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Forums - Sales Discussion - VGStockz: Nintendo FY end report on May 7th

Konami: 25.32 +2.55 (11.20%)
Sony: 20.76 +1.87 (9.90%)
AMD: 4.26 +0.09 (2.16%)
Microsoft: 33.52 +0.72 (2.20%)

All winners today these lot.



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Proclus said:

 

 


Konami: 25.32 +2.55 (11.20%)
Sony: 20.76 +1.87 (9.90%)
AMD: 4.26 +0.09 (2.16%)
33.52 +0.72 (2.20%)

All winners today these lot.

Also

ATVI activision +.46 (3.13%)
SQNXF Sqeenix +.72 (5.8%)
MSFT Microsoft +.67 (2.06%)
EA Electrofarts +.67 (3.08%)

Every big developer up today. not a single one down.

In other news, NOK had a dip, which could make it a good time to buy.



Today is may 15, wednesday
We have ZNGA Zinga up 6.5% at 3.55$
NOK Nokia up 2.5% at 3.73 (I called this last night, see previous post)
NTDOY Nintendo up 6.15% at 14.33
SNE Sony down 1.1% (expected after bump yesterday)
AMD amd up 2.7% at 4.38$
Konami down by the same 1.1% as SNE (had the same 11% boost yesterday, strangely)

And Activision, which was up 6% today at 15.55, which then plummeted within 5 minutes to being 1.25% down at 14.95$. This was a very strange fluctuation where somewhere in the range of 2m trades were sold near simultaneously. Very strange activity. Yahoo message board is calling it a "pump and dump", which artificially boost the price through many trades over the course of some time, bolstering other investors to get involved, and then dumping everything all at once.
Still not sure what happened though.

 

Closing time
ZNGA held up at 4.34% up (+.14)
Take2 down 1.24% (-.21)
Squeenix SQNXF down 2.36% (-.31)
NOK up 3% (+.11)
Nintendo up 6.22% (+.84)
AMD up 2.82% (+.12) (heavy resistance at 4.40$)
Sony and Konami both down ~1.3%

Kind of an off day for the gaming stocks. Nintendo obviously the winner today while most everything else went down.



Today is Friday May 17th
Stocks in gaming were almost unilaterally down yesterday by up to 12% (AMD), and at the lead of gains was Ubisoft (UBI) which gained 9%


Today at open, we have:
Zynga ZNGA up 2% (+.07)
Ubisoft UBI up 2% (+.18)
EA down 2% (-.44)
Nintendo NTDOY down 1.87% (-.26)
Dataram DRAM up 6% (+.22)
AMD up 5% (+.20)
Skullcandy SKUL up 4% (+.21)
Konami KNM up 3.63% (+.87)



Based on recent news (Activision overtaking EA in 2012), we will likely see Activision ATVI increasing over the next year. Forecast is for 17-18$ per share from 14.90$
And from the upcoming Microsoft announcement and both console releases, we are likely to see AMD pass 5-6$, from 4$
Nokia has been showing really solid gains, with healthy pullbacks. If you want to get in, today is a good time to do so as it just had a dip.
Ubisoft is another company that is likely to increase over the next year. This past gen was very good for their brand name, and that will pay off in spades upcoming gen, especially with AAA titles like Watch Dogs releasing.

A tougher call is EA, who we've seen rumors for might be going exclusive completely to xbox. There are already several exclusive EA games listed for xbox by EA, and the company has been plagued with bad releases and criticisms recently. They were also listed as a twitter tag for the upcoming MS console reveal on May 21.
The only question is, would exclusivity improve EA or MS stock? My bet would be yes, but we still need to see exclusivity first.
There is a lot of evidence for this move, so do your due diligence and make the call.



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Today is May 20, 2013
Not a lot of note for today. Rather quiet day with our stocks moving within 1% in either direction.
Sony, Activision, Konami, AMD, Skullcandy are all flirting with 3% gains.
That is all :D



Today is May 21, xbox one revealed today.
MS is down .4%, Sony is up 9%.
Following previous trend set lately,
Konami is also up 9%
Starting to get strange how these two companies are growing and falling together.
Gamestop is down 2%.



Microsoft now down 1% and increasing.
I'm not sure why this is happening. The OS looked fantastic to me.
Maybe there is speculation that it will be expensive?
Or maybe investors are worried that it is now competing with apple tv and such?
Or perhaps they didn't find snap-thing as impressive as I did.



Sony positives from the Xbox presentation:

No real exclusives
Used game fee
licensing of blu ray

its like a win,win win for SNE...couldn't have asked for a better combination.



This thing always seems to happen after these big conferences. Some people lose confidence, or gain confidence, creating a dramatic, short-lived change in the stock.

But 9% is a lot.



 

Here lies the dearly departed Nintendomination Thread.