Comments for ERTS - Stockpickr! Your Source for Stock Ideas

Comments for ERTS

Added By	Comments	Type	Date Added
barrons3	Jared Levy has spotted unusual options activity in Electronic Arts (ERTS). Market speculation suggests Microsoft (MSFT) may be interested in acquiring the company.	Love	September 23, 2009
mcoll	right place for future	Love	September 21, 2009
byrontsang	It's in bargain price right now!!!!	Love	September 04, 2009
barrons3	Barron's: With the market having had such a big rally since March, is it harder to find good growth stocks these days? Milano: Absolutely, especially when we just spent nearly six months, from last October through March, where you could buy almost anything you wanted and you could pick your price. So the stocks I was buying in March are now up 30%, 40%, 50% in some cases. Of course, it is harder to get excited about Electronic Arts [ERTS] at 21 than when it was at 15, and Henry Schein [HSIC] at 52 than when it was at 35.	Love	August 15, 2009
barrons3	Long-term Buy - Price 20.34 on Aug. 11 by Hilliard Lyons June-quarter results were encouraging to us. Net revenue on a non-GAAP (ex-deferral) basis surged 34%, due to a series of successful videogame releases. We were impressed by this performance, particularly given recent weak industry sales and a difficult economic climate. Bottom-line results were enhanced by recent cost reductions. The quarter's non-GAAP net loss of 2 cents per diluted share compared favorably to the year-ago net loss of 42 cents per diluted share. We were expecting a net loss of 15 cents per diluted share. Due to a well-stocked product pipeline and recent restructuring initiatives, we feel an earnings rebound is under way. Management remains highly focused on growth initiatives and profit margins.... [Anticipating] improving fundamentals at the company, we project current-year earnings of $1 per diluted share, versus a net loss in fiscal 2009. We recommend purchase of ERTS and reiterate our two-year price target of 32 ...based on the assumption of an earnings rebound over the next few years and a valuation on forward earnings similar to the current level [20.7 times]. Also, we note that ERTS is financially sound, with over $2 billion in cash ($7 per share) and no long-term debt. Market cap: $6.6 billion.	Love	August 15, 2009
Stockpickr Staff	"It's down so much I can't go against it here. I like it." <a href="http://www.thestreet.com/story/10512079/1/mad-money-lightning-round-tupperware-surprises.html" target="_blank">"Mad Money Lightning Round," 6-10-09</a>	Love	June 11, 2009
sarah z	From a recent Mad Money show:"I'm confused. They had an awful quarter, they laid off a bunch of people, now they're up. I don't trust it, I'm a seller."	Love	February 06, 2009
Nyolls	notoriously unstable industry. Rising development costs and longer development cycles. Company will never tank but unless you got in years ago...you wont make much off of this stock.	Hate	February 03, 2009
sarah z	From a recent Mad Money show:"This is a tough situation. They are best of breed, but it's a tough business. I don't think they can be bought here."	Love	January 23, 2009
sarah z	From a recent Mad Money show:"This is a tough situation. They are best of breed, but it's a tough business. I don't think they can be bought here."	Love	January 22, 2009
David Sterman	Great balance sheet, industry and valuation	Love	January 15, 2009
RickMeadows	1st loss I ever took on a stock.	Hate	January 10, 2009
barrons3	“I’d keep a close eye on these two,” he says largely due to recent call buying. "Both could be consolidation plays (or takeover targets). And, at current valuations, both look compelling.”	Love	January 07, 2009
sarah z	From a recent Mad Money show: "No, that one's doing a bad job. They aren't doing anything good over there. I'm not a fan."	Love	December 15, 2008
andersej13	gotta good feelin	Love	December 07, 2008
barrons3	Depressed Motorola could get support from its cash position, which equals 30% of its market value. The same is true for Electronic Arts .	Love	October 11, 2008
barrons2	Also look at Electronic Arts (ERTS)he says. Fantasy football video games are bigger than any Hollywood movie and this stock looks relatively cheap to me.	Love	September 10, 2008
katie7ch	Gaming getting bigger.	Love	August 24, 2008
kl1070	unique	Hate	August 06, 2008
memitim	Best company on the planet	Love	May 25, 2008
fnftynftynu	Shares Held 56,590	Love	March 19, 2008
fnftynftynu	Shares Held 56,590	Love	March 19, 2008
barrons2	Video game maker Electronic Arts Inc. (ERTS) on Monday urged, Take Two (TTWO) the publisher of "Grand Theft Auto" to quickly accept its unsolicited $2 billion takeover bid, saying it's only a matter of time before it declares "game over" and pulls its premium offer. I don’t like the deal for ERTS, says Jeff Macke. The Grand Theft Auto franchise isn't that attractive, says Pete Najarian. There’s nothing there for my money, adds Karen Finerman.	Love	February 27, 2008
barrons2	Also video game makers Electronic Arts (ERTS) and Activision (ATVI) could be worth a look. -- Jeff Macke	Love	February 27, 2008
EnoOnmai	What power these analysts have in this indecisive time.	Love	January 30, 2008
castlegrey	The videogame industry is huge and growing, but the company treats its employees like crap. Top game designers might be enticed through salary, but will leave for peace of mind.	Hate	December 29, 2007
barrons2	"Furthermore, in the video-game arena, he said he likes Electronic Arts (ERTS) and Activision (ATVI)."	Love	November 29, 2007
football_player07	Love gaming, and its a good growing industry	Love	November 17, 2007
aba zaba	electronic arts	Love	November 01, 2007
stockerblog	'Tiger Woods PGA Tour' series of video games	Love	October 28, 2007