THQ Analysis: Time To Buy? -10/23/11 at 4:16 PM EDTby Perry H. Rod

Last year, and for the last few years, I had been warning people to stay away from THQ Inc (NASDAQ:THQI).  I have also been shorting THQI on and off for the last few years, enjoying those trades. First, when the current generation began, I warned that THQ was a "shovel-ware" game maker that would get destroyed by Nintendo's rise in the kids' game ma...

NBA Lockout May Prove Damaging to Take Two Interactive Bottom Line -10/10/11 at 9:07 AM EDTby Perry H. Rod

While Take Two Interactive (NASDAQ:TTWO) CEO Strauss Zelnick reiterated on his company’s last conference call that the implications of an NBA lockout were unknown and would not affect company guidance for their related NBA title, NBA 2K12 has quietly hit the market this week.  The only problem is it has been a little too quiet with sales appear...

DryShips Inc Loses Goldman Sachs Coverage, Stock Collapses -09/22/11 at 6:20 PM EDTby Peter York

DryShips Inc (NASDAQ:DRYS) fell over 9% today in response to a report that Goldman Sachs (NYSE:GS) has dropped its coverage of the company.  Analyst Scott Melet is leaving the company and has not been replaced, leaving Dryships and other tanker and bulker owner stocks without a sell side analyst from Goldman.  DryShips has eight other analysts ...

When Activision's Director Sells, Investors Should Pay Attention -09/18/11 at 7:30 AM EDTby Perry H. Rod

Brian Kelly, Activision Inc.'s (NASDAQ:ATVI) Co-Chairman, sold about 1.6 million worth of Activision stock from exercised options last week.  This was reported in a filing to the Securities and Exchange Commission late Friday after regular trading. Kelly's timing for stock sales has been impressive and even slightly better than well known CEO Robert ...

Medicis CEO Girlfriend Allegedly Murdered -07/13/11 at 10:55 PM EDTby Perry H. Rod

It has been reported by Phoenix news website azcentral.com that the CEO of a major public traded company, Scottsdale based Medicis Pharmaceutical Corporation (NYSE:MRX), has been involved in a series of tragic and suspicious circumstances in the last few days.  Today, his girlfriend was apparently found bound and killed in his mansion in San Diego, ...

Lies, Damned Lies, and Take Two Interactive Release Dates -05/23/11 at 3:25 PM EDTby Perry H. Rod

Investors are often taught to look forward, not backward.  With video game publisher Take Two Interactive (NASDAQ:TTWO), in particular, investors have been encouraged to look to the future and away from a messy past.  However, sometimes the past can expose consistencies that require attention. Get this.  In the last five fiscal years review...

The Cost of L.A. Noire for Take Two Interactive -04/26/11 at 12:21 AM EDTby Perry H. Rod

Take Two (TTWO) Interactive, Inc. [NASDAQ:TTWO] has had its fair share of CEO’s come and go, from stock option criminal Ryan Brant to board takeover leader Strauss Zelnick.  But one leadership role has remained the same for over ten years – the producers at Rockstar Games. Every few years investors begin to worry about the same question: ...

Apple's New "Cloud Deal" With Warner Music -04/22/11 at 5:04 PM EDTby Marty Rod

Apple has an agreement with Warner Music Group to offer the record label's tracks on iTunes' upcoming cloud-music service, music industry sources said. In the race to the cloud, Apple is apparently stepping on the gas. All Things Digital reported Thursday that Apple has signed two of the top four record companies and wrote that Apple content chi...

Two Analysts Raise Price Targets For Microsemi, One Downgrades -01/28/11 at 8:51 AM ESTby Peter York

Following Microsemi Corporation (MSCC)'s earnings report, Tore Svanberg at Stifel Nicolaus has raised his price target from $25 to $30.  Craig Berger at FBR Capital Margets raised his target from $30 to $31. However, David Wong at Wells Fargo (WFC) was not as impressed, lowering his rating on Microsemi to "market perform".

Western Digital Moves Headquarters to a Curious Location -01/26/11 at 2:30 AM ESTby Perry H. Rod

A promotional YouTube video and check on Google Maps reveals that Western Digital Corporation (NYSE:WDC) has not just moved to a new location, but has moved directly next to a potential acquirer. South Korea’s Samsung Electronics’ subsidiary, Samsung Information Systems America (SISA), is located immediately next door to Western Digital’...

THQ Rises on Game Sales Speculation -11/22/10 at 6:36 AM ESTby Perry H. Rod

[UPDATE 11/23/2010: THQ Inc. has this morning released a press release stating that uDraw is, "Already among the top-selling Wii titles at online retailer Amazon.com."  This may suggest that what this article confirms - that the title is not a top-selling title at other retailers.] THQ Inc. (NASDAQ:THQI) has risen over 20% on what appears to be exci...