A rising tide lifts all boats here, but we are seeing demand accelerate.
(It) poses a potential risk as the company has had little experience designing and executing on a project of this size.
We continue to see considerable risk in the redevelopment of the (Tropicana).
We think fundamentals are okay on the Strip. Growth is decelerating, but it was healthy to begin with. No one would have anticipated continual double-digit growth.
Things aren't great right now, but things are improving. Every month should be a little bit better.
(This is) very positive and something that should not be overlooked.
In general there's more growth outside the U.S. than inside the U.S. in terms of new or expanded markets.
It can expand its brands in China, Europe, India, and South American, and it immediately increases its presence in Europe, where there is more upside/recovery to (revenue per available room) than in the United States.
Despite a robust statewide performance, the Louisiana market remains challenging for Harrah's (Entertainment).
We think these metrics bode well for future Caesars' performance.
