

FANTINI’S FINANCE: The Era of Rationality

The U.S. sports betting industry has long been bolstered by hype and projections, but we seem to finally be entering a period of stability, one with rational valuations and...

Published August 16, 2024

FANTINI’S FINANCE: Cooking with Gas

M&A activity is heating up, and deals are popping off left and right. If valuations continue to stay at low levels, more moves could be on the horizon.

Published August 2, 2024

FANTINI’S FINANCE: Regional Operators and Delaware Politics

Early on in this second-quarter earnings season, the stocks of both big and small regional operators have been perhaps the most notable. Some, like Monarch Casino, were predictable—others, like...

Published July 27, 2024

FANTINI’S FINANCE: Outside Looking In

Lately, it seems that regardless of overall market trends, gaming stocks have continued to underperform. There have been some exceptions, but generally speaking, second-quarter earnings should shed more light...

Published July 20, 2024

FANTINI’S FINANCE: Everywhere You Look 

Full House Resorts has a path for growth with two properties yet to fully hit their stride. While its share price has hovered around $5 for several months, its...

Published July 13, 2024

FANTINI’S FINANCE: PENN-ything is Possible?

It’s been an interesting few weeks for PENN Entertainment, so much so that investors are laying out several different possibilities of what the future may hold for the regional...

Published June 24, 2024

FANTINI’S FINANCE: Easy as 1-2-3

The dog days of summer are nearly upon us, and this sluggish economic environment highlights three important themes: creative growth plans, an emphasis on customer experience and a propensity...

Published June 17, 2024

FANTINI’S FINANCE: Long Arm of the Legislature

Every profession has its hazards—for gaming, one of the biggest is legislative risk. The online sports betting industry got a full taste of that reality as investors sold off...

Published June 3, 2024

FANTINI’S FINANCE: Time for Regional Rumination

The regional brick-and-mortar casino industry is entering an interesting era, one marked by stiff competition from their big-market counterparts as well as online gaming and increasingly, skill games. Investors...

Published May 27, 2024

FANTINI’S FINANCE: Observing the Landscape

First-quarter earnings have, as always, given investors an insight into the current gaming landscape—some have backs against the wall, whereas others are hitting their stride. And then there’s the...

Published May 6, 2024

FANTINI’S FINANCE: Inspired by the Possibilities

It’s clear by now that the IGT-Everi deal has not been well received by investors, and that in turn could be seen as an opportunity in and of itself....

Published April 29, 2024

FANTINI’S FINANCE: Checking the Temperature

The incoming wave of first-quarter earnings reports may very well give investors some insight into the rest of the year, amid softening revenues and sticky inflation.

Published April 15, 2024

FANTINI’S FINANCE: Show ‘Em What You Got

Unfortunately, not much of the success from other sectors of the overall market has managed to spill over into the gaming side. The industry seems to have exhausted much...

Published April 1, 2024

FANTINI’S FINANCE: Big Apple of My Eye

The race for New York City casino licenses is an intriguing one, and deeply political. The proposals are numerous, expansive and expensive, but no matter who the winners are,...

Published March 25, 2024

FANTINI’S FINANCE: Get in Where You Fit in

The IGT-Everi megadeal has not exactly sent the tickers spinning as of yet, and although long-term prospects still look promising, it represents a stark reminder that more deals, more...

Published March 18, 2024

FANTINI’S FINANCE: Back to the Future

One of legendary investor Peter Lynch’s most-quoted aphorisms is that of “deworseification,” meaning that diversification is not always sensible. IGT has spun off its lottery business and returned to...

Published March 4, 2024

FANTINI’S FINANCE: Mother Was A Mudder

The ho-hum fourth-quarter results for U.S. operators have been, well, a little boring. What is exciting, however, is the solid performance and future growth prospects of racers-turned-HHR-extraordinaires Churchill Downs....

Published February 26, 2024