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Take-Two Software (TTWO - Get Report)
Projected EPS jump: 1,222%
For this maker of video games, it's all about hit titles. Profits can lag when the calendar isn't stocked with popular game releases. But when the latest version of Take-Two's all-important
Grand Theft Auto comes out, then profits can soar.
Take-Two turned a $1.93-a-share loss in fiscal (March) 2007 into a $1.22-a-share profit the next year the last time a version of
GTA was released. It's likely to happen again in the fiscal year that begins next spring. That's when
GTA 5 will come out, leading analysts to expect EPS to jump more than 1,000% to $2.38.
That compares quite favorably with the recent $14.41 share price.
Exar(EXAR - Get Report)
Projected EPS jump: 700%
It's impressive enough that this chipmaker is expected to see EPS surge from just 3 cents in fiscal (March) 2012 to 24 cents in fiscal 2013. But it's more impressive to note that investors are assigning almost no value to this firm's technology base.
Exar has $203 million in net cash and the whole company is worth just $248 million. Shares hit a
52-week low this past week on word that the company's CEO, Pete Rodriguez, has left the firm for undisclosed reasons. That can raise red flags if a leader leaves under a cloud of suspicion, but this simply looks like a case of a company board of directors looking to shake things up after several years of unsatisfactory results.
Perhaps a value-unlocking move such as a big stock buyback will be the board's next move.
As of the most recently reported quarter, Exar was one of
George Soros' top holdings.