The thing with Kotick, if he thinks they will make $1.70+ in 2016, he will give guidance of $1.45 which is less than current consensus (my numbers are only to make the point and not to be considered accurate). If they beat Q4 and 2015 year (which I expect), but then give lower guidance, the stock takes a hit. I think that would be the time to buy simply because we know they are likely to beat. Cuurently at $35 and consensus of ~1.60 for 2016, that is a PE of 22 which is inline with EA currently. A bit pricey in this market maybe? Or at least reasonably priced?