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  • Nintendo: Beginning Of A Recovery? [View article]
    Nintendo usually doesn't miss on software, the mobile gaming platform is going to change mobile gaming forever. If you do some scenario analysis based off the numbers $DIS and $EA give out on mobile gaming, its just a home run. 22 of the top 25 all-time best selling console/handheld games belong to Nintendo....
    Jul 31, 2015. 01:57 PM | 1 Like Like |Link to Comment
  • Nintendo Faces Post-Iwata Era [View article]
    There's no value to this article. If the author believes the stock is going to sell off, at least give some more reasons besides Iwata's passing. What level would make the stock more attractive? This author appears to know very little about the gaming space and even the $NTDOY $7974 balance sheet. The stock is up because Nintendo has issued past statements saying Iwata recovery was "unlikely" ... it was very sad, but it was anticipated. Comparing Miyamoto to an 8 year old? Really, trolling the creator of Mario, Zelda, Star Fox and Donkey Kong shows how little the author knows about the stock. Like Steve Jobs, Iwata had time to lay out his succession plans. Looking back, the moves over the last few months was his final signature of where the company was heading. For prospective investors your homework, understand the balance sheet, and create scenarios where it could go. Take a look at the monthly revs by some of the top mobile games .. $DIS said they are pulling in $100 million/month on its simple TSUM TSUM game, then estimate what you believe the first Mobile Mario game will do. Then 5 Nintendo games by 2017, along with possibly NX, the next Zelda, amiibos, licensing deals .... it's not just about mobile, but a company that is finally learning to leverage its strong brandname.
    Jul 13, 2015. 02:23 PM | 3 Likes Like |Link to Comment
  • Starbucks Is Not Invincible After All [View article]
    Article like these are just conjecture ... it would be more meaningful if you did or at least rehash any financial models or scenario analysis you've done before so one can decide if the current valuation, is worth the future growth.
    Jun 19, 2015. 01:40 PM | 3 Likes Like |Link to Comment
  • Starbucks moving in reverse on original plan to add Evolution Fresh stores [View news story]
    Starbucks didn't mention a word about Evolution at the shareholders meeting this year ... back in 2014 it was what everyone was talking about... The company has a lot going for it, and has done a lot of things right ... but there's some hints of arrogance that you can slap on a siren and people will automatically buy that should worry investors at these types of valuations.
    Jun 19, 2015. 01:34 PM | Likes Like |Link to Comment
  • Twitter up 4.6% on unconfirmed Google M&A rumors [View news story]
    Friday, Wall Street ... Summer ...
    Jun 19, 2015. 01:29 PM | 2 Likes Like |Link to Comment
  • Costco: This Warehouse Retailer Should Be In Everyone's Portfolio [View article]
    same store sales are falling, international has a lot of currency headwind... you'd do better elsewhere...
    Jun 13, 2015. 01:25 PM | Likes Like |Link to Comment
  • Twitter: Why You Should Stay Far Away [View article]
    It's right on support - so it will be interesting..
    May 28, 2015. 05:51 PM | 1 Like Like |Link to Comment
  • Strong underlying April comp at Costco [View news story]
    it's well run store, but i'll never pay 25-30X earnings for a grocery store with slim margins
    May 7, 2015. 10:58 AM | 1 Like Like |Link to Comment
  • How To Buy Alibaba At 10x Earnings [View article]
    This is a great example of building a case for investing in a quality name. Perfect scenario analysis. $SFTBY is the type of name, in an overvalued market, that investors will hear about after it appreciates 20-30% ... it's one of the best value names in large cap tech. It's in all the right areas, mobile, telecom, media, gaming. You can put a $0 valuation on everything but $BABA and Yahoo Japan, and it still trades below par ... I'm long the name..
    Apr 27, 2015. 12:03 PM | 1 Like Like |Link to Comment
  • Yahoo: Daily Fantasy Sports The $1 Billion Call Option [View article]
    If you want a piece of everything hot in mobile/digital, I'd rather place my bets on Softbank $SFTBY. You get telecom, gaming, e-commerce, China, India, US ... its currently trading below its take in $BABA and Yahoo Japan and you get the rest for free...
    Apr 22, 2015. 12:20 PM | Likes Like |Link to Comment
  • Nintendo: Donkey Kong And The Mobile Jungle [View article]
    Investors will soon understand the power of Mario and gang. If you look that the less than a year old Disney Tsum Tsum game has already done over $300 million in revenue for a pretty simple game... you can start to imagine the real upside potential of mobile Mario .... just look at the resell value of legacy Mario games ...its a huge brand, well liked among millennials, tweens and adults... certainly valuation is going to out run earnings a bit, but you'll need to be involved before it launches its first game. Half of $EA revenue is from mobile game.. over $2.5 billion... but Mario has got a cult like following ... it's going to be far bigger than anyone has imagined...
    Apr 8, 2015. 01:32 PM | 3 Likes Like |Link to Comment
  • GoPro up 2.6% on Baird upgrade [View news story]
    80% of spring breakers in hawaii are using what amounts to be a $20 ziplock bag to take pool and underwater video and photos ... even comes with lanyard to hang around the neck. Hard to see deep penetration of $GRPO products among the everyday family....I like $GPRO but it will always be a niche company.
    Mar 26, 2015. 04:04 PM | 3 Likes Like |Link to Comment
  • Starbucks Stock Split Could Create A Better Entry Point [View article]
    I agree. I've been a fan of CEO Howard Schultz, but when he continues to channel his energy and creep more into social political landscape, you have to wonder if he's getting sloppy about the core business where valuations don't support, just inline earnings. He's got every right to feel good, the stock has been great and he's done a fabulous job in its revival.

    However, just like Target learned in Canada, just because you have brand recognition, doesn't mean you can just show up and locals will buy. I worry the company is trying to barge its way into every aspect of your life, and as we've seen the last couple of days, that doesn't play well with the majority of folks.

    Howard certainly feels like he's jumping the shark a bit.
    Mar 20, 2015. 04:59 PM | 6 Likes Like |Link to Comment
  • Nintendo: A Change In Strategy Is Needed [View article]
    No debt, plenty of cash. With a market that's mostly overvalued, there's a lot of good reasons to at least initiate a long position and hang out in $NTDOY....
    Mar 16, 2015. 12:33 AM | Likes Like |Link to Comment
  • Best Buy: Time To Build Another Contrarian January Position? [View article]
    Best Buy should totally revamp its model and eliminate a majority of its stores. It really becomes an online model with showrooms. Take the ABT or Frye's model, people buy online and pickup locally, or browse and buy at a megastore. Could also offer a sameday delivery. It focuses on strong customer service and product knowledge. What so many stores fail at today: if your customer service stinks, there's really no differentiation among peers other than price.
    Jan 19, 2015. 01:25 PM | Likes Like |Link to Comment