VGStockz: The VG stock market discussion thread

(League members and aspiriants jump to the VGStockz Market Simulator League)

Hello friends, this is the place for discussion on the stock market for video game companies as well as companies that can significantly affect the videogame market (prospective competitors, parts manufacturers, dev tool creators, ...).

Post anything relevant to:

• stock market fluctuations,
• news feeds that detail events which can affect stock,
• investors briefings,
• your stock purchases and gains or losses,
• your stock predictions,
• understanding stocks, helping others trade, how to trade (the basics),
• the VGStockz Market Simulator League.

VG Stock Market - Main players & Concepts

Basics

Main Players: Codenames & Markets

More concepts:

ADR (American bought foreign stocks): http://www.investopedia.com/university/adr/adr1.asp#axzz1maSEac4i

Returns when capital is at risk: http://en.wikipedia.org/wiki/Rate_of_return#Returns_when_capital_is_at_risk

Important Events:

Late-2000s recession: http://en.wikipedia.org/wiki/Late-2000s_recession

News Section

Thread Updates

2012: Feb [19]

Daily Digests

2012: Feb [20]

Term of the Day Series

Daily Stock Numbers Series

Latest Vgchartz stock-related news:

http://www.vgchartz.com/article/88817/namco-bandai-profits-in-q4-2011-raises-fiscal-year-projections/

http://www.vgchartz.com/article/88816/npd-tallies-us-video-game-revenue-in-jan-12-consoles-still-dying/

http://www.vgchartz.com/article/88813/activision-blizzard-profits-99m-in-q4-11-on-1407b-in-revenue/

http://gamrfeed.vgchartz.com/story/88807/india-games-retailer-to-open-150-stores/

http://gamrfeed.vgchartz.com/story/88802/sega-studios-australia-lays-off-37-staff/

http://gamrfeed.vgchartz.com/story/88786/less-than-half-of-udraw-tablets-were-sold-holiday-2011/

http://www.vgchartz.com/article/88781/sega-sammy-q4-2011-profits-450m-in-apr-dec-2011/

http://www.vgchartz.com/article/88783/square-enix-profits-659m-in-apr-dec-2011/

http://www.vgchartz.com/article/88780/take-two-profits-141m-in-the-december-2011-quarter/

http://www.vgchartz.com/article/88779/thq-loses-559m-in-the-dec-2011-quarter/

http://gamrfeed.vgchartz.com/story/88778/thq-to-layoff-240-staff-ceo-salary-cut-in-half/

http://www.vgchartz.com/article/88775/konami-profits-73m-in-q4-2011-raises-fiscal-year-forecast/

http://www.vgchartz.com/article/88774/capcom-profits-307m-in-the-december-2011-quarter/

http://www.vgchartz.com/article/88773/sony-ships-65m-ps3s-in-q4-11-to-lose-29b-in-fy-lowers-ps3-fcst/

http://www.vgchartz.com/article/88776/ea-loses-205m-in-the-december-2011-quarter/

http://gamrfeed.vgchartz.com/story/88770/kazuo-hirai-named-the-new-sony-president-and-ceo/

http://gamrfeed.vgchartz.com/story/88765/thq-in-even-more-trouble-may-be-delisted-from-nasdaq-in-july/

http://gamrfeed.vgchartz.com/story/88762/rumor-thq-closing-japan-office-australian-office-layoffs/

http://www.vgchartz.com/article/88755/highlights-from-iwatas-investors-briefing-plenty-of-sales-data/

http://www.vgchartz.com/article/88750/nintendo-profits-in-q4-2011-expects-to-lose-over-800m-in-fy-32012/

Other news sources

Feb 16th (SethNintendo) - Nintendo up after drops http://www.reuters.com/article/2012/02/16/markets-japan-stocks-idUSL2E8DG0AN20120216

Related threads

Global economy crisis: http://gamrconnect.vgchartz.com/thread.php?id=140170

Stock history

Important players in the industry

Daily numbers

Feb [29]

Lifetime

(Snapshots taken end mid Feb 2012)

Markets

Nikkei 225

NASDAQ

Japanese Devs:

Nintendo

Capcom

Square-Enix

Sega-Sammy

Konami

Namco-Bandai

Western Devs:

Activision-Blizzard

Take Two

Electronic Arts

Ubisoft

THQ

Emerging Developers

Zynga

Multi-disciplinary Corporations:

Sony

Microsoft

Google

Apple

Coinstar

VGStockz Market Simulator League

(Brief Tutorial)

Active Games

General Rules

The only general rule for now is,

1. Let's make sure to only invest in video game stock, as listed in the Main players - Codenames & Markets box of the VG Stock Market - Main Players and Concepts section.  (If you have more stocks I should add to the list, let me know ;3 )

Ladderboard:

Game: VGStockz Stock Simulator 1 Month (Pilot)

well SONY is being fucked from all sides and will continue to do so because of Dollar PRINTING

Euro crashing this year will hurt all the countries

Dollar crash in 2 years time will take down everybody



Though Ninty and Sony can take advantage if China lets in video game and with the culture connection they could reap rewards as China will be the biggest economy when Dollar and Euro crash

I don't there's a single market analyst out there predicting this.

While I'm sure the contrarian will be super quick to point out how everyone was wrong about the DS and the Wii, expecting lighting to strike again would be betting on a longshot at best.

I speak as an NTDOY stock holder.

cool

If you look at the chartz in the long-term graphs post, you can see that there is a cycle in videogame company stocks, especially the japanese ones.

The jumps happened at the begining of the gens (2000, 2006), and there is a dip between the gens (2003 to 2005) for Nintendo, Capcom, Ubisoft, and THQ. Even Sony, despite a lower second spike.

If that's the case, since many have been going down in the past 2-3 years (2009 to 2011), I expect a new upwards curve for most companies, including and especially Nintendo.

As of the WiiU, I see a spike similar but milder than the Wii's (maybe half the amplitude).

Keep in mind I'm no expert. But the stocks have been going up if Megaman79's post in the Nintendo thread is any indicator ;)

Well right now I hold TTWO and EA.
I've been holding TTWO for now a year and my position is up 21%.
I'm not planning to keep it forever however as the stock fluctuates too much depending on GTA releases.
Right now my goal is to unload probably around the time that GTA releases as the stock always spikes around that time too.

I hold a small EA position too, bought it when the stock fell in early january on bad SWTOR rumors.
So far I am down 1.5%. I'm planning to wait and see on that one, I think the stock can get up back to around 22$ easily, just not sure of which time frame...

I don't own any Nintedo. The stock is cheap but I'm not sure it has much upside as I haven't bought into the Wii U success yet. Furthermore I predict a very bad Wii decline this year and I'm not sure 3DS will even be able to offset that decline. Finally I have very little faith in Nintendo's executive track record as the company has missed every prediction they made these last 3 years so I'm not sure why I should believe what they say ( fool me once, shame on you, fool me twice, shame on me).

I was going to get into Sony back in January when the stock dropped back to 17$ but I didn't have any liquidity at that time and now the stock is up to 20.5$ so I missed the rally...That would have been a short term move anyway, I don't think Sony's financials are going to be improve that quickly but the stock was dirt cheap and I know it was bound to rebound, I didn't expect it to be that fast though...

I woudn't touch THQ with a 10 foot pole. ( i don't trade sub 1$ stocks).

ATVI is a solid stock but I don't think it has that much upside so I am staying out of that too ( the company is very well managed but I don't see how they are going to keep fueling the growth..)

To be honest my positions in TTWo and EA combined represent only a little less than 5% of my total holding so I'm not that heavy on video games companies....

My heaviest individual  holdings are by far AAPPL ( 15%), GOOG ( 11%) and NVDIA ( 7%)... They are all heavilly up since I purchased ( 15% to 26%).

And yeah i can't stand Apple and love Amazon but I can't buy stock my heart. From a stock point of view, Apple is cheap and Amazon is too pricy...

I might have some indirect expostions to others video games companies as I hold a software and computer mutual fund...

Right now I have some liquidity coming up soon so I am going to buy more stocks but I don't think it will be into video gaming except maybe add some to my EA position as right now I feel EA is the only cheap video gaming stock.. So I need some new ideas ( I've been looking at AKAMAi and QUALCOMM but not sure, I did open a 5% position on GE as I like their dividend and the stock is still relatively cheap..)

I forgot to mention MSFT, I don't own any position and I'm kicking myself for missing the recent 30% rally but the stock has been flat for so long who could have guessed .... Still I understand why it happened, Microsoft offers a healthy dividend and they have a lot of room to increase it and with the current low in bonds interests a lot of investors are looking at dividends stocks..