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 [...]
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 [...]
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