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!
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
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
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!
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
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
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.
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
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
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