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GameStop Corp. Message Board

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  • Just figured I'd echo the sentiments of our esteemed "analysts".

    You're welcome.

  • down from last year, but still almost 40% of float. just a bad q3?

  • So now that GME is down 40% in the 8 months since I posted this, hopefully some of you understand what is going on here. Gaming industry is going great, but buying physical copies of games is absolutely going to die. Book stores, music stores, video stores, and soon game stores all share the same fate. If GME has no plans to transition to digital world they will go out of business. It is inevitable.

    And no I am not short GME I have fond memories of them. I used to go to midnight launches all the time. Now I simply click a button in Steam/XB1/PS4 a week before release and the game is ready to play at 12:01 AM on release day. I haven't set foot in a GME for ages and I easily spend over $1000 on my gaming hobby a year.

    Sentiment: Strong Sell

  • Reply to

    Why Over Analyze

    by tytus12121 Mar 22, 2016 2:11 PM

    What was that again? Tomorrow several weeks ago? Gamestop continues to make money while speculators like you keep losing.

    Sentiment: Strong Buy

  • Probably not today is my guess... But, seems logical that:

    1) Hasbro would be interested in Collectibles business if Gamestop sold it.

    2) Electronic Arts would want the video game publishing business if Gamestop expanded it greatly, since Gamestop has the advantage of Thinkgeek inventing toys to go with whatever video game is published.

    3) Valve might be interested in Kongregate

    4) Barnes and Noble might be interested in Game Informer

    5) Amazon may want the Gamestop Bricks and Motors stores as at the veryeast it would be a super increase in inventory and warehousing space.

    6) Best Buy could want the Technology Brand business.

    So certain aspects of Gamestop have certain appeal to specific types of companies in my opinion. Not sure if the entire Gamestop would ever be swallowed up. Maybe Walmart? Except Walmart shut down the whole idea of running smaller sized supermarkets. Target then? It would be a dramatic move, but fits in with their current strategy of increasing inventory offerings to boost revenues at their stores...

    Sentiment: Strong Buy

  • Thanks for your thoughts. I agree that GME acquiring a development house and the spinoff idea are interesting possibilities. I've wondered if digital goods (video games, movies, books, etc.) could ever appear on a secondary market. For example, after someone downloads a Call of Duty game from Activision, could this person resell this digital good for a fixed discounted price? Maybe GME would get in on this.

    **For anyone else reading this thread, these thoughts are purely speculative.

    There's a lot of fear in GameStop. I'm not saying some of it isn't warranted. But I believe it's overdone. The stock is cheap enough for me to make a bet on it, even after baking in the negativity. The company has many options, more so than we outsiders realize.

    Sentiment: Buy

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    stock alerts” and thank me later.

  • Reply to

    I'm out - good luck longs

    by ibrowning85 Apr 5, 2016 2:49 PM

    I personally think it's a long-term hold.

    Sentiment: Strong Buy

  • Reply to

    I'm out - good luck longs

    by ibrowning85 Apr 5, 2016 2:49 PM

    Not sure it makes sense to dump GME entirely for Gilead. I would think it smarter to have just diversified a portion of your GME holding into GILD. Especially, since Biopharmaceuticals tend to have dramatic movements up and down.

    And of course you dump GME 1 week ahead of Investor day and NPD report. Oh well.

    I do recommend GME investors diversify out of Retail business to Beverage companies, Biopharm or Pharmacy, and perhaps insurance companies.

    Sentiment: Strong Buy

  • Was hoping for more of a bounce post earnings. Still like the stock but I see better opportunity with Gilead right now. Good luck longs

  • It is with heavy heart I report the demise of Tytus the Clown.

    Will have more details of Tytus's passing as the week progresses but it appears he was assaulted by a group of angry midgets and did not survive his injuries.

    In lieu of flowers the family has requested that interested parties wear big red noses for the rest of the month and consider having their feet surgically enlarged.

  • I don't believe there is any company that would want Gamestop entirely. But, certainly there are companies who may be interested in Gamestop's Telecom retail business. Before Gamestop acquired Thinkgeek, Hot Topic wanted to acquire them. So the collectibles business is very much a solid target as well.

    Further down the road... If Gamestop really wanted to get involved in the Video Game Publishing business in a big way, they could acquire video game development houses or set up partnerships. Right now, Gamestop is publishing 1 video game from 1 company.

    Ultimately, I think Gamestop will eventually have to spin off a portion of their business. If they do a spin off then certainly that spun off business could be a buyout target. As long term investors, we would get stock in the spun off company.

    Sentiment: Strong Buy

  • The Clown company could acquire GME. Tytus the clown could be CEO...Clown Executive Officer.

  • This question is purely speculative. I'm long GME.

    Sentiment: Strong Buy

  • Reply to

    Motley Fool 2016 Negative GS Article Tracker

    by varchild2010 Feb 22, 2016 5:04 PM

    Negative Motley Fool Article Tracker hits 5 articles in less than 4 months. On pace for 15.

    Sentiment: Strong Buy

  • Speaking from a consumer's standpoint, digital downloads are still immensely flawed. Wall Street's stupidity can be a benefit to us though. They drove the price to a single digit P/E ratio once they heard some know-nothing analysts talk about how digital will take over despite never having played a game in their lives."'Disc-based games will be around forever,' he says. 'The market has seen physical music sales down 50% from its peak and physical movie sales down 60% from its peak, but even in a doomsday scenario, disc-based games will be around for a long time. I see a complimentary business where we sell discs plus download like the current console mode. Virtual reality games will also likely follow this model.'" -quote from an article quoting Gamestop's CEO. Video games aren't movies.

    Sentiment: Strong Buy

  • Reply to

    Motley Fool 2016 Negative GS Article Tracker

    by varchild2010 Feb 22, 2016 5:04 PM

    Negative Gamestop article tracker is now at 4 as Rich Duprey heavily cherry picks facts and wants readers to believe Gamestop's new businesses need to off set the entirety of Gamestop's video games businesses.

    Rich Duprey fails to mention that Gamestop had a 1.4% revenue growth, solid comparable same stores sales growth in Q4 2015, and collectibles helped make that happen. Rich also ignores Gamestop's digital sales growth and a littany of other facts. Any company can be GAME OVER when you go around cherry picking facts.

    Sentiment: Strong Buy

  • Reply to

    Why not P/E of Verizon TMobile AT&T?

    by varchild2010 Mar 30, 2016 12:20 PM

    tl;dr

  • Reply to

    Why not P/E of Verizon TMobile AT&T?

    by varchild2010 Mar 30, 2016 12:20 PM

    I take one statement back.

    I do have personal opinions on AMAZON's product pricing.
    Like how I was able to recently get a video game for less in price than the AMAZON (PRIME) price or any of their 3rd party sellers.

    I do have issue that on AMAZON, when you look up an older video game title, you have sellers listing titles as "Very Good Condition" and then in the description text you discover that you aren't getting the original case for the disk!

    How the heck is it Very Good condition when the disks ship in generic jewel cases or paper sleeves?

    Sentiment: Strong Buy

  • Reply to

    Why not P/E of Verizon TMobile AT&T?

    by varchild2010 Mar 30, 2016 12:20 PM

    I only believed DPS to be heavy risk when it IPOed. Back then we are talking about June 2008....Remember 2008? The stock market collapse?

    DPS share price consistently fell from its opening IPO price down to $15 and even less than that.

    Given that in the following years there were some down quarters regarding sales due to the annual decline in Soda sales happening across the board with all Soda companies, and Dr. Pepper Snapple Group also ended up losing the bottling/shipping business back then for Monster Energy Drink.

    The heavy risk was figuring out how to value DPS on the back drop of losing Monster Energy Drink to Coca-Cola and the drop in Soda sales.

    Figuring that out requires the same process as figuring out the value of Gamestop. Gamestop has issues... Of course, they are widely known.
    But, to suggest they aren't being or showing signs of successfully dealing with the issues is to show complete distaste for their entire business strategy.

    But, I don't see how one can completely do that given the results thus far. Collectibles Sales and Tech Brands sales have been growing by double digits! Year after Year after Year of double digit growth for Tech Brands.

    I personally believe in staying away from a company like TESLA if you have as much knowledge of the electric vehicle / battery business as I do. I have next to no knowledge on this type of business. Therefore, I can not comment intelligently on TESLA. Nor would I ever invest in it until I actually did some hard core research.

    Same goes for AMAZON. I find AMAZON to be too big and confusing and monstrous in what they do to even remotely be able to figure them out. I stay away from businesses I do not understand.

    Right now, since I can not understand how AMAZON PRIME has gotten to be popular, I stay away from that. I have no personal opinion on TESLA or AMAZON.

    Sentiment: Strong Buy

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