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Jester Debunker
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12/16/15 at 2:01 PM CST |
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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
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12/16/15 at 1:52 PM CST |
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Jester, I failed to ask if the
tender would be considered a taxable event. Thanks for the
info.
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12/16/15 at 1:50 PM CST |
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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
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12/16/15 at 1:43 PM CST |
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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
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12/16/15 at 1:40 PM CST |
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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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12/16/15 at 1:30 PM CST |
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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
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12/16/15 at 10:35 AM CST |
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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
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12/16/15 at 9:48 AM CST |
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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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12/16/15 at 9:19 AM CST |
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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
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12/16/15 at 9:04 AM CST |
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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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12/16/15 at 7:51 AM CST |
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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
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12/15/15 at 6:50 PM CST |
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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
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12/15/15 at 4:32 PM CST |
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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
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12/15/15 at 3:41 PM CST |
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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
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12/15/15 at 2:50 PM CST |
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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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12/15/15 at 1:59 PM CST |
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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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12/15/15 at 1:59 PM CST |
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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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12/15/15 at 8:57 AM CST |
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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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12/14/15 at 11:38 AM CST |
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More High Yield Funds liquidating
blogs.barrons.com/in...log_ii
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12/12/15 at 7:11 AM CST |
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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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