Guest Posted October 12, 2014 Share Posted October 12, 2014 Bought NCTY . Firefall game is great I like it. The licensing deal alone is worth more than currrent market cap I don't keep up with the industry like I used to but I do know that it's a brutal, brutal place to invest. Look at all publicly (or formally) traded companies in the field. Off the top of my head: Majesco Midway EA Nintendo Konami Activision Eidos Take Two The only one that I think has beaten the market over the past decade is AVTI. Some of the other ones (Midway, Majesco) you would have gotten crushed. Heck, look at TTWO - even with GTA it still would've been a poor investment over the past decade (decent over 15 years). Link to comment Share on other sites More sharing options...
peter1234 Posted October 12, 2014 Share Posted October 12, 2014 Bought NCTY . Firefall game is great I like it. The licensing deal alone is worth more than currrent market cap I don't keep up with the industry like I used to but I do know that it's a brutal, brutal place to invest. Look at all publicly (or formally) traded companies in the field. Off the top of my head: Majesco Midway EA Nintendo Konami Activision Eidos Take Two The only one that I think has beaten the market over the past decade is AVTI. Some of the other ones (Midway, Majesco) you would have gotten crushed. Heck, look at TTWO - even with GTA it still would've been a poor investment over the past decade (decent over 15 years). Thank you, this is a good list. :) Link to comment Share on other sites More sharing options...
leftcoast Posted October 12, 2014 Share Posted October 12, 2014 Ubisoft Zynga Nexon Tencent And of course THQ went to zero. Link to comment Share on other sites More sharing options...
valueyoda Posted October 12, 2014 Share Posted October 12, 2014 AIG, AIG/WT, GNW, WAC, OCN, CBI, FMC, GT, OI, QIHU, MGM, AAL, DAL, GM, GM/WT/B, CHK, NOV, PIR, TWI Link to comment Share on other sites More sharing options...
PatientCheetah Posted October 14, 2014 Share Posted October 14, 2014 AIXG ALLY Link to comment Share on other sites More sharing options...
Homestead31 Posted October 14, 2014 Share Posted October 14, 2014 according to the media "small caps are still expensive" but this recent sell off has created some incredible value in select names in my opinion. CHEF, MSO, EZPW are all names that I think can double in the next 2-3 years with solid downside protection. some of the special situation names have gotten destroyed as well as they are over owned by hedge funds, and hedge funds are the first guys to cut their losses and run in a sell off. BKS is a good example. happy to discuss any of the above. Link to comment Share on other sites More sharing options...
DCG Posted October 14, 2014 Share Posted October 14, 2014 AIG, AIG/WT, GNW, WAC, OCN, CBI, FMC, GT, OI, QIHU, MGM, AAL, DAL, GM, GM/WT/B, CHK, NOV, PIR, TWI You bought all those in one day? Link to comment Share on other sites More sharing options...
wescobrk Posted October 15, 2014 Share Posted October 15, 2014 Just do the opposite what I do and everyone will make a fortune. I bought wells for the first time a week ago thinking I'm going with the safest bank and then watch a 10 percent decline. I know as value investors it's great to buy more but it was already a full position for me. Link to comment Share on other sites More sharing options...
intothebreach Posted October 15, 2014 Share Posted October 15, 2014 Completed my AIG "value meal" with the 2017 LEAPs that started trading yesterday. Link to comment Share on other sites More sharing options...
Hawks Posted October 15, 2014 Share Posted October 15, 2014 jpm (as market opened today) and gud (TSX) Link to comment Share on other sites More sharing options...
randomep Posted October 15, 2014 Share Posted October 15, 2014 according to the media "small caps are still expensive" but this recent sell off has created some incredible value in select names in my opinion. CHEF, MSO, EZPW are all names that I think can double in the next 2-3 years with solid downside protection. some of the special situation names have gotten destroyed as well as they are over owned by hedge funds, and hedge funds are the first guys to cut their losses and run in a sell off. BKS is a good example. happy to discuss any of the above. Ya I noticed all my US small caps are taking a beating. These stock vary a lot but it seems like the market just paints them all with one brush...... hope this ends soon Link to comment Share on other sites More sharing options...
muscleman Posted October 15, 2014 Share Posted October 15, 2014 Completed my AIG "value meal" with the 2017 LEAPs that started trading yesterday. I haven't been able to fully understand the lawsuit between SICO and US government, and what's the likelihood that AIG is liable to pay for that? Link to comment Share on other sites More sharing options...
DCG Posted October 15, 2014 Share Posted October 15, 2014 Added to FCAU, BAC, VZ, and OXY. This selloff seems silly to me. Link to comment Share on other sites More sharing options...
Hawks Posted October 15, 2014 Share Posted October 15, 2014 bac and ssw Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted October 15, 2014 Share Posted October 15, 2014 Added 10% to Altius at 9.98 USD. Reopened a long in drybulk with SB at $4.95 Link to comment Share on other sites More sharing options...
ASTA Posted October 15, 2014 Share Posted October 15, 2014 Bought a 7% stake in Suncor Energy today and a 7% stake (out of my portfolio;) of Standard Chartered Link to comment Share on other sites More sharing options...
Lance Posted October 15, 2014 Share Posted October 15, 2014 EWI (ishares Italy etf), GREK (Greece etf) and NBG (National Bank of Greece) - albeit these are very, very small positions. Thanks Lance Link to comment Share on other sites More sharing options...
randomep Posted October 15, 2014 Share Posted October 15, 2014 BAC common Link to comment Share on other sites More sharing options...
Liberty Posted October 15, 2014 Share Posted October 15, 2014 I swapped my LBTYK for LBTYA when the spread became much narrower than usual. I figured, why not? Link to comment Share on other sites More sharing options...
Hawks Posted October 15, 2014 Share Posted October 15, 2014 In addition to bac and ssw previously noted, bought ctrx and qcom. Link to comment Share on other sites More sharing options...
Lance Posted October 15, 2014 Share Posted October 15, 2014 RIG (Transocean) and NCV (Allianz Convertible & Income Fund). Thanks Lance Link to comment Share on other sites More sharing options...
Picasso Posted October 15, 2014 Share Posted October 15, 2014 Softbank. Link to comment Share on other sites More sharing options...
Palantir Posted October 15, 2014 Share Posted October 15, 2014 A Slutty Ebolavirus costume. Link to comment Share on other sites More sharing options...
PatientCheetah Posted October 16, 2014 Share Posted October 16, 2014 Softbank, PCLN, MA Link to comment Share on other sites More sharing options...
fareastwarriors Posted October 16, 2014 Share Posted October 16, 2014 I added a bit to BAC WT-A Link to comment Share on other sites More sharing options...
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