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Jester Debunker

12/16/15 at 2:01 PM CST Off Topic

I see. IMO the acceleration of console digital downloads has been by the early adopter high tech hardcore gamer, possibly more affluent ga...

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LongTerm CapGains

12/16/15 at 1:52 PM CST Off Topic

Jester,   I failed to ask if the tender would be considered a taxable event. Thanks for the info.

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LongTerm CapGains

12/16/15 at 1:50 PM CST Off Topic

Just to clarify, my point on acceleration of digital downloads in a short period of time, was meant to mean to happen in the next 6 months...

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Jester Debunker

12/16/15 at 1:43 PM CST Off Topic

So I finally called to tender my ALU shares. Thanks LT in particular btw for the continued commentary on there, I'm averaged at $3.21 with...

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Jester Debunker

12/16/15 at 1:40 PM CST Off Topic

I think if digital downloads were becoming that strong, then in a vacuum where game sales continue as they do, it's good news. However, if...

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LongTerm CapGains

12/16/15 at 1:30 PM CST Off Topic

I agree that the pace of the margin expansion is not sustainable, after all, the cost cutting is all behind it and probably was the initia...

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Jester Debunker

12/16/15 at 10:35 AM CST Off Topic

It's a given that stocks must rise while the Fed is meeting. I think there was a study recently showing something like 80% of all stock ga...

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Jester Debunker

12/16/15 at 9:48 AM CST Off Topic

I agree that margin expansion may continue since full game downloads will continue to rise. GameStop says total full game downloads are ab...

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LongTerm CapGains

12/16/15 at 9:19 AM CST Off Topic

Thanks, as you might have already surmised, the intent of my questions were to determine if EA's underlaying fundamental trends are sustai...

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Jester Debunker

12/16/15 at 9:04 AM CST Off Topic

LT, I think it's exactly what you described: digital as a % of revenue has been rising, which carries higher margins. They get 70% of a di...

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LongTerm CapGains

12/16/15 at 7:51 AM CST Off Topic

Jester, Considering that EA has had several of its franchises selling below expected unit sales for several years now, how is it keeping i...

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Jester Debunker

12/15/15 at 6:50 PM CST Off Topic

EA has been insistent that its 13M units guidance is totally fine, and they said they were "surprised" at GME's comments that sell through...

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LongTerm CapGains

12/15/15 at 4:32 PM CST Off Topic

Re Jobs: The divide is not exclusive to the one percent, it is the most obvious and it is enormous of course.  Those with high demand...

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LongTerm CapGains

12/15/15 at 3:41 PM CST Off Topic

I too wonder where these jobs would come from.  Corporations loath hiring, they are adding on a need basis, and then only for must fi...

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Jester Debunker

12/15/15 at 2:50 PM CST Off Topic

Where are those jobs going to come from? Manufacturing and blue collar jobs have been disappearing, unlikely to return. I'm sure Amazon, M...

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LongTerm CapGains

12/15/15 at 1:59 PM CST Off Topic

This report states the economy needs another 6M jobs created to call it a full recovery. States there are 2 more-million-part time jobs no...

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LongTerm CapGains

12/15/15 at 1:59 PM CST Off Topic

This report states the economy needs another 6M jobs created to call it a full recovery. States there are 2 more-million-part time jobs no...

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LongTerm CapGains

12/15/15 at 8:57 AM CST Off Topic

As I understand it, the high yield market segment that is in trouble is essentially the junk bonds.  So far it seems isolated to the ...

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LongTerm CapGains

12/14/15 at 11:38 AM CST Off Topic

More High Yield Funds liquidating blogs.barrons.com/in...log_ii  

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LongTerm CapGains

12/12/15 at 7:11 AM CST Off Topic

I read a lot re debt yesterday as the market fretted about all that could go wrong. It appears as if the amount of debt outstanding could ...

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