Marc Falcone
Marc Falcone
allowed assets benefit build casino casinos companies invest market millions projects protect unless
I don't know how they will get these companies to invest millions into these projects unless they are allowed to build them on land. They would not only protect the assets of the casino companies, but land-based casinos could benefit the market greatly.
believe continue earnings grow master per percent share shuffle
We believe Shuffle Master can continue to grow earnings per share at 25 percent to 30 percent.
believe both experience red redefine rock standard strip vegas
We believe Red Rock will redefine a new development and experience standard for both the locals and Las Vegas Strip markets.
ahead analyst buying coast favorable gaming given likely meeting next response shares south stardust week
We would be buying Boyd Gaming shares ahead of the analyst meeting next week given the likely favorable response to South Coast and the pending announcement on the Stardust redevelopment.
bet certainly directly growth might open people track
This will certainly open up the sport to a lot of people who might not just go directly to a track to bet on horses. That's where we see significant growth opportunities.
due highly location opening red rock
The opening of Red Rock is a highly anticipated event. We think it will do exceptionally well due to its location and quality.
amount cash company dollar exposure flow gulf impact number percent properties terms total
While Harrah's may have the most exposure in terms of the number of properties and total dollar amount of cash flow in the Gulf region, the impact for the company is not significant as a percent of total cash flow.
anticipate clear confusing earnings insurance next operators picture reports time year
We anticipate that it could be some time before operators have a clear picture of insurance receipts, which could make earnings reports for operators confusing over the next year or longer.
addition business expect help impressed maintain remain results strong vegas
Overall, we remain impressed with results from the high-end business and expect that the addition of Wynn Las Vegas will help maintain the strong momentum.
beginning concerns existed given good investors quarter street stronger summer turned wall
Overall, it was a pretty good quarter given the concerns that existed at the beginning of the summer. Overall, the summer turned out to be stronger than Wall Street investors had been anticipating.
anticipate believe call casinos detailed earnings expect include likely outlook projects provide reno several similar size station
We believe this is likely the first of several projects of similar size and scope, which we anticipate could Include Reno and Durango. We expect Station Casinos to provide a more detailed development outlook on the company's fourth-quarter earnings call (in January).
believe dependence economic factor gaming industry passage protective sources state valuable
We believe the state of Mississippi's dependence on the gaming industry will be an important factor in passage of legislation that is more protective of these two valuable sources of economic vitality.
believe factor local partner relationship
We believe the relationship with a local partner could be a particularly important factor in the decision.
access becomes casino company gaming major market online wants
I think every major casino company wants to get into online gaming but without access to the U.S. market it becomes a costly venture.