Sell-Siders Flee Electronic Arts; A Great Time to Step In? (ERTS)
I should put it out there that I’m not a contrarian by nature. Sometimes I agree with what the ole’ herd has to say. It just so happens that lately, the sell-side community has been slicing the ball so severely that “zigging when they zag” seems the smartest move.
In many years of covering Electronic Arts [...]
Secular Trends Portfolio Updates
I’ve been doing a little tidy work over on the Portfolio Page, and the holdings how reflect the inclusion of Electronic Arts (ERTS) to the model, and the removal of BB&T (BBT). My commentary on EA’s Q3 earnings report discusses the value I saw at the time, and last week I was able to add [...]
Selling BBT out of Portfolio, Adding Electronic Arts (ERTS)
I’ve been reading up on BB&T’s commercial loan portfolio, and I’ve become nervous enough to want to eliminate this risk. Selling total position of 1000 shares (which were added @ $28.54) at $24.01, realizing a modest loss and picking up a $.47 dividend last month.
ERTS Added
I’m also originating a position in Electronic Arts (ERTS), which [...]
Electronic Arts (ERTS) Down Big on Guidance; Good Value Here
Video game publisher Electronic Arts just hasn’t been able to find its stride ever since the new game console units came out two years ago. They discounted the marketability of the Wii, leaving R&D woefully behind for the social phenomenon.
And their heralded franchise games (that flat-out print money every year) have failed to make up [...]
About
Pragmatic commentary on U.S. & global investing, demographics & secular trends, and the valuation of anything worth valuing. Objective, unbiased research; We believe in minimal design, zero gimmicks, and maximum results.
Subscribe to feed
Search
Secular Trends Holdings
- Secular Trends Portfolio Real-Time Positions
- The Fuel That Fed the Subprime Meltdown (Written in September 2007)
- Performance Studies on the DJIA & Fundamental Value Stocks (11/22/08)
- Las Vegas Sands - Are They Sustainable in 2009? (Published 11/15/08)
Older Posts That Folks Seem to Like
This work is licensed under a Creative Commons Attribution-Noncommercial-No Derivative Works 2.0 Generic License.