Take-Two Interactive Softwar

TTWO-Q

NASDAQ:TTWO

123.73
0.24 (0.19%)
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
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.
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.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$123.040
Owned
Yes
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.
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.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$120.500
Owned
Unknown
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.

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.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$117.160
Owned
_N/A
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.
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.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$92.530
Owned
No
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.
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.
Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
Price
$100.810
Owned
Unknown
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.
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.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$106.200
Owned
Unknown
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.

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.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$112.020
Owned
No
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.

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.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$97.840
Owned
No
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.

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.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$97.840
Owned
No
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.

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.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$117.300
Owned
Unknown
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.

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.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$106.540
Owned
No
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.

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.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$101.720
Owned
Yes
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.

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.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$78.030
Owned
Unknown
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.

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

Matthew McCall
President, Penn Financial Group
Price
$77.320
Owned
Unknown
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.

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.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$76.070
Owned
No
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