Nintendo (NTDOY)

[Nikodemos]

A licensing-revenues lesson from, The "nobody-does-it-better" Disney Group:

IP/Licensing-Revenues were Disney's fastest growing business segment in the year to Oct. 3, 2015. With operating profit up 29% from a year earlier. Here is a KEY example: While the 2010 Toy Story 3 movie earned Disney $1.7 billion at cinemas and from TV broadcasts, the franchise's licensed toys, books and smartphone app brought in $7.3 billion.

Movie earns $1.7B
Licensing $7.3B
= $9B

One property. No wonder Nintendo announced The Pokemon Movie, started a BIDDING WAR for the rights & signed recently.

Last month, at Nintendo's shareholder meeting Shigeru Miyamoto, the creator of the Super Mario character, indicated Nintendo has expanded their appetite to allow its franchise characters to spread beyond console gaming, and into revenue generating licensing agreements.

"These projects will take time to bear fruit, but they are something to look forward to," Miyamoto said, "adding Nintendo had started licensing characters for attractions at Universal Studios theme parks and was working to expand Nintendo products."

Additionally Tatsumi Kimishima, the company's president, wrote in a message to investors, "We are now expanding how we leverage Nintendo IP in various ways beyond our traditional use of them predominantly within the dedicated video game platform business," ...If Nintendo works as diligently on IP business development as they have elsewhere, I don't doubt they'll be generating 100's upon 100's of MILLIONS of DOLLARS within a 3-5yr time-frame. It's why I bought this stock for my Roth IRA contributions.


It's the RIGHT investment & timeline for me...

Of course I have plenty of shares I acquired OUTSIDE my Roth, but my Roth got filled first the last few years. I am NOT recommending ANYONE else follow suit.

My DD suggested, as I've written, that NTDOY has a GOLDMINE in IP alone. Nevermind 4,000+ patents & their ownership in Niantic, Creative, & many other third-party developers they've funded with an equity position over the years.

Plus they have a TON of cash which makes me feel VERY PROTECTED from significant downside risk!!

To each his/her own!! Time will tell,....ALWAYS DOES!!

$NTDOY