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GameStop Corp. Message Board

  • varchild2010 varchild2010 Nov 10, 2011 9:08 AM Flag

    Happy NPD day

    Today is Happy NPD Report day after closing bell.

    Battlefield 3 was the biggest release last month and should mean we get another year over year gain in software sales.

    Lest ye forget, September saw a 3% gain year over year in Console game sales. PC sales slipped but easily explained away as Deus Ex Digital Sales were strong. Furthermore, Gamestop actually pushed shoppers to buy the digital version by offering Deus Ex 1 and 2 for free.

    I look forward to the media intentionally misinterpreting NPD's report today.

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    • Now we know why (GME) has been slipping in share price to mid-$24.50 range.

      Monness, Crespi, Hardt put out a Sell Rating on Gamestop.

      I have no info yet that I can find to understand why they would put out a sell rating while Call of Duty Modern Warfare 3 has broken sales records and Elder Scrolls Skyrim is out today...and ZELDA out next week...and so on.

      Quite a bizarre thing to do is to launch a SELL rating 1 week before the Earnings Release and during all of these game releases.....

      We've seen Uncharted 3 break franchise sales record.

      The evidence to support a Sell rating on Gamestop is well missing entirely on me.


      I would look at (TTWO) for any M&A activity and not Gamestop right now. TTWO has just sold over $200 million worth of Senior Notes with an additinal $30 million option to buy more.

      Bottom line is TTWO's best franchise title releases sometime 1st half of 2012 I think. So they are setting themselves up to make some kind of move. A lot of rumors/speculation that they may get bought out or they may do a Merger with someone.

      I'd love to see Gamestop merge with Take Two Interactive.
      But, I have no idea how that one would work out.

    • bodi36 Nov 10, 2011 12:55 PM Flag

      Varchild where is the bottom on this. am waiting on santa clause to show up here. so get with the program get on the phone n get something going here these shorts are knocking me to floor

      • 1 Reply to bodi36
      • Dude. You apparently, do not know how to invest.

        You have to be smarter than the shorts. The shorts are just constantly banging on the smartphone tablet drum and not doing any homework.

        I am not going to point out everything I see as that would take up too much of my time.

        But, it is simple.

        You lay down a list of issues going against Gamestop.
        You then do homework to speculate or identify what
        if any solutions Gamestop has.

        I scan lots of forums reading a lot of video gamer opinions and they reveal a lot more about the gaming industry than any stock analyst report.

        Consumers aren't idiots and Gamestop management is by no means asleep at the wheel.

        I do not always agree with what actions they take... But, when someone says...hint hint we have a big project coming then I am all ears.

        While the shorts continue to say Amazon always has lowest price.....Not only is that not true but consumers are starting to catch on.

        IGNORE the single day pricing moves and focus more on the big picture. IF the big picture goes south then it is time to sell.

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