KeyBanc analyst Evan Wingren says he remain positives on video games into what should be a strong holiday. In a research note to investors, Wingren says his favorite ways to play the holiday season are Take Two (TTWO) and Activision Blizzard (ATVI) and that he would be buying shares. Though he acknowledges that fundamentals softened in Q2 as competition impacted upside to estimates, he expects fundamentals to improve into 2019, driven by strong games, new content and new growth opportunities. The analyst expects Take Two's Red Dead Redemption 2 to be "one of the biggest releases this holiday," and Activision's Call of Duty: Black Ops III, WoW and Destiny expansions should drive earnings above consensus. He has Overweight ratings on both Take Two and Activision Blizzard, as well as EA (EA).