Jason Ader

MGM is very deliberate. They are not going to do a deal that isn't immediately accretive to earnings per share. read more

MGM is very deliberate. They are not going to do a deal that isn't immediately accretive to earnings per share. Harrah's, on the other hand, has done deals that aren't accretive.

The hotel business is on fire. I mean, you look at every major city, and the Four Seasons continues to read more

The hotel business is on fire. I mean, you look at every major city, and the Four Seasons continues to widen its gap over Ritz-Carlton and other premium brands that are out there. But the reality is, you know, the stock is trading at a huge valuation multiple, over 20 times cash flow.

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.

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.

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.