Take-Two Interactive Softwar

TTWO-Q

NASDAQ:TTWO

107.84
1.63 (1.49%)
Take-Two Interactive Software, Inc. is an American multinational publisher and distributor of video games and video game peripherals. Take-Two wholly owns publishers Rockstar Games and 2K Games.
More at Wikipedia

Analysis and Opinions about TTWO-Q

Signal
Opinion
Expert
COMMENT
COMMENT
February 14, 2020

He follows the gaming and e-sports space. He owns Take-Two instead of EA, thanks to the longer runway on the publishing side.

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He follows the gaming and e-sports space. He owns Take-Two instead of EA, thanks to the longer runway on the publishing side.

Kim Bolton

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Price
$112.920
Owned
Unknown
BUY
BUY
December 6, 2019
Esports? He picked up TTWO, following the recent earnings results. They are different in that they have a strong track record in the sustainability of the games they bring to market. They may be behind in some aspects of digitization, but they are catching up.
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Esports? He picked up TTWO, following the recent earnings results. They are different in that they have a strong track record in the sustainability of the games they bring to market. They may be behind in some aspects of digitization, but they are catching up.
DON'T BUY
DON'T BUY
October 3, 2019
These guys all tend to move as a group. They have had a bit of a run. There is volatility from when games are released and that is how the business model works. With how things are changing it is really risky to try to call things in a three month timeframe. It's a wild ride. This is the strongest season of the year, however. He would avoid it on the volatility. He might take profits on this if he had it.
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These guys all tend to move as a group. They have had a bit of a run. There is volatility from when games are released and that is how the business model works. With how things are changing it is really risky to try to call things in a three month timeframe. It's a wild ride. This is the strongest season of the year, however. He would avoid it on the volatility. He might take profits on this if he had it.
COMMENT
COMMENT
July 10, 2019

Video game companies? When video game companies found the advantage to after sales revenues, he got interested. Gaming is a growth industry now. Now that membership revenues have been introduced, it has made earnings less predictable. This is a structural change in the industry, which will create some investor anxiety. He would prefer IGV -A as an ETF basket of gaming companies for now.

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Video game companies? When video game companies found the advantage to after sales revenues, he got interested. Gaming is a growth industry now. Now that membership revenues have been introduced, it has made earnings less predictable. This is a structural change in the industry, which will create some investor anxiety. He would prefer IGV -A as an ETF basket of gaming companies for now.

WAIT
WAIT
February 6, 2019
They are having a tough day -- down 12%. They have a really tough road with competition, despite the in-game spending success of their platform. The valuations are looking expensive.
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They are having a tough day -- down 12%. They have a really tough road with competition, despite the in-game spending success of their platform. The valuations are looking expensive.
DON'T BUY
DON'T BUY
January 29, 2019
It bottoms above $100 consistently. Careful: holders could be heading for the exits. Hold if you own. If it falls below $96, he fears a BIG drop. Be cautious if it falls below $100. Watch the downside more than the up.
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It bottoms above $100 consistently. Careful: holders could be heading for the exits. Hold if you own. If it falls below $96, he fears a BIG drop. Be cautious if it falls below $100. Watch the downside more than the up.
WATCH
WATCH
December 6, 2018
The gaming space is great but you have to have a real stomach for it. They used to be known for one hit wonders. The gaming in-buys business kind of flattened out the model because it was a recurring revenue model. It is 22 times earnings. It will probably take some time. They have a good pipeline and a good model but this one will take some torque. Wait for the right time. This is a more stable story now.
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The gaming space is great but you have to have a real stomach for it. They used to be known for one hit wonders. The gaming in-buys business kind of flattened out the model because it was a recurring revenue model. It is 22 times earnings. It will probably take some time. They have a good pipeline and a good model but this one will take some torque. Wait for the right time. This is a more stable story now.
DON'T BUY
DON'T BUY
May 24, 2018

The gaming industry has seen a massive transition from the console games to the mobile games. Trading at 25 times earnings with 10% growth rate.

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The gaming industry has seen a massive transition from the console games to the mobile games. Trading at 25 times earnings with 10% growth rate.

BUY
BUY
April 12, 2018

He does not have exposure to this sector but keeps an eye on it. The sector as a whole is solid. The video game sector is relatively recession proof.

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He does not have exposure to this sector but keeps an eye on it. The sector as a whole is solid. The video game sector is relatively recession proof.

PARTIAL SELL
PARTIAL SELL
April 12, 2018

He doesn’t have any name in the software gaming space. Trading at 3 times PEG ratio with 10% growth rate. Valuation is a little stretched. If you have a profit on this one you might want to put a stop-loss on this one.

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He doesn’t have any name in the software gaming space. Trading at 3 times PEG ratio with 10% growth rate. Valuation is a little stretched. If you have a profit on this one you might want to put a stop-loss on this one.

PARTIAL SELL
PARTIAL SELL
January 12, 2018

Sell Take-Two Interactive Software (TTWO-Q) or Electronic Arts (EA-Q)? Why not just sell half of each? Looking at the math, it looks like they both could go higher. They are trading at the same valuation relative to BV.

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Sell Take-Two Interactive Software (TTWO-Q) or Electronic Arts (EA-Q)? Why not just sell half of each? Looking at the math, it looks like they both could go higher. They are trading at the same valuation relative to BV.

HOLD
HOLD
December 7, 2017

The chart looks wonderful. It’s moved up nicely and stayed above the 200-day moving average. Recently just broke below the 50-day moving average, and is now above the 100-day moving average. Technically, this looks pretty interesting. However, it is a bit expensive. Trading above 25X forward earnings with a 10% growth rate, so you have about a 2.5X PEG ratio. If you want, continue to hold.

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The chart looks wonderful. It’s moved up nicely and stayed above the 200-day moving average. Recently just broke below the 50-day moving average, and is now above the 100-day moving average. Technically, this looks pretty interesting. However, it is a bit expensive. Trading above 25X forward earnings with a 10% growth rate, so you have about a 2.5X PEG ratio. If you want, continue to hold.

BUY WEAKNESS
BUY WEAKNESS
September 21, 2017

It rallied from $10 to $100. This is a great sector. It has gone through this transition over the last number of years. Now you buy extra weapons and tools on line with real money. He does not think it is over yet. He would average his way into something like this. He owns three of these in a basket. He would buy any of the three. It has a PE of 25 but is a highly predictable business model.

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It rallied from $10 to $100. This is a great sector. It has gone through this transition over the last number of years. Now you buy extra weapons and tools on line with real money. He does not think it is over yet. He would average his way into something like this. He owns three of these in a basket. He would buy any of the three. It has a PE of 25 but is a highly predictable business model.

COMMENT
COMMENT
July 20, 2017

Chart shows a little resistance around $80 in May and June. Some risks have been reduced at around $73-$74. A lot of indicators are starting to move up. It looks like it’s going to want to go through $80.35. Good risk/reward. Expects it will be $81-$82 pretty soon.

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Chart shows a little resistance around $80 in May and June. Some risks have been reduced at around $73-$74. A lot of indicators are starting to move up. It looks like it’s going to want to go through $80.35. Good risk/reward. Expects it will be $81-$82 pretty soon.

BUY
BUY
June 5, 2017

The video game phenomenon is getting another boost. We are at the beginning of the next phase. He likes it.

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The video game phenomenon is getting another boost. We are at the beginning of the next phase. He likes it.

COMMENT
COMMENT
May 30, 2017

This has had a good run in the last 5 years. Probably one of the least volatile names in the individual gaming space. It is a creative engine. They are well known for Grand Theft Auto, or for any entertainment platform whether it is film, video, music that reached $1 billion. A good name to own.

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This has had a good run in the last 5 years. Probably one of the least volatile names in the individual gaming space. It is a creative engine. They are well known for Grand Theft Auto, or for any entertainment platform whether it is film, video, music that reached $1 billion. A good name to own.

WEAK BUY
WEAK BUY
October 6, 2015

They are cyclical. It is not a very big company, but in terms of execution, it is a very good company. Technically it is setting up very well. He prefers ATVI-Q.

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They are cyclical. It is not a very big company, but in terms of execution, it is a very good company. Technically it is setting up very well. He prefers ATVI-Q.

PAST TOP PICK
PAST TOP PICK
September 6, 2006
(A Top Pick Oct 26/05. Down 43%.) Had to pull a game because it was too violent. Sold his shares at $16.
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(A Top Pick Oct 26/05. Down 43%.) Had to pull a game because it was too violent. Sold his shares at $16.
TOP PICK
TOP PICK
October 26, 2005
Manufactures games for XBox, etc. A new version of XBox is being launched and will be unbelievable. Expect Christmas sales will be huge. Expects that this next boom will create 10% net margiins for this company. Has $200 million cash and no debt.
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Manufactures games for XBox, etc. A new version of XBox is being launched and will be unbelievable. Expect Christmas sales will be huge. Expects that this next boom will create 10% net margiins for this company. Has $200 million cash and no debt.
WEAK BUY
WEAK BUY
June 23, 2003
A one trick pony. Cheap. Would buy in the mid to high $20's.
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A one trick pony. Cheap. Would buy in the mid to high $20's.
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Take-Two Interactive Softwar(TTWO-Q) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 2

Stockchase rating for Take-Two Interactive Softwar is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Take-Two Interactive Softwar(TTWO-Q) Frequently Asked Questions

What is Take-Two Interactive Softwar stock symbol?

Take-Two Interactive Softwar is a American stock, trading under the symbol TTWO-Q on the NASDAQ (TTWO). It is usually referred to as NASDAQ:TTWO or TTWO-Q

Is Take-Two Interactive Softwar a buy or a sell?

In the last year, 2 stock analyst published opinions about TTWO-Q. 1 analyst recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Take-Two Interactive Softwar.

Is Take-Two Interactive Softwar a good investment or a top pick?

Take-Two Interactive Softwar was recommended as a Top Pick by Kim Bolton on 2020-02-14. Read the latest stock experts ratings for Take-Two Interactive Softwar.

Why is Take-Two Interactive Softwar stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Take-Two Interactive Softwar worth watching?

2 stock analyst on Stockchase covered Take-Two Interactive Softwar In the last year. It is a trending stock that is worth watching.

What is Take-Two Interactive Softwar stock price?

On 2020-02-27, Take-Two Interactive Softwar (TTWO-Q) stock closed at a price of $107.84.