Activision....Returns! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Activision....Returns!

ATVI 94.42

0.0%

Oct 13 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tom Caruthers who wrote (1023)	3/24/1998 3:02:00 PM
From: Bleeker	Read Replies (1) of 1992

Tom, even after today's selloff ATVI's trailing P/E of 18.5 is still higher than THQI's 14.8. And I can almost assure you that THQI will meet earnings estimates--with a strong possibility of exceeding targets--in Q1, Q2,Q3 and beyond. You should seriously consider it as a long-term investment after you investigate the company more closely. Three weeks ago--before THQI's selloff--I had no position in it and was heavily weighted in EIDSY. But THQI's selloff has prompted me to reallocate and underweight EIDSY. As far as ATVI, yes it's a good company, but its total return will pale in comparison to THQI in the next three months to a year. Look at it more closely: if THQI earns the analysts' estimates this year its P/E will be 11.5. Compare that to the industry average of 28. Finally, THQI has historically beaten estimates consistently and its balance sheet is much stronger than ATVI's. One caveat: you should not consider it as a short-term play. cheers, Bleeker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next