Stocks to Buy in November. Part III.

November 9, 2025

Take-Two Interactive (TTWO)

Entry: Unlock

Price target: 260.00-270.00

Second PT: Unlock

Take-Two Interactive stock tumbled last week following the company’s announcement that Grand Theft Auto VI video game is delayed again. The game is part of the infamous GTA franchise, which has been a massive hit for the company since launch, however the sixth edition has been delayed over and over again.

The market reacted to the delay announcement poorly, setting an 8% decline in the stock. The knee-jerk reaction selling was probably out of shock, but this could finally be an opportunity to buy the stock on a discount. Even after the 8% drop, $TTWO is still up 26% YTD and will likely resume a rally in anticipation of the release. The delay was not indefinite, it was only for four months and still ahead of the holiday season next year. This may actually be more strategic than negative, allows them to sell into the holidays. Looking back, we see that GTA V alone generating a staggering $8.6 billion in revenue for its parent company, meaning there’s likely a lot of pent up buyers and new buyers awaiting the new release.

Beyond GTA, Take-Two has built a strong portfolio of revenue generating titles, including the consistently successful NBA 2K series.

Investors shouldn’t just focus on the delay, they should shift focus to financial performance. $TTWO just had one of the biggest quarters in years, growing revenue at 31% and improving their bottomline for the second consecutive quarter. Recurring in-game purchases, sales in other franchise games, and Zynga (which they purchased in 2022) is becoming a cash cow (their fastest growing revenue segments).

Where to improve:

The company needs to increasing profitability. They haven’t posted any positive net income since 2022, which was partly because of their Zynga purchase of $12.7B. Plus, massive spending on gaming development drags on earnings, but once a game is released, it can easily turn profits around. Investors are anticipating a massive return on GTA VI, so we can’t imagine the stock stays down for long.

Please note that this may take longer than one week to come around to targets and we may change our entry / exit levels if necessary. We'll be updating the stock as needed for our Hyper Stocks Pro members. Wanna see real-time market updates? Learn more here.

General Dynamics Corporation (GD)

Entry: Unlock

Price target: 415.00-425.00

Second PT: Unlock

There’s a big push to dominate the depth of the oceans from the U.S. and allied nations, particularly by nuclear powered submarines. Naval Sea Systems Command (NAVSEA) reports that the U.S. submarine industrial base “has shrunk to just one-third of its capacity from 30 years ago” and that submarine production must nearly double. The U.S. Navy describes the effort as a “once in a generation journey to completely transform its nuclear powered submarine fleet and maintain its critical undersea advantage.” (Build Submariners).

These efforts to transform the U.S. submarine fleet is an opportunity for private companies, one that immediately comes to mind is General Dynamics, which is the prime submarine builder for the U.S. Navy, especially nuclear class attack submarines. Looking at their performance last year, the company generated $47.7 billion in revenue, $14.34 billion of that came from their “Marine Systems” segment. “Marine Systems” is broader than just submarines. While Electric Boat is part of Marine Systems, that segment likely includes other ship/boat/repair services (for the U.S. Navy and other vessels). Nonetheless, GD’s involvement in aerospace, marine systems, technologies, and mission critical defense programs makes it a top candidate to benefit from the U.S. and allied push to improve military readiness and expand nuclear powered submarine capabilities.

Looking deeper into its financials, the company’s revenue has grown at average of low double digit rates over the past 24 months. Net income has grown at a faster pace, leaving them at a price to earnings ratio of 22x. While that is on the higher end of the reasonable 15-25x, the company’s earnings outlook suggests that EPS will nearly double in the next three years, still making it appealing at this price point. Falling interest rates are also key for heavy manufacturing companies like GD, which will aid them to improve net margin.

Stock Name - Unlock

Entry: 24.00-26.00