It’s third quarter earnings season, and Las Vegas Sands and Monarch Casino are the first operators to report thus far. However, because the two are unique in their own...
FANTINI’S FINANCE: Messages From the Top
The Fantini Research CEO One-On-One interviews at G2E showed the resilience of gaming and the opportunism that still await the innovative companies. Even the current recession hasn’t dampened enthusiasm....
FANTINI’S FINANCE: Stick With Results, Not Promises or Projections
The online sports betting and iGaming sector is expanding rapidly, and that comes with innumerable partnerships, outlooks and estimations. But at the end of the day, there is a...
FANTINI’S FINANCE: Raising Salaries an Investment Not Expense
Recession and inflation are the two biggest economic concerns at the moment, and while recession is never desirable, the effects of inflation, especially for casino operators, can obliterate hard-fought...
FANTINI’S FINANCE: Gaming REITs are Becoming Increasingly Hard to Beat
VICI Properties and Gaming & Leisure Properties may not be the flashiest choices compared to the boom-and-bust nature of other sectors of the industry. But they’re consistent, well-run and...
FANTINI’S FINANCE: Inspired-AGS Would Bring Value for Both Companies
The recent negotiations between Inspired Entertainment and PlayAGS have shown that both companies may actually be undervalued, regardless of a merger. Additionally, the AGA has released its selections for...
FANTINI’S FINANCE: Regional Markets are Declining, But Don’t Sound the Alarm Yet
As more operators report results, local markets have started to show signs of decline. However, that may not have a huge impact on the companies who have proven themselves...
FANTINI’S FINANCE: Two of a Kind or Opposites Attract?
In many ways, Monarch Casino and Las Vegas Sands lie on opposite ends of the spectrum, but the two also have some interesting similarities, which makes for a good...
FANTINI’S FINANCE: Hard Rain Might Fall, But Gaming is Built to Weather the Storm
The recent boom of the Las Vegas Strip is refreshing, yet likely unsustainable. However, as analysts and investors try to sell off to get ahead of decline, remember the...
FANTINI’S FINANCE: 2 Perspectives to Consider Regarding Operators’ Valuations
Recent reports from two prominent financial analysts shed light on the changes that operators are going through, and what it might mean for company valuations and projections moving forward....
FANTINI’S FINANCE: Trends to Consider Heading Into 2Q Earnings
As we head into earnings season, it’s critical to consider both long and short-term trends in a market that can feel at times like fool’s gold. The short-term boom...
FANTINI’S FINANCE: Federal Fundamentals
Gaming stocks have taken a hit recently because of the perceived discretionary spending that might be impacted by inflation, high gas prices and rising interest rates.
FANTINI’S FINANCE: By Now, Macau’s Struggles May Warrant New Outlook on Market’s Future
As the once-mighty Macau market continues its uphill trudge, investors may want to rethink their expectations for recovery. Pre-Covid averages are attainable again, but it’s far from certain that...
FANTINI’S FINANCE: Despite Uncertainties, Investors Can Find Bargains
Analysts may be down on gaming stocks, citing inflation and consumer restraint. But there may be bargains out there—for investors who are brave enough to roll the dice.
FANTINI’S FINANCE What is the Best Barometer, Share Dividends or Stock Repurchases?
Dividends provide cash that investors can use as they see fit. The value of repurchases can be canceled when companies offer overly generous stock options. It’s a good sign...
FANTINI’S FINANCE: Early Lessons from the First Quarter
As gaming companies report their first-quarter results, there are lessons to be learned from the prudent growth strategies of regional firms. But the full story is yet to come,...
FANTINI’S FINANCE: Slowdown Ahead?
Too much confidence in the gaming sector may be unrealistic given inflation, which may cut into consumers’ leisure spend. As first-quarter earnings reports near, it may be time to...
FANTINI’S FINANCE: Ready for the Reset?
We’re on the brink of first-quarter earnings report season, and, more importantly, on the brink of renewed financial guidance by the companies reporting those earnings.
FANTINI’S FINANCE: Big Handle or Sleight of Hand?
As sports betting and iGaming expand across the United States, most operators and some analysts are touting impressive handle numbers. But those figures are easily picked apart, as Deutsche...
FANTINI’S FINANCE: Another Great Debate Between Bull, Bear & Quandary
The Bull, the Bear and the Quandary meet again to assess the state of the world (oy), the state of the gaming industry, and gaming stocks with real (not...