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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (71712)	12/17/2022 9:57:11 PM
From: Ccube	Respond to of 78748

I have small position on ATVI I think it goes thru…..worst case it doesn’t and the company still has call of duty, world of Warcraft, Diablo etc… fairly good franchise although probably getting too old. I remember playing original Diablo, Warcraft, StarCraft etc… in 1998 to 2005 time frame. Only game that I still play is call of duty on my iPad. Although I might try Diablo online that came out recently. One thing I’m surprised is by TTWO still thriving with GTA (grand theft auto) that is such an old game. (Played on ps2).

To: Madharry who wrote (71712)	12/18/2022 6:54:42 AM
From: Ditchdigger	1 Recommendation Recommended By Spekulatius Read Replies (2) \| Respond to of 78748

I think I've seen a few mention Camping World. I've been following used trailer prices for the past couple of years and this past year they have been dropping steadily. Doesn't seem like the right time in the cycle to be investing in the RV area to me. It's an odd market, many buy on credit and after one year they hate it and prefer to go back to a hotel. The value crashes and they're screwed. (I'll be looking to help out one of these poor souls on the cheap in the next year or so) From another thread 1158 ET - RV maker Winnebago posts a steep drop in F1Q towables sales, and the company's backlog of towables orders tumble. On top of mounting concerns that the market may already be softening amid rampant inflation, a potential rise in oil prices could add to pressures on the company and its peers, CFRA Research analyst Garrett Nelson says. Dealer inventories are also rising across Winnebago's three segments--towables, motorhomes and boats--another sign of potential trouble ahead, Nelson says. Shares fall 1.2% to $55 in midday trading. (Will.Feuer@wsj.com; @WillFOIA)