In general there's more growth outside the U.S. than inside the U.S. in terms of new or expanded markets.
More Quotes from Joe Greff:
(This is) very positive and something that should not be overlooked.Joe Greff
Louisiana's performance in the wake of the hurricanes is impressive. Statewide results are receiving a strong boost from construction crews and other personnel in the region for the post-hurricane reconstruction. We think displaced gamblers from the Mississippi Gulf Coast are also driving growth.
Joe Greff
It can expand its brands in China, Europe, India, and South American, and it immediately increases its presence in Europe, where there is more upsiderecovery to (revenue per available room) than in the United States.
Joe Greff
(It) poses a potential risk as the company has had little experience designing and executing on a project of this size.
Joe Greff
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.
Joe Greff
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