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    1. EA, Take-Two, GameStop outperform on NPD data; Activision higher

      Headlines

      Fri, 18 Jul 2014

      hardware sales rose 106% Y/Y to $292.7M. Together with the software numbers, that's providing a lift to GameStop ( GME +4.4% ). EA reports on July 22, while Activision and Take-Two both report on August 5. Post your comment!

    2. From Barron’s, July 14, 2014 (Part 2)

      Commentary

      Sat, 12 Jul 2014

      consumer-discretionary +7% , financials +7% . Pg 25: Cover story “ Retail on Sale ”. Attractive are BBBY, GME , SPLS, TGT, TJX, WFM [all except TJX are targets of activists or takeovers]. The retail ETF is RTH . Avoid richly valued

    3. From Barron’s, July 14, 2014 (Part 1)

      Commentary

      Sat, 12 Jul 2014

      down in line with the DJIA and its discount widened to -8.88% . Cover story “ Retail on Sale ”. Attractive are BBBY, GME , SPLS, TGT, TJX, WFM . Retail ETF is RTH . Avoid AMZN, SHLD, JCP . All links mentioned are open today. More later

    4. GameStop on watch after positive read on physical game demand

      Headlines

      Tue, 17 Jun 2014

      Shares of GameStop ( GME ) are on watch after data from NPD Group indicates strong demand for physical gaming ..... Y/Y to $586M during the month with a full pipeline of new titles contributing. GME +0.6% premarket Post your comment!

    5. PlayStation Now Pricing Details Lowers The Competitive Threat To GameStop

      Headlines

      Fri, 13 Jun 2014

      By First Adopter : One of the key legs of the GameStop bear thesis ( GME ) was the competitive threat from Sony's upcoming PlayStation Now game streaming service. I've downplayed this risk in the

    6. GM Has Strong Quarter Despite Recall and Restructuring Charges

      Commentary

      Thu, 24 Apr 2014

      previously disclosed $1.3 billion pretax recall charge and higher-than-normal restructuring for a plant closure in GM Europe. GME nearly broke even, excluding about $300 million of restructuring costs, and we calculate that the key GM North America segment

    7. GM's Fourth Quarter Not as Dire as it First Appears

      Commentary

      Thu, 6 Feb 2014

      fourth quarter showed a $416 million reduction in losses from fourth-quarter 2012 as continued cost reduction efforts take hold. If volumes come back faster than we expect in Europe, GME could have a positive surprise later this year.

    8. From Barron’s, January 20, 2014 (Part 2)

      Commentary

      Sat, 18 Jan 2014

      com/public/page/9_0210-investorsentimentreadings.html Closed: The US on Monday. Bullish stories: GameStop [ GME ; pg 13]; KeyCorp [ KEY ; pg 13]; Denbury Resources [ DNR ; pg 19; see link below]; Gap [ GPS ; pg 21]; Dean Foods

    9. From Barron’s, September 23, 2013 (Part 2)

      Commentary

      Sat, 21 Sep 2013

      barrons.com/public/page/9_0210-investorsentimentreadings.html Bullish stories: Video-game retailer GameStop [ GME ; pg 20]; office-furniture maker Steelcase [ SCS ; pg 20]; GE [3.2% yield; not too big to grow; more emphasis on services; reducing

    10. From Barron’s, August 26, 2013 (Part 2)

      Commentary

      Sat, 24 Aug 2013

      whether it may threaten DirecTV [ DTV ] – unlikely as GOOG and DTV may partner on something. Recent good fortunes of GameStop [ GME ; +103% YTD] and Best Buy [ BBY ; +196% YTD in spite of earlier skepticism by Barron’s in April] are also noted. http

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