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【TOP 50】Marc Falcone Quotes - WhatsApp Status | Page-1

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We continue to believe the acquisition would make strategic sense for Pinnacle, transforming it from a regional operator to a national casino company with an extensive development pipeline. - Marc Falcone Quotes

We continue to believe the acquisition would make strategic sense for Pinnacle, transforming it from a regional operator to a national casino company with an extensive development pipeline.

Wynn rates are tracking at a 10 percent to 15 percent premium to the market and are averaging $300-$330 through November. - Marc Falcone Quotes

Wynn rates are tracking at a 10 percent to 15 percent premium to the market and are averaging $300-$330 through November.

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. - Marc Falcone Quotes

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.

We believe that higher bids could be likely from both Colony and Pinnacle. - Marc Falcone Quotes

We believe that higher bids could be likely from both Colony and Pinnacle.

Plus, Las Vegas will be the beneficiary of displaced convention business (from New Orleans), which will help stimulate demand. - Marc Falcone Quotes

Plus, Las Vegas will be the beneficiary of displaced convention business (from New Orleans), which will help stimulate demand.

We believe Red Rock will redefine a new development and experience standard for both the locals and Las Vegas Strip markets. - Marc Falcone Quotes

We believe Red Rock will redefine a new development and experience standard for both the locals and Las Vegas Strip markets.

Pinnacle is our top small-cap pick. - Marc Falcone Quotes

Pinnacle is our top small-cap pick.

The broader trend is private-equity interests in hotel assets. - Marc Falcone Quotes

The broader trend is private-equity interests in hotel assets.

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. - Marc Falcone Quotes

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.

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. - Marc Falcone Quotes

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.

Conversations with Strip operators indicate that business volumes over New Year's Eve in Las Vegas were up significantly year over year. Additionally, we believe expectations for the fourth quarter on the whole are low and operators could exceed them. - Marc Falcone Quotes

Conversations with Strip operators indicate that business volumes over New Year's Eve in Las Vegas were up significantly year over year. Additionally, we believe expectations for the fourth quarter on the whole are low and operators could exceed them.

People are still taking the temperature on the strength of the fundamentals in Las Vegas. The stocks had a strong run in the first quarter and expectations are high. - Marc Falcone Quotes

People are still taking the temperature on the strength of the fundamentals in Las Vegas. The stocks had a strong run in the first quarter and expectations are high.

This offering is not a complete surprise, reducing insider ownership and improving the liquidity of the stock. However, we find the timing of the sale interesting, ahead of the opening of Wynn Macau in the third quarter of 2006. - Marc Falcone Quotes

This offering is not a complete surprise, reducing insider ownership and improving the liquidity of the stock. However, we find the timing of the sale interesting, ahead of the opening of Wynn Macau in the third quarter of 2006.

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. - Marc Falcone Quotes

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.

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. - Marc Falcone Quotes

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.

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. - Marc Falcone Quotes

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.

Despite the phenomenal growth of Las Vegas, the construction talent pool is not deep enough to provide the needed labor to build all currently announced projects. We believe if all announced and anticipated projects were to proceed before the end of the decade, a significant portion would not get off the ground given the limited depth of the construction talent pool, most importantly subcontractors. - Marc Falcone Quotes

Despite the phenomenal growth of Las Vegas, the construction talent pool is not deep enough to provide the needed labor to build all currently announced projects. We believe if all announced and anticipated projects were to proceed before the end of the decade, a significant portion would not get off the ground given the limited depth of the construction talent pool, most importantly subcontractors.

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. - Marc Falcone Quotes

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.

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. - Marc Falcone Quotes

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.

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. - Marc Falcone Quotes

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.

It's clear Wynn Las Vegas is growing the market across every segment, slots, table games and baccarat. - Marc Falcone Quotes

It's clear Wynn Las Vegas is growing the market across every segment, slots, table games and baccarat.

Games

Much of the surrounding area and feeder markets suffered considerable damage, which could certainly depress business in the near term. Pinnacle has the largest exposure to the market, which is a concern considering the recent impact to the company from Katrina. - Marc Falcone Quotes

Much of the surrounding area and feeder markets suffered considerable damage, which could certainly depress business in the near term. Pinnacle has the largest exposure to the market, which is a concern considering the recent impact to the company from Katrina.

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. - Marc Falcone Quotes

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.

earnings could be messy over the near term and possibly impacted for the next 12 (months) to 24 months. - Marc Falcone Quotes

earnings could be messy over the near term and possibly impacted for the next 12 (months) to 24 months.

In all likelihood, operators will start getting business interruption insurance in the fourth quarter, which would add upside to our forecasts. - Marc Falcone Quotes

In all likelihood, operators will start getting business interruption insurance in the fourth quarter, which would add upside to our forecasts.

While these estimates could still potentially change, we thought it could be useful to forecast a base case for the impacted casinos, giving investors an idea of the - Marc Falcone Quotes

While these estimates could still potentially change, we thought it could be useful to forecast a base case for the impacted casinos, giving investors an idea of the

Despite this slow start to the fourth quarter, we believe fundamentals on the Las Vegas Strip remain solid for the balance of the quarter and into 2006 .... - Marc Falcone Quotes

Despite this slow start to the fourth quarter, we believe fundamentals on the Las Vegas Strip remain solid for the balance of the quarter and into 2006 ....

It's a lucrative acquisition opportunity. - Marc Falcone Quotes

It's a lucrative acquisition opportunity.

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. - Marc Falcone Quotes

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.

It's difficult to find a lot of negativity toward the group. Clearly, the fundamentals are very strong, and I expect that to continue. - Marc Falcone Quotes

It's difficult to find a lot of negativity toward the group. Clearly, the fundamentals are very strong, and I expect that to continue.

All-in, we expected a messy quarter, and results came in slightly above our expectations. - Marc Falcone Quotes

All-in, we expected a messy quarter, and results came in slightly above our expectations.

Following channel checks with the Las Vegas Strip operators over the last two weeks, we remain encouraged that the overall volume of high-end gaming play improved over last year. The MGM-Mirage properties and Caesars Palace appear to have played lucky for the holiday period while Wynn Las Vegas' hold may have been soft over the New Year's week, but should be normal for the quarter. - Marc Falcone Quotes

Following channel checks with the Las Vegas Strip operators over the last two weeks, we remain encouraged that the overall volume of high-end gaming play improved over last year. The MGM-Mirage properties and Caesars Palace appear to have played lucky for the holiday period while Wynn Las Vegas' hold may have been soft over the New Year's week, but should be normal for the quarter.

Investors may be caught a little bit off guard by the price tag. - Marc Falcone Quotes

Investors may be caught a little bit off guard by the price tag.

Las Vegas is one of the top destination getaways in North America and a great value compared with the alternatives such as Disney World, New York City and San Francisco. - Marc Falcone Quotes

Las Vegas is one of the top destination getaways in North America and a great value compared with the alternatives such as Disney World, New York City and San Francisco.

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, - Marc Falcone Quotes

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,

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. - Marc Falcone Quotes

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.

They have a clear strategy, a great brand name and top assets, ... CDI could surprise some people in the next couple of years.

Some fear the machines will serve as a distraction to the fans and deter them from placing pari-mutuel bets, ... And the results of such machines have been mixed. - Marc Falcone Quotes

Some fear the machines will serve as a distraction to the fans and deter them from placing pari-mutuel bets, ... And the results of such machines have been mixed.

Some fear the machines will serve as a distraction to the fans and deter them from placing pari-mutuel bets. And the results of such machines have been mixed. - Marc Falcone Quotes

Some fear the machines will serve as a distraction to the fans and deter them from placing pari-mutuel bets. And the results of such machines have been mixed.

They have a clear strategy, a great brand name and top assets. CDI could surprise some people in the next couple of years.

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). - Marc Falcone Quotes

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).

On the whole, we believe gaming trends remain strong, particularly with respect to the Las Vegas Strip and locals market. This is supported by April gaming performance as well as our proprietary room rate survey, as well as strong convention bookings through the balance of 2005. Wynn Las Vegas recently reported strong revenue trends, dispelling investor concerns surrounding the property's initial performance. - Marc Falcone Quotes

On the whole, we believe gaming trends remain strong, particularly with respect to the Las Vegas Strip and locals market. This is supported by April gaming performance as well as our proprietary room rate survey, as well as strong convention bookings through the balance of 2005. Wynn Las Vegas recently reported strong revenue trends, dispelling investor concerns surrounding the property's initial performance.

The opening of Red Rock is a highly anticipated event. We think it will do exceptionally well due to its location and quality. - Marc Falcone Quotes

The opening of Red Rock is a highly anticipated event. We think it will do exceptionally well due to its location and quality.

While the fundamentals in Las Vegas still remain strong and above the prevailing negative (investor) sentiment, there are (legitimate) concerns about slowing room rate growth, escalating cost pressures and market valuations close to national peaks. - Marc Falcone Quotes

While the fundamentals in Las Vegas still remain strong and above the prevailing negative (investor) sentiment, there are (legitimate) concerns about slowing room rate growth, escalating cost pressures and market valuations close to national peaks.

Broadly speaking, there is limited tourism in the French Quarter, as opposed to the population in the suburbs. It's encouraging for the local economy and I think they'll do a good business with construction workers. - Marc Falcone Quotes

Broadly speaking, there is limited tourism in the French Quarter, as opposed to the population in the suburbs. It's encouraging for the local economy and I think they'll do a good business with construction workers.

I have a hard time believing they would turn away if the project were to come in at, say $1.3 billion. - Marc Falcone Quotes

I have a hard time believing they would turn away if the project were to come in at, say $1.3 billion.

Is it just a spigot you turn on, the people are waiting and just turn up? It's difficult to say. - Marc Falcone Quotes

Is it just a spigot you turn on, the people are waiting and just turn up? It's difficult to say.

When you take out the one-time charges, they actually beat the projected results by 10 cents per share. - Marc Falcone Quotes

When you take out the one-time charges, they actually beat the projected results by 10 cents per share.

We believe Shuffle Master can continue to grow earnings per share at 25 percent to 30 percent. - Marc Falcone Quotes

We believe Shuffle Master can continue to grow earnings per share at 25 percent to 30 percent.

We continue to like Shuffle Master's longer-term outlook and remain comfortable with the company's business model and revenue mix. - Marc Falcone Quotes

We continue to like Shuffle Master's longer-term outlook and remain comfortable with the company's business model and revenue mix.

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