Seeking Alpha


Send Message
View as an RSS Feed
View tdsx2jcs' Comments BY TICKER:
Latest  |  Highest rated
  • Majesco Entertainment: Is A Turnaround In The Works? [View article]
    Agreed, entered at $.61, will cover most of my cost and take some profits around $1.05 - $1.10 and hold for a 2 or three more quarters..

    I will say that there are a LOT of speculative comments in this report, not much solid to go on. The report doesn't actually explain that Zumba was 1 of only a handful of titles released exclusively with the Xbox One release, which was actually a big deal. Mobile and Gambling will not be significant for years and like always Majesco is late to the game.

    They are a very risk averse company, definitely good for a short term turn run up but don't stay in too long.

    I may pick up a few thousand more shares if the stock dips again come January QE's.
    Dec 26, 2013. 01:38 PM | Likes Like |Link to Comment
  • Will Glu Mobile And Zynga Revolutionize Mobile Real Money Gaming? [View article]
    Zynga and Glu Mobile are hardly a comparison when it comes to online gambling but there is a very big difference between these two and unfortunately Glu will not be a market leader in either mobile gaming or online gambling in the future. If you are long GLUU, I'd be warry.

    Online Gambling - I hear people comment about how the entry barriers into this market are low and that competitors will flood in, but the one thing that Zynga has that the host of others doesn't is a massive customer base. I haven't seen any articles about how expensive customer aquisition is, and believe me, it is. Zynga has the customer base and will certainly be a viable player in online gambling.

    Mobile Gaming - Glu Mobile will eventually be pushed into the background as EA, Activision, Take-Two, and other massive publishers enter the mobile gaming scene in earnest.

    My point is this, take some gains from GLUU, because it will go back up (temporarily), it may (not likely) be acquired at a premium, but it will ultimately be an average company and never really successful. Zynga, is going to be a powerhouse, 2 years from now the stock will be more than 100% of what it is today, and in 3-4 years it will be back to IPO levels...
    Apr 6, 2013. 09:58 AM | Likes Like |Link to Comment
  • Zynga Is No Longer A Gamble, It Is A Strong Buy With Potential [View article]
    I rarely hear anything about the cost of customer aquisition. People speak about the low entry barriers into online gambling, and a company could develop a new brand and enter the market, however it would cost an enormous amount of money to aquire the customer base. Zynga, has this customer base already, which is why this will be an incredibly lucrative move on Zynga's part and will result in incredible returns to us (the shareholders).
    Apr 6, 2013. 09:57 AM | Likes Like |Link to Comment
  • The Reason Why I'm Not Excited About Glu Mobile: Income Statement Analysis [View article]
    - Zynga isn't going to sell anytime soon, they're still trying to build their empire.
    - I've been a Glu Mobile stock holder off and on for nearly 3 years and I agree with the author that gluu is still in an unsustainable business model. Look for profitability in 5-6 quarters, but certainly not before. The gambling game in the UK is in the form of a cartoon and I'm not impressed nor do I expect any significant revenue from it. I believe this is why Glu didn't forecast anything, because they don't see any numbers coming of any significance. It is all about getting the Glu brand associated with online gambling at this point even if it is a poor choice to break into that market.
    - I'll buy back into gluu around $2.30ish, certainly not before $2.50.
    Mar 23, 2013. 02:18 PM | 1 Like Like |Link to Comment
  • BofA/Merrill sees "less valuation upside" for Zynga (ZNGA -4%) following a 47% YTD gain, and has cut shares to Neutral. Shares now reflect the long-term potential value of Zynga's core franchises, says analyst Justin Post, and "competitive real-money poker launches and summer seasonality on core businesses could limit further enthusiasm." BofA upgraded Zynga on Feb. 5, just ahead of a well-received Q4 report. [View news story]
    This is just a way for BoA to get rich. These large institutions will be loading up slowly before they upgrade again. Just another way that the big banks get richer... I bought in at $3.51 and will hold until $5.00 - $6.00, it will be here before the end of the year, watch and see. Zynga is under serious pressure to release news of their online gambling now.

    Isn't a $500 Million buy-back coming also?
    Mar 21, 2013. 05:05 AM | Likes Like |Link to Comment
1 Like