Cardboard Zombie

3 Comments

    • ON: Thu Apr 3rd 09:48 AM
      Commented on:
      Activision: Growth Already Built into Stock
      Okay, I'm going to have to disagree with you there.
      ATVI cannot be valued the same way after the merger with Blizzard.
      Half the model will be a highly profitable subscription based model. Margins will actually increase as Blizzard will get a more profitable distribution deal for WOW (NCTY has it now). In addition, Starcraft II is on the horizon and it will have an even bigger following than World of Warcraft (10 million members paying $10 per month and counting)! So ATVI is merging with a company that is about to double it's huge profit margin sub base in the next two or three years. So you cannot value them the way you have been in the past. New video game giant with higher margins and higher growth. Can't use the same valuation.
      Please go back and fix your EPS and valuation method.
      Come back when you have a $37.50 price target.
      Thank you.
      View article »
    • ON: Tue Apr 1st 07:27 AM
      Commented on:
      Did Barron's Really Pan All Commodity Investing?
      Barrons is for old hags. Old bearish hags. I canceled my sub years ago. They are clueless. Then Barrons online has the audacity (or stupidity) to claim they caused the decline in comms yesterday. Get real!
      The rise of comms has to do with the fall of the dollar, Barrons!
      Guess what? That will continue. Barrons is dead to me.
      View article »
    • ON: Tue Mar 4th 09:00 AM
      Commented on:
      Microsoft's Bid for Yahoo: My Signal To Finally Buy Google
      Great article. How does GOOG plan on getting big biz to go with Google Apps and Google SaaS? This is an aspect of their biz that not many are aware of. Everyone knows about Google search domination. You bring up very good points. Well done.
      View article »
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