Ricard

15 Stocks That Are Having a Tough Quarter, But Are Still Worth a Look

I don't have too much really...ERTS was a tertiary interest for me a while back. What I thought was interesting was that it was supposed to be the 800 pound gorilla in this space, but unfortunately that has not played out over time.

The main problem is that it lacks a franchise. It tried to buy take two to get GTA, but failed. ATVI has Blizzard's long track record, Nintendo has characters spanning 20+ years - ERTS has sports, the licensing of which can go either way, and is not proprietary.

But perhaps you're right - I thought the out-sized losses were unique to ERTS, but that does not seem to play out. I'm just not sure if top-line would recover as much as other names in the sector once cyclicality is factored in. I do see how you can come to the conclusion that ERTS is a better value play than, say, ATVI.

Of course, this is certainly an extremely fickle sector. I suppose anything really can happen with virtual goods.

15 Stocks That Are Having a Tough Quarter, But Are Still Worth a Look

Alan,

Thanks as always for providing a fresh look at the stock market.

Not sure if we're seeing the same company in ERTS...everything I've been able to find on the company indicates that it's a dog with a massive flea problem. I can see how PE may be low if averaged over 5-10 years but...not sure what it would take to pull it out of its current malaise.