Nintendo Co., Ltd (ADR) (NASDAQOTH:NTDOY.PK)

Nintendo is slowly releasing its dying breath. As I type, Sony is slowly outpreforming Nintendo in many ways. All the Nintendo games slaes have been decreasing over time due to the release of Sony's more popular, mainstram games such as MW3.

Bought shares in real life.

The new Wii U will sell, but I don't think we will see original wii numbers here. I'd say it's a strong buy right now for the next year to year-and-a-half.

Nintendo's price dropped recently since the 3DS came out this year, but this is by no means a common problem for the company. In the past Nintendo has done well in the video game market. Chances are when their new console, the Wii U, comes out in 2012, with it's much upgraded graphics and speed, sales will pick up drastically.

Two words: product differentiation. There is nothing quite like either Nintendo's hardware or software on the market, and being that they're in the middle of two hardware refreshes, now would be a good time to pick them up... buy BEFORE the WiiU launches.

http://www.engadget.com/2011/08/23/rumor-nintendo-working-on-3ds-redesign-10-joystick-add-on/

nintendo.

Lots of cash, great IP, solid dividend. This is currently my largest individual stock position. I have averaged down to around 19.50. Even though it is likely the 3DS is a bust, I think this is a great entry point for a strong company. It may become more mispriced as a reflection of 3DS sales, however, I believe this long term investment has substantial upside and limited downside at current prices.

Lots of cash, low p/e, no debt, dividend.

Strong competitor in a growing industry.

Babo

Wii U reinvigorate growth in 2012

The Wii U and 3DS system will be able to produce more unique gaming to a wider audience that will change investor's confidence. An experience that was for select groups with the Wii and now for even YOU with the Wii U.

Value Trap! Nintendo’s E3 2011. The Wii U would have been groundbreaking in 2007. 2012 however, here’s my prediction: The Wii U will be Nintendo’s Sega Saturn, within the next decade Nintendo will be a game-only company. The gaming industry will follow the IT industry, by moving to the cloud (it’s already happening). Playing video games like you watch movies on Netflix (see onlive.com). As for Sony and Microsoft copying the Wii U, watch for free iPad apps that can be used with your favorite PlayStation and Xbox games if the idea takes off. With TVs getting larger and larger what’s another 6 inches?

Not sure about this - depends upon the success of the new console and portable gaming device. Don't know enough about gaming to know where the trends are going.

Wii U.

Am I crazy or is Nintendo looking really freaking cheap?! It's selling at a trailing P/E of 3.4 and a Price/Book of 0.2 according to Yahoo Finance. Those are bankruptcy metrics; not 'company that's about to launch a next-generation cash-flow boosting product' metrics.

I'm absolutely baffled about this valuation. There must be something I don't understand about this security, being as how it's traded on Japanese markets and it's not straightforward to analyze it from an American perspective. All the same, I'll green thumb and see how it does. If nothing else, I'm much more bullish about the Wii-U's prospects than the market, which seems to think it's going to be a huge dud. So even if I'm missing something here, it still might not be a bad bet.

In my view, Nintendo is the most well-run of the big gaming companies when it comes to consumer marketing. The Wii was a stroke of brilliance; Nintendo totally went against the prevailing wisdom in the gaming industry and critics panned them. As it turns out, Nintendo's gambit worked to perfection. I don't know that the Wii-U will be as successful, but I would wager on it beating current (very low) expectations by a long-shot.

The new Wii U platform looks impressively innovative, and the system's increased horsepower silences gamers' biggest complaint about the Wii. With big-name developers on board to provide real-deal games for Wii U, Nintendo should be able to keep the benefits of the Wii's novel motion controls while breaking out of its image as a "kiddie console." That said, I'll be curious to see whether Nintendo's manufacturing the Wii U as shrewdly as it did the Wii -- which, thanks to cheap, off-the-shelf components, turned an immediate profit on every console sold -- and whether third-party developers actually show up to make games for this console, which they haven't always done for Nintendo in the past.

The real battle in my eyes is between casual gaming champs and Nintendo, with a side bet on between the Wiis and Microsoft's Kinect for some market niches.
   
Call me crazy, but I see Nintendo doing very well in an environment like that. Today's depressed prices look like a terrific buy-in opportunity in that light.