Hearthstone “Lost Secrets of Un-Goro”
This week the new x-pack for Hearthstone may have been leaked by a voice actress resume, as reported on the Hearthstone subreddit.
The new card set appears to be themed from the Un-Goro crater area. This means a fertile green jungle with dinosaurs, Night Elf history, crystals, and scientists.
So basically a lot of my favorite things, except the insects. Those things are annoying! I turned back every time I reached Un-Goro in WoW, looking for better adventuring options elsewhere.
I do play Hunter sometimes in Hearthstone, and Hunter might make a comeback from the bottom of the current insanely unbalanced game. Existing dinosaurs in Hearthstone are typically Beast cards (i.e King Krush shown above.)
(I have the beautiful and hungry-looking King Krush card for Hunter, but it isn’t really playable.)
We also learned that Blizzard will finally balance the game a bit – at the end of February, not long before the next X-pack. You can do the math on that.
Activision Blizzard (ATVI) stock ended Friday up 18% on better than expected earnings, crazy user statistics, and the announcement of plans for a $1B (?) stock buyback over the coming months.
So this was a good day. I think I spent $170 on Hearthstone last year, and Blizzard gave me like 200% cash back, plus a dividend.
On the other hand, my venture into Rambus (RMBS) two weeks ago was ill-timed, so I lost 6% on a medium bet. Rambus received a strong upgrade of support from J.P. Morgan yesterday, however, and it’s clearly coming back. Now would have been a better time to buy.
After a bit of experience my policy is to hit it, then hold or forget. This is a forget. I listened to the conference call live with the CEO and CFO, and I was unimpressed. Many other chip companies killed it this quarter while Rambus squeaked by using non-GAAP accounting. It seemed sketchy to my intuition.
I also mentioned Pepsi (PEP) two weeks ago, and it has surged strongly since then, but I’m wary of the inflated U.S. market. If you look at a long-term chart, the curve on the S&P is just too steep (etc. etc.).
Another question mark over Pepsi is Mondelez (MDLZ), which said last week in their earnings report that the U.S. environment for snack sales last quarter was very challenging, with strong promotions/discounts.
Dragon Age: Inquisition
This week I was looking for a new game, and I noticed DA:Inquisition is now on EA:Access for $5/month! This is by far the best deal I’ve seen. I’m looking forward to exploring EA Access games for a few months until Un’Goro, then Mordor.
Cheers and have a good weekend. Time for dragon slaying, and maybe a little courtly romance. Who knows.