Japan Casinos: No--Its Not Too Early to Place Your Bets on Companies with Best Shot at Licenses
The sector is so cheap now and will begin to recover well before powerful Japan decisions are made. The five companies here are seen as best bets...
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Macau 2019: Forecasts Beginning to Take More Bullish Tone Even as VIP Growth Slows
Sector is too cheap to pass on in spite of China macro headwinds and general market mayhem of the moment. We like the entire Macau sector, but...
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Morningstar Management Behind the Moat 2018: Conference Highlights
Morningstar and PitchBook hosted the 10th annual Management Behind the Moat Conference in Chicago on Nov. 7 and 8, offering our institutional...
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World's Next Large Integrated Resort Opportunity on the Horizon
Las Vegas Sands and MGM remain a good wager to win one of Japan's three supportive brand intangible gaming licenses.We See Strong Economic Profits...
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S&P 500: A Pause in the Uptrend - More Consolidation Expected.
In last week’s Compass we noted the S&P 500 was near the top end of the uptrend channel and that the index could fall 2.75%-3.25% before we get...
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