ATVI reporting earnings after bell today, StarCraft2 is the most anticipated game of the year- sold 1 million copies first day. They are also earning solid revs from Call of Duty. Yesterday EA had a 7% run-up on it's earnings.
Basically, I'm in large- I have a ton of faith in Blizz for producing high quality games while keeping costs low internally. While analysts tend to be a bit faux pas here- they have all recently upgraded as ATVI comes to earnings
Schwab equity rating - B as of 7/30 Ned Davis- Buy as of 7/23 Argus -Buy as of 7/16 S&P 3stars as of 8/1 Reuters buy as of 8/2 MarketEdge (technicals) buy as of 7/12