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GameStop Corp. Message Board

  • varchild2010 varchild2010 Sep 29, 2011 6:26 PM Flag

    Madden 2012 & Gears of War 3 sales

    In case you didn't get the news:

    1) Gears of War 3 went Triple Platinum in its 1st week of sales.

    2) Madden 2012 sold 1.4 Million copies in its 1st week of sales.

    Both of which will have ALL of their sales in the September NPD New SKU Video Game Sales report coming 2nd Thursday in October.

    September NPD report will finally QUIET the negativists declaring Consoles as DEAD....

    This period is the absolute best period to get into video game stocks....

    TTWO
    ATVI
    ERTS

    and so on.

    Mass Effect 3 releases in March of 2012 and sometime around that time is Final Fantasy 13 - 2. Diablo III also...

    The month to month to month of beating NPD Video Game Sales numbers could stretch well into 2012 given the quality of releases we are finally getting.

    Every single month is at least 2 titles that I am looking forward to...like Serious Sam 3 in October I believe... Or Skyrim in November...

    Of course.."Street Cleaning Simulator" is clearly my favorite game of the year!! woo-hoo for Street Cleaning Simulator!!!!

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • My problem with Gamestop is that is just only undervalued, not absurdly undervalued. Forward p/e 7.5 or so, easy double from here. Of course it could quadruple as well. $95 share price in 2013 with slightly higher earnings at a p/e of 25-30 due to short covering. And that's without considering that we probably are entering a new console cycle.

      I prefer the UK equivalent to Gamestop, Game Group. Not the same monopolistic position in retail and the retail environment is harsher in the UK but orders of magnitude cheaper.

      Yet I remain cautious. I am at the 0.1% mark right now. We should have several more months to accumulate. Would be my first stock with a holding of over 1%.

    • Here's some of what we can look forward to in 2012 (possibly, games do get delayed):

      1) Final Fantasy X 2

      2) Final Fantasy 15

      3) Nintendo Wii U

      4) Bioshock Infinite (Bioshock 3)

      5) Diablo 3

      6) Starcraft 2 expansion pack

      7) Kingdoms of Amalur (February 7th!! What released this year that was as good in February??)

      8) Tom Clancy's Ghost Recon Online

      That's just to name a few of possible release titles
      of 2012. Many of which releasing in 1st 3 months of 2012.

      To sit back and ignore or "FLEE" the video gaming sector
      amidst all of this like some ANALYSTS *ahem ahem* were telling investors to just...flee...run...gaming sector dead...

      uhhh...not with quality like this!

      • 1 Reply to varchild2010
      • Not that impressive, just wait a little longer until 2013.

        Wii U seems to be dead on arrival as a Wii successor for the casual market. But the Wii finally offers the possibility to go multi platform on 3 devices and will probably set off the next console cycle. Don't forget that the console cycle is probably caused more by social reasons (i.e. expecting something new) than by technological reasons.

        Gamestop does not have significant growth left by opening new stores. But current earnings may very well be the through of a cyclical business. And as there is no dividend shorting is painless. Don't expect the share price to rise gradually, accumulate and prepare for a blow off someday when shorts realize they are trapped.

 
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