Andrew Bowden
Andrew Bowden
Send Message
Andrew Bowden
Stop FollowingAndrew Bowden
View as an RSS Feed
COMMENTS STATS
64 Comments
23 Likes

Organovo Seeks To Clean Up Balance Sheet, Execute On Its Model [View article]
Nokia, An Intelligent Investor's Contrarian Play [View article]
It's Raining Good News On Nokia [View article]
The 3-D Printing Revolution Is Underway - 2 Companies With Dominant Market Share, Rapid Growth Potential [View article]
Mortgage REITs: Fashionably Late To The Party [View article]
The 3-D Printing Revolution Is Underway - 2 Companies With Dominant Market Share, Rapid Growth Potential [View article]
Top 5 Insider Buys For The Week Ending August 10 [View article]
The World's Most Lucrative Video Game Maker Is Not Undervalued [View article]
Your revenue growth model for ATVI is obsurd.. What is your video game sector stock play? They topped estimates and will bring back some users with the new expansion as usual. Margins squash all competition as well a promising dividend with plenty of space to gain. black Ops 2 is supposed to be the most innovative cod yet, and I am positive we see a new all time record. Many also forget how limited ATVI's presence in the mobile market is. They have many untapped revenue streams which they will continue to expand to.
Nokia, An Intelligent Investor's Contrarian Play [View article]
@Mathias - I have the link embedded in one of the paragraphs near the chart.
@Andrew - Microsoft would acquire Nokia before betraying them. Management has a strong interpersonal relationship, they are both highly reputable businesses that will prosper simultaneously on Windows Phone.
Facebook: Sell This Social Media Stock At Any Price [View article]
Zynga Bulls Need To Look At The Facts [View article]
The World's Most Lucrative Video Game Maker Has No Equal [View article]
While for some people Free-to-play isn't a FAD, for me it was. I tried several f2p MMORPGS the majority out of Asia; which were lackluster. I have also tried many pay to play series like Warhammer, Aion, Star Wars and none of them have managed to retain their user base like World of Warcraft has. Many people go try these f2p games to try and save money, and end up going back to WoW. I didn't mention the declining subscriptions because I believe that is already accounted for in the share price. According to the shareholder q1 conference call, management thinks the decline has bottomed and they started regaining users this year. The Diablo 3 pre-order package should aid this idea. Q2 Earnings are in a couple of days, and we should see evidence of that.
The World's Most Lucrative Video Game Maker Has No Equal [View article]
1.Please source your evidence for on the end of the console industry? The fact that there are still Xbox 360's selling and a 720 in the near future disagrees with you. The console may evolve to more a home entertainment system, but that won't hurt the game industry.
2. I personally like Diablo and the Auction house, maybe you are just bad that's why you don't like the game. No offense, it just seems the kids that can't beat inferno get angry and quit.
3. Battlefield was O.K, not the game-changer EA spoke of. You can look at sales volumes and active users to see the decline since the release. Call of Duty has grown substantially since inception, please link your source for the overall user decline.
4. Free to play games are FAD's. Those games can't afford to evolve and develop more content like Activision does. Even Runescape had to become pay-to-play to support its expansion. Not to mention in World of Warcraft it is now free to play up to level 20.
5. Social gaming is not a meaningful source of revenue for Activision as of yet. Further more, these games (Zynga Words with Friends, etc..) are a whole different game style. They are not stealing gamers from Activision, (except maybe for an hour so I can take my turn in Draw Something against a few friends.)
6. I actually included the potential sale in my draft article, it took a bit to get this published so I may have submitted a different draft on accident. For which I apologize.. Vivendi is also trying to sell another one of their businesses' because they may be strapped for cash. If they were to be acquired by Microsoft then it would be a positive for Activision. I list the reasons above in a comment responding to another seeking alpha user.
@Artful - Thanks, I will look more into (PWRD) Off the top of my head, I like the margins and expected growth rate!
5 Basic Materials Stocks With Pullbacks That Could Be Your Opportunity [View article]
Organovo Holdings: So Much Potential [View article]
Above is a link to a synthetic larynx that has been succesfully transplanted! I think with the world as competitive as it is, we could see the full thing in 5 years. Don't forget how smart we are making A.I
I don't doubt human innovation, every other thing you may have seen as Sci-Fi is already in the works.
Below is a link to some of the dream projects for 3D printing in the near future.
http://bit.ly/SXt8Dr