FANTINI’S FINANCE: Making Money in Macau

Gaming stocks connected to the Macau gaming industry have far outperformed other gaming stock in the last year. Although still far short of the highs they reached in the...

Published April 17, 2017

FANTINI’S FINANCE: Too Far Too Fast

The meteoric rise in the stock market since the U.S. election has not ignored gaming stocks. From manufacturers to major gaming operators to regional operators, process have climbed steadily....

Published April 3, 2017

FANTINI’S FINANCE: Caesars Getting Closer

As Caesars Entertainment takes more strides to emerge from bankruptcy as an operating company and a REIT, analysts are starting to take notice. And many of those same analysts...

Published March 27, 2017

FANTINI’S FINANCE: Looking Up in Macau

One of the reasons Morgan Stanley used to upgrade its status of Wynn Macau was the number of Google searches completed for the company. But then again, there are...

Published March 20, 2017

FANTINI’S FINANCE: East Coast Empire

MGM’s purchase of Sands Bethlehem from Las Vegas Sands says a lot about both companies. MGM continues to build East Coast properties and LVS stockpiles cash to invest in...

Published March 13, 2017

FANTINI’S FINANCE: Japanese Contenders

Even without a set of laws, regulations, taxes and fees, sites or joint ventures, there is already a clamor a bout who will win casino licenses in Japan. The...

Published February 27, 2017

FANTINI’S FINANCE: Caesars’ Comeback

The long hard road back to solvency for Caesars Entertainment is almost over. So what can investors expect of the new operating company and the REIT that will emerge...

Published February 20, 2017

FANTINI’S FINANCE: iGaming Growth

With iGaming on the legislative agenda in Pennsylvania and New York, legislators in those states would be well served to consider the experience in New Jersey, where iGaming is...

Published February 13, 2017

FANTINI’S FINANCE: Sands of Time

With the fourth quarter earnings season arriving, Las Vegas Sands should be one of the more interesting of the investors’ calls. The company has a multitude of issues to...

Published January 23, 2017

FANTINI’S FINANCE: The Trump Factor

Now that a former casino owner is president of the United States, what does it mean for the gaming industry? Will Donald Trump understand the realities of today’s industry...

Published January 16, 2017

FANTINI’S FINANCE: Fond Goodbye to 2016

The year is winding to a close, with a bonus for the gaming industry: casino legalization in Japan. Let’s remember what other gifts were delivered for gaming long before...

Published December 26, 2016

FANTINI’S FINANCE: Japan? What Now?

Now that the impossible has happened—Japan legalizing casinos—what happens next and how can investors get involved? The rules have yet to be written, so what shape will the casino...

Published December 19, 2016

FANTINI’S FINANCE: Triple Play + 1

Three smaller companies based in Nevada are making a name for themselves in regional markets. And slot maker AGS is coming on strong with some very interesting prospects on...

Published November 21, 2016

FANTINI’S FINANCE: Elections Have Consequences

The gaming industry had much to ponder last week following the U.S. election. A new president—a former casino owner—brought some doubt, but the rejection of gaming expansion in some...

Published November 14, 2016

FANTINI’S FINANCE: Something Completely Different

The third-quarter earnings season will be anything bur ordinary as investors seek to interpret the recent developments in Macau, the Las Vegas Strip and locals markets, and regional casinos....

Published October 31, 2016

FANTINI’S FINANCE: Chinese Checkers

The crackdown by the Chinese government on the international marketing arm of Crown Resorts sent shudders through the industry last week. So how wise is it to depend on...

Published October 24, 2016

FANTINI’S FINANCE: iGaming On The Verge

Yes, the debut of iGaming in the United States was something of a dud, but a funny thing has been happening over the past two years. iGaming has been...

Published October 17, 2016

FANTINI’S FINANCE: Growth is Good

Eldorado Resorts jumps to “major player” status with last week’s purchase of Isle of Capri Casinos. Suddenly Eldorado can become a company that can reach $2 billion in annual...

Published September 26, 2016

FANTINI’S FINANCE: Shrinkage Factor

There are fewer opportunities for investors on gaming’s supply side, with sales and consolidations. And the dynamics get more difficult as it’s not just machines and systems anymore.

Published August 29, 2016

FANTINI’S FINANCE: Government Interference

The shuttering of PhilWeb in the Philippines brings back the recognition that gaming often exists at the whim of governments and changes in leadership can impact the jobs, revenue...

Published August 22, 2016