As All Eyes Focus on Amazon.com and Wal-Mart Stores, While Apple, Mac... -12/20/09 at 1:49 PM CSTby Reggie Abaca

Unique visitor estimates at Compete.com show that internet traffic in the month of November rose dramatically at several popular websites.  Of the largest United States online retail portals, the biggest winners in the month of November were Apple.com Inc. (NASDAQ:AAPL) which rose 39.9% and the Macy’s, Inc. (NYSE:M) website, which rose 38.6%.&n...

Wikipedia Unimpressed by Lies About Naked Short Selling and Overstock... -12/16/09 at 12:26 PM CSTby Judd Bagley

Wikipedia’s Jimbo Wales sees Gary Weiss sockpuppeting all over the internet, defending illegal naked short selling, attacking CEO of Overstock.com (NASDAQ:OSTK) Patrick Byrne, and engaging in debates using multiple identities. As is described at great length in these pages, Wikipedia has been one of the principal battlegrounds in the effort to cover...

The Psychology of GameStop's Management Communication - Are Investors... -12/16/09 at 11:32 AM CSTby Joe Matty

GameStop Corp's (NYSE:GME) management is making every effort to recoup investor trust after earnings missses earlier in the year. Now, there is not one but two clear signals of management communicating confidence in their business. They are practically yelling . . . "Trust us, GameStop is well positioned, we are gaining share. We will come through with re...

Activision Will Beat Analyst NPD Revenue Estimate Today -12/10/09 at 10:27 AM CSTby Perry Rod

ANALYSIS - Wedbush Morgan analyst Michael Pachter is predicting that NPD will show that publisher Activision Blizzard is going to bring in 455 million in U.S. revenue in the month of November.  Pachter also predicts that 6 million units of Call of Duty: Modern Warfare 2 will be sold. These two predictions do not make sense, considering November 2008 ...

GameStop - The Barbell Company -12/10/09 at 10:07 AM CSTby Joe Matty

Many have observed that NPD data has not necessarily been indicative of GameStop Corp. (NYSE:GME) performance. I happen to agree based on the Barbell Theory. GameStop has two big earnings drivers going for it that allow it to outperform a weak or relatively weak software sector: 1. Used Games. On the low end they have a very successful and dominant used...

Comparing GameStop Corp. to Game Group PLC -12/09/09 at 11:26 AM CSTby Perry Rod

Many analysts are carefully watching GameStop Corp’s (NYSE:GME) closest overseas equivalent, Game Group PLC (LON:GMG), in order to form an opinion on the future of GameStop.  Game Group’s management has not been able to keep up with GameStop’s management success, as Game Group has failed to corner the British market on small boutiqu...

Behind the Overstock.com Inc. Rocker and Gradient Lawsuit Story -12/08/09 at 9:27 PM CSTby Judd Bagley

Today, short-selling hedge fund Rocker Partners paid Overstock.com $5-million to settle the lawsuit filed against them in August of 2005. Rocker Partners also entirely dropped its own countersuit. Overstock.com (NASDAQ:OSTK) CEO Patrick Byrne is a frequent contributor to DeepCapture.com. This is a major victory, not only for Patrick and Overstock.com, but...

Chiquita Brands International Inc Analysts May Be Underestimating The... -12/07/09 at 11:51 AM CSTby Peter York

It’s easy to overlook the fact that over 60% of Chiquita Brands International's (NYSE:CQB) banana segment revenue comes from Europe.  As a result, Chiquita is quietly benefiting from a strong Euro.  The upside may actually be as much as $1 per share as the euro now trades at around $1.50, higher than what analysts are conservatively assumi...

Gamestop Inc. Has Favorable Trends Based On Available November Sales ... -12/07/09 at 9:55 AM CSTby Joe Matty

As we approach the dissemination of November NPD data, let's look into VGCharts sales number estimates. It may help prepare us for what's coming for GameStop (NASDAQ:GME). Part I - November Numbers (1st 3 weeks of 2009 vs. 1st 3 weeks of 2008) + Analysis Below are my findings in three comparisons (Top 20 games, Top 10, Bottom 10 of top 20). Sum of Top 2...

Strauss Zelnick: No Regrets, No Responsibility, Take Two -12/04/09 at 12:06 AM CSTby Perry Rod

Take Two Interactive's [NASDAQ:TTWO] Strauss Zelnick has done it again.  In July, I profiled Mr. Zelnick, a man who brags about having no regrets and taking no responsibility for his many failures at Take Two. Today, despite being "proud" of sales of titles such as Borderlands and Take Two's NBA title, Mr. Zelnick specifically pointed out that he wa...

SEC OIG Investigating SEC Complicity in Naked Short Selling of Dendre... -12/01/09 at 6:35 PM CSTby Mark Mitchell

The Office of the Inspector General of the Securities and Exchange Commission not long ago submitted a semi-annual report to Congress. There are two items in the report of interest to those of us who have argued that the SEC has turned a blind eye towards, or even assisted, unscrupulous hedge funds that make their fortunes destroying public companies for ...