FANTINI’S FINANCE: Trend-Watching at a Pivotal Moment

With fourth-quarter 2020 and first-quarter 2021 behind us (along with a full year of Covid-19 chaos and closures), it’s an opportune time to evaluate trends in the gaming industry.

Published March 22, 2021

FANTINI’S FINANCE: Keeping Score on Sportsbooks

Jefferies equity analyst David Katz has devised a new way of ranking sportsbooks, which he calls the Digital Wagering Scorecard. Here’s how it works.

Published March 15, 2021

The New Guide To Vegas

As Las Vegas reopens, humorist/observer Ira David Sternberg has a few ideas for casino operators who want to capitalize on the fading pandemic but rising political correctness.

Published March 1, 2021

FANTINI’S FINANCE: REITs: A Safe Haven for Investors

Investors looking for growth would be well-advised to watch real-estate investment trusts, which have proven resilient even amidst the tumult of Covid-19.

Published March 1, 2021

FANTINI’S FINANCE: Why Regionals Rock

Three factors have made regional casino companies the growth darlings of gaming, and the storyline to watch right now. Their pandemic recover continues to amaze.

Published February 22, 2021

FANTINI’S FINANCE: Bullish, But With Fingers Crossed

In the near term and looking several years out, there are reasons for optimism and also for caution. During this interlude, two vastly different companies are raising money, to...

Published February 15, 2021

FANTINI’S FIANCE: Partying Like It’s 1999?

Today’s runup in stock values has some people remembering 1999, and the upward spiral that soon crashed earthward. To stay in the black ink, investors should also remember the...

Published February 1, 2021

FANTINI’S FINANCE: Sky High Expectations

The axiom coined by late Barron’s columnist Alan Abelson holds true today. In a turbulent market, it’s up to investors to decide which stocks deserve to fly high, and...

Published January 25, 2021

FANTINI’S FINANCE: Adelson’s Legacy

The passing of Sheldon Adelson leaves one less visionary giant in the casino world. Without the larger-than-life entrepreneur—who basically invented the integrated resort model, then took it to Macau—how...

Published January 18, 2021

FANTINI’S FINANCE: What Can 2020 Tell Us About 2021?

Starting January 1, hindsight will truly be 2020. Despite this year’s challenges—which at times seemed almost insurmountable—the lessons learned are many, and will be signposts for investors in the...

Published December 28, 2020

FANTINI’S FINANCE: The Biden Promise

With sports betting, the Covid crisis and challenges to the election process, few gaming observers have focused on what an administration led by Joe Biden would mean. Here’s are...

Published December 21, 2020

FANTINI’S FINANCE: Oldies But Goodies

There are always flash-in-the-pan phenomena, but some things never change. Like companies built on strong foundations and fundamentals, which consistently provide returns to their investors.

Published December 14, 2020

FANTINI’S FINANCE: Fab Four

While most gaming stocks have yet to make a full recovery from the March Covid crash, there are four companies that have increased—all for the same reason, sports betting....

Published November 30, 2020

FANTINI’S FINANCE: Covid Recovery Lags

While mosts gaming stocks have yet to make a full recovery from the March Covid crash, there are four companies that have increased—all for the same reason, sports betting....

Published November 23, 2020

FANTINI’S FINANCE: Canadian Revolution

Executives with Great Canadian Gaming thought they had a winner with a sale of the company to investment firm Apollo Management. Shareholders didn’t think so and it might cause...

Published November 16, 2020

FANTINI’S FINANCE: Lower Revenues, Lower Costs? Which One Wins?

While casino operators have clearly been garnering lower revenues, they have also managed to cut costs. And it appears that the cost cutting has resulted in better results.

Published November 2, 2020

FANTINI’S FINANCE: Covid Consequences

In 2020, Covid 19 has impacted every portion of our lives and that goes for the gaming industry as well. The Covid effect will add a nuance to every...

Published October 26, 2020

FANTINI’S FINANCE: Where To Put All Your Eggs

Estimates of the size of the U.S. sports betting market vary widely so investors need to understand the risks, the potential and the irrational fever. Should you pick who...

Published October 19, 2020

FANTINI’S FINANCE: Taking the Long View of Rapidfire Change

Fantini Research has launched four stock indices that track various gaming segments in North America. The move was inspired by the quickening pace of change due to online gaming...

Published september 28, 2020

FANTINI’S FINANCE: Sports Betting Operators, Media Create All-Star Teams

As the U.S. sports betting landscape gets more crowded and the competition more intense, the brand partnerships keep coming too. Let’s look at the team rosters so far.

Published september 21, 2020