Nintendo Company Ltd. (NTDOY-OTC)

Very strong business with sticky user base (kids and grownups love video games). Benefited from demand in Japan equities. New products (Switch) coming out which is good for profits. New content with movies will increase demand for products. Stock valuation cheap relative to peers. Good for long term investors - will continue to own shares. Shift in the business - very strong trends. 

Business model dedicated to game consoles, mobile games, IP licenses. Fantastic labels. Moving towards subscriptions, a benefit in the long run. Keep holding, add around $11. Probably won't go much under $10.50.

Japanese market has been very strong this year and becoming more shareholder friendly. Forward PE is about 20x, so it's not deep value. Heavily depends on console sales and it's well into that cycle, so could have negative sales growth for the next 2 years. Excited about IP synergies across divisions such as video games and movies. (Price target in Japanese Yen.) Yield is 2.86%.

A misunderstood story. Interesting valuation. Latest movie has done quite well. Always looking for ways to diversify revenue stream. Recurring revenue has boosted operating margin from 6% to over 30%, and that could continue to grow. 12x earnings, $13B in cash. Yield is 2.28%.

The stock is acting well. The volume is not much. It has been acting well after the Pokey man thing. He would continue to own this.

The stock has had a nice rebound. The whole gaming space is on fire. This is becoming a spectator sport. They have great titles but it is a closed system. If they ever opened their system you would see the stock double. They are getting better online. He is still not convinced.

Just looked at the results fairly recently in Cdn$ terms, and there is just no rhyme nor reason with what is going on. Some years it is huge profitability and other years it is big losses. He can get no fundamental comfort in terms of its performance. It has good cash reserves, so the dividend is probably safe.

(A Top Pick Aug 19/16. Up 64.31%.) They always have something else up their sleeves.

(A Top Pick Aug 19/16. Up 67.7%.)

This is augmented reality as opposed to virtual reality. If they are going to monetize Pokémon, the company is going to make an absolute fortune. Dividend yield of 1.05%.

There are a lot of changes going on in the gaming area. It is kind of fragmenting. You still have your traditional gaming platforms, PC based gaming and the growing tablet/iPod gaming. This one has been under pressure for the last 5 years. They came out with the Wii. The Wii2 hasn’t had quite the success the Wii had. Feels the better play would be to play some of the software companies.