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GameStop Corp. Message Board

Homersby 34 posts  |  Last Activity: 3 hours ago Member since: Mar 12, 1998
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  • Reply to

    CS on TTWO and others

    by homersby 10 hours ago

    No but their words and opinions, like Pach, will tend to move the stock.

  • Reply to

    GLUU

    by whasupwhasdown May 1, 2015 4:31 PM

    prior to their very recent infusion they had 70M on the books at year end. Doesn't sound like much to me. That Kim K game was hot for them for about a second and then it seemed they overpaid her and might not make money in the long run on the game. They were once at 14 and have never returned although they are now almost half way there. All I can say is agree to disagree and be patient. Let TTWO make something internally when and if it fits their model. Don't go all EA and buy and right off acquisitions right and left IMO.

  • Interesting stuff from CS. Slight cut in PT to 32 from 33.

    Regarding Take Two Interactive, Credit Suisse analysts stated that they had pushed GTA 5’s PC SKU to 1QFY16 as well as removed potential release “Agent” from their calculates coupled with an increase estimate for Evolve and added a WWE 2015 release for the same quarter. They noted that investor focus on FY16 guidance will be largely based on the expected time frame for release of one of its “AAA” titles such as a sequel to the Red Dead, Bioshock or the Midnight Club Franchises.

    Credit Suisse also modified its price targets and earnings estimates in line with its expectations from the 3 stocks:
    •Electronic Arts’ price target was raised to $68 from $56 with adjusted EPS for FY16 at $2.32.
    •Take Two’s price target was slashed slightly to $32 from $33 with adjusted EPS for FY15 at $1.77 and EPS for FY16 at $0.98 respectively.
    •Activision Blizzard’s price target remains at $28 currently.

    Credit Suisse maintains its Buy position on Electronic Art and Activision Blizzard stock while it remains Neutral to Take Two Interactive’s stock at current market prices.

  • Reply to

    GLUU

    by whasupwhasdown May 1, 2015 4:31 PM
    homersby homersby May 1, 2015 10:21 PM Flag

    I don't about that. Look how many of those companies flamed out, including GLUU BTW if you look at their price history. EA bought a couple and wrote some or all of them off pretty quickly. I don't think he/they need another distraction.

  • Reply to

    What's the game plan?

    by whasupwhasdown Apr 23, 2015 10:00 PM
    homersby homersby Apr 29, 2015 9:22 AM Flag

    Brean Capital reiterates Buy with a 35 target and increases current Q numbers and next year on continued GTA sales including PC, DLC and other growth. They DO NOT expect RDR next year but do expect some other R* title. Any RDR would be upside to their numbers. Sounds like a nice bit of reality in there to me. Reasonable expectations IMO. Hope they are correct all around.

  • Reply to

    WOW

    by senala1 Apr 15, 2015 8:51 AM
    homersby homersby Apr 15, 2015 9:07 PM Flag

    Sheep, lock? R*? Cmon, you know better than that!

  • Reply to

    RDR2 Buzz

    by homersby Mar 31, 2015 9:06 PM
    homersby homersby Apr 1, 2015 9:43 PM Flag

    No, it will not, if it is announced for next year (Oct 2016), as rumored, and with R*, there is no history that allows for an announcement that will land the game in next FY ( by Mar 31, 2016). They announce, talk about it for a while, delay it at least once, if not more, and then release about a year later. This will drop the stock, at least initially as we will be back to one trick pony status in the eyes of the street. Still a buyout candidate since someone could fold the great IP in with theirs and smooth things out with nice upside when GTA, RDR, etc. would come out with many other titles to carry the off years.

  • homersby by homersby Mar 31, 2015 9:06 PM Flag

    Anyone google RDR2 lately? More of those Bidness articles, among others, starting to really start chattering about RDR2 with one claiming that R* leaked an October 2016 release but quickly took it down. Also chatter about RDR remastered. Sounds like Z is listening to this board or those sites are really pushing the BS.

  • if you look at the news column to the right in google finance, there is a bidness article predicting Midnight Club 5 to be announced at E3, or RDR2. Pretty confidently stated in the article but also a bit silly since I believe most here can confirm that R* and related announcements have almost NEVER been at E3, correct? Not sure about the article to be honest, almost borders on nonsense.

  • Reply to

    Joe Montana football in development

    by gamma55 Mar 20, 2015 8:49 AM
    homersby homersby Mar 25, 2015 9:16 PM Flag

    One thing is for certain, they got people talking about it, at least on this board! And that might just have been the goal!

  • Reply to

    Message board link

    by gamma55 Mar 19, 2015 9:12 AM
    homersby homersby Mar 19, 2015 2:57 PM Flag

    Same here. I think they disabled it so people don't start talking about the buyout in the works!

  • 2 kisses of death. Might see the teens next week after these 2 start blowing their horns! FYI, this is a bit of sarcasm to be clear.

  • homersby by homersby Mar 12, 2015 7:23 PM Flag

    Color me surprised.

  • Reply to

    Looks like TTWO SHORTS better cover.

    by insince_6 Mar 11, 2015 12:29 PM
    homersby homersby Mar 11, 2015 9:05 PM Flag

    No idea what you mean about the RAGE engine dec being entirely on PC or what that has to do with guidance etc. I believe PC was pushed to next year because it was more needed there than in current year. Not because of any Evolve success, but in spite of it thanks to lowball guidance, catalog, and continued GTA sales, but we shall see.

  • Reply to

    Looks like TTWO SHORTS better cover.

    by insince_6 Mar 11, 2015 12:29 PM
    homersby homersby Mar 11, 2015 12:38 PM Flag

    Clarity? You got clarity from words without numbers? What are tonight's lottery numbers please? They were pleased compared to what? Perhaps they lowered their projections when it hit the fan and that is they are pleased. Best case IMO is that it still makes some money since it wasn't from scratch and there is room for profit without blockbuster sales.

  • homersby by homersby Mar 11, 2015 12:05 PM Flag

    Z is not there. Lanie and Slattoff are there. Profitable for the foreseeable future again, but no numbers, of course. Opened with a few minutes of Evolve video but again, no numbers. 1B in cash. Asked why so much. They would like to have several hundred on hand and may find a way to give back to SH in buy backs. Lots of talk about digital revs. Lots of positive words for Evolve. Very pleased commercially and digitally FWIF and specifically stated would not give numbers. Pipeline questions. Listed all the know items and said "obviously there are unannounced things too."

  • There we go. Nice to have that story get started once again. Cramer asked Z not long ago about selling for 40 per share and Z didn't say much, but didn't say no either.

  • Reply to

    This has been one bad investment for me

    by brookwood323 Mar 3, 2015 2:26 PM
    homersby homersby Mar 3, 2015 9:37 PM Flag

    No, the current GTA comes out on PC, to be more accurate.

  • Reply to

    Q4 '15 Estimate

    by mmxliv652 Feb 24, 2015 2:24 AM
    homersby homersby Mar 2, 2015 12:26 PM Flag

    Can't help but think the market has made up its mind on next year. Down over and over again for what now, about 2 weeks straight, with the exception of the Cramer pop when Z was on? Once again, no one expects GTA type earnings YOY, but that's what keeps the mentality of one trick pony alive here. It is not that by a long shot, but earnings will always be lumpy. As far as "profitable" goes, again, with Z, that could be anything more than zero, so take it with a grain of salt.

    C'mon Z, prove me wrong and shock the Street with great guidance, no matter what is in it, more GTA stuff, DLC, other digital, new IP, anything. I am looking forward to either be proven wrong, or jumping back in when it hits the teens.

  • Reply to

    Q4 '15 Estimate

    by mmxliv652 Feb 24, 2015 2:24 AM
    homersby homersby Feb 26, 2015 8:50 AM Flag

    Right you are. Forgot about that, so no revenue issues to consider here, other than anything they generate from Shark Card sales, perhaps and that is quite variable IMO.

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