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

FANTINI’S FINANCE: By Now, Macau’s Struggles May Warrant New Outlook on Market’s Future

As the once-mighty Macau market continues its uphill trudge, investors may want to rethink their expectations for recovery. Pre-Covid averages are attainable again, but it’s far from certain that...

Published June 6, 2022

FANTINI’S FINANCE: As Selloffs Continue, Brick-and-Mortar Looms Large

With gaming stocks continuing to drop, every sector of the industry is feeling pressure. As investors look for buying opportunities amid market uncertainty, companies with an established brick-and-mortar presence...

Published May 30, 2022

FANTINI’S FINANCE: Despite Uncertainties, Investors Can Find Bargains

Analysts may be down on gaming stocks, citing inflation and consumer restraint. But there may be bargains out there—for investors who are brave enough to roll the dice.

Published May 23, 2022

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