Tag Archives: THQI

PAA Research SMid Cap Portfolio Update

February 15, 2010 – 6:03 pm

We wanted to provide you with an update on the performance of our SMid Cap portfolio, which we introduced on 9/3/09. As a reminder this is a “mock” portfolio with an initial value of $100 million. We plan to manage the portfolio like a long/short equity hedge fund.
Performance Update
Thus far in 2010, the PAA Research [...]

By PAA Research | Posted in SMID Cap Portfolio, Uncategorized | Also tagged , , , , , , | Comments (0)

One Week After Launch, Sell Through Indicators for Darksiders Suggest Potential Upside to Our Previous Estimates

January 13, 2010 – 4:32 pm

Approximately 2-weeks ago we published a report highlighting our positive expectations for Darksiders, THQI’s second major launch of owned intellectual property (IP) this fiscal year.  In our view, investors continue to underestimate the significant progress THQI has made towards establishing itself as a meaningful developer and publisher of “core gamer” focused titles.  When looking at the [...]

By PAA Research | Posted in Uncategorized | Also tagged , , | Comments (0)

Darksiders Looks to be Another Highly Rated, Internally Developed, Owned IP for THQI – Outlook For Shares Increasingly Compelling

December 31, 2009 – 9:38 am

In our original report on THQI, we argued that FY10 would represent the company’s transition from a pure “kids” and “licensed” video game publisher to a leading developer of industry defining owned intellectual property (IP).  Thus far in FY10, the company has released one key new owned IP — Red Faction: Guerilla, which received an average [...]

By PAA Research | Posted in Video Games/Interactive Entertainment | Also tagged , , , , , , , , , | Comments (0)

PAA Research SMid Cap Portfolio Update

December 21, 2009 – 1:54 am

We wanted to provide you with an update on the performance of our SMid Cap portfolio, which we introduced on 9/3/09. As a reminder this is a “mock” portfolio with an initial value of $100 million. We plan to manage the portfolio like a long/short equity hedge fund.
Here are the highlights of the performance since [...]

By PAA Research | Posted in SMID Cap Portfolio | Also tagged , , , , , , , , , , , | Comments (0)

PAA Research SMid Cap Portfolio Update

December 2, 2009 – 2:45 am

We wanted to provide you with an update on the performance of our SMid Cap portfolio, which we introduced on 9/3/09. As a reminder this is a “mock” portfolio with an initial value of $100 million. We plan to manage the portfolio like a long/short equity hedge fund.
Here are the highlights of the performance since [...]

By PAA Research | Posted in SMID Cap Portfolio | Also tagged , , , , , , | Comments (1)

More Consolidation in the Video Game Sector? Rumors Continue to Swirl Around THQI

September 22, 2009 – 4:13 pm

THQI shares rallied strongly today based on rumors that the company could be “in-play” as an acquisition target.  This is not the first time there has been rampant speculation surrounding THQI as a potential takeover candidate.  We have not written about THQI in some time. To be quite honest there has been little to say about [...]

By PAA Research | Posted in Long Ideas, Video Games/Interactive Entertainment | Also tagged , , , , , , , , , , , , , , , | Comments (3)

Introducing the PAA Research SMid-Cap Portfolio

September 3, 2009 – 8:40 am

One of the biggest issues we have struggled with since inception at PAA Research is how to manage the difficulties of providing static recommendations in a dynamic market.  For example, we introduced short recommendations for SWHC and RGR based on our view that the ”Obama effect” on firearms sales was poised to wane and that both stocks [...]

By PAA Research | Posted in SMID Cap Portfolio | Also tagged , , , , , , , , , , , , | Comments (1)

Addressing the Most Pressing Questions From Our Readers About THQI Today

July 29, 2009 – 2:55 pm

It has never been our intention to write about one company on a daily basis or give our thoughts about every single earnings release (there are plenty of traditional sell-side firms that do a reasonable job of the pre and post-view of any given quarter).  However, we have received a flood of questions today about [...]

By PAA Research | Posted in Long Ideas, Uncategorized, Video Games/Interactive Entertainment | Also tagged , , , , , , , , , | Comments (0)

What to Expect for THQI’s 1Q10 Earnings Release; How Will Management Handle Guidance?

July 28, 2009 – 11:50 am

THQI will release its 1Q10 earnings after the market close today.  The company will host a conference call at 5PM EST.  You can listen in here.  We have written at length about the strong sales of UFC over the course of the quarter and the reasonably positive reception to Red Faction: Guerilla, one of the company’s [...]

By PAA Research | Posted in Long Ideas, Video Games/Interactive Entertainment | Also tagged , , , , | Comments (0)

THQ, Inc. Finally Wins In Its Arbitration Suit with JAKKS Pacific – The Earnings and Cash Flow Implications; Extension of WWE License Through 2014 Should Follow

July 27, 2009 – 7:44 am

THQI announced this morning that the company received a favorable ruling in its binding arbitration with JAKKS Pacific Ltd surrounding the two companies joint venture (THQ/JAKKS) which was granted the right to publish WWE based video games in October 1998.  The settlement of the arbitration suit has been a long time coming for THQI and should boost the [...]

By PAA Research | Posted in Long Ideas, Video Games/Interactive Entertainment | Also tagged , , , , , , , | Comments (2)