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VICI Properties: Squeeze Play Triggered By Slowing Vegas Growth, Fed Rates (VICI)
Seeking Alpha· 2025-12-18 22:45
Core Insights - The House Edge is recognized as a unique marketplace service in the casino, gaming, and online sports betting sectors, providing actionable research and insights for investors [1][2] - Vegas gaming revenue has shown significant growth, reaching $8.6 billion, although the growth rate is slowing compared to 2018 when it was $6.6 billion [2] Company Insights - Howard Jay Klein, with 30 years of experience in major casino operations, leads The House Edge and focuses on value investing by assessing management quality [2] - The House Edge offers a model portfolio that is reviewed monthly, featuring actionable analysis, news interpretation, and investment recommendations in the gaming sector [2]
2026 Casino And Online Gaming Outlook: Recovery For Sector As Macro Headwinds Fade
Seeking Alpha· 2025-12-17 16:46
Group 1 - The article emphasizes the importance of in-depth research in the casino and gaming sector, highlighting the availability of resources such as "The Smartest ever Guide to Gaming Stocks" for subscribers [1] - Howard Jay Klein, with 30 years of experience in major casino operations, leads an investing group called The House Edge, focusing on actionable research in the casino, online betting, and entertainment industries [2] - The House Edge provides a model portfolio that is reviewed monthly, offering actionable analysis, news interpretation, and buy-sell-hold recommendations for gaming companies [2]
Red Rock Resorts: Moving Higher Against Headwinds
Seeking Alpha· 2025-12-08 21:44
Core Insights - The article emphasizes the importance of in-depth research in the casino and gaming sector, highlighting the value of subscribing to specialized resources for actionable insights [1]. Group 1: Industry Overview - The casino and gaming sector is characterized by significant investment opportunities, driven by trends in online betting and entertainment [2]. - The sector is influenced by the quality of management within major casino operations, which can impact investment decisions [2]. Group 2: Expert Analysis - Howard Jay Klein, with 30 years of experience in major casino operations, leads an investing group that provides actionable research and analysis for the gaming industry [2]. - The model portfolio managed by Klein is reviewed monthly, offering insights into gaming companies and their market trends [2].
MGM: Seeds Of Recovery Sprouting, Stock Remains A Buy
Seeking Alpha· 2025-11-28 18:02
Core Insights - The article emphasizes the importance of in-depth research in the casino and gaming sector, highlighting the value of subscribing to specialized resources for actionable insights [1]. Group 1: Industry Overview - The casino and gaming sector is characterized by significant operational complexities and competitive dynamics, necessitating expert analysis for informed investment decisions [2]. - The sector includes various segments such as traditional casinos, online betting, and entertainment, each with unique trends and challenges [2]. Group 2: Expert Analysis - Howard Jay Klein, with 30 years of experience in major casino operations, leads a research group focused on actionable investment strategies in the gaming industry [2]. - Klein's investment approach prioritizes management quality, leveraging insights from a broad intelligence network across the US gambling and entertainment sectors [2]. Group 3: Research Offerings - The House Edge provides a model portfolio that is reviewed monthly, offering actionable analysis, news interpretation, and investment recommendations [2]. - Subscribers receive regular newsletters and access to a community for discussions on gaming stocks and market trends [2].
Melco's Surprise Q3 Results Vindicate Lawrence Ho's Bullish Stance
Seeking Alpha· 2025-11-11 21:12
Core Insights - The article emphasizes the importance of in-depth research in the casino and gaming sector, highlighting the value of actionable insights for investors [1][2]. Group 1: Industry Overview - The casino and gaming sector is characterized by significant operational complexities and requires a nuanced understanding of management quality for effective investment strategies [2]. - The sector includes various segments such as traditional casinos, online betting, and entertainment industries, which are interconnected and influenced by broader economic trends [2]. Group 2: Expert Analysis - Howard Jay Klein, with 30 years of experience in major casino operations, leads a research group that provides actionable analysis and insights into gaming companies [2]. - The research group, The House Edge, offers a model portfolio that is reviewed monthly, providing buy-sell-hold recommendations based on the latest trends in the gaming industry [2].
Monarch Casino & Resort: Still Beating The Odds Despite Macro Gloom (NASDAQ:MCRI)
Seeking Alpha· 2025-10-29 17:08
Core Insights - The article emphasizes the importance of in-depth research in the casino and gaming sector, highlighting the value of actionable insights for investors [1] Group 1: Industry Overview - The casino and gaming sector is experiencing significant interest, with resources available for investors to gain deeper insights [1] - The sector includes various segments such as casino operations, online betting, and entertainment industries, indicating a broad scope for investment opportunities [2] Group 2: Expert Analysis - Howard Jay Klein, with 30 years of experience in major casino operations, leads an investing group focused on actionable research in the gaming sector [2] - Klein's investment strategy is centered around management quality, which informs his investment decisions [2]
Flutter Entertainment: Upgrading Again, Online Leader Scaling At An Uncatchable Level
Seeking Alpha· 2025-09-04 22:02
Group 1 - Flutter's growth is accelerating, with a potential price target of $430 by the end of the year [1] - The stock market is witnessing a trend of runaway sector leaders, particularly in the casino and gaming sector [1] - Howard Jay Klein, with 30 years of experience in major casino operations, emphasizes the importance of management quality in investment decisions [1] Group 2 - The House Edge provides actionable research for investing in the casino, online betting, and entertainment industries [1] - The intelligence network of The House Edge spans various levels within the US gambling and entertainment sectors [1]
MGM Resorts: A Citadel Of Stability
Seeking Alpha· 2025-08-25 15:37
Core Insights - The article emphasizes the importance of in-depth research in the casino and gaming sector, highlighting the value of subscribing to specialized resources for actionable insights [1]. Group 1: Industry Overview - The casino and gaming sector is characterized by significant operational complexities and competitive dynamics, necessitating expert analysis for informed investment decisions [1]. - The sector includes various segments such as traditional casinos, online betting, and entertainment industries, each with unique investment opportunities [2]. Group 2: Expert Analysis - Howard Jay Klein, with 30 years of experience in major casino operations, leads an investment group focused on actionable research in the gaming industry, leveraging his extensive network for insights [2]. - Klein's investment philosophy is centered on value investing, prioritizing management quality as a key factor in evaluating potential investments [2].
Flutter Tips Beyond My Price Target: Upgrading The Stock Again
Seeking Alpha· 2025-08-06 20:42
Group 1 - The article emphasizes the importance of in-depth research in the casino and gaming sector, highlighting the value of subscribing to specialized resources like The House Edge for actionable insights [1] - Howard Jay Klein, with 30 years of experience in major casino operations, is noted for his value investing approach, focusing on management quality to inform investment decisions [1] - The House Edge, led by Klein, provides extensive research and insights into the casino, online betting, and entertainment industries, leveraging a broad intelligence network across various levels of the gambling sector [1]
Caesars: The Dip Has Dipped Low Enough To Jump Into A Top Legacy Casino Stock
Seeking Alpha· 2025-08-04 16:10
Group 1 - The article emphasizes the importance of in-depth research in the casino and gaming sector, highlighting the availability of resources such as "The Smartest ever Guide to Gaming Stocks" for both existing members and new subscribers [1] - Howard Jay Klein, with 30 years of experience in major casino operations, leads an investing group called The House Edge, focusing on actionable research in the casino, online betting, and entertainment industries [2] - Klein's investment strategy is centered around value investing, utilizing management quality as a key factor in informing investment ideas [2]