I have a new article over at Minyanville entitled Take-Two Entering New Peak Product Cycle. In it, I break down why Take-Two Interactive (TTWO) is an incredible buy right now.
Basically, Take-Two is leaving a product-cycle trough and entering an amazing new cycle that should generate enormous free cash flow for the company. With BioShock 2, Mafia 2, and Max Payne 3 on the way next year, Take-Two will benefit from incredibly easy comps that will allow for blistering revenue growth.
Plus, Grand Theft Auto V should come in 2011, giving the company an enormous financial windfall. The cash flow from that game alone could dwarf the company’s whole enterprise value. I own Take-Two common stock and vertical call spreads - and I plan on buying more.
Related posts: