homersby

Take Two's New Distribution Arm Could Be Just What Investors Called For

Accurate details would be nice and add to credibility here. The game first retailed as all do this generation at $60, not $50. Sure there may have been some deals here and there, but $60 is your basic starting price. And I am not sure what game you are referring to with Grand Theft Auto: Vice City IV. The most recent release was GTA IV. GTA Vice City was an Xbox/PS2 title. C'mon, make an effort!

Take-Two Should Be a Bigger Acquisition Target

I totally agree with everything you wrote, but isn't the market discounting another offer since TTWO rejected 26/25.74? Zelnick probably still thinks it is worth more than that and he may well be correct, but that would mean an offer well over 100% premium to current price. Rare numbers even in the best of times. The market, in general, no matter how hard we try to inform others, still sees TTWO as a one hit wonder. I know that's not true and so does any reasonably informed person, but the market is not always reasonably informed of things like this. Just my thoughts.

Why I'm Backing Up the Take-Two Truck

Seems like people are paying about double for the Sept 22.50 puts vs. the Sept 27.50 calls. and volume is about 15x higher in comparison. I am on board with good earnings news and believe a deal gets done at some price higher than 25.74 soon. But doesn't the pricing and volume indicate negative sentiment in the short term?

Gaming the Recession

You mention only one trip needed to buy your video game. Not even necessarily that much with ordering online via any number of resources such as Gamestop, EBAY, BBY, etc. GME also an excellent play here since they sell everything VG related so all of your bases are covered. Not to mention the used business which is great in hard times to trade in or buy less expensive used games.