Could Sega Sammy Holdings Be a Smart Wild Card Bet on a Japanese Casino License?
Sega Sammy stock has dipped considerably off it 52 week high. Its legacy pachinko and pachslot businesses are declining, shifting long-term...
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U.S. Equity Outlook: Sector Themes & Synopsis
Approaching the close of 2017, a year whose subdued volatility masked frequent rotation, we turn to Sector and Group themes that we expect to offer...
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Melco Resorts: A Gem Hiding in Plain Sight Offers an Entry Point After a Recent Dip
Despite ongoing double-digit gains in Macau GGR, some faintly bearish sentiment has crept into the Melco trade we see as a buying opportunity. A...
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U.S. Equity Weekly: Actionable Ideas in Casinos, Investment Banks
The primary trend in U.S. equity markets remains bullish, and the usual suspects continue to lead: growth (Tech and FANG), homebuilders,...
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The Socially Responsible Investor - Crown Resorts
The rapid growth in socially responsible investing (SRI) has bucked the trend away from active management. Estimates suggest that SRI assets...
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