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THQI: Homefront’s a Hit, the EPS Implications

March 14th, 2011

As long time followers of PAA Research know, we have been recommending the shares of THQI for quite some time now.  Over the past three years, THQI has transformed itself from a company almost entirely focused on the publication of video games based on key licenses in...

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THQI: Evaluating a Potentially Massive March

March 6th, 2011

THQI shares have declined 9.7% compared to a 1.3% gain for the S&P 500 since the company reported 3Q11 results and lowered its 4Q11 guidance. We were as perplexed as everyone else about the company’s decision to lower 4Q11 guidance a few weeks prior to what could...

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THQI: Solid 3Q11 Offset by “Sandbagged” 4Q11 Guidance; Concerns About Kids Movie Based Licenses Unfounded

February 3rd, 2011

THQI reported 3Q11 earnings results after the close yesterday.  You can read the full earnings release here.  The headlines are that the company beat consensus expectations for the December quarter, but...

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THQI: Our Title by Title Based Estimates for 3Q11 and 4Q11, Key Issues for THQI Management to Address Surrounding...

February 2nd, 2011

THQI will report 3Q11 earnings after the close on Wednesday February 2nd.  Since the release of THQI’s drawing based peripheral for the Wii on November 14th (uDraw), the stock has rallied 41%. ...

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THQI: Re-Evaluating the Value of the "uDraw Ecosystem", Dialing in on THQI's Monster CY11

January 6th, 2011

At the depths of the summer swoon and what proved to be the nadir for THQI shares, we issued a report entitled "THQI: The Waiting Has Been the Hardest Part, Finally Some Catalysts for THQI".  It was late August and THQI shares...

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Current Ideas

EXPI

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HUSQ.B

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UFPI

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TREX

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PRDO

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STRA

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CWH

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OSTK

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RY

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ARC

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XOXO

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RLGY

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ING.PA

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TRUP

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CTC

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$101

ATGE

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HCG.TO

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RON.TO

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ESI

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PAIR - LONG BGG/SHORT TTC

25%

TTC

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25%

Z

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NA.TO

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$22

ZU

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APOL

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OPEN

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$30

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PAIR - LONG KNL/SHORT MLHR

25%

CSGP

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$100

GCA

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IPSU

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MLHR

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LOOP

PAIR - LONG CSGP/SHORT LOOP

40%

THQI

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$35

WPO

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COCO

SHORT

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HNI

SIG

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