FANTINI’S FINANCE: On With the Show

G2E is back and better than ever. But what innovations and improvements will we see and are the buyers ready to buy? Check out the Fantini team’s pre-show observations....

Published September 27, 2021

FANTINI’S FINANCE: China Drop-Kicks Macau

Macau casino companies lost billions of dollars in value last week, and the long-term value of their investments are questionable too. A Chinese government crackdown on gaming has Orwellian...

Published September 20, 2021

FANTINI’S FINANCE: Never Say Nevermore

There’s a reason they call it “fall.” Historically, stocks take a tumble in September and October. This year’s confluence of Covid, inflation, depressed consumer confidence and other factors could...

Published September 6, 2021

FANTINI’S FINANCE: Hammer Time in Macau

It’s not just Covid and the economic downturn that are hammering away at Macau gaming stocks. It’s the threat of a bigger hammer, wielded by the Chinese government.

Published August 30, 2021

FANTINI’S FINANCE: A Perfect Quandary: Who’s Right, the Bull or the Bear?

The Bull and the Bear rarely see eye-to-eye. But investors need both viewpoints to make informed decisions. Let’s get their takes on the current economy, future prospects and the...

Published August 23, 2021

FANTINI’S FINANCE: The Consolidation Waltz

Penn National has bought Score Media and Gaming. DraftKings has acquired Golden Nugget Online. It’s safe to say there will be further consolidation in the online realm. Who’s next,...

Published August 16, 2021

FANTINI’S FINANCE: Ready for a Dip?

Several U.S. gaming companies kicked off second-quarter reporting with sky-rocketing numbers. But several factors—like the end of federal stimulus money and of course, Covid—could bring things back to earth....

Published August 2, 2021

FANTINI’S FINANCE: Northern Exposure

The North Strip is suddenly the place to be with the opening of Resorts World Las Vegas. Now that the former Fontainebleau-Drew will open as a Marriot property, the...

Published July 26, 2021

FANTINI’S FINANCE: Sports Betting, iGaming On the Tilt-a-Whirl

It’s been a wild ride of stock values for U.S.-listed sports betting and iGaming operators, all duking it out to establish market share. At some point, and soon, investors...

Published July 19, 2021

California Tribal Leader: Voters Will Say Yes to Sports Betting

In 2022, Californians will vote on a measure to legalize sports betting at tribal casinos and racetracks. James Siva, chairman of the California Nations Indian Gaming Association, is confident...

Published July 7, 2021

FANTINI’S FINANCE: Scientific Games Catches the Next Wave

Scientific Games’ announcement that it will shed its lottery and sports betting businesses to focus on omnichannel entertainment is earning cheers from analysts. Everi’s also making all the right...

Published July 7, 2021

FANTINI’S FINANCE: Can DraftKings Survive Its Hindenburg?

DraftKings stock took a dive on the release of a report from Hindenburg Research alleging that a subsidiary, SBTech, dabbled in black markets with shady characters. What’s next for...

Published June 21, 2021

FANTINI’S FINANCE: Under Pressure

Why are casino companies not as highly valued as hotel companies, when casinos have a better revenue production? Maybe it’s the roller coaster ride that legislators and regulators enforce...

Published May 31, 2021

FANTINI’S FINANCE: Blue Skies Falling

Look out! Gaming stocks of all kinds—operators, pure plays, brick-and-mortar/digital hybrids, technology providers, affiliates—are taking a tumble in the current deflationary climate. What’s an investor to do?

Published May 24, 2021

FANTINI’S FINANCE: A Bull, A Bear & A Quandary: Part Deux

So they meet again. The bullish investor who sees opportunity all around. The bear who says duck and cover. And the referee, our old friend Quandary, who wants to...

Published May 17, 2021

FANTINI’S FINANCE: Despite Bullish Reports, Stocks Take a Dip

First-quarter earnings calls were stupendous, but stocks didn’t skyrocket, at least not immediately. In the race to recovery, it could be a brief pause before the next sprint.

Published May 3, 2021

FANTINI’S FINANCE: First Quarter Questions & Answers

As earnings reports roll out, the industry will look to its oracles—CEOs and CFOs—for wisdom on the full recovery. Meanwhile, the battle for the digital mountain continues, with some...

Published April 26, 2021

FANTINI’S FINANCE: A Whole New (Post-Covid) World

The real test of pent-up demand is right around the corner, as Nevada and other markets look to loosen Covid-19 restrictions. Meanwhile, what will cryptocurrency mean for the market...

Published April 19, 2021

FANTINI’S FINANCE: A First-Quarter Quiz

As we approach first-quarter earnings results, it’s time to ask important questions about the recovery and how short-term crises and adjustments will effect long-term value.

Published April 5, 2021

FANTINI’S FINANCE: Reasons to Believe

It’s been a year since the market’s Pandemic Panic low, and it’s tempting to feel optimistic about the industry’s recovery. Of special interest are regional casinos, which have come...

Published March 29, 2021