Video Games: Worth the Wait?

Investing in video-game stocks is starting to come down to a matter of faith.

After a crummy holiday season, game publishers are predicting more tough times ahead. What was supposed to be a relatively smooth changeover to new game hardware is turning into a rougher transition than was seen in past cycles.

But for true believers, none of that really matters. What matters is that two or three or four years from now, the industry likely will be booming again -- and so, too, should the stocks of game makers. ...