Jason Ader

We're all looking at Disney's numbers and particularly what they said about weakness in the current quarter and it's got read more

We're all looking at Disney's numbers and particularly what they said about weakness in the current quarter and it's got the investment community spooked about a decline in demand overall.

We believe management continues to explore strategic alternatives, including potential acquisitions and joint venture opportunities, and as a result, we read more

We believe management continues to explore strategic alternatives, including potential acquisitions and joint venture opportunities, and as a result, we expect WMS to participate in the consolidation of the equipment industry over the next 12 months.

I wouldn't be surprised if we are talking about an offer from Harrah's on Monday. The real question is, who read more

I wouldn't be surprised if we are talking about an offer from Harrah's on Monday. The real question is, who can get the most synergies out of Mirage's business? I still believe MGM is the best match.

They believe in their heart of hearts that their comprehensive plan is going to do more than Hilton's $70 per read more

They believe in their heart of hearts that their comprehensive plan is going to do more than Hilton's $70 per share.

We definitely expected more consolidation in the industry, although it is always hard to imagine a deal of this magnitude. read more

We definitely expected more consolidation in the industry, although it is always hard to imagine a deal of this magnitude. Mirage's management has underperformed and the stock has languished recently, making it a great opportunity for MGM Grand. But this will have to be a friendly deal if it has a shot of working.