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Strategies & Market Trends : Value Investing

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From: Spekulatius	9/11/2009 10:09:34 AM
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Videogaming stocks - GME, ERTS, AVTI Videogaming stocks are getting hammered recently - sales are down 15% YoY. However, both Microsoft and Sony have reduced prices for their consoles which should also spur game software sales. Even better the industry is coming out with new intuitive controllers - Microsoft recently presented an optical based controller that detects body movements (sort of like the stuff in Minority report). Neat stuff and it could bolster sales for software as well, just like the Wii did. The bad news seems to be that the games get tired of the Music games (Guitar Hero) which where were a big hit for the last 2 years. GME (retail) may be close to value here, ERTS is a turnaround play with a good chunk of cash and AVTI is he best franchise, however the insider sales concern me. Both ERTS and AVTI are not value stocks here but if sales rebound (and I believe they will) then I think they could become GAAP stocks.

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