(It) poses a potential risk as the company has had little experience designing and executing on a project of this size. |
(This is) very positive and something that should not be overlooked. |
A rising tide lifts all boats here, but we are seeing demand accelerate. |
Despite a robust statewide performance, the Louisiana market remains challenging for Harrah's (Entertainment). |
In general there's more growth outside the U.S. than inside the U.S. in terms of new or expanded markets. |
It can expand its brands in China, Europe, India, and South American, and it immediately increases its presence in Europe, where there is more upside/recovery to (revenue per available room) than in the United States. |
Louisiana's performance in the wake of the hurricanes is impressive. Statewide results are receiving a strong boost from construction crews and other personnel in the region for the post-hurricane reconstruction. We think displaced gamblers from the Mississippi Gulf Coast are also driving growth. |
Overall it was a solid quarter. |
Things aren't great right now, but things are improving. Every month should be a little bit better. |
This would be challenging and complicated. |
We continue to see considerable risk in the redevelopment of the (Tropicana). |
We think fundamentals are okay on the Strip. Growth is decelerating, but it was healthy to begin with. No one would have anticipated continual double-digit growth. |
We think these metrics bode well for future Caesars' performance. |