Seeking Alpha
View as an RSS Feed

Christopher Gonsalves  

View Christopher Gonsalves' Comments BY TICKER:
Latest  |  Highest rated
  • Turtle Beach Corporation: Why You Should Add This Stock To Your Watch List [View article]
    Seems like a great buyout target for ATVI if things get any worse. I'm in at 2.40 as a speculative Q4 ER play. Much cheaper than Razer headsets.
    Feb 5, 2015. 02:49 AM | Likes Like |Link to Comment
  • Why Activision Blizzard Is Absolutely A Buy [View article]
    Thanks for your comment DeathKnight. I have a combination of 2016 LEAPs and short term call spreads. The February and May spreads are surprisingly cheap ahead of this ER. Feb 21/24 spread going for 1.05 currently.
    Feb 3, 2015. 11:38 AM | Likes Like |Link to Comment
  • Why Activision Blizzard Is Absolutely A Buy [View article]
    http://bit.ly/1ymTOGn
    Jan 16, 2015. 07:16 PM | 2 Likes Like |Link to Comment
  • SolarCity Update: Short Interest Surges [View article]
    Their Price/Sales (20.5) and Price/Book (6.50) are the highest in their industry so there's definitely room for more downside, but one big announcement or ER and this thing can hit $60 quick.

    Would also like to see a home product, similar to what Elon mentioned on a TSLA cc a few months back. Something like an wall-mounted unit that can charge anything.

    Bought a couple 2016 LEAPS recently and will probably buy more right before their ER
    Jan 13, 2015. 03:47 AM | Likes Like |Link to Comment
  • Why Activision Blizzard Is Absolutely A Buy [View article]
    Hey rotorite, thanks for reading. I definitely could have added more technical information, but that wasn't my intended goal of the article. IMO, it's a lot more valuable for this stock to give an educated investor's prospective who knows these products inside and out and can accurately predict/review the future success of new content/IPs than it is to go over technicals.

    With that said, I've been watching the options market meticulously and we've had some significant accumulation in February calls the whole way down from 24 (Specifically in the 21 strike). For anyone who agrees with my assessment and has done their own due diligence might look to a February call spread as an affordable play leading into the Q4 earnings report. For example the 21/24 spread is going for .60 at the moment and provides some attractive reward potential.


    Dec 18, 2014. 01:43 PM | Likes Like |Link to Comment
  • Why Activision Blizzard Is Absolutely A Buy [View article]
    Ah, thanks for catching that. I'll take that out. AW is a lot more fast paced and jetpack focused so I can understand why some are turned off by that element.
    Dec 18, 2014. 12:05 PM | 1 Like Like |Link to Comment
  • Mixed Reviews For Activision This November [View article]
    This article is uninformed and leaves out a lot of relevant information. I've just submitted an article of my own on ATVI that addresses all of the overlooked issues
    Dec 16, 2014. 05:16 AM | 4 Likes Like |Link to Comment
  • Looking Ahead To Electronic Arts' Q3 Earnings [View article]
    If EA pops after this earnings I'm definitely buying puts for Q4. ATVI has a much stronger lineup (Destiny expansions, Call of Duty Advanced Warfare, Warlords of Draenor expansion, and contuned holiday sales of Skylanders Trap Team) and EA doesn't even have their usual Battlefield iteration to compete with Call of Duty.

    Like you pointed out, all of EA's good games came out this quarter (Madden, Fifa, and Sims) so there's a good chance they meet or beat expectations so I'm not sure it's smart to go short pre-earnings, but I sure would like to. I could be a sell the news beat since smart investors can see the lackluster Q4 coming and they could even lower Q4 estimates(not to mention the stock is up 3.4% today on no news).
    Oct 23, 2014. 06:54 PM | Likes Like |Link to Comment
  • Activision: A Likely Winner Of The Holiday Season, Recent Dip A Buying Opportunity [View article]
    I've been playing Destiny for a few week now and I have to say the reviews are not accurate of the entire picture. Yes, the single player story mode isn't good and I stopped playing it before I finished it, but the point is this is overwhelmingly intended to be a multiplayer experience. The 6v6 matches and the Objective game modes are quite addicting and reminiscent of the Halo 2/3 days. Not quite on that game changing level, but decently close and definitely better than any other shooter released this year. Lets also not forget Destiny sell-through was over $325 million worldwide in the game’s first five days so luke warm reviews or not it's definitely going to help EPS.

    I can see myself continuing to play Destiny until Advanced Warfare comes out so yes this holiday quarter will easily be won by ATVI. I sold the calls I had picked a couple days ago today, but I play to jump back in again before the end of the month. I was very sad about Titan too, but considering there was never any concrete info on it, i can't be too upset. For the near term it won't affect anything, but they better have another MMO in the works before the end of next year or I'd start to get worried then. They can keep WoW the top subbed MMO for another year or so, but it won't last forever.
    Oct 8, 2014. 07:23 PM | Likes Like |Link to Comment
  • Is Activision Blizzard Relying Entirely On Destiny To Fix Things? [View article]
    Yeah, but it seems like the record breaking Destiny sales were a sell the news event. Reminds me of when Take Two had that amazing quarter with GTA5 sales and Carl Icahn dumped all his shares and they left the board.

    ATVI has so much going for it, but from now until the next Call of Duty hype really starts i could see it testing 20 again.
    Sep 18, 2014. 01:16 AM | Likes Like |Link to Comment
  • Is Activision Blizzard Relying Entirely On Destiny To Fix Things? [View article]
    Now is definitely a good time to take some profits if you've been in most of the year, but with that said I think Destiny will break records for fasting selling new IP this week. They've spent a ton on development and marketing, but this is a completely new blockbuster with new rev to add to their already dominant list.

    Bungie has one of the best followings in the industry because of the Halo Franchise. I've also seen Instagram and Twitter hastags going nuts the past few days with #Destiny related content.

    In my opinion, Destiny, plus its own expansion packs, and a new WoW + Skylanders expansion will give ATVI a record 4th quarter revenue wise, but the run for the stock is getting pretty toppy in the near term.
    Sep 9, 2014. 04:06 PM | Likes Like |Link to Comment
  • Activision - Going Back To The Future At Gamescom [View article]
    $ATVI is betting big on Destiny. I've seen all the ridiculous advertisements in the NYC Times Square subway...As an Xbox One user, I haven't played the Destiny beta, but I've always been a HUGE fan of Bungie and the Halo Series.

    The marketing budget for this game is excessive, but I think the Destiny franchise will make $1 billion dollars in revenue in wayyy less than 1 year. Call Of Duty routinely makes $1 billion in the first few weeks so a glorified new IP like Destiny should make AT LEAST $1 billion in the first 6 months, especially as a cross platform blockbuster game released at the beginning of the holiday season on a new console generarion that's officially 1 year old now and starting to mature.

    Disclaimer: I've pre-ordered Destiny for Xbox One and I play Hearthstone on my days off for about 2-3 hours a day
    Aug 17, 2014. 05:28 AM | 1 Like Like |Link to Comment
  • The World Debt Bubble Is About To Burst [View article]
    Buy bitcoins
    Jun 1, 2014. 10:20 AM | 1 Like Like |Link to Comment
  • Apple Worldwide Developer Conference: Here Are Good Things To Know [View article]
    Historically, Apple tends to trade down the day of major events. Primarily due to everything already being known beforehand. With the large run up this week I expect the same thing to happen unless something really unexpected is announced like the iWatch. Do anyone think it's likely they would announce it at WWDC or more likely reserve a seperate event for it?
    May 30, 2014. 09:00 AM | 2 Likes Like |Link to Comment
  • The Economics Of Bitcoin [View instapost]
    Other research papers on bitcoin:

    http://bit.ly/1muL8CZ
    May 29, 2014. 08:36 AM | Likes Like |Link to Comment
COMMENTS STATS
219 Comments
163 Likes