Category

Investor Reports

The Investor's Guide to The Video Game Industry - Page 2

The Four Best Ways to Invest

If you want to invest in video games there are, essentially, four ways to do it…

  • Investing in video game publishers.
  • Investing in video game retailers.
  • Investing in companies that make video game consoles.
  • Investing in companies that make video game accessories.

Read More…

U.S. Economic Outlook for 2009

If there's a proverb that captures the outlook for the U.S. economy in the New Year, it's the one that says: "It's always darkest before the dawn."

Regardless of any formal announcement of whether or not the United States drops into an actual recession, the ongoing credit crisis guarantees a contraction of the American economy by virtually every measure we know. That period of darkness will be marked by a dramatic slowdown in economic activity, as well as by rising unemployment, additional declines in U.S. stock prices, and constant volatility. And it could last as long as 12-18 months.

But when the dawn does come, it will be one to remember. If U.S. President-elect Barack Obama gets it right – and I have every reason to believe that he will – then investors will be presented with the greatest investment opportunity of our generation. At that point, shares of American companies will be at such low levels that wholesale buying by individuals, mutual funds, pension funds, institutional money managers, and foreign-controlled sovereign wealth funds, will generate gains that will not only make us whole, they will make us rich once again.

Read More…

How Investors Can Find 'Obamanomics' Profit Plays

The election of Barack Obama as the next U.S. president creates plenty of profit plays for investors in the New Year.

With his landslide election victory Tuesday – coupled with Democratic gains in the House of Representatives and in the Senate – U.S. President-elect Barack Obama will have the ability to pursue more or less any policy he wants.

Read More…

Let Fear Strike Out in This Market - and Not You

It’s hard not to feel the fear in this market.

I know … I feel it too.

Personally, I’m balancing the desire to sell everything and run for the hills against the knowledge that doing so would be the worst possible statistical choice to make right now.

Which means, as it usually does when I get such conflicting emotions, is that the real issue is simply not doing something stupid.

So let’s talk about that for a minute.

Read More…

That Sound You Hear is the Government's Printing Presses Running Overtime

After some of the most tumultuous trading in history – not to mention the most pathetic political posturing we've ever seen – my e-mail box has overflowed with questions, comments and suggestions. This week, I want to answer one of the most frequently asked questions that I've received: "Where does all the bailout money come […]

Read More…

Since You Asked ... Here's How I Would've Fixed the Fiasco

I was speaking to a standing-room-only crowd at a North Carolina investing conference recently when a sharply worded question soared over the group from a gentleman seated in the back row – and who was clearly agitated by my analysis of the whole bailout-plan situation.

“How would you have handled it differently, Mr. Smarty-Pants?” he asked, in a challenging voice.

What I’m about to say is academic because – when it comes to the bailout plan – “Bernanke, Paulson & Co.” has already made up its mind.

Read More…