As the world recovers from Covid, other crises have rushed in to worry investors, including the escalating assault on the Ukraine. Now is the time to stay the course:...
FANTINI’S FINANCE: Three of a Kind
Optimistic projections, remarkable results: these Nevada gaming companies have more than proven their value for investors. The current environment means Monarch, Golden Entertainment and Eldorado/Caesars will keep going strong....
FANTINI’S FINANCE: Good News & Bad News
Heading into fourth-quarter earnings season, the U.S. casino industry is finding its feet, with the decline in Covid, the return of some business, and a continuing commitment to fiscal...
FANTINI’S FINANCE: Go Go Local
While the pandemic walloped the Las Vegas locals market, the recovery is well under way, with the Strip not far behind. Red Rock Resorts and Boyd Gaming posted record...
FANTINI’S FINANCE: Land of Opportunity
The influx of international gaming companies into U.S. markets and onto U.S. public listings continues. These companies see lots of opportunity stateside, particularly on the iGaming, sports betting and...
FANTINI’S FINANCE: Look for the Silver Lining
Ahead of gaming companies’ fourth-quarter earnings reports, sentiment among investors is increasingly cautious and in some cases, even skeptical. But there could be positive outlooks in the mix for...
FANTINI’S FINANCE: Looking Back, Moving Ahead
At a crossroads moment in a long career, Frank Fantini thanks the industry pros who have brightened his path, contributed to his career and worked in the trenches beside...
FANTINI’S FINANCE: Bulls or Bears, What’s It Going To Be?
As the new year dawns, let’s imagine a debate between the gaming bull and bear about what 2022 will bring to the industry. Who will be the winner?
FANTINI’S FINANCE: Junking the Junkets
The end of the junket business in Macau—signaled by the recent arrest of Sun City head Alvin Chau—is sure to cause short-term pain. But it could possibly lead to...
FANTINI’S FINANCE: A Dose of Reality
What is gaming’s place in the metaverse, that intersection of virtual reality and artificial intelligence? It’s exciting and terrifying at the same time, so you’d better be prepared.
FANTINI’S FINANCE: What Goes Up Must Come Down
At the beginning of the year, it seemed that iGaming and sports betting stocks had nowhere to go but up. In some cases, they soared. In others, they fizzled....
FANTINI’S FINANCE: Reality Check
The pink cloud of excitement around sports betting and the global recovery has abated. Investors are in sell-off mode, a lot of bullish quarterly predictions fell flat, and it’s...
FANTINI’S FINANCE: The Year of the Deal
Weekly, and sometimes more often, big gaming deals are in the headlines. The Sci Games lottery sale and Aristo’s Playtech buy are just two examples. Here’s how investors can...
FANTINI’S FINANCE: GAN, Aristocrat: Springboards for Growth
In North America’s expanding iGaming industry, two names are currently making news: platform provider GAN, which just hosted its first investor event, and Aristocrat, which will buy platform provider...
FANTINI’S FINANCE: Third-Quarter Report Card
In third-quarter earnings reports, in a changing environment, it’s important to take a nuanced look at the figures, and bring a dose of healthy skepticism to the bull ring....
FANTINI’S FINANCE: For Long-term Success, the Biggest Names Aren’t Always the Best
Buy-and-hold investors are doing better with regional casino stocks over big-name operators such as Sands, Wynn and MGM. Here’s the breakdown, recently and historically.
FANTINI’S FINANCE: China Drop-Kicks Macau
Macau casino companies lost billions of dollars in value last week, and the long-term value of their investments are questionable too. A Chinese government crackdown on gaming has Orwellian...
FANTINI’S FINANCE: Never Say Nevermore
There’s a reason they call it “fall.” Historically, stocks take a tumble in September and October. This year’s confluence of Covid, inflation, depressed consumer confidence and other factors could...
FANTINI’S FINANCE: Hammer Time in Macau
It’s not just Covid and the economic downturn that are hammering away at Macau gaming stocks. It’s the threat of a bigger hammer, wielded by the Chinese government.
FANTINI’S FINANCE: A Perfect Quandary: Who’s Right, the Bull or the Bear?
The Bull and the Bear rarely see eye-to-eye. But investors need both viewpoints to make informed decisions. Let’s get their takes on the current economy, future prospects and the...