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Topic Archives: Activision Blizzard (ATVI)

  • Damn You, Porter Stansberry

    What's Porter & Co. teasing as "The Next NVR?"

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  • Buffett buying “Market’s Free Ride?”

    What's being touted by both Porter Stansberry and Motley Fool Stock Advisor this week?

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  • Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio

    News and notes from the Real Money Portfolio

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  • Friday File: Hits and Misses on the Earnings Front

    Updates on TTD, WCC, ROKU, SHOP, TOST and KNSL... plus Teqnion, Munger and more...

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  • China, Berkshire, and some Portfolio Updates from the Rich and Famous

    Fine, call it a "Wednesday File" -- 13F updates, a couple companies that jump out, and some thoughts about the market's vibes...

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  • Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall

    Hipgnosis is reportedly in talks to buy Pink Floyd’s music catalogue, with most of the investment coming from the fund they manage for Blackstone, for as much as $500 million (no confirmation or detail yet, but usually the publicly traded vehicle, Hipgnosis Songs Fund, co-invests when they buy something for Blackstone). I’ll be curious to […]

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  • Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions

    A holiday weekend miscellany for our dear Irregulars

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  • Friday File: Finding Solace in Asset Allocation

    Thinking about the guardrails on your investment highway?

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  • Revealing Whitney Tilson’s Five secret ‘Connexa Terra’ (Metaverse) Stocks

    What are the five "metaverse" picks teased in ads for Empire Stock Investor?

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  • Friday File: One Sell, Five Buys as Earnings Season Steams Ahead

    Checking in on a couple dozen companies this week...

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  • Friday File: Freaking Out

    ATVI, SFIX, BOMN Pershing and more... a stop loss and a little buying in the Real Money Portfoilo

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  • Friday File: Quarterly Pressure on Small(er) Tech, plus a few buys and speculations

    Roku, Fastly, Markel, Kambi, Boston Omaha and more are covered in my Latest thoughts (and buys and sells) from the Real Money Portfolio

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  • Friday File: Fears Rising in a Strong Quarter

    Some shifts in my insurance-related positions, plus updates from GOOG, AMZN, AMT, GSHD, Kambi, MPW, SHOP, MMM and more...

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  • Friday File: PW Maxes Out, NVDA and BOMN Report, and more…

    Latest thoughts and musings from the Real Money Portfolio (and beyond)

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  • Friday File: $30 “#1 Crypto Stock” Pitch… Plus Quarters from Fastly, Cloudflare, Roku, WESCO and more…

    I’ve got a lot of ground today, but I thought I’d start us out with solving a teaser pitch for you… you’ll see why I chose this one in a moment. Marc Lichtenfeld is out with a new pitch for a high-end Oxford Club service he’s launching called Predictive Profits ($1,497 “on sale” from $4,000, […]

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  • Friday File: Annual Review Complete, plus another buy for the Lock Box

    Will this year bring a “wealth wipeout” as President Biden makes some effort to roll back the tax cuts of a few years ago, or as interest rates rise? Or will it be a massive rebound year thanks to government stimulus, really strong balance sheets among regular folks who have kept their jobs through the […]

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  • Friday File: New SPAC, Annual Review pt. 4, and more…

    Finally we get a kind of almost bad week! Nasdaq 100 down 1%! Remember your stop losses if you use them, remember your plan for how to handle risk and your promise to yourself to have some discipline, and remember that when everything falls at once, that’s when you get to buy the things you […]

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  • Friday File: We’re All Speculators Now

    Reducing some leverage in some names, and buying a little more equity in others in our latest Real Money Portfolioupdate -- with updates on CHWY, SFIX, YSAC, ROKU, VSBLTY and dozens more...

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  • Friday File: Earnings and Elections

    Watching the electoral tumult, but focusing on updates from The Trade Desk, Roku, Avalara, PAR Technology, Tiptree, Innovative Industrial Properties and more...

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  • Friday File: This, Too, Shall Pass (but first, let’s buy some stuff)

    A few sells and buys in the Real Money Portfolio as earnings season kicks into high gear, plus update on Apple, Amazon, Berkshire Hathaway, Fastly, Teladoc, Markel, Goosehead... and a dozen others.

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  • Friday File: Earningspalooza, with a half-dozen buys and sells

    Checking in on the Real Money Portfolio as earnings season winds down.

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  • Crow’s Nest teases “The #1 eSports Company to Dominate the Decade” — so what is it?

    What's Jimmy Mengel pitching as the "Biggest (and Fastest) Profit Opportunity of 2020 and Beyond?"

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  • Friday File: A Hodgepodge of Earnings

    Quarterly updates and some transactions on the week, including notes on GAN, PAR, ATVI, TTD, ROKU, FSLY, SHOP, AMZN, BOMN, BRK-B, AAPL and more...

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  • Friday File: Gambling on Sports, Micro-Dosing on Stocks

    I knew to buy like crazy last Friday morning, because people say that I am the SMARTEST INVESTOR IN THE WORLD. Woohoo! Oops, sorry, I forgot that I wasn’t selling myself with hype-filled puffery. That’s obviously not true, I did some buying last week and opened a few new positions that have done well so […]

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  • Friday File: Rethinking Coronavirus Impact for my Portfolio Companies (and adding a few)

    This week I try to assess the real-world business impact of the crisis on many of the companies I own, and also sell a couple and buy more of a few favorites -- with three new positions in the Real Money Portfolio today.

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  • Friday File: Sales for Profit and Loss, plus a couple add-on buys post-earnings

    Checking in on earnings and Real Money Portfolio updates -- including ANET, ATVI, OPI, MKL, SAND, SHOP, GOOG, AAPL and more...

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  • Friday File: Marijuana Burning

    Checking in on some of our ugly marijuana-related positions this week... plus thoughts on PW, 5G and more...

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  • Friday File: Buy What You Like, Not What You’re Sold

    A little ranting on "private" companies and IPOs, plus check-ins on gold, marijuana, eSports and more... including a couple little add-on buys

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  • Friday File: A New Pot (sorta) REIT, plus DocuSign earnings and more…

    Gold had its worst day yesterday since 2016, so that was a little shock to the system — mostly, I think, because the latest leaks and Tweets about the China trade dispute were relatively optimistic, with meetings scheduled for next month. It’s hard to imagine we’re going to have a “real” trade deal before the […]

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  • Friday File: “Cryogenic Blood” plus a buy and some earnings updates

    Looking at another Nova-X teaser, plus notes on DIS, BRK-B, ATVI, TTD, INSG, IIPR and others

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  • Friday File: Two Sells, Six Buys… Earnings and Stop Loss Busy-ness

    Real Money Portfolio loses fidget spinners, gains eSports and Mexican real estate... plus lots of updates on quarters and other news from MPW, SHOP, MKL, IIPR, and many more...

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  • Friday File: Bouncing Keys and a “Too Good to be True” Reminder

    Checking in on a couple new buys, including some REIT talk -- notes on IIPR, KEYS, IIPR, NOK & ERIC, OKTA, SNH and more...

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  • Friday File: Selling and Buying in Big Insurance and Data Centers, and some Quarterly Updates

    Updated thoughts (and some portfolio moves) on Berkshire, Fairfax Financial, Markel, Apple, Alphabet, Arista, Crown Castle, Shopify, The Trade Desk and more...

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  • Friday File: What does the Fed want us to buy?

    Some thoughts on where the market's headed this year (like I know), and a few small buys on the week (updates on NOK, ERIC, BOMN, ATVI, EA, GOOG, BRK-B, MKL, DOCU, IIPR and more)

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  • Fool’s “Bezos is Dumping $970 Million into a Bizarre ‘2nd Coming of Netflix’…”

    Today we’ve got another spiel from the Motley Fool Canada to check out, all about a “next Netflix” opportunity… so what is it that they’re hinting at? Let’s start with a little look at the ad — here’s the intro that caught our readers’ eyes: “Discover Why Jeff Bezos is Dumping $970 Million into a […]

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  • Friday File: Stop Losses Everywhere, But so Much I ALMOST Want to Buy

    Updates on the Real Money Portfolio and my Big Picture Thinking for our last 2018 Friday File

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  • Friday File: Amazon, Alphabet and Midterms — turmoil time!

    Updates and a few buys and sells in the Real Money Portfolio as stop-loss triggers fire off left and right...

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  • Fool’s “The Tiny Black Box That Could Eliminate Cable” and “Cable TV’s Ticking Time Bomb” teasers

    What are the "next generation media" and "cord cutting" stocks teased by the Motley Fool, including that "like buying Netflix when it was at $1.87" stock?

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  • Sjuggerud’s “Favorite Way to Profit from Trump’s ‘Trade War'”

    What's True Wealth China Opportunities pitching for 100-200% gains in the next couple years, with "de facto government backing"

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  • What’s that “New ‘$39 Computer’ Hitting U.S. Markets?”

    Checking out the teased pick from Jeff Brown's Exponential Tech Investor

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  • Motley Fool’s “The 4 Stocks We Believe Are Poised To Dominate The Virtual Reality Market”

    This article was originally published on May 23. It has not been updated or revised, other than to update my disclosure and ownership stakes. We haven’t seen many big new teaser ad pushes from the Motley Fool Stock Advisor lately. They did pretty aggressively promote David Gardner’s latest IPO recommendation over the past month or […]

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  • Annual Review: The Big List

    Compiled list, in order of affection, of our past "Idea of the Month" picks with updated opinions

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  • Annual Review — Insurance, tech, and all the rest

    Finishing up our "buy, sell or hold" survey of past "Idea of the month" stocks.

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  • Sold: Activision Blizzard

    I have closed my personal position in Activision Blizzard (ATVI). I would argue that this is still the strongest of the video game publishers, and the valuation is reasonably fair for a large cap stock like this, but the stock performance has been very tepid and earnings growth does not appear to be around the […]

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  • Catching up on Old Ideas: Buy, Sell, or Hold (or something more wishy-washy)

    Before I get into the point of today’s Friday File, I want to welcome the newcomers to the Stock Gumshoe Irregulars, and to especially thank those who joined up during our charity membership drive just before Christmas — we managed to raise a total of just over $2,600 for our two charities, and I was […]

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  • Activision Buy Order Triggered (again)

    The limit order I had sitting on my account to pick up some additional Activision (ATVI) shares triggered today at $10.78 — that happened to be very close to the low of the day, but obviously ATVI is having more than its share of headline risk lately so that may very well not be the […]

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  • Happy New Year! How about all those old picks and ideas?

    Well, it’s the beginning of a new year and time for introspection — so I thought I’d revisit some of the older ideas I’ve profiled for the Idea of the Month, and list all of the Ideas in my order of preference today. So first, the list — if I were buying today from the […]

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  • “Motley Fool’s #1 Stock… overdue for more dramatic growth?”

    The Foolies are really ramping up their advertising again, it seems — I haven’t had this many questions about a teaser in quite a while. The ad now is for their flagship Stock Advisor newsletter, and it teases “The Motley Fool’s #1 Stock”. Here’s how they get us started: “While America is captivated by the […]

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  • Looking Back, and Preparing for the Next Idea

    This past year of writing for the Gumshoe faithful has been a wonderful one for me, but not so much for the returns of the stocks that I singled out for extra attention here for the loyal Stock Gumshoe Irregulars.  As I’ve noted before, starting this additional little service for my contributors has served mostly, […]

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  • “Action Plan for the Wipeout!” Navellier

    Louis Navellier started marketing his services late on Tuesday with an email that has the subject line: "Today's Cut Takes us to the Brink!" In his words, "I have been telling my customers for several weeks now that this is the greatest buying opportunity of our lifetimes. But let me clarify: It’s not as simple as buying any old stock that’s cheap now, it’s about owning a mix of the highest quality stocks. That’s why I have spent the last few weeks creating what I call Action Plan For The Wipeout. Act today and you can put this plan to work for you, beat the market by over 3-to-1 AND be able to look at the morning news without flinching."What is his "Action Plan?" Read on for details!

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  • November Idea of the Month: Activision Blizzard

    This month the temptation to buy, buy, buy is everywhere — at least, it is for an optimist, like me, who does not think we’re quite on the verge of another Great Depression.  Stocks across almost every sector are historically cheap — that doesn’t mean they won’t get cheaper, but it may provide some comfort […]

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  • Ideas Aplenty: A Navellier Smorgasbord

    OK, so my ancestry is mostly Swedish, and I can’t help but think of a smorgasbord when I see the latest email out from Louis Navellier for his Blue Chip Growth newsletter. If you don’t know what a smorgasbord is, it’s basically a big buffet layout of Swedish foods, often served at holidays. And like […]

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  • Comments

  • A surprise wrench thrown into the MSFT acquisition of ATVI today, with the UK regulators officially blocking it (after t...

  • "Phew… long one this week" The longer ones are very enjoyable and informative to read. Thanks Travis for the updates....

  • I'm sure that's true to some degree, those two have tended to trade in unison most of the time, though ATVI got a bit ah...

  • I stopped out of ATVI a while back as the technicals started to weaken, I don't think the share price have to do much wi...

  • For who is interested, there is this Global X Video Games & Esports ETF that holds gaming stocks or with related exposur...

  • Hey Travis, great stuff.Regarding EA and ATVI, you didn't mention anything about the gaming platform cycle. I would h...

  • I don’t think gaming will dip that much when the pandemic is over, that trend of growth has been in place for a long t...

  • Nice mate, i like EA and ATVI as well. Can you please update PDF format of Real money portfolio. Thank you!...

  • Thanks Travis as always! You talked about ATVI more than 10 years ago! If any regulars had bought it and stayed with it....

  • I think those are still in a strong cycle -- gaming is growing ever more important globally, and the big publishers are ...

  • Hi Travis, great read as always! You have talked about SE, and I wish I had jumped in after reading your piece a few we...

  • I don’t know all of them, but think DOCU, PINS and ATVI were included. Do you know the whole list?...

  • I am a total rookie trying to increase my small retirement money so I can finally retire. In one of the video teasers I...

  • Will be interesting to see if Travis' recommendation of ATVI changes in light of their dropping a gamer over their banni...

  • Strategies are always obvious in retrospect :)And yes, TTWO is appealing but too focused on their cycle of just two or...

  • Haven't seen the ad yet, so there may be more clues to feed into this -- but based just on those one-liners my initial g...

  • Thank you for this article. I am a Motley Fool SA subscriber and I am generally happy with it but I do watch these newer...

  • i was wondering the same thing about the shadow training for this? I just purchased his options strategy proceeding the...

  • Interesting! Memory says that ATVI has been one of David Gardner's reco's & re-reco's over the years and I'm a bit s...

  • Wasn't Activision Blizzard hit with a class action suit last week for misleading investors about the status of their pa...

  • jamessko: I so echo your comments on limits and stops. I am truly confounded, especially when facing the horrible & co...

  • Haven’t looked through the filing yet, but ATVI is on my list to follow up — thanks for the reminder....

  • Travis, in your last Friday File, you mentioned about Activision Blizzard (ATVI) being tempting. It is down ~13% today....

  • Every decade gives us our unique capabilities. Activision Blizzard developing particularly dynamically so put a bet on i...

  • Okay, since the cat's out of the bag, Dis was one of the three companies that had already been recently recommended when...

  • Improving cash from operations. Activision Blizzard is generally able to produce more consistent profits and cash flow t...

  • Do you mean Blizzard Entertainment (of World of Warcraft?) Investors have never been able to own them directly (at least...

  • You're abolutely right about Navellier. I subscribed to his Blue Chip Growth last year and sent them numerous emails ask...

  • Activision Blizzard may be a great pick. As an old school video game junky let me tell you that in the world of video g...

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