Jason Earley

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  • Which video game maker will win digital?

    By Jason Earley - June 18, 2013 | Tickers: ATVI, EA, TTWO

    Electronic Arts (NASDAQ: EA) aims to captivate consumers across multiple platforms for longer periods of time, moving from packaged goods as a one-time delivery to digital games as an ongoing service.  The company expects a few benefits from this approach:  1) Consumers spend more money over the life of a game, especially through in-game micro-transactions and premium subscriptions; 2) Digital services have lower costs and higher margins than traditional packaged more »

  • This Video Game Maker is Going Digital

    By Jason Earley - January 2, 2013 | Tickers: ATVI, EA, TTWO

    Electronic Arts (NASDAQ: EA) has shed 26% of its market cap over the past year -- does this mean it's time to snap up shares, or is it a sign of more trouble to come?  We will examine EA through the lens of their 2013 Q2 earnings call on Oct. 31, 2012, which evidenced the following themes:

    1) EA is aggressively moving from a packaged goods business model to a more »

  • 2013: A Year of Rebuilding for This REIT

    By Jason Earley - December 17, 2012 | Tickers: AVB, BRE, EQR

    After a strong 2011, BRE Properties, Inc. (NYSE: BRE), a real estate investment trust (REIT) focused on apartment complexes in the Western United States, disappointed investors with a stock that went nowhere in 2012.  What will 2013 bring?  With about 76.8 million shares outstanding, the company has earned $2.15 per share of funds from operations (FFO) over the 12 months ending with Q3 2012, with 2012 full-year per-share more »