The IGT-Everi megadeal has not exactly sent the tickers spinning as of yet, and although long-term prospects still look promising, it represents a stark reminder that more deals, more...
One of legendary investor Peter Lynch’s most-quoted aphorisms is that of “deworseification,” meaning that diversification is not always sensible. IGT has spun off its lottery business and returned to...
The ho-hum fourth-quarter results for U.S. operators have been, well, a little boring. What is exciting, however, is the solid performance and future growth prospects of racers-turned-HHR-extraordinaires Churchill Downs....
In an economic landscape that appears to be growing cloudier the further we delve into 2024, a number of gamers stand out from the uncertain crowd as having solid...
For investors with a buy-and-hold strategy, solid companies like Wynn Resorts and Red Rock have reaffirmed their staying power. Nearer term, Flutter, now on the NYSE, could offer investors...
Flutter Entertainment’s recent listing on the New York Stock Exchange has U.S. investors grinning with glee over the possibility of continued market share growth coupled with pared down promotional...
As we begin fourth-quarter earnings season, Las Vegas Sands and Inspired Entertainment represent two interesting examples of growth potential. While they couldn’t be more different in terms of size...
Caesars recently pre-announced that its fourth-quarter results would not match forecasts. However, instead of a death knell, the news actually caused the company’s stock to jump—funny how things work...
The next round of earnings reports will soon be trickling in, which will likely give a little more clarity on where we could be headed. In the meantime, let’s...
Everyone knows that there’s no telling how the future will pan out, but why be a Grinch or Scrooge during this jolly time? Let’s start the new year brimming...
Moving into 2024, the overall temperature of the economy is mixed yet mostly optimistic. In the meantime, some companies would appear to be trading at somewhat bargain prices, and...
The death of investing giant Charlie Munger is cause for reflection and appreciation for some of the companies that demonstrate the beauty of buying good fundamentals at fair prices....
In the gaming investment landscape, affiliates and data providers represent an interesting alternative to land-based operators, bookmakers and iGamers. Despite lagging performance of late, many of the biggest players...
On this episode of Bull and Bear, we hear opposing views about the state of gaming for investors. There’s no denying that the overall economy is showing signs of...
On paper, Boyd Gaming is steady as can be, consistently checking all the boxes that investors look for in their search for well-run companies. And yet, its shares dropped...
Just like that, another G2E has come and gone, and as always, there were a multitude of takeaways and observations to be gleaned from one of the industry’s most...
It’s late September and that could only mean one thing: G2E is nearly upon us once again. Every year, one topic or buzzword seems to dominate the conversation above...
Overall, the U.S. economy and the press surrounding it isn’t very bubbly. So, surely that must mean that there are little to no opportunities for success in this market...