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jameskm03

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  • Activision pulls the plug on WoW successor Titan [View news story]
    Cheap fads... have you ever played Hearthstone? It's amazing and regularly the second most watched game on Twitch.tv behind LoL. http://www.twitch.tv

    Heroes of the Storm is also getting good reviews in beta testing.
    Sep 23 04:23 PM | Likes Like |Link to Comment
  • Ford preps for aluminum F-150 production in 'massive' undertaking [View news story]
    2014 F150's are on sale right now. I know because I bought one earlier this month. Lots of excitement over the 2015 but lots of people, like myself, are buying the deals as they unload 2014's to free up inventory for 2015's. As much as I would have loved a 2015 F150 your not going to get any of the discounts that you can get on the 2014's right now. As a consumer and Ford buyer that's great but it's going to be even better in a few months for Ford when they are charging full sticker price for the 2015's and people aren't blinking an eye and buying those too. That's just the reality. In taking to my sales guy about all this I can't even begin to tell you how excited he is about selling the new truck. He's already got a lot of people interested and he knows he's going to make a killing.
    Aug 26 09:56 AM | 2 Likes Like |Link to Comment
  • Why Activision Blizzard Stock Is A Good Investment Right Now [View article]
    I would say a big piece of my thesis is the large and GROWING importance of video games in our society. The games being made and played today are exceptionally more complicated to make than those 20 yrs ago, but they are also much more engaging and also profitable. Sure there are challenges to the industry like mobile and free to play.

    With all that said I think about ATVI as "the Disney" of the video game industry. A smaller with lots more room to grow comparison. Maybe you agree or disagree with that comparison and that is the reason we all invest in different companies.
    Aug 22 08:41 AM | Likes Like |Link to Comment
  • Why Activision Blizzard Stock Is A Good Investment Right Now [View article]
    This stock was ignored for so long (pre-2013 and the Vivendi repurchase) and now everyone is on the bandwagon. Sure it's up 120% in the last 18 months but that move was long overdue. 18 months ago everyone was complaining about the cash cow that is WoW's subscriber count falling. It's amazing how that is still happening but with all the other launches people completely forget about it. The upcoming lineup is super exciting, but I still wonder where project "Titan" falls into all this and is that another huge catalyst that they are keeping secret for now?

    Great company executing on all cylinders! This is one that pays to buy and hold for a long time and I'm glad to say that is exactly what I have been doing and will continue to do.
    Aug 21 09:35 AM | Likes Like |Link to Comment
  • Should You Buy Or Sell InvenSense Going Into Earnings? [View article]
    Personally I'd love to see this stock get popped back down into the $17's after earnings. I'd nibble then but no way am I buying at the current stock price. The price on INVN is definitely ahead of itself right now.
    Jul 24 11:23 AM | Likes Like |Link to Comment
  • Activision Blizzard: A Low-Risk Business Model In A Risky Industry - Compelling Value Here? [View article]
    With mobile don't forget about Hearthstone. I'm interested to see how much revenue it generates. Right now analysts are thinking "tens of millions of revenue in 2014" (http://bit.ly/1tAwJcL) but with the new expansion out yesterday, Curse of Naxx, and it's growing popularity it could be just the nudge they need to get more into mobile.

    Also the beta reviews of Destiny have been extremely positive. I took a nibble back into ATVI just last month based on my belief in Destiny and Hearthstone alone. I had been a long time holder who got out earlier this year after the big run-up last year and looking back I wish I would have just held on.

    Honestly when I think what is the closest I can get to buying Disney without paying for crazy overvalued Disney right now Activision-Blizzard is the best thing that comes to mind. They have a long term loyal community and put out top quality polished products. This is a buy and hold investors dream company in my opinion.
    Jul 23 12:40 PM | 3 Likes Like |Link to Comment
  • Intel issues solid guidance, adds $20B to buyback [View news story]
    If your INTC though a 20B buyback means you have fewer shares in the future to pay dividends on and thus it's easier to raise it in the future. I wish they would have bought back $20B worth when the stock was sub $25 and not past $30 though.
    Jul 15 04:29 PM | 19 Likes Like |Link to Comment
  • Verizon fights back over Netflix error message [View news story]
    The sad thing is if you do the math worst case scenario it costs 10 cents to deliver a GB of data. It is well less than this in the US probably around 1-3 cents depending on the area/region. I'm also being EXTREMELY conservative here because here is an article that Netflix is stating that it costs less than 1 cent to transfer a GB.
    http://bit.ly/1okRtEg

    So let's assume they have an agenda to make this sound as rosey as possible and triple the estimate.

    So even if a user consumed 200 GB of data and to keep the math simple 1GB of data is approximately 1hr of high quality viewing. So 200/30 is equal to 6:40 minutes a day of Netflix streaming in a month. That's an insane amount of binge watching. Let's assume that it costs 3 cents/GB then it COSTS Verizon $6/month to support you (200 x 0.3). Most likely your paying about $50/month for that internet service.

    Yes I get there are setup and maintenance costs to lay and run the pipes but a heavy abuser of bandwith is NOWHERE CLOSE to costing an internet provider money.

    Internet provider margins are some of the juiciest around (600% marker in this conservative estimate). #JustSayin
    Jun 6 01:41 PM | Likes Like |Link to Comment
  • King's IPO valuation conservative; Zynga, Glu Mobile gain [View news story]
    ATVI has a market cap around $14.5B. There is just no way this one trick pony is worth half that. EA has a market cap of $9.2B. Those that want to put growth projections on this probably need to get their heads out of the clouds a little.
    Mar 12 02:30 PM | Likes Like |Link to Comment
  • GM and Ford to follow aluminum strategy together [View news story]
    @1980 You obviously never hit page two of the article you shared. I'm sorry but Tdot is correct and you have lost total credibly for knowing how to share sources that you have even read properly. Also there is a HUGE difference between paying back a loan and completely forgiving debt through bankruptcy.
    Feb 19 02:12 PM | 2 Likes Like |Link to Comment
  • Yahoo buys mobile marketing startup; criticism of strategy picks up [View news story]
    Is the honeymoon over?
    Jan 21 11:20 PM | 1 Like Like |Link to Comment
  • Verizon's Planned Acquisition Of OnCue Is About Cost Savings And Making FiOS TV 100% IP Based [View article]
    BINGO! Finally someone is starting to see the big picture. VZ has really slowed back FiOS rollout the last few years and everyone doesn't full get why. Well the answer is why lay all this expensive pipe when you also run the most powerful wireless network in the US. 4G is only getting faster and more reliable so why not offer a TV service that streams wirelessly?

    It sounds a little crazy today but if you step back and look at the big picture Verizon already has 100M wireless phone customers it's a perfect market to target with a compelling TV offering and completely SHOCK traditional Cable/Satellite providers. It's not going to happen overnight but if you are patient and look at the long term picture VZ would have to be braindead to not go in that direction. In my opinion it was this big picture vision that VZ saw and why they knew step one was buying the rest of the wireless part of the company from VOD.

    This is also a small nice long term bet by INTC to get their chips into the living room. I'm sure INTC must have included that VZ must use their chips in this product as part of this deal.
    Jan 21 05:43 PM | 1 Like Like |Link to Comment
  • Nuance ups FQ1 guidance, shares +7.5% AH [View news story]
    5x would put NUAN as a $25B market cap and share price around $75. I think a double from here in 2014 assuming the market doesn't completely fall apart is possible.

    This is really good news either way because last earnings they made it sound like it was going to take another year before things really start to turn around.
    Jan 21 05:35 PM | 1 Like Like |Link to Comment
  • EA, Activision, Take-Two underperform after GameStop warns [View news story]
    The trend of digital downloads and digital expansions directly from the publishers is cutting out GME some here too.

    I've been a long time GME rewards member but I would never buy the company for the single fact that I feel like they don't try hard enough to keep members active. Meaning I've been on and off again for the last 10 years and it seems like every year without fail my subscription expires without any notification and the next time I go in (sometimes 3-6 months later) we renew but they should have that process on lockdown. You have all my contact information and it's a great value considering the used game discounts AND the magazine but they suck at keeping people locked in.
    Jan 14 03:27 PM | 1 Like Like |Link to Comment
  • Beam - An Attractive Investment Opportunity [View article]
    If you are in long term capital gains territory I would recommend you just sell now. If you are close you might wait. By close I mean the deal should be complete between May-July at the latest.

    I sold out yesterday morning being in long term gains.
    Jan 14 08:26 AM | Likes Like |Link to Comment
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