All GLG News Analyses Filed Under: Leisure & Lodging

The "sources" that leaked the story of Penn National and DE Shaw being in talks to acquire Harrah's Entertainment sure sound suspiciously like the kind that want to bring more bids out of the woodwork or force Apollo Group and Texas Pacific to raise their offer.   It sure came at an opportune...

What a terrific position to be in - everyone wants to buy your company, but just can't seem to get the numbers correct. Harrah's must be loving all the attention, not to mention the jump in their stock. No doubt it will level off again very soon. It's hard to determine, at this writing, if there is...

Is there anyone out there that didn't see this coming? It was a certainty as soon as the doors opened for the first days business in Macau that a new one would be on the way soon. I suggested this in some previous articles. It will put Wynn Resorts in a position to do whatever they want in the...

Where have all the casino players gone? The answer is they are still there. Can a company decide to increase their hold (% captured) on payouts. Sure they can - Is it a legal maneuver? It certainly is. Can the customers do anything about it? Certainly they can - Stop Playing at that casino. It does...

Columbia Sussex is smartly jumping the gun a bit by planning a talk with their new staff at the Tropicana. They need to reassure the people that they are welcome to stay and plan their future with C-S. We are all aware that there will certainly be changes at the top and the main...

For over a quarter of a century, travel agencies have used the Global Distribution Systems (GDS), including Sabre, Worldspan, Galileo and Amadeus for access to airline inventory.BCD is the world's 5th largest travel agency, and the 4th largest brick and mortar agency in the US.  They are responsible...

Yesterday's hostile bid by USAir for Delta has significant implications on the GDS business.  Today USAir uses the Sabre system as it's inventory and operational system.  Delta has its own system, Deltamatic, which is hosted and operated by Worldspan.  Should USAir succeed in its bid...

As a follow up to this story and my analysis, Riviera announced that they received a $21 a share offer from a group consisting of the thorn in their side, shareholder DE Shaw and Ian Eichner.  Are we to believe that just a week or so ago they had no idea this was coming when they said they were...

The Pauma Tribal council should not go out with tears in their eyes about the prospect of Pala buying property around their casino. The impact of a new casino can only enhance business - not stifle it. The only fear that the Pauma's should have is if they try to rest on their laurels.

When I first read this article, the first thing I thought is how scary this sounds.   Next to the Chicago Cubs, the longest losing streak in history is probably the earnings reports from the Riviera in Las Vegas.   For the company to come out and say they are now going to aim for...