Marc Falcone
Marc Falcone
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 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.
add business fourth insurance operators start upside
In all likelihood, operators will start getting business interruption insurance in the fourth quarter, which would add upside to our forecasts.
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.
bit caught guard investors price
Investors may be caught a little bit off guard by the price tag.
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.
across clear games growing market table vegas
It's clear Wynn Las Vegas is growing the market across every segment, slots, table games and baccarat.
built create customers efficient employees enjoyable environment experience protected
They would create a more efficient environment for employees and a more enjoyable experience for customers as well as being built in more protected areas.
ability expecting globally investors management mgm mirage reflective repeatedly strategic strength type
As we've repeatedly said, this is the type of announcement that is reflective of the strength of MGM Mirage management and its ability to find strategic opportunities globally when investors are least expecting it.
assets key quarter quite results
The first quarter results were quite strong. All key assets were drivers.
above came expected messy results slightly
All-in, we expected a messy quarter, and results came in slightly above our expectations.
difficult expect negativity toward
It's difficult to find a lot of negativity toward the group. Clearly, the fundamentals are very strong, and I expect that to continue.
believe factor local partner relationship
We believe the relationship with a local partner could be a particularly important factor in the decision.
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.