Marc Falcone
Marc Falcone
avoids business charles coverage direct impact insurance lake market negative primary
If Lake Charles avoids a direct hit, devastation to the primary feeder market could have a negative impact as coverage from business interruption insurance is not certain.
easily exceeded impressed lofty property
As has been anticipated, the property impressed and easily exceeded even our lofty expectations.
brand clear couple great name next people surprise top
They have a clear strategy, a great brand name and top assets, ... CDI could surprise some people in the next couple of years.
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).
beat cents per projected results
When you take out the one-time charges, they actually beat the projected results by 10 cents per share.
believe benefit coast continued currently growth percent revenue strip vegas
We believe that Boyd should also benefit from this continued Las Vegas locals growth, so we're currently projecting 9 percent (third-quarter) revenue growth for its Boulder Strip and Coast properties.
believe bids both colony higher likely
We believe that higher bids could be likely from both Colony and Pinnacle.
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.
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.