Guest post today by Troy Bryant. (See here if you're interested in guest blogging at this site.) Troy's gaming obsession gives him some investment ideas...

I once read that you should invest in what you know. Taking this fortune cookie-like advice to heart, I decided last month to plunk down some money on a video game maker. Hey, I'm a level 46 World of Warcraft player and an Xbox owner-I figured I could get a grasp of the market. After a little Googling, I quickly got a whiff of the consolidation that's going on in the industry-small fries like Blizzard (maker of WoW) are being gobbled up by the biggies.

I put my money on Take-Two Interactive (TTWO) at $16.28 a share. TTWO wasn't as pricey as big players like EA and Activision, but the company had some hot game titles (Grand Theft Auto, 2K Sports) up their sleeve. Fast forward a couple of weeks later and all of a sudden EA is making a bid for them at $26 a share - a 60% raise in the stock price. TTWO has, of course, rejected the offer for being too low (and I suspect they're playing the field for counter offers), which is fine by me if a higher offer comes in.

Either way, it will all come to a head soon because in late April TTWO will release the newest version of their popular Grand Theft Auto game. EA and other suitors will want to cash in on that franchise ASAP.

So, now I'm wondering if THQ (THQI) will go the same route as TTWO-priced at a bit over $19 per share. Anyone have the skinny on THQI?