Bobert's Blog
Browse the Blog or Select an Author
Initial Research and Analysis Report on Glu Mobile Inc
Here's my initial research report which I released on May 17th. I held this position through some pain and finally made a profit on it. I still believe Glu Mobile has valuation problems and does not deserve its current level.
Valuation Problems:
Market Cap$171.14 million2011 Revenue Estimates$60.5 millionNegative Growth:
Tiger Woods Career Meltdown has cost Electronic Arts around $20million
I asked before, is it time for EA to ditch Tiger Woods? If you're an Electronic Arts shareholder, the answer is yes!
Digital Bros S.p.A. Research and Analysis (Free VERA Report)
Digital Bros S.p.A. (Milan: DIB.MI) Giving this report to everyone for free, enjoy!!
NFL lockout not hurting EA thanks to NCAA Footbal, 2011 a big year for EA?
From looking at pre-orders, 2011 could be a strong year for Electronic Arts. NCAA Football pre-orders are up 73% over last year. Madden pre-orders are down 32% but both Madden and NCAA combined puts 2011 up 1.6% over 2010.
Remember that EA's FY guidance has poor Madden sales built into it.
Majesco Entertainment Q2 Pre-Earnings Estimates
Majesco Entertainment Company reports after market close today. I've built more estimates to try and predict EPS for the quarter. Total Revenue is the only estimate based on actual data (Game Sales), the rest are estimates using previous quarters. I have EPS at $0.09. I also try to use conservative estimates so look at these estimates as a worst-case scenario.
How much would it cost for a Majesco takeover?
Using current year estimates for Majesco Entertainment Company with future fiscal year estimates to try and predict what it would cost for a company to make a takeover offer today.
Majesco Entertainment Q2 Pre-Earnings Information
Everything you need to prepare for Majesco Entertainment Company Q2 Earnings which is scheduled for Monday, June 13, 2011.
FreeBlogs:
Majesco Entertainment Company Is a Cool Trade, Smashing Earnings Expectations
Nintendo E3 Press Conference Recap
Nintendo Press Conference Recap:
Nintendo started the conference out with Zelda footage and music from a live orchestra. It was an impressive showing to start a very important press conference.
Nintendo announced an all-star lineup coming to the 3D this holiday season: Mario Kart, Luigi's Mansion, Kid Icarus Uprising, Super Mario, The Legend of Zelda Ocarina of Time 3D, and Star Fox 64 3D. These games, as well as other 3rd party games are enough to grow Nintendo's 3DS hardware sales.
Sony E3 Press Conference Recap
Sony Press Conference Recap:
Sony's at it again pushing Move and 3D gaming for the PS3, but in this year's demonstration, the focus was directed towards hardcore gamers. Games shown for the PS3 included Resistance, NBA 2K12, Uncharted 3, Infamous 2, NBA 2k12, StarHawk, Dust, BioShock Infinite, and Star Trek. There was no dancing and no kiddie games. Every game shown was something a hardcore gamer would be interested in.
Microsoft E3 Press Conference Recap
Microsoft Press Conference Recap:
Microsoft spent the majority of their press conference showcasing Kinect. From new content, features, games, and capabilities, almost the enitire show revolved around the Kinect. It's obvious that Microsoft's main focus is capturing market share in the casual market space.
Is it time for EA to ditch Tiger Woods?
As Tiger Woods' career has fallen apart, so has sales for EA's annual Tiger Woods PGA Tour. EA signed Tiger Woods to a 6 year deal back in 2006, will they renew the endorsement when it runs out this year?
Tiger Woods PGA Tour Lifetime Sales:
Top 15 Most Anticipated Games of E3 2011 for Investors
I've put together a list of the top 15 most anticipated games for this year's E3. This list only includes games made by publicly traded U.S. game companies. I did not include Time Warner Entertainment (TWX) because video games only make up a small portion of the companies overall sales.
The sales estimates are general market estimates and some platforms are not confirmed yet. Enjoy!
15. uDraw (X360, PS3) - THQ (THQI)
Modern Warfare 3 vs Battlefield 3 - Let the battle begin
We're only in the pre-order stage for both games and the battle is just getting started, Activision Blizzard Inc. and Electronic Arts Inc. will be battling more ferocious than ever for the top spot in the first-person shooter market.
So far, Modern Warfare 3 (X360) leads in pre-orders with Battlefield 3 (X360) only 3,000 units behind. Here's the latest VGChartz pre-order info:
Copyright © 2011 The Davian Letter, LLC. All rights reserved. Davian Letter, The Davian Letter, TDL, The DL, Financial RockStar, Invest Like a Financial RockStar, Where Financial RockStars Come to Play, Financial RockStar Jam Session, Davian Letter graphics, logos, designs, page headers, button icons, scripts, and other service names are the trademarks of Davian Letter LLC.
Website by SKYCATCHFIRE
