While real estate investment trusts (REITs) and currently the craze in the gaming industry, not all REITs are created equal. The recent creation of MGM Growth Properties is different...
Slow and steady usually wins the race, but Boyd Gaming’s stunning moves over the past two weeks immediately puts the company into a dominant position in the Las Vegas...
Looks like the recession is over in Vegas. Activity has picked up significantly, with good earnings reports, IPOs, new non-gaming developments and even property sales. Is this just a...
Regional casinos and Las Vegas integrated resorts are making a nice recovery in the past couple of years, but when can we expect the Macau casinos to turn around,...
Events of the past week—Amaya’s Baazov being charged with insider trading and William Hill’s responsible rules having financial repercussions—have once again demonstrated that you can’t count on anything in...
Investors in the gaming industry are seeing the silver lining in the dark clouds, but can you believe it? Also, will Donald Trump as president be the disaster that...
U.S. regional casinos are continuing a remarkable rally that began last year. The February numbers are out and virtually every market has seen an increase, some more than double...
A good surge at the end of 2015 has continued into this year, so regional casino companies seem to be on the rebound. Whether it’s Penn National, Pinnacle or...
Wynn Resorts’ deal with Boston Mayor Martin Walsh was celebrated by both sides—the very definition of a good negotiation. Walsh gets to claim victory, and Wynn can move forward...
With an uneven year behind us, what will 2016 bring for gaming investors? The fourth quarter reports should give some hints about some of the issues that follow the...
High-flying gaming stocks of companies with properties in Las Vegas and Macau have come crashing down to earth. What does the continued slump in Macau mean for shareholders of...
Two recent cases where casino stocks took huge turns demonstrate how fickle investors can be. The fundamentals of the business in both instances changed not an iota, yet the...
It’s old news now, but the steep decline of gaming revenue in Macau continues. But has it bottomed out? What impact have two new resorts had on the SAR?...
Although doubts remain about the consolidation that created the giant gaming vendor Scientific Games, it’s so far, so good, as synergies, talents and direction have eased worries about debt....
The investment of several NBA team owners in a company that provides data to the sports betting industry demonstrates how far we’ve come in the possible legalization of the...
When you evaluate companies on a quarterly basis, it’s difficult to find some separation. But each quarter, there are some hints about where each segment of the industry is...
Gaming’s most important trade show isn’t just a place to see new products and services, it’s also a time to discover what the industry really believes about some of...
The world’s largest gaming tradeshow will take center stage next week in Las Vegas, with the usual post-show evaluations that could determine the success or failure of many gaming...