FANTINI’S FINANCE: Rating REITs; Northern Exposure

In this era of rising interest and inflation rates, it’s good to see executives of the first casino REIT show confidence in the company and buy more stock. And...

Published February 19, 2018

FANTINI’S FINANCE: What If?

The charges that Steve Wynn has been a sexual predator in his own company for years could have huge implications beyond the man himself. His company is his persona,...

Published January 29, 2018

FANTINI’S FINANCE: The American Dream

AGS (formerly American Gaming Systems) has gone public with the first gaming IPO in several years. Is the timing right, as gaming suppliers seem to be the darlings of...

Published January 22, 2018

FANTINI’S FINANCE: Bulls Are Slowing?

While there still is lots of enthusiasm in the investment community for all sorts of gaming activity, there is some worry that the bricks-and-mortar properties are exposed. Could land-based...

Published January 15, 2018

FANTINI’S FINANCE: Regional Roundup

The merger of Penn National Gaming and Pinnacle Entertainment, which includes at third party, Boyd Gaming, shook up the U.S. regional gaming market last week. There are now four...

Published December 25, 2017

FANTINI’S FINANCE: Northern Lights

The north end of the Strip is finally starting to live up to its billing. With Steve Wynn buying the Alon site, Resorts World under way, and the Fontainebleau...

Published December 18, 2017

Betting Ballots

The general election in the United States is creating much excitement across the country as the prospect of the first African American president or the first woman vice president...

Published November 3, 2008

FANTINI’S FINANCE: Something Fishy

The sale of Big Fish Games to Aristocrat Technologies is just more evidence that gaming companies need to stick to what they are good at. Churchill Downs can concentrate...

Published December 4, 2017

FANTINI’S FINANCE: Diversification Dreams

Some of the larger slot machine companies have seen record highs in the past year as the reasons for consolidation become more apparent. While selling and leasing slots remains...

Published November 27, 2017

FANTINI’S FINANCE: Gushing Again

How long can this rally in gaming stocks continue? With no bad news on the horizon, the third-quarter results have been nothing but stunning. But should we prepare for...

Published November 13, 2017

FANTINI’S FINANCE: All Grown Up

Las Vegas Sands is clearly a mature company when you consider there is no immediate growth opportunities, but with a $4.5 billion EBITDA, dividends and share repurchasing programs, it...

Published October 30, 2017

FANTINI’S FINANCE: Let The Quarter Begin

With a new reporting quarter upon us, there are several questions for the industry and up-and-coming companies to answer. So let’s hear from Monarch, Sci Games, Eldorado and Golden...

Published October 23, 2017

FANTINI’S FINANCE: The Beat Goes On

North American casinos continued their winning streak in August as revenue continues to grow. And the better news is the growth is actually accelerating.

Published October 15, 2017

FANTINI’S FINANCE: Your Show of Shows

If you are going to be in Las Vegas this week for Global Gaming Expo, you’ll have about sports betting, skill gaming, eSports, ETGs, millennials and more. And even...

Published October 2, 2017

FANTINI’S FINANCE: On With The Show

MGM Resorts isn’t the first gaming company to brand itself as a wider entertainment organization, but its “Welcome to the Show” campaign could affect the valuation of that company...

Published September 25, 2017

FANTINI’S FINANCE: Calm After the Storm

The tropical weather disturbances have been an annoyance to a couple of locations in the gaming industry. What is the impact and how long lasting will the effects be...

Published September 4, 2017

FANTINI’S FINANCE: Regional Consensus

The U.S. regional casino market is growing for all companies involved. Their optimism was noted on second-quarter investor calls and reflected the many opportunities available in the sector.

Published August 14, 2017

FANTINI’S FINANCE: Big Bang Theory

Second quarter earnings are coming in strong for leading gaming companies. Not all made money but all made a splash making investors very happy.

Published July 31, 2017

FANTINI’S FINANCE: Change Is Good

The world is changing, not just the gaming industry. But how are casinos to respond when revenue has rebounded from the great recession but competition is increasing every day?

Published July 24, 2017

FANTINI’S FINANCE: U.S. Versus China

As the second quarter earnings season is set to begin, the influence of gaming revenue results in Macau and the U.S. will be eyed. But should savvy investors be...

Published July 17, 2017