FANTINI’S FINANCE: Life After Covid-19

The Covid-19 viral epidemic is not yet behind us. But it’s not too soon to size up the impact of the crisis, and start planning for the recovery phase....

Published February 24, 2020

FANTINI’S FINANCE: After Murren, What’s Next for MGM?

MGM’s departing CEO leaves a legacy of growth earned with tough, transformative measures, not all of which were popular. As Jim Murren eyes the exit, what’s ahead for the...

Published February 17, 2020

FANTINI’S FINANCE: Coronavirus, Week II: This Too Shall Pass

The pandemic raising fears in Asia and around the world has far outpaced the SARS scare of 2003, and is putting a chokehold on Macau gaming (though gambling continued...

Published February 3, 2020

FANTINI’S FINANCE: In Macau, Is Viral Outbreak A Blip Or A Black Swan?

Last week, Chinese New Year in Macau celebrations were cancelled due to fears about the Wuhan coronavirus. In response, Hong Kong-listed casino stocks took a dive. For investors, does...

Published January 27, 2020

FANTINI’S FINANCE: 2020: So Far, So Good

In the new year so far, we’ve seen a general rise in gaming stocks, with more ups than downs, and the broader economy looks encouraging too. Here are some...

Published January 20, 2020

FANTINI’S FINANCE: The Long & Short of Valuations

Complex algorithms aside, there’s a fairly simple rule of thumb for investors in search of growth. Once upon a time, EBITDA was the chief measure of success, but it’s...

Published January 13, 2020

FANTINI’S FINANCE: Look Before You Leap Into Las Vegas Real Estate

There’s a lot of horse trading going on when it comes to Las Vegas real estate, especially along the Strip. Will the REITs join forces or will there be...

Published December 23, 2019

FANTINI’S FINANCE: How Will Caesars & Eldorado Merger Change the Playbook?

Speculation abounds about how the 2020 acquisition of Caesars Entertainment will affect Eldorado Resorts, and the properties and operations of both. The changes and ripple effects could be dramatic.

Published December 16, 2019

FANTINI’S FINANCE: Good Year for U.S. Gaming Stocks

The Fantini Index of North American Gaming Stocks will finish up nearly 25 percent in 2019 if trends continue for the next month. Fears of an economic bubble and...

Published December 2, 2019

FANTINI’S FINANCE: Slow and Steady

The excitement over growth stocks in the sports betting market has overshadowed what might be a more profitable opportunity for gaming investors: REITs. The still-evolving model could turn out...

Published November 18, 2019

FANTINI’S FINANCE: Assets or Operations?

MGM Resorts CEO Jim Murren last week outlined the potential sale of the remaining real estate assets of the company. His vision is to transform MGM into a developer-manager-operator...

Published November 4, 2019

FANTINI’S FINANCE: Golden Opportunity

Golden Entertainment stock has been wobbly, but the company’s investments in the Strat in Las Vegas, and even in the sleepy town of Laughlin, may soon start to pay...

Published October 28, 2019

FANTINI’S FINANCE: Recession? What Recession?

Talk of an economic downturn is just that, according to many gaming CEOs interviewed by Fantini Reports at G2E. From robust wagering business to lots of financial activity, the...

Published October 21, 2019

FANTINI’S FINANCE: G2E to Take On the Gaming Revolution

Sports betting, mobile betting, cashless betting, in-game betting—all these new betting innovations will be part of the buzz at this year’s Global Gaming Expo (G2E). Learn what it means...

Published October 14, 2019

FANTINI’S FINANCE: Strip Show Will Change

Some Las Vegas gaming giants are selling off real estate for the quick highs of quick cash. Is it the best long-term approach? And how will it affect visitor...

Published September 30, 2019

FANTINI’S FINANCE: Sports Betting, One Year After

How’s that sports betting thing working out after a year of legalization across the U.S.? It’s created a new revenue stream for casino companies, suppliers and states. How soon,...

Published September 23, 2019

FANTINI’S FINANCE: Time to Sell?

With economic uncertainty spreading across the globe—especially given the events in China—what does this mean for gaming stocks? Is it time to exit or hold on for the wild...

Published September 1, 2019

FANTINI’S FINANCE: Safe in a Storm

With worries about a recession looming, some investors are putting their money in “safe” casino stocks. But what are these stocks and why are they considered to have less...

Published August 26, 2019

FANTINI’S FINANCE: The Right Path for Chicago

The disturbing report on the viability of a Chicago casino by Union Gaming Group demonstrates the flaws in the legislation that approved it. But it’s not too late to...

Published August 19, 2019

FANTINI’S FINANCE: Slow & Steady

Second quarter earnings are coming out and operators and suppliers are reporting steady but impressive numbers. With casino revenue up a healthy 5 percent in June, operators are doing...

Published August 5, 2019