Recent

% | $
Quotes you view appear here for quick access.

Abbott Laboratories Message Board

point-taken 148 posts  |  Last Activity: May 24, 2016 10:53 AM Member since: Jul 12, 2012
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    WeFire will be in beta by March 15

    by bamavestor Feb 25, 2016 6:37 PM
    point-taken@att.net point-taken Feb 26, 2016 12:11 PM Flag

    Kelly, I took a look at WeFire on YouTube. I can see how the action of the game will draw players. This will be very interesting to watch monetize. I do have a question, and I think I already know the answer, the muted colors and lack of crisp focus is do to being copied to Y.T. and not the format of the game, yes?

    If WeFire holds true and brings in players, along with KK, we are going to see a very nice move up. Too bad WeFire will only have revenues for two weeks of Q1. Still, the forward guidance should be impressive.

    Sentiment: Buy

  • Reply to

    WeFire will be in beta by March 15

    by bamavestor Feb 25, 2016 6:37 PM
    point-taken@att.net point-taken Feb 26, 2016 12:19 PM Flag

    Wow, looks like I have it wrong. The beta is March 15, not the release. Well, now I'm bummed.

    Sentiment: Buy

  • Reply to

    WeFire will be in beta by March 15

    by bamavestor Feb 25, 2016 6:37 PM
    point-taken@att.net point-taken Feb 26, 2016 12:30 PM Flag

    Thanks Chart.

    Sentiment: Buy

  • point-taken@att.net by point-taken Feb 26, 2016 6:25 PM Flag

    The following is from Benzinga. I think it helps to keep a focus on the objective; investing in a young company coming into its own. Not only has Tencent been adding, so too other companies. And they are taking solid positions. Have a read and take from it what you will.

    "China's Tencent has raised its stake in mobile game maker Glu Mobile Inc. to 21.5 percent, according to regulatory filings on SEC.

    Tencent, an Internet service portal in China, bought 4 million more shares of Glu Mobile – which is bringing Tencent's top-grossing Asian-market mobile shooter game "WeFire" to the United States. The game will be branded as a "Frontline Commando" rival.

    Management expects to launch the game in late-second quarter 2016 after westernizing the art and user experience. "WeFire" has performed strongly in China, Taiwan, Korea, Thailand and Vietnam.
    Recently, Shinko Asset Management Co. Ltd. increased its stake in Glu by 13.7 percent during the fourth quarter, according to regulatory documents filed with the SEC. Fisher Asset Management also boosted its position in Glu Mobile by 13.6 percent in the fourth quarter.

    Several research firms have weighed in on Glu Mobile. Roth Capital analyst Darren Aftahi weighed in on Glu after the company released its "Kendall and Kylie" game. The analyst cited stellar performance in terms of U.S. iPhones, reaching the top 8 grossing free game status in its first day, closely resembling the performance of "Kim Kardashian: Hollywood," one of its top games. As a result, the analyst believes "this game will have a material impact on Glu's P&L."

    Earlier this month, Glu Mobile signed a multi-year deal with Taylor Swift to develop a new mobile game on the pop star.

    Shares of the issue have surged 60 percent this year. They have been trading between $1.98 and $7.03 during the past 52 weeks."

    I'm feeling better believing this is the year Glu comes to fruition.

    Sentiment: Buy

  • Reply to

    Eye on the prize

    by point-taken Feb 26, 2016 6:25 PM
    point-taken@att.net point-taken Feb 26, 2016 10:17 PM Flag

    Six, first as the article points out Glu is redoing WeFire. "Westernizing the art and user experience." Even though Glu has had the game I imagine they are going over it with precise detail. If the game is in beta, it may be under daily changes which may have an effect on players. It is to be released near the end of June, although there may be cautious optimism to release in early June. I'll take a look at Thinking Game.

    But my brain keeps returning to what I mentioned earlier; there is something going on just outside our collective peripheral vision. This article has me thinking about it again. Tencent buys more. Shinko Asset increases its stake by 13.7%. Fisher Asset increases by 13.6%. This is some serious outlay of cash going into Glu. I still think sometime in June, July or August we are going to see major moves in the gaming business. I can't quite figure out Glu's role, but whatever is up Glu will benefit from it, and in turn, so will we.

    Sentiment: Buy

  • point-taken@att.net point-taken Feb 28, 2016 12:18 PM Flag

    The reason to invest in a company is that their profits exceed their debt. I think traditional DD for investing changed in 2000 when people foolishly sank money into dot coms. They did so ignoring analysts. The benchmarks our fathers used for investing don't always apply with today's investors. Many people blindly follow the advice of an analyst. So, analysts can have an effect on a share price. "Can," not always. With a stock like Glu they can have an impact. Right now Glu, to me, is a speculative stock. It doesn't take much to have the analysts love or hate Glu. 2015 was the worse year for de Masi since becoming CEO. But I believe hard lessons have been learned. I like the companies Glu has invested in. And I like the companies and fund mangers investing in Glu. I speculate Glu will move back to $7 before the end of the year. Who knows, maybe even higher...or lower. It is, after all, a speculative stock.

    Sentiment: Buy

  • Reply to

    Eye on the prize

    by point-taken Feb 26, 2016 6:25 PM
    point-taken@att.net point-taken Feb 28, 2016 12:45 PM Flag

    Six, Shinko and Fisher are only investors. They believe they see future profits with Glu. Tencent sees Glu as, for now, a partner. Their global reach will be enhanced with the success of Glu. By investing in Glu they provide Glu with capital to work with. And, as I understand, I think the article suggests Shinko and Fisher have "added" 13% of what they currently have. But, given their confidence in Glu they have upped their investment which bode well for Glu and the rest of us.

    As for my "hunch" for the summer; there will be movement. (There will be blood.) Glu may be directly in the middle or indirectly a part. I'm just under the impression big players will begin focusing on this sector. BTW, Google "Gun Media." The link should come up as fearthegun. They are developing some pretty interesting interactive games. Friday the 13th, Breach and Clear (Wefire like), and the spin off to B&C Dead Lines. I wouldn't be surprised if this company is snatched up this year.

    Sentiment: Buy

  • Reply to

    Eye on the prize

    by point-taken Feb 26, 2016 6:25 PM
    point-taken@att.net point-taken Feb 28, 2016 12:55 PM Flag

    Also Google "Watch Jason do what he does best in 'Friday the 13th' game." An article in Engadget. It shows how the game was made and even mentions going well over their kick-starter fundraising of $700,000 back in October.

    Sentiment: Buy

  • Reply to

    Eye on the prize

    by point-taken Feb 26, 2016 6:25 PM
    point-taken@att.net point-taken Feb 28, 2016 10:50 PM Flag

    The following 3 fund management companies added to their position with Glu last quarter. Each now has just over a million invested.

    Shinko Asset Management Co. Ltd. increased its position in Glu Mobile by 13.7% in the fourth quarter. Shinko Asset Management Co. Ltd. now owns 413,527 shares of the company’s stock worth $1,005,000 after buying an additional 49,857 shares during the last quarter. Fisher Asset Management increased its position in Glu Mobile by 13.6% in the fourth quarter. Fisher Asset Management now owns 413,527 shares of the company’s stock worth $1,005,000 after buying an additional 49,457 shares during the last quarter. Finally, Alambic Investment Management L.P. purchased a new position in Glu Mobile during the fourth quarter worth about $1,201,000.

    Interesting to know.

    Sentiment: Buy

  • Reply to

    Eye on the prize

    by point-taken Feb 26, 2016 6:25 PM
    point-taken@att.net point-taken Feb 28, 2016 11:00 PM Flag

    I don't think I'll do too much until June. But Q1 at the end of April, start of May, should give us an idea of the future.

    Sentiment: Buy

  • point-taken@att.net point-taken Feb 29, 2016 1:19 AM Flag

    Are you two familiar with jivedatacom? (put a dot before the "c") then "/" ownership "/" GLUU. (No quotes. No spaces.)

    You will see a list of companies invested in Glu. It's not current. It does have holdings as of Sept. 30, 2015. It will update for Dec 30, 2015 once orders are filled. Still, quite the eclectic group.

    Sentiment: Buy

  • point-taken@att.net point-taken Feb 29, 2016 1:24 AM Flag

    BTW, you will only see fund management companies listed. No Tencent.

    Sentiment: Buy

  • point-taken@att.net point-taken Feb 29, 2016 1:40 AM Flag

    finance yahoo also shows current info including de Masi holding 240,326 shares. Have tried several times to put up link info but yahoo wont let me post.

  • Reply to

    We're down 10.5%, give me a break...

    by star.trader Mar 1, 2016 4:19 PM
    point-taken@att.net point-taken Mar 1, 2016 4:44 PM Flag

    Man Star, no corn flakes this morning? I don't recall you ever being this worked up. I want to say, there were mistakes made last year. But like a big ship it takes time to turn. Let's just see where things are at with the earnings report before calling for de Masi's head. And actually June/July would be a better period to reappraise Glu. Just hang tight. In about seven weeks we should have a clearer picture.

    Sentiment: Buy

  • Reply to

    Eye on the prize

    by point-taken Feb 26, 2016 6:25 PM
    point-taken@att.net point-taken Mar 1, 2016 9:35 PM Flag

    Sorry, going off topic. Six, couldn't find a good place to OT with you. Looks like you made a very smart move with ZNGA. Pincus is turning the CEO job over to a board member with 25 years experience. ZNGA is up in AH @ $2.31 (15 cents.) How sweet is that??!! And here I thought it would revisit the low $2's. Congrats.

  • point-taken@att.net by point-taken Mar 1, 2016 10:25 PM Flag

    Anyone have an opinion on this? Also wondering, if Tencent doesn't buyout ATVI will they increase their stake?

    ATVI has been doing very nicely since the drop after the earnings report. I anticipate further upside in the near term. That's hope, anyway.

    Sentiment: Buy

  • Reply to

    Ad blocking could become huge

    by bruce_jemcek Mar 6, 2016 4:37 PM
    point-taken@att.net point-taken Mar 6, 2016 5:57 PM Flag

    Glu does enjoy revenues from advertisers. And the blocking of ads keeps evolving. An hourly TV show is now 42 minutes long. 18 minutes of ads are woven through the program. Many people use a DVR just to skip ads. And, of course, there is always product placement. And that is becoming more and more blatant. It wouldn't surprise me if games will have product placements on a regular bases.

    Sometime ago I advocated for a monthly membership fee for Glu which would offer enhance gaming and be ad free. Perhaps there would still be purchases but some items would be included while others at a reduced price.

    But you do bring up an interesting point, Bruce, how does Glu, and other companies, adjust to the technology that will encroach on their revenues.

    Sentiment: Buy

  • Reply to

    Future

    by davejonas42 Mar 5, 2016 6:15 PM
    point-taken@att.net point-taken Mar 6, 2016 6:09 PM Flag

    I read that article too, uca. Although there is nothing new stated in the piece it is slanted at Glu. It gives the impression Glu is being dependent on "bat cracking home run" games like KKH. That the Jenners are already losing favor. But Glu is not solely dependent on home runs. They'll keep trying for the fences but base hits are just as welcomed. Bottom line, all game companies know they have to continually engage the players or lose them. Tell me something I don't know. I will say, in the past Motley gives a "point/counter point" review to a company. I think we'll see something in the near future highlighting Glu's good parts.

    Sentiment: Buy

  • Reply to

    Future

    by davejonas42 Mar 5, 2016 6:15 PM
    point-taken@att.net point-taken Mar 6, 2016 6:22 PM Flag

    Hey six, no crystal ball. More of a "hunch." The mobile gaming sector has gone unchecked as the revenues held little interest. Now that it is coming into its own larger players will want to solidify parts of it. This will include direct buyouts and/or partnering. Tencent is nearly done putting a huge chunk of change together. They are going to buy something (currently unknown) that will shake things up. I'm a nobody and I know the purchase is coming. That means major players already know and are planning their own strategy around it. I still believe Glu will not be bought. But strong partnerships will be tied to them. (And let me jump down this rabbit hole for a sec. If Glu were to be bought in the near future I believe the share price would not exceed $6.50, even with de Masi stating $12 would be required. King was sold @ $18 leaving investors who bought in the $20's holding the bag.) Anyway, I'm expecting better information with the earnings report the first week of May.

    Sentiment: Buy

  • point-taken@att.net point-taken Mar 6, 2016 6:54 PM Flag

    Thanks for the tip, blotech. I find Money Morning can be interesting with many of the articles they post. Their take on Glu in the future could happen, but so could other events. In ten years the mobile game market may become a completely different monster with all new players. Still, it was a nice comparison to NFLX. Can only hope Glu grows into a major company like NFLX. Let's first get to $7 or $8, then on to cyrussv's $15, and then on to unimagine numbers. Again, thanks. Good read.

    Sentiment: Buy

ABT
38.68+0.70(+1.84%)May 25 4:00 PMEDT