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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (9323)12/15/1999 9:41:00 AM
From: Madharry  Read Replies (1) of 78742
 
My plug for the holiday season is THQI. Not exactly a value play but a value for what it offers- video game maker, excellent management, a low pe relative to growth, and having a great holiday season in what is a boom year. It was first sugggested by Paul Senior on this thread when it was in the high teens earlier this year(equates to a post split price of about 12), at that time it had lost the franchise for WCF wrestling which accounted for 70% of its revenues. 1999 has obviously been a great year for the company it now has a 10 year franchise for WWF wrestling with an option to renew for 5 years. This in partnership with JAKK. It has produced a new wrestling game which is the best wrestling game ever developed and it is selling out as soon as it is coming in. In addition they have additional video games such as RUgrats, Toy Story II, Motorcycle Racing, so that this company is no longer a one trick pony. There is also a large short position which I believed stemmed from, the anticipation of the company losing the rights to produce its major product at the time. The company has more than overcome this and I expect that sooner or later that short position will be unwound.
It is a very strong company in a high growth market. This is currently my largest position and IMHO deservedly so. I believe the current weakness in the stock is related to option expiry, and I expect shares to rebound strongly in the weeks ahead. Both the SI and yahoo threads are very active with many channel checks especially this time of year. If anyone is looking for a growth at a very reasonable price stock in their portfolio let me know. This is my holiday gift to all the lurkers out there.
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