EA Electronic Arts Inc. : Bullish and Bearish Analyst Opinions

JPMorgan is shifting more of the debt financing for the record leveraged buyout of EA toward junk bonds https://t.co/zhKvwx3uBG

The New York Attorney General is suing Valve, claiming Counter-Strike cases (loot boxes) constitute illegal gambling. If New York wins this lawsuit against Valve, it sets a legal precedent that could be used to target other companies with similar "pack opening" mechanics, specifically Electronic Arts (FIFA/Madden Ultimate Team). Avoid/Short EA due to regulatory contagion risk from the Valve lawsuit. Valve wins the lawsuit, or regulators do not pursue other publishers.

"There is actually a travel ban in place... School is completely canceled today... There is no online learning." With a travel ban enforcing a captive audience at home and schools closed without remote learning obligations, engagement hours for streaming services and video games will spike significantly in the affected high-population density regions. LONG stay-at-home entertainment stocks as immediate user engagement metrics will benefit from millions of people being housebound. Widespread power outages caused by the storm could render digital entertainment inaccessible.

A potential buyout premium for EA is likely to be removed as S&P's reported move to grant a high-grade rating on new bonds would make an acquisition less attractive for debt investors.