Dan Wasiolek discusses his coverage of online travel names, lodging hotel operators and gaming operators. Mr. Wasiolek says that for the lodging industry, 2016 has been challenging, and looking out over the next year he expects very low single-digit growth. In online travel, he says companies have remained more resilient during this challenging environment. In gaming, he says Macau has stabilized while Las Vegas remains a solid market.
Full interview available here.
Interview Highlights: Leo Kulp of RBC Capital Markets on Gaming and Leisure
November 25, 2016
Interview Highlights: Erin Lash of Morningstar on Consumer Staples & Retail
September 01, 2016
Report Overview: Gaming and Leisure
November 25, 2016
Interview Highlights: Dan Davidowitz and Damon Ficklin of Polen Capital on Investing Strategies
August 05, 2016