FANTINI’S FINANCE: Hold Those Feet to the Fire

As fourth-quarter earnings report season begins, it’s important to hold the big names accountable for any less-than-stellar performances. The time for glittering generalities has passed, and some investors may...

Published January 23, 2023

FANTINI’S FINANCE: So Far, 2023 Panning Out as Expected

The first few trading days of 2023 have shown that the public’s confidence is high on Macau’s resurgence and low on U.S. operators. This was to be expected, but...

Published January 9, 2023

FANTINI’S FINANCE: Betting the House on Full House

When looking for winners in the gaming market for 2023 , the big names don’t have nearly the same growth potential as Full House Resorts, a regional operator with...

Published December 26, 2022

FANTINI’S FINANCE: Here for a Good Time, Not a Long Time

Now that Macau’s Big 6 have signed new concessions, it may seem as though everything is back on track for the market that once dominated the global industry. And,...

Published December 19, 2022

FANTINI’S FINANCE: Real Estate Reaction

In the past year, we’ve seen a sea change when it came to ownership of the Las Vegas Strip. VICI has become the dominant force as it bought out...

Published December 5, 2022

FANTINI’S FINANCE: Cliches Abound—Which Do You Prefer?

At this point, investors have a bull on one shoulder and a bear on the other, and both make logical arguments, even if they’re laden with assumptions and platitudes....

Published November 21, 2022

FANTINI’S FINANCE: A Tale of 2 Markets

Even though business remains strong for U.S. casino companies, the onslaught of interest hikes may eat away at some of the market’s progress, representing a long-term value proposition. Macau,...

Published November 7, 2022

FANTINI’S FINANCE: What Doesn’t Kill You Makes You Stronger

At this point, we’ve seen enough positive 3Q results from gaming companies across all sectors to have faith in its long-term resiliency moving forward, even as the cloud of...

Published October 31, 2022

FANTINI’S FINANCE: Gleaning Trends from Small Sample Sizes

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...

Published October 24, 2022

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....

Published October 17, 2022

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...

Published September 26, 2022

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...

Published September 19, 2022

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...

Published September 5, 2022

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...

Published August 22, 2022

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...

Published August 1, 2022

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...

Published July 25, 2022

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...

Published July 18, 2022

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....

Published July 4, 2022

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...

Published June 27, 2022

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.

Published June 20, 2022