Gaming Update on Eve of E3

I used to attend E3 until about 2003. Always a fun event. Not this year, but expect lot’s of news…mostly price wars on consoles and new game launches. Here goes Sony firing the first missile .

This year, I own most of the relevant stocks, Electronic Arts, Nintendo and Sony. Gamestop is the retail beneficiary of the boom.

I think everybody is a winner in this space, but have been partial to the strength in Nintendo .

All three have been Wallstripped .

Disclosure – Long ERTS, SNE, NTDOY