Taylor Collins

All Posts

  • Zynga a Hard Landing for Xbox Exec

    By Taylor Collins - July 3, 2013 | Tickers: MSFT, SNE, ZNGA

    My second-favorite love-to-hate video game publisher, Zynga Inc. (NASDAQ: ZNGA), has hired a new exec, which has caused its stock to climb. As I write this on Wednesday, it’s still climbing after two days.

    Given Zynga’s impressive cavalcade of executives in the past, it’s strange that some new brass has created such a trading furor over the miasmal company. But wait, this is Don Mattrick, an industry more »

  • Take Two's Second Take

    By Taylor Collins - December 4, 2012 | Tickers: ATVI, TTWO, ZNGA | Editor's Choice

    If you want to invest in gaming, I offer you two of several paths. One company comes with centralized community and fan base of daunting size. The other, well ... does not.

    Today I will exult the virtues of the later because its stock is well into a healthy resurgence.

    The first company would be Activision Blizzard (NASDAQ: ATVI), the giant publisher of such culture-shaping games as World of Warcraft, Diablo more »

  • Nintendo's Focus Puts Fun First

    By Taylor Collins - November 30, 2012 | Tickers: MSFT, NTDOY.PK, SNE

    The focus of the digital world these days is on wrangling profits from app stores. But there's one company that flies in the face of such fervor, and if it's in your portfolio, you should be happy. After all, if you buy its products you should be having a good time.

    Nintedo's (Nasdaqoth: NTDOY) new console, the Wii U, nearly sold out in the U.S. during more »

  • Valve is Off for this Profit-Thirsty Gaming Company

    By Taylor Collins - September 19, 2012 | Tickers: ATVI, EA

    In last few paragraphs of a laudatory New York Times article on gamemaker Valve Corporation, the mention of a once-pursued purchase generated a new storm of headlines: Electronic Arts (NASDAQ: EA) had attempted for years to buy Valve for around $1 billion.

    This may not seem like such a big deal -- game-publishing giants like EA often look to buy promising studios, hoping to cash in on fresh ideas.

    But, to more »

  • ZyngaVille: The Bad Part of Town

    By Taylor Collins - September 16, 2012 | Tickers: EA, ZNGA

    I remember sitting at my desk when Zynga (NASDAQ: ZNGA) went public, Mark Pincus pumping his arms in the air, thoughts of promise and profits. The wee company that brought us all that funhouse called FarmVille.

    I read the photo's accompanying news story and within about 30 seconds had my stalwart analysis: Yeah, no.

    Let's not talk about buy or sell or bearish or bullish. Let's talk more »

  • EA, the 'Volume Shooter' of Game Companies

    By Taylor Collins - June 22, 2012 | Tickers: ATVI, EA, TTWO, THQIQ | Editor's Choice

    As far as publicly traded video-game companies go, Electronic Arts (NASDAQ: EA) is an Allen Iverson.

    The basketball superstar -- regular-season MVP in 2000-01 -- was a "volume shooter," and therefore could not be given as much merit as some of the other greats. Players (or companies) with an above-average measure of skill combined with enough attempts will likely put up good numbers eventually … then fade into obscurity.

    EA is proving this more »

  • A Solid Bet in Button-Mashing

    By Taylor Collins - June 12, 2012 | Tickers: ATVI, AAPL, EA, GOOG, SNE

    As other videogame publishers post losses and struggle to find success with gimmicks, there’s one company that stands out -- Activision Blizzard (NASDAQ: ATVI).

    Overall, the videogame industry has seen a recent downturn. Electronic Arts (NASDAQ: EA), which makes the popular Madden NFL games and The Sims, forecast lower revenues for the coming year, which inevitably sent the value of its shares down.

    Likewise, Sony (NYSE: SNE), maker of the more »