Posted on 5/13/20
Imminent Reopenings Will Help Save Penn
SummaryIn our last article on the regional gaming space, we assessed how long Penn National could sustain lock-downs on their liquidity alone.Now that Penn have reported . . .
Posted on 5/5/20
Altria: Exemplar Of Resilience
SummaryAltria's tobacco products performed well in the first COVID-19 quarter.The company is a leader in non-combustibles, giving it some long-term footing, and it's a product portfolio . . .
Posted on 3/26/20
Gaming & Leisure Properties: Arbitrage In The Gaming Space
SummaryGLPI has great economics due to its triple net leases and ordinarily low-volatility regional gaming assets.The shut down of regional casinos has caused the REIT, a . . .
Philadelphia
