Activision Blizzard, Inc. (ATVI)

msududek (97.65) Submitted: 11/23/2008 10:08:36 PM : Start Price: $10.01 ATVI Score: -19.58

in talking with a lot of 20 something jokers and penguins, I am told that the products that activision is peddling are selling like crack.... so from a product standpoint if I am hearing this from a number of kids that lead different lives in different states... well that is a good sign and worth dropping coin on... my belief is that people will cut back spending on crappy 2nd tier toys, games, etc... and continue spending on first tier... nothing is cheaper on a per hour basis than playing video games

other thoughts....

at the time of my green thumb there were 2,800 other green thumbs... and a whopping 10% of them occurred in the previous 30 days.... this level of green thumb activity is extraordinary for a stock with 2,800 green thumbs let alone a stock with 500 green thumbs... note, that on a percentage basis the more green thumbs the more difficult it is to have a high percentage in the last 30 days...

short interest shot up from 8.8m on 7/15 to 22.5m on 9/15... but has recently dropped to 18.3m on 10/31..... w/ 1.3b shares outstanding this is so insignificant of a short position... in fact the short interest as a percentage of outstanding is one of the lowest ones I have seen anywhere today.... if a product is a consumer product then that means the average investor can investigate the company much easier than a company that sells business to business... so it is more difficult to hide problems... so when you see the caps people loading up on green thumbs and you see short interest so low, it makes you believe that the high visibility of this consumer stock has no chinks in the armor.... fyi... that is not a racial joke for you pc losers out there

the balance sheet is as strong as a body builder on d-bol... and let me tell you... d-bol works!!!! 2.8 billion in cash and no long term debt???? my god a management team that didn't lever up... seriously people that speaks volumes... $2.20 a share in cash and no debt...

this is a stock worth owning especially if you are properly hedged with DOG