The Stock Surfer's Comments

The Stock Surfer's Comments The Stock Surfer's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/118829/comments Gamestop: A Good Buy into Earnings? http://seekingalpha.com/article/104946/comments?source=feed#comment-302252 302252
The Wii is still hard to find and all my nieces and nephews have gaming systems. There might be reasons not to buy Gamestop (the fact that it's a bear market is my favorite one) but a nationwide shift to spending only on "food, clothing, and shelter" is not likely one of them.]]> Mon, 10 Nov 2008 15:27:34 -0500
The Wii is still hard to find and all my nieces and nephews have gaming systems. There might be reasons not to buy Gamestop (the fact that it's a bear market is my favorite one) but a nationwide shift to spending only on "food, clothing, and shelter" is not likely one of them.]]> Why I Bought Activision After Electronic Arts Disappointed the Street http://seekingalpha.com/article/103475/comments?source=feed#comment-299059 299059
So where's your edge? You need to know the games. You might disagree on which games will be successful, but if you don't know about StarCraft (to pick one example), you are missing an important catalyst. It has nothing to do with hype.

Why did ERTS and THQI have poor earnings? Weak game sales and weak projected sales. Why did ATVI have good earnings? Solid game sales and solid projected sales. That's the business after all--they sell games.

On Nov 02 10:37 PM 1 o 4 wrote:

> How about more commentary on ATVI fundamentals, as opposed to game
> hype?]]> Wed, 05 Nov 2008 21:34:31 -0500
So where's your edge? You need to know the games. You might disagree on which games will be successful, but if you don't know about StarCraft (to pick one example), you are missing an important catalyst. It has nothing to do with hype.

Why did ERTS and THQI have poor earnings? Weak game sales and weak projected sales. Why did ATVI have good earnings? Solid game sales and solid projected sales. That's the business after all--they sell games.

On Nov 02 10:37 PM 1 o 4 wrote:

> How about more commentary on ATVI fundamentals, as opposed to game
> hype?]]> Nintendo, Activision: Go for the Growing Game Cycle http://seekingalpha.com/article/76682/comments?source=feed#comment-170608 170608 Tue, 20 May 2008 12:59:48 -0400 Not All Gaming Stocks are Worth Playing http://seekingalpha.com/article/66807/comments?source=feed#comment-121598 121598 Mon, 03 Mar 2008 13:25:46 -0500 Trick or Treat for Drybulk Shippers? http://seekingalpha.com/article/52195/comments?source=feed#comment-100469 100469 Wed, 31 Oct 2007 18:09:45 -0400