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Back on Track at MGM Resorts

As expected, MGM Resorts (MGM) bounced back with a strong quarter in 1Q17 after reporting disappointing 4Q16 results. As described in our 4Q16 update, the miss was largely driven by…

To Xfinity and Beyond

Comcast reported another good quarter and the shares are moving up to another all-time high.  CMCSA shares are befitting from two factors.  First, the company continues to execute almost perfectly…

Growth Expectations Reset at MGM Resorts

MGM Resorts (MGM) reported disappointing fourth quarter results. The miss was partially self-inflicted; previous guidance from MGM warned about a difficult year-over-year fourth quarter comparison but neglected to mention the…