GameStop Corp. (GME)

Video game store sales will be up this fall. There are plenty of good games coming out.

The products they sell are going to go away. Check out what EA Sports' President has to say about it:

http://uk.games.ign.com/articles/103/1036254p1.html

Most of you would choose probable death, so you start moving towards a hybrid model of digital distribution."

When asked if he was saying the consoles could become sinking ships, Moore reiterated his statement.

"I'd say the core business model of video games is a burning platform. Absolutely. We all recognize that, and we'll recognize it 10 years from now when we tell our grand kids," he said. "We'll tell them we used to drive to the store to get shiny discs that have bits and bites on them and we'd place them in this thing called a 'disc tray,' and it'd whirl around…and they'll go 'What?'"

"So, the concept of physical packaged discs and the core business model that is video games as it currently stands is a burning platform."

GME is here to stay. This is one of the only sectors that Wal-Mart cannot sell for cheaper, and thats why I like it. Halo 3 just released. Modern Warfare and Assassins Creed 2 will boost next quarter sales. Parents will do what makes their kids happy. Gamestop makes kids happy

Recession or no recession gaming trudges on. The price cuts on consoles should help the holiday season as families are more willing to open their wallets this year.

I just realized I haven't green thumbed GME (which I own). So I'm taking the downgrade opportunity to make some mad CAPS play.

My local GME is fantastic. Hourly employees have gone out of way to make my kids regulars. As online delivery of new games still awaits popularity/technology/acceptance, this will be the key gamer paradise. 4000+ locations (three close to my house) & busy.

Disclosure: just pre-ordered Modern Warfare 2 at GME (long on both) and convinced kids to trade in all those nutty Pokemon games.

Video game industry still booming, holiday season and post holiday season (trade ins) coming up. This time of year is traditionally the weakest for the industry.

This account tracks the fast-growing shakers and movers and some of the riskier stocks on my watch list.

games are only increasing in popularity as they move towards central home entertainment units (see xbox 360 with netflix and ps3) and as games become more and more involved (essentially active storytelling that movies alone can't provide). gamestop is the dominant player here

Buffett would love this one, solid retained earnings growth, solid vs book value. Cheap vs historic valuations, short term easy comps but I really see it as a solid 5 year winner... good balance sheet

Got a good company in a growing market

great pe multiple and dominant player in growth industry

Low P/E, Earnings expected to increase, beginning to uptrend.

video games rock.

Gaming will make a strong come back with improving economy. Gamers/friends I know are like drug addicts(bad analogy but you know what I mean)...gotta have it;)

I will get out in a couple of years though downloading will catch on and Can;t be very good for GME unless otherwise..

going with the flow

Low P/E makes this a very nicely undervalued stock. Past sales and earnings growth are very impressive. Future sales look promising with several new titles coming out in the next year, along with reduced prices on Xbox 360 and PS3. Overall, a very attractive company with excellent 2 year (give or take) potential being sold at a discount.

Trading at a p/e it never has in the past because of a lagged downfall in cyclical video game sales... video games sales swing as a product of new games and blockbusters are coming out like crazy.

Business model provides a floor in hard times (used games) and growth in good

Delayed game release (not cancelled). revised (downward) guidance. However, good niche and loyal customer base. Risk=competition and the eventual migration of games to "the cloud".
I'm in.