Comments for TTWO - Stockpickr! Your Source for Stock Ideas

Comments for TTWO

Added By	Comments	Type	Date Added
barrons3	Buy - Price 8.10 on July 14 by MKM Partners We would recommend that investors take advantage of the weakness in the shares of TTWO, as our expectation for significant EPS growth in FY10 and FY11 remains intact, and [the recent] reduced FY09 outlook does not have a meaningful impact on our core thesis. The delay of the Bioshock 2 [electronic game] until FY10 is very disappointing...[yet] this title, with sequel games Mafia II, Max Payne 3 and Red Dead Redemption, provides a compelling lineup, which we see as capable of generating $1 in EPS in a year...[Risks include] the soft retail market. We're maintaining an 11 target, based on an 11 times multiple off of our upwardly revised EPS for FY10, now at $1 -- [up from] 96 cents. Market cap: $629.2 million.	Love	July 18, 2009
rossphillips	Smart business	Love	May 04, 2009
JohnSawyer	Bottom Fishing	Love	February 09, 2009
barrons3	Ferreira recently raised his holdings to 6.13%. "Management has only been in place for six quarters," Ferreira says, "and it has been able to build up in excess of $4 per share in cash, it has a pristine balance sheet, and it has generated $2 in earnings [from operations] in the first three quarters of this year, up significantly from last year." Take-Two is best known for its hugely popular Grand Theft Auto game. While Take-Two management was criticized for not accepting a recent bid from rival Electronic Arts, "we applaud the decision," Ferreira says. The offer was too conditional to succeed, but would have given EA a chance to "look under the hood" of Take-Two's development projects, he says.	Love	November 15, 2008
MStockwell	GTA	Love	November 02, 2008
sarah z	From a recent Mad Money show: "Ring the register in this one."	Love	September 12, 2008
barrons2	Hedge-fund manager Steven A. Cohen cut his stake to about 3.38 million (4.4%) from 4.1 million shares (5.3%) reported on June 25. Cohen's disclosure comes as options traders question whether Electronic Arts (ERTS) will succeed in its $2 billion hostile bid for the video game maker and distributor. Cohen heads SAC Capital.	Love	July 12, 2008
barrons2	Money manager Steven A. Cohen reported owning 4,099,540 shares (5.3%) after buying 1,671,357 from April 28 to June 24 at $25.74 to $27.78 each. Cohen said that he might discuss the videogame maker's business and plans with it or with other shareholders. Electronic Arts (ERTS) has made a so far unsuccessful $2 billion hostile bid for Take-Two.	Love	June 28, 2008
cypher	should be interesting to see how this moves when they releast GTA4	Love	April 10, 2008
assata	games	Love	March 02, 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	Activision (ATVI) is a buy, Jeff Macke says, as well as Take-Two (TTWO). Also look at BlackBerry maker Research In Motion (RIMM) and Costco (COST).	Love	January 02, 2008
High Dividends	Icahn	Love	December 23, 2007
barrons2	Jeff Macke expects that the next plays will be in the entertainment sector. He would look to buy Take-Two (TTWO) and THQ (THQI) for potential takeover plays.	Love	December 19, 2007
hinrichs18	GTA IV coming soon, companies worth much more than around 1 billion.	Love	November 21, 2007
lawyergeek	11.1%	Love	November 01, 2007
jtronche	undervalued	Love	October 12, 2007
fnftynftynu	Why did all of the rumors die? Is SAC out?	Love	October 04, 2007
barrons2	Sell - Price 15.75 on Sept. 11 by Wedbush Morgan With two successful games in Q4, Take-Two still cannot generate a profit. We see some improvement, but don't believe turnaround will be as dramatic as guidance for [fiscal-year] '08 implies, nor [that] TTWO has permanently put its long-standing problems behind it. Our 12 target reflects an [enterprise value] to adjusted income valuation of 24 times our estimated forward sustainable EPS of 50 cents. This multiple, at high end of company's historical range, reflects a 20% discount to multiples [on] competitors Activision and Electronic Arts.	Love	September 15, 2007
Trading Nymph	9/10/07 Transcript Nymph Take Away: Company Sucks, should sell their 2K Sports which is unlicenced and made no money for the company so far in 2007..they are bringing in OJ Simpson..and G4 basically say thier G4 Sports are Lame. No profit, only less loss for this company. CEO Zelnick- Moving to fixing the company to managing and growing. Manhunt 2 by Halloween. GTA IV delayed. Bioshock a Hit. Formation of 2K Play- Nickelodeon games. Sports 2K should be profitable by next year. ***Wells Notice from DA..4 yr ago conduct, looking to settle it and civil suit..already spent 15 Mil. Q3 LOSS 206 vs 241 last yr. Non-GAAP LOSS $46 v $19 or eps -.64 v -.27 GAAP Loss $59 v $91 or -.81 v -1.29 76 % publishing/ 24% distribution Closed Studio to Save R & D 2008 EPS .80 - 1.00 (depends if they show profits..may be wishful thinking)	Love	September 12, 2007
stockmann07	Interest in gaming	Love	August 08, 2007
Guest	Take-Two (TTWO), for example, has a whole series of holders who look like they backed into the situation and endlessly averaged down perhaps without having a clue of what they were really buying. Did Oppenheimer really get into this stock to own 24% of it? How about D.E. Shaw? Tudor? SAC Capital? Some of these funds are simple trading funds. Now they are investors. Did they know that there may not be any there there, and that what is there might get shut down by the Democrats?	Love	August 07, 2007
James Altucher	Short Ratio =	Love	August 01, 2007
stockerblog	23.7 37.68%	Love	June 18, 2007
phxcpa	Valution doesn't jive with reality	Hate	May 26, 2007
dvance	RRL	Love	May 22, 2007
sarah z	Down 5.1 million shares	Love	April 25, 2007
techrev	Take Two on the rise and gaming is the shit.	Love	April 12, 2007
Lorirain	Short - Cramer	Hate	April 11, 2007
Guest	Cramer recognizes there are 2 camps here - bears that say it is worthless and bulls who think the guys running it are too smart to ignore the upside. Cramer is sitting on sideline and is curious to see if it can move.	Love	March 29, 2007