FANTINI’S FINANCE: A Sporting Chance

The investment of several NBA team owners in a company that provides data to the sports betting industry demonstrates how far we’ve come in the possible legalization of the...

Published November 2, 2015

FANTINI’S FINANCE: No Surprises

When you evaluate companies on a quarterly basis, it’s difficult to find some separation. But each quarter, there are some hints about where each segment of the industry is...

Published October 26, 2015

FANTINI’S FINANCE: What We Learned At G2E

Gaming’s most important trade show isn’t just a place to see new products and services, it’s also a time to discover what the industry really believes about some of...

Published October 12, 2015

FANTINI’S FINANCE: The World of Gaming

The world’s largest gaming tradeshow will take center stage next week in Las Vegas, with the usual post-show evaluations that could determine the success or failure of many gaming...

Published September 28, 2015

FANTINI’S FINANCE: Hitting Bottom

The hits keep on coming for Macau and there is no end in sight. Or at least it was for more than a year. Now do we see light...

Published September 21, 2015

FANTINI’S FINANCE: Macau Disease Spreads

Just because Chinese high rollers have backed off Macau doesn’t mean they’re going to magically appear in other jurisdictions. In fact, the numbers show that VIP gaming from China...

Published August 17, 2015

FANTINI’S FINANCE: Back in Black

The second quarter earnings figures are out and they look encouraging for almost everyone, regionals, REITs and more. And what does the retirement of Robert Evans mean for Churchill...

Published August 3, 2015

FANTINI’S FINANCE: Seeking CEOs

The conditions that face every CEO is different, particularly in the gaming industry. Those conditions usually determine the success of the CEO’s strategy. Pinnacle’s Anthony Sanfilippo (l.) has made...

Published July 27, 2015

FANTINI’S FINANCE: Turning Tide in Macau?

Is the yearlong nightmare that has engulfed Macau over? The share value of gaming companies located there have jumped in the past couple of weeks and good news is...

Published July 20, 2015

FANTINI’S FINANCE: Mystery at MGM

The death of Kirk Kerkorian was met with appropriate tributes to the man who transformed Las Vegas. But what will happen to his stake in MGM Resorts and how...

Published June 29 2015

FANTINI’S FINANCE: Conspicuous Consumption

The point of consumption tax recently imposed in the United Kingdom has negatively impacted revenues from iGaming companies active there. Will it spread to other countries and what are...

Published June 22, 2015

FANTINI’S FINANCE: Yes, Virginia!

She may not be Santa Claus, but Virginia McDowell has provided solid leadership through difficult times. Her company, Isle of Capri has performed well, bringing a higher stock price,...

Published June 15, 2015

FANTINI’S FINANCE: Down to Business

The opening of the second phase of Galaxy Macau will kick off the second phase of Cotai expansion and begin to answer some questions about how the SAR will...

Published May 25, 2015

FANTINI’S FINANCE: Panic Button

The steady bad news emanating from Macau has now taken its toll. Investors are fleeing the companies with operations there. Reality has hit home. But what is the real...

Published May 4, 2015

FANTINI’S FINANCE: U.S. Optimism, Macau Reality

As the first quarter results start rolling in, early returns are showing renewed hope for the U.S. gaming market, and a hard-bitten reality coming from Macau. Outside of the...

Published April 27, 2015

FANTINI’S FINANCE: REIT Fever

The interest in real estate investment trusts has been accelerating in the casino industry. It first started with the smaller companies, but now the gaming giants are getting involved....

Published March 23, 2015

FANTINI’S FINANCE: REIT Madness

An aggressive takeover bid for the assets of Pinnacle Entertainment by Gaming & Leisure Properties shows yet again the value of this bifurcated arrangement. Will Caesars and MGM follow...

Published March 16, 2015

FANTINI’S FINANCE: More Than a Show

At first it was dismissed as just a periodic crackdown, but Beijing’s war against corruption and money laundering is the real thing. With revenues dramatically down and no end...

Published March 3, 2015

FANTINI’S FINANCE: Q4: What We Learned

In the reporting for the fourth quarter, regional casinos seem to have benefited from good weather and lower gas prices. Previous cost cutting seems to have also helped. But...

Published February 23, 2015

FANTINI’S FINANCE: Waiting For Answers

The uncertainty that ended 2014 has continued and even accelerated. Questions about Macau, regional gaming and large cap stocks are lingering. And what about Sheldon Adelson’s new title in...

Published February 16, 2015