Earlier this evening THQI hosted its investor presentation at this year's E3 Expo. The company's presentation focused on its impressive core gamer title slate for CY11. Think about it this way: THQI spent almost an hour discussing more than a dozen...
READ MORE >THQI will release one of its key titles for FY11 tomorrow, UFC Undisputed 2010. Expectations among gamers, MMA fans, and investors is high following the strong sell through for UFC Undisputed 2009 and...
READ MORE >THQI reported 4Q10 results after the close and provided initial guidance for 1Q11 and FY11. You can read the company's earnings release here. The earnings results and initial guidance provided by management were inline...
READ MORE >THQI spent the better part of FY08 and FY09 streamlining its studio system, reducing headcount company-wide, and altering its project development process. It was an arduous, painful process...
READ MORE >This report was originally published on 1/13/10.Approximately 2-weeks ago we published a report highlighting our positive expectations for Darksiders, THQI (6.5 ↓0.31%)’s second major launch of owned...
READ MORE >This report was originally published 12/31/09.In our original report on THQI (6.5 ↓0.31%), we argued that FY10 would represent the company’s transition from a pure “kids” and “licensed”...
READ MORE >This report was originally published on 9/22/09.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...
READ MORE >This report was originally published on 7/29/09.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...
READ MORE >This report was originally published on 7/28/09THQI 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...
READ MORE >This report was originally published on 7/27/09.THQI announced this morning that the company received a favorable ruling in its binding arbitration with JAKKS Pacific Ltd surrounding the two...
READ MORE >This report was originally published on 7/12/09At a fan expo for UFC 100, the chairman and CEO of UFC, Lorenzo Fertitta made a few comments about UFC Undisputed 2009 and responded to a question about Electronic Arts’s imminent foray into the MMA space. Here is...
READ MORE >This report was originally published on 6/16/09.We have received a ton of questions about THQI shares in the past few days. Since closing at a year-to-date high of $8.93 on June 10th, the stock has sold off 15.3%, including a 10%+ sell-off...
READ MORE >This report was originally published on 5/31/09Historically, one of the most consistent criticisms of THQI among gamers and investors alike has been the company’s inability to develop video games...
READ MORE >This report was originally published on 5/27/09THQI’s stock was particularly strong today in a relatively weak tape. We can only attribute it to one thing: Increased chatter about sell through data for UFC Undisputed 2009. We did some...
READ MORE >This report was originally published on 5/19/09.One of THQI’s most important games of the year, UFC Undisputed 2009 was released today. As we have highlighted in the past, buzz for the game leading up to its release...
READ MORE >This report was originally published on 5/7/09.THQI reported results last night. You can find the details here. As we expected, the results were not nearly as important (some might even call them an afterthought), as the outlook provided by management and their commentary on the...
READ MORE >This report was originally published on 4/26/09.Our excitement about the sales prospects for THQI’s upcoming release, UFC Undisputed 2009, remains one of the primary reason’s why we think the stock can see significant upside over the next three months. We...
READ MORE >This report was originally published 4/14/09Investment ThesisOver the past 15-months, THQI’s stock has declined in excess of 80% in large part due to poor execution by the company in its efforts to target “core gamers” and decreased receptivity among...
READ MORE >LONG
$70
SELL/SHORT
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LONG
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SELL/SHORT
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SELL/SHORT
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LONG
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LONG
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PAIR TRADE
$10
PAIR TRADE
$30
LONG
$35
SHORT
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SELL/SHORT
$10
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SHORT
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PAIR - LONG BGG/SHORT TTC
25%
PAIR - LONG BGG/SHORT TTC
25%
SHORT
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PAIR - LONG KNL/SHORT MLHR
25%
SHORT
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LONG
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LONG
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PAIR - LONG CSGP/SHORT LOOP
40%
LONG
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SHORT
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SHORT
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