Take-Two Interactive Software, Inc. (TTWO)

New games coming out just in time for the holiday season will reinvigorate the gaming company. The loyal fans will come back for Grand Theft Auto, Borderlands and other compelling titles.

will bounce back once the ecomony continues to recover

Fool says in Nov. 2009 that this is seriously underpriced, will grown in 2010. But the financials look ugly and go against what I would choose. But maybe that makes it a steal.

will be bought for $17-20 a share before 2011

Gaming will make a come back after economy recovers and the staple of TTWO in GTA is still one of the must have games.

TTWO has awesome products + e.g. strong GTA4 sales and the next product highlight Bioshock2 and if we keep in mind that MSFT is interested to buy the falling star ERTS then I come to the conclusion that
TTWO is extremly undervalued!

just an annotation: ERTS tried to buy TTWO but read yourself here below
http://www.gamespot.com/news/6187712.html
The gloves are off and the megapublisher is taking its $26-a-share offer directly to the shareholders; GTAIV publisher tells shareholders to stand fast as it reconsiders offer.
In my humble opinion TTWO can reach 120 buck because the product pipeline is very strong!!!!
http://www.rockstargames.com/

Solid lineup of established titles are soon to be released (Bioshock 2, 2K Sports brand) as well as some exciting new titles which could make a huge splash (Borderlands comes to mind). And this stock is so cheap! Price/sales ratio of around one makes it much cheaper than both ERTS and ATVI by far.

Remains a buyout candidate. Decent line of games including 2k series, Bioshock, and GTA. Definitely a better bet than competitors like THQ, EA Arts, and Konami.

As the GDP leading countries continue to lead out into the 21st century, gaming is going to become more available to more people than ever before.

It's a gut feeling

TBA 2010 Bioshock 2(PC,PS3,X360) 2K Marin(sub.TTWO)/2K Australia(sub.TTWO)testing/Digital Extremes(???)multiplayer/Arkane Studios(private)art assistance
TBA 2010 Mafia 2(PC,PS3,X360) 2K Czech(sub.TTWO)
TBA 2010 Max Payne 3(PC,PS3,X360) Rockstar Vancouver(sub.TTWO)
TBA 2010 Red Dead Redemption(PS3,X360) Rockstar Games (sub.TTWO)
10/20/09 Grand Theft Auto:Chinatown Wars(PSP) Rockstar Leeds(sub.TTWO)/Rockstar North(sub.TTWO)
10/20/09 Borderlands(PC,PS3,X360) Gearbox Software(private)
10/06/09 NBA 2K10(PC,PS2,PS3,PSP,X360,Wii)
09/29/09 Beaterator(PSP) Rockstar Leeds(sub.TTWO)
09/15/09 NHL 2K10(PS2,PS3,X360,Wii) Visual Concepts(sub.TTWO)
07/07/09 The Bigs 2(PS2,PS3,PSP,X360,Wii) Blue Castle Games(private)
04/14/09 Demigod(PC) Gas Poered Games(???) TTWO published for NA
03/17/09 Grand Theft Auto:Chinatown Wars(NDS) Rockstar Leeds(sub.TTWO)/Rockstar North(sub.TTWO)
03/03/09 Major League Baseball 2K9(PS2,PS3,PSP,X360,Wii) Visual Concepts(sub.TTWO)/Kush Games(???)Wii variant
02/17/09 Grand Theft Auto 4:The Lost and Damned(X360) Rockstar North(sub.TTWO)
01/27/09 MLB Front Office Manager(PC,PS3,X360) Blue Castle Games(private)

New titles in the pipeline look promising, might see another buyout attempt. Plus, the video game industry is one of the fasting growing in the entertainment sector. TTWO has room to grow.

Video games. Video games. Video games. I am very bullish on video games. No, TTWO is not the best opportunity in this industry, but it is usually a good idea to buy a basket of stocks when you are bullish on a certain segment of the market. I am mainly focused on picking any gaming-related stock that is rated 4 stars or higher.

Take-two has a few blockbuster titles it publishes (Elder Scrolls, Bioshock, and Grand Theft Auto; not to mention 2K Sports basketball titles) that drive the economic engine here.

Also, as the EA takeover attempt proved a few years ago, I believe TTWO is an inevitable takeover target by some larger player in the industry. If another business offered a price to TTWO, I believe it would come significantly higher than the current price of ~$11.50. EA offered ~$27 a few years ago and TTWO management rejected the offer.

Can't lose at this price, some big titles due for release late 09 and into 2010 will significantly boost revenues and expect a takeover bid from one of the big boys in the industry, they refused EA's bid of $26 a share last year but don't think they will be able to refuse next time around even though a bid will be less. Win-win situation...

BioShock 2, Mafia 2, Max Payne 3, and Red Dead Redemptions should create a big stir in this company early into 2010

This stock is beaten down because it delayed its games in 2009. It will come back strongly with their releases in 2010. Further, its intellectual property and human capital (e.g. Civilization team) are undervalued.

Ready to rise again

With recent news of the delay in release date for Bioshock II Take Two has taken a hit. Take Two always puts quality first in their games and that's why it won't make a difference if they miss the holiday season. The demograph for their games are people that are a little older. Meaning they are less dependent to only make purchases in a certain time frame of the year.

Too cheap at this level. Will bounce back up once people realize that GTA and Bioshock are not going to just dissapear and the economy starts to recover. Also a definite takeover target but this is speculative.