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Author: mekong22 Big red star, 1000 posts Old School Fool CAPS All Star Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 154  
Subject: nibble Date: 6/7/2012 10:47 AM
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So I decided to nibble on an opening stake in NTDOY this morning at $14.22. I'm not crazy about initiating a position in a GG rec just before the service goes dark, but at nearly a 50% discount from Nathan's valuation estimate of $26, it seems there's a decent margin of safety. I doubt I'll hold more than a couple quarters after Wii U gets released, hopefully it will be a successful launch and be reflected in teh pps. If not, hopefully the downside will be somewhat limited from here.
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Author: BaltoBruiser Big red star, 1000 posts Old School Fool Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 150 of 154
Subject: Re: nibble Date: 6/7/2012 11:26 AM
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mekong,

I am not sure if you are a subscriber to Stock Advisor but NTDOY is also a rec there. It gets about the same coverage from fools there as it does here.

I hope your nibble eventually turns into a full meal!

Fool on!
Bruiser
Long NTDOY

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Author: mekong22 Big red star, 1000 posts Old School Fool CAPS All Star Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 151 of 154
Subject: Re: nibble Date: 6/7/2012 11:43 AM
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thanks Bruiser, good to know!

I'm thinking about making the move to SA later this year. I'm hanging with MDP for a few more months, at least to see what kind of discussion we get after YONG's next q or two and then I'll probably drop it and go with SA

mekong

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