STP up 16% + another 4% in AH. FSLR up 13% in AH. Basically, solars had a good day.
BHI up 8.8%, HON up 5%.
TheKingsCrown said:
Yeah I'm heavily exposed to ATVI. I was waiting for people to move on this one. Excellent news. Prob more to come. What other companies are you in? What are your thoughts on EA? The market seems to want to buy them but I feel differently.
I own ATVI, CGT, BHI, HON, STP, and TTWO.
I don't want to buy ERTS. Back in the fall I was on the line because their lineup impressed me and I thought maybe they could turn around, but I felt (and rightly so) that Dead Space and Mirror's Edge wouldn't sell that much. Then I saw how Spore fell flat on its face, and Dead Space and ME failed to sell a lot of copies. So basically, their whole strategy of "we'll be to the good guys, maybe it pays off" has been a blind jump on their part. It shows they had no idea what to do about their continuing problems and almost superstitiously decided to bet on "new IPs" that were really risky, which was obviously a last ditch attempt at saving themselves. Their TTWO offer earlier last year also showed they had no idea what they were doing; number 1, it was a stupid offer that wasn't worth it, it was more of the same old EA buying itself out of their mess only to push their problems to later date. Then they rightly removed their offer. I bet you they will come back with another offer for TTWO eventually. They're out of ideas. Back then they must have thought they could do without GTA and bet on their new IPs but that all failed so they'll go back to try and buy TTWO. Or maybe Ubisoft (please no, but they still own 14%). I wouldn't be surprised if EA themselves get bought out eventually, we'll see. They're still bloated. Oh and another one of their "new IPs" strategy, Dante's Inferno, is obviously going to hit a wall if not get canceled, the reception has been awful.
Anyway I think EA is doomed to crash hard. ATVI is the new king on the block, mostly thanks to Blizzard and a decent corporate strategy. But they did pull off some dumb moves, so it's mostly Blizzard. After them, it's Capcom (the only Japanese dev/publisher that knows what they are doing and that will do fine anywhere on the planet, and they're much better than all other studios out there after ATVI).
THQI is probably going to go the Midway way.
Eidos, they have some serious potential if their Montreal-studio games are a success, but it also depends a lot on how Square Enix (terrible management, terrible foresight, and it has been going on for over a decade) will handle them.
I mostly trade on my understanding of the businesses related to my field. The best purchases I made were all in the video game sector.
