Comments on: MCSI Inc. (MXB) – Quarterly Report Leads to Selling http://zachstocks.com/2008/07/mcsi-inc-mxb-quarterly-report-leads-to-selling/ Dynamic Investments for Exceptional Traders Tue, 02 Mar 2010 20:30:15 -0700 http://wordpress.org/?v=2.8.6 hourly 1 By: ZachStocks » Blog Archive » MSCI Inc. (MXB) - Stock Off Following Secondary http://zachstocks.com/2008/07/mcsi-inc-mxb-quarterly-report-leads-to-selling/comment-page-1/#comment-4937 ZachStocks » Blog Archive » MSCI Inc. (MXB) - Stock Off Following Secondary Wed, 16 Jul 2008 19:02:12 +0000 http://zachstocks.com/2008/07/mcsi-inc-mxb-quarterly-report-leads-to-selling/#comment-4937 [...] pressure after its last quarterly earnings announcement which left investors wishing for more.  Zachstocks covered the stock last week in the wake of the sell-off.  Although the article raises concerns about a high multiple during a [...] [...] pressure after its last quarterly earnings announcement which left investors wishing for more.  Zachstocks covered the stock last week in the wake of the sell-off.  Although the article raises concerns about a high multiple during a [...]

]]> By: borisb http://zachstocks.com/2008/07/mcsi-inc-mxb-quarterly-report-leads-to-selling/comment-page-1/#comment-4910 borisb Thu, 10 Jul 2008 15:56:53 +0000 http://zachstocks.com/2008/07/mcsi-inc-mxb-quarterly-report-leads-to-selling/#comment-4910 guess what activision raises guidance this morning. also the 5 year rather then 1 year growth curve is looking better. Managment says that Guitar Hero isnt meeting demand, the online music download of 3 tunes for $6 is lucrative like iTunes, Guitar hero margins are due to expand, Blizzard's Online global success is one of a kind and is free from the console cycles, and that since Playstation 2 cycle has lasted a clean cut 7 years, its likely that the cycle on PS3 and XBOX360 will be even longer. guess what activision raises guidance this morning. also the 5 year rather then 1 year growth curve is looking better. Managment says that Guitar Hero isnt meeting demand, the online music download of 3 tunes for $6 is lucrative like iTunes, Guitar hero margins are due to expand, Blizzard’s Online global success is one of a kind and is free from the console cycles, and that since Playstation 2 cycle has lasted a clean cut 7 years, its likely that the cycle on PS3 and XBOX360 will be even longer.

]]> By: borisb http://zachstocks.com/2008/07/mcsi-inc-mxb-quarterly-report-leads-to-selling/comment-page-1/#comment-4905 borisb Thu, 10 Jul 2008 01:01:13 +0000 http://zachstocks.com/2008/07/mcsi-inc-mxb-quarterly-report-leads-to-selling/#comment-4905 impressed, superb,reasonable,attractive wow wow wow mr CFA! impressed, superb,reasonable,attractive wow wow wow mr CFA!

]]> By: Zachary Scheidt http://zachstocks.com/2008/07/mcsi-inc-mxb-quarterly-report-leads-to-selling/comment-page-1/#comment-4903 Zachary Scheidt Wed, 09 Jul 2008 13:42:32 +0000 http://zachstocks.com/2008/07/mcsi-inc-mxb-quarterly-report-leads-to-selling/#comment-4903 Hello Boris, Activision falls a bit outside my field as they have been public longer than 5 years. However giving it a cursory overview, I'm impressed with their ability to grow sales quarter after quarter and the earnings stability for the last 4 quarters has been superb. Obviously the business is a bit cyclical with new gaming equipment driving demand for titles. The multiple seems reasonable (and possibly even attractive) given the recent growth of the company. My largest concern is not with the company specifically as much as due to the overall market which will likely not stage a long-term uptrend for some time. Just my opinion, thanks for the comment. ZDS Hello Boris,

Activision falls a bit outside my field as they have been public longer than 5 years. However giving it a cursory overview, I’m impressed with their ability to grow sales quarter after quarter and the earnings stability for the last 4 quarters has been superb. Obviously the business is a bit cyclical with new gaming equipment driving demand for titles.

The multiple seems reasonable (and possibly even attractive) given the recent growth of the company. My largest concern is not with the company specifically as much as due to the overall market which will likely not stage a long-term uptrend for some time.

Just my opinion, thanks for the comment.
ZDS

]]> By: borisb http://zachstocks.com/2008/07/mcsi-inc-mxb-quarterly-report-leads-to-selling/comment-page-1/#comment-4897 borisb Mon, 07 Jul 2008 14:12:28 +0000 http://zachstocks.com/2008/07/mcsi-inc-mxb-quarterly-report-leads-to-selling/#comment-4897 Hi Zach, would you consider taking a closer look at Activision? they beat estimates by a huge margin. first quarter 2008 top line was $600 million vs. estimates of $400 million, despite no title releases. I know about the oil/consumer recession but there might be more then meets the eye. Also there is a complex merger with Vevendi as V buys 68% of ATVI, which i dont get how this adds extra value, but maybe it does! thanks, Boris. Hi Zach,

would you consider taking a closer look at Activision?
they beat estimates by a huge margin. first quarter
2008 top line was $600 million vs. estimates of $400
million, despite no title releases. I know about the
oil/consumer recession but there might be more then meets
the eye. Also there is a complex merger with Vevendi
as V buys 68% of ATVI, which i dont get how this
adds extra value, but maybe it does! thanks, Boris.

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