Take-Two Interactive Software, Inc. (NASDAQ:TTWO)

CAPS Rating: 4 out of 5

The Company is a global publisher, developer and distributor of interactive entertainment software, hardware and accessories.

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Member Avatar TMFPencils (99.83) Submitted: 5/5/2016 10:32:43 AM : Outperform Start Price: $34.04 TTWO Score: +0.34

TTWO has a proven record of regularly releasing franchises since this leadership team took over in 2007. These game franchises benefit over time from sequels as well as recurrent consumer spending -- essentially digital add-ons and microtransactions which extend the lives of the franchises and generate more stable cash for TTWO. Recurrent consumer spending grew 45% in the most recent quarter and made up 24% of total sales.

The company has a net cash position of $723.1 million, representing about 23% of the market cap at today's levels. That makes this a relatively safe stock at this price, in my opinion, and TTWO's free cash flow production is becoming more consistent thanks to the rise of recurrent consumer spending. I like the odds of market-beating returns from the stock over the next five years from these levels.

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Member Avatar TheLibrarian (53.96) Submitted: 4/15/2016 7:08:06 PM : Outperform Start Price: $35.71 TTWO Score: -3.68

It is well known in the gaming community that Take-Two regularly produces the highest quality video games that reach the mass market. Over time, look for TTWO to surpass competitors and remain a solid long-term investment, as the company is much more respected by consumers than competitors such as Electronic Arts and Activision-Blizzard.

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Member Avatar TMFInnovator (27.53) Submitted: 1/4/2016 10:10:34 AM : Outperform Start Price: $33.93 TTWO Score: -2.21

- $9 per share of net cash
- 169% revenue growth (topping internal forecasts) with increased guidance
- 57% of revenue is higher-margin digital sales
- And their Grand Theft Auto franchise is a beast

Sounds like a winning business model and a reasonable valuation for a video game developer. Outperform.

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Member Avatar freecapital (68.79) Submitted: 11/25/2015 4:31:19 PM : Outperform Start Price: $35.57 TTWO Score: -2.23

DG

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Member Avatar SeedTownBrothers (38.14) Submitted: 11/13/2015 12:10:25 PM : Outperform Start Price: $33.20 TTWO Score: +2.13

Of the people in the gaming industry, TTWO is undoubtedly the place where you'll find the most brains...

...many people with highly developed software skills, and pure programming talent - and let's not forget - the deepest humor in the industry... this is entertainment for the guys, and man-food for the boys.

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Member Avatar Dreadnought (53.53) Submitted: 2/28/2015 8:53:09 PM : Underperform Start Price: $26.43 TTWO Score: -31.47

ACDC

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Member Avatar Alexandersaywhat (31.74) Submitted: 2/25/2015 8:26:35 AM : Outperform Start Price: $27.04 TTWO Score: +28.97

.

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Member Avatar OKwarrior (21.44) Submitted: 5/8/2014 4:47:50 PM : Outperform Start Price: $21.18 TTWO Score: +50.37

I don't know video games, but apparently they have some of the best. ROE is > 50%, LT debt/equity is around 55%, a bit high but given the cash flow they should be fine. PE is 6, EV/EBIT is only 3.9. I have real money on this one.

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Member Avatar jtallenmd (99.66) Submitted: 5/6/2014 3:54:08 PM : Outperform Start Price: $20.79 TTWO Score: +53.90

Estimated intrinsic value of $60.

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Member Avatar letters3437 (40.58) Submitted: 5/6/2014 2:51:11 PM : Underperform Start Price: $20.89 TTWO Score: -53.26

Great company. Almost every game they release is a hit. However, the price is high particularly without any major releases on the horizon.

Games are extremely expensive and time consuming to produce the stock will breathe in and out with the release schedules of Grand Theft Auto.

Platform gaming is facing competition from new technologies and finding the time or money to invest into platform gaming is becoming increasingly problematic.

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Member Avatar TMFMojoMan (61.98) Submitted: 1/30/2014 10:14:52 AM : Outperform Start Price: $18.71 TTWO Score: +66.97

My Recency + Exposure Theory

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Member Avatar germanjuggler (68.94) Submitted: 1/7/2014 5:53:59 PM : Outperform Start Price: $11.40 TTWO Score: +149.40

outperform! 12 month target 40-42 bucks (TTWO)

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Member Avatar ChrisBrulhart (< 20) Submitted: 11/8/2013 11:44:40 AM : Outperform Start Price: $17.53 TTWO Score: +77.75

Revenue/Sales growth generated by huge global success.

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Member Avatar pro505050 (46.99) Submitted: 10/24/2013 3:27:48 PM : Outperform Start Price: $17.10 TTWO Score: +81.92

on top of the game

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Member Avatar benpop318 (< 20) Submitted: 10/21/2013 1:52:26 PM : Outperform Start Price: $17.22 TTWO Score: +80.05

Has some of the best studios and franchises in the growing video game industry.

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Member Avatar benyboy (< 20) Submitted: 10/19/2013 7:23:40 AM : Outperform Start Price: $17.29 TTWO Score: +79.27

Jim cramer

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Member Avatar PhilipS (52.19) Submitted: 10/7/2013 12:31:19 PM : Outperform Start Price: $17.58 TTWO Score: +71.45

With an already proven stable of AAA games, including one of the most successful entertainment properties in history that is the Grand theft Auto series, Take-Two is shaping up to be one of the best ways to capitalize on the impending next-generation of video gaming.

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Member Avatar chintu30 (84.57) Submitted: 9/23/2013 1:42:40 PM : Outperform Start Price: $17.23 TTWO Score: +76.87

Strength on GTA V franchise. More growth possible from GTA V possible update for Next gen. consoles in the next 3 years.

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Member Avatar TeenStockPicker (43.50) Submitted: 9/18/2013 2:09:49 PM : Outperform Start Price: $16.97 TTWO Score: +81.62

The buzz for GTA 5 is rediculous, just take a look on twitter!

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Member Avatar VitamanD (< 20) Submitted: 9/15/2013 4:08:55 PM : Outperform Start Price: $18.15 TTWO Score: +67.68

GTA coming out soon, I expect it to surpass expectations

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