Netflix Inc. (NFLX)

Before Disney+ and other competitors, it provided the best value proposition for the customer. Netflix still has the depth of content with international offerings. They are also a quality content producer with high quality shows.

Obviously it's benefited from people staying at home. Their valuation has always been an issue for him, but they are attracting a lot of subscribers. Buy they face a lot of competition from Disney, Apple, etc. It's trading at the 50-day moving average. He'd consider that at the 200-day average.

Short-term growth? He's a long-term trader, but can't comment on the short term. This is the ultimate stay-home stock, but faces increasing competition from Apple, Disney, etc. Also beware of how much cash they burn as they produce lots of shows and movies. A big caveat. That's why he's not buying it.

(A Top Pick Oct 02/19, Up 45%) There's room to own both this and Disney, which has worked out well for him. The quality of content on both streamers is phenomenal and they're global.

It can live in harmony with Disney+. He still enjoys their content and user experience. They are a pioneer. Also: Netflix is still growing rapidly internationally. (Analysts’ price target is $306.50)

He owns Disney instead. Likely a long-time winner, but doesn't know when they will generate enough cash flow to justify their valuation (and offset their huge cash investments into content).

He prefers Disney which he owns, and will be a strong competitor to Netflix. Netflix does have the power to raise prices and they can premiere big films like the Irishman. Netflix can do well, but competitors like Disney are coming. The big question is, How many streamers will a consumer have?