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...

Published May 16, 2022

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,...

Published May 2, 2022

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...

Published April 25, 2022

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.

Published April 18, 2022

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...

Published April 4, 2022

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...

Published March 28, 2022

FANTINI’S FINANCE: Chaos and Confidence

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:...

Published March 7, 2022

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....

Published February 28, 2022

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...

Published February 21, 2022

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...

Published February 14, 2022

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...

Published January 31, 2022

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...

Published January 24, 2022

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...

Published January 17, 2022

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?

Published January 3, 2022

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...

Published December 6, 2021

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.

Published November 29, 2021

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....

Published November 22, 2021

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...

Published November 8, 2021

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...

Published November 1, 2021

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...

Published October 25, 2021