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All GLG News Analyses Filed Under: Leisure & Lodging

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Jim Cheatham Posted November 7, 2006
Outback Steakhouse (OSI) Really Going Back to Basics
Analysis of: Outback To Take Operations Private | tbo.com
Author: Jim Cheatham, Chairman and Founder LionShare Group
OSI came under fire from Pirate Capital LLC to force the company to sell some of fast growing chains owned by the company.  The company fought off that company.  OSI announces it is now going private.The three originals founders are part of the buyout team.
Posted November 7, 2006
SAME OLD, SAME OLD - WHEN WILL THEY WAKE UP AND SMELL THE ROSES
Analysis of: RIVIERA SHIFTS TACTICS - AIMS FOR CUSTOMERS | www.reviewjournal.com
Author: Ron Lodge, Former Senior Marketing Executive (former) Venetian Casino Resort Inc
How in the world does the Riviera plan to make an impact on a new customer base? They have the same old, outdated property with little or nothing to offer a new guest. So the Stardust closed and they expect to pick up all the loose customers - get a life. The better story for them would be to consider...
Posted November 6, 2006
TRUMP, WYNN SILENT ABOUT POSSIBLE CASINO
Analysis of: TRUMP, WYNN SILENT ABOUT POSSIBLE CASINO | www.reviewjournal.com
Author: GLG Member Program Contributor
Can you imagine what would have happened if the Mets made it to the World Series?   Donald Trump may have sat with VP Dick Cheney, sparking rumors that Trump was running for President.This is an unsubstantiated rumor that appears to have been successful at getting Donald Trump back involved...
Posted November 6, 2006
Four Seasons gets proposal at $82/shr in cash
Analysis of: Four Seasons gets proposal at $82/shr in cash | online.wsj.com
Author: GLG Member Program Contributor
Granted, the offer by Isadore Sharp and his family, Prince Alwaleed and Bill Gates' Cascade is below the high for the stock but with a premium of 28.4% over Friday's closing price of Four Seasons, the highest multiple ever given on a hotel company by private equity, a higher multiple than FS' historical...
Posted November 6, 2006
TRUMP AND WYNN TOGETHER - HARD TO FIGURE
Analysis of: TRUMP, WYNN SILENT ABOUT POSSIBLE CASINO | www.reviewjournal.com
Author: Ron Lodge, Former Senior Marketing Executive (former) Venetian Casino Resort Inc
This could be a great way for two of the most respected guys in the gaming business to light up Atlantic City. These are two hard hitters that will have a very hard time working together - they both are in a very favored position with the lending community and investment groups. It would certainly be...
Chicke Fitzgerald Posted November 2, 2006
JetBlue recognizes value of GDS
Analysis of: Air Canada, JetBlue Diverge on Distribution | www.management.travel
Author: Chicke Fitzgerald, Founder and Chief Executive Officer LeisureLogix, LLC
After a summer of "beating" by the airlines in contract negotiations, the GDS' are finally getting some much deserved recognition as a channel.Last week JetBlue's CEO David Neeleman hailed the GDS channel for the opportunity to attract new customers to the airline and more importantly, to extract higher...
Posted October 30, 2006
HARRAH'S PAID PREMIUM FOR BARBARY COAST LAND
Analysis of: HARRAH'S PAID PREMIUM FOR BARBARY COAST LAND | www.reviewjournal.com
Author: GLG Member Program Contributor
While the headline screams that Las Vegas Strip Values are continuing to increase, the reality is that the plans that Harrah's will eventually announce regarding their Las Vegas Strip development would be hampered if they did not get the Barbary Coast so they had no choice.
Posted October 30, 2006
IT WILL ALL COME OUT IN THE WASH
Analysis of: HARRAH'S PAID PREMIUM FOR BARBARY COAST LAND | www.reviewjournal.com
Author: Ron Lodge, Former Senior Marketing Executive (former) Venetian Casino Resort Inc
Harrah's has completed their land purchase that will give them close to 350 acres that front on the strip from the Venetian to Flamingo Rd. There has been no mention of their plans for this property, however I look for them to play Can You Top This with MGM Mirage (Project City Center) and Boyds Echelon....
Posted October 24, 2006
LAS VEGAS PROVES AGAIN TO BE A STRONG MARKET
Analysis of: BIG SIX SWINGING BIG STICKS | www.reviewjournal.com
Author: Ron Lodge, Former Senior Marketing Executive (former) Venetian Casino Resort Inc
The numbers are in and again Las Vegas has proven that they are still on top of their game. The majors have taken strides to keep their data bases alive and well. The Strip has always been a great place for the Investment community to place their dollars. It's been proven time and again that...
Posted October 24, 2006
What could they be thinking?
Analysis of: GAMBLING GOOD FOR NATIVE AMERICANS ? | www.cl-nocasino.org
Author: Ron Lodge, Former Senior Marketing Executive (former) Venetian Casino Resort Inc
Take gaming away from the Native Americans and just what are their prospects? It's been a bonanza for large portion of tribes and the communities they are surrounded by.  It's hard to believe that someone or some groups, that may have never set foot on a reservation, think they can tell the...
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