FANTINI’S FINANCE: Questions About Macau

Gaming investors pay lots of attention to Macau and for good reason. It’s the largest gaming jurisdiction in the world and there are some important decision coming up. And...

Published December 17, 2018

FANTINI’S FINANCE: Is It Time To Panic?

A market sell-off makes everybody nervous, but think about Warren Buffett at times like these. Bad times aren’t so bad for good companies and may represent bargains in gaming...

Published November 26, 2018

FANTINI’S FINANCE: Continuing Consolidation

The deal to buy Greektown casino in Detroit brings together some strange bedfellows, but it once again points out that competition isn’t only limited to casino companies, it extends...

Published November 19, 2018

FANTINI’S FINANCE: Crash and Burn?

Gaming stocks have finally come down to earth. So had they been over-valued or is this just a reaction to higher than normal values? But a recent study by...

Published October 27, 2018

FANTINI’S FINANCE: Riverboat Triumph

Are the lumbering gaming behemoths a thing of the past? Owners who got their start in the riverboat environment are coming to dominate the gaming industry. And even a...

Published October 22, 2018

FANTINI’S FINANCE: Rushing to REITs?

Investing in casino companies can be a risky business, particularly in an era of rising interest rates and attractive bond acquisitions. Casinos are capital intensive and difficult businesses. But...

Published October 1, 2018

FANTINI’S FINANCE: Hedging Your Bets

Activist investors are ganging up on the biggest companies in the gaming industry, which could mean big changes, not only in those companies, but also in the financial structure...

Published September 24, 2018

FANTINI’S FINANCE: Bulls Vs. Bears

Conflicting signals confuse investors, especially in the casino industry. So where to gaming investors go to separate the wheat from the chaff? Start here.

Published September 10, 2018

FANTINI’S FINANCE: Boardwalk Boom

The July numbers for Atlantic City are out and it’s pretty good news. With two new casinos, the market grew by more than 10 percent. The impact on the...

Published August 20, 2018

FANTINI’S FINANCE: Slaying the Giants

Big and little, technology providers appear to be the big winners when it comes to legal sports betting in the United States. Yes, the IGTs and Scientific Games of...

Published August 13, 2018

FANTINI’S FINANCE: Financial Halftime

The second quarter results that began to roll in last week were revealing for the bullish regional operators as well as the international gaming giants. The second half of...

Published July 30, 2018

FANTINI’S FINANCE: Golden Opportunity

Golden Entertainment has gone big in Laughlin, Nevada, with the purchase of two casinos adjacent to the one it already owned, the Aquarius. The buy should boost the already...

Published July 23, 2018

FANTINI’S FINANCE: Hitting the Ceiling?

How high is the sky? We may find out soon as gaming stocks have gone just about as high as they can. Will they now just settle down for...

Published July 16, 2018

FANTINI’S FINANCE: Atlantic City Options

While sports betting and questions about Macau have consumed the gaming investor, what is he to make of the situation in Atlantic City? With two new casinos, an excitement...

Published July 2, 2018

FANTINI’S FINANCE: American Ambitions

The legalization of sports betting in the U.S. is an opportunity for companies with experience in that area, which is largely European based. So which companies should be front...

Published June 25, 2018

FANTINI’S FINANCE: Sorting It Out

A month after sports betting was legalized by a Supreme Court decision, the fallout has become more clear. Winners are becoming apparent, but there is still some uncertainty that...

Published June 4, 2018

FANTINI’S FINANCE: Sports Betting Gold Rush

The first transaction that can reasonably traced to the Supreme Court decision on sports betting has occurred. So what other companies could benefit from this ruling? The list is...

Published May 28, 2018

FANTINI’S FINANCE: Let’s Get Real

The Supreme Court decision to strike down the PASPA law will have major implications. But what are they? How will they impact the gaming industry? And will they be...

Published May 21, 2018

FANTINI’S FINANCE: Speed Racer

In the gaming industry, it’s sometimes hard to keep up. When it comes to real estate investment trusts, or distributed gaming, or millennials just stick around for 10 minutes...

Published May 14, 2018

FANTINI’S FINANCE: Big Boys Go First

It’s earnings season and first up were two of the world’s largest—most controversial—gaming companies, Wynn Resorts and Las Vegas Sands. Lots of big news and big numbers.

Published April 30, 2018