13 ordspråk av Brian McGill

Brian McGill

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Whoever loses out is going to have to find some other vehicle for growth. There is not a lot left to acquire in Las Vegas.

Their central region continues to perform well, but people are going to be a little disappointed with the numbers coming out of the Las Vegas locals market.

The locals market was clearly on a tear for the last two years, but it has clearly cooled off.

It's pretty safe to say you will see at least one awarded in that [northeast] area.

Investors expected a good quarter and they got it ... the focus now is what happens when Red Rock opens on April 18.

Their guidance is usually pretty conservative ... the Las Vegas locals market is still one of the best gaming markets in the U.S..

This is a new venture. (A judge says) even though it looks like a slot machine and acts like a slot machine, it's not really a slot machine.

They're finally moving forward to get issues resolved, which is a good sign. But the key is still how many distributors will be allowed. The timing has been a moving target, but my best guess right now is we're looking at a September time frame.

You're pretty much looking at a summer of 2007 event.

You can see that by the sheer number of bigger companies interested in Pennsylvania that there are not a whole lot of other domestic opportunities right now.

This was a pretty strong month for the gaming industry and the sector has closed out pretty strong. There has been a lot of positive commentary coming out about Red Rock and the stock has certainly been acting positively. But there has also been a lot of positive news across the board.

These companies are making long-term bets on the continued strength of the economy and visitation in Las Vegas. I don't think anybody knows for! sure what the total capacity will be in 2010 and what the demand will be four to five years from now to support the increase in supply. We only know about a portion of the potential supply out there.

There are not huge increases in the numbers (of visitors), but you're seeing more profitable guests.

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