NASDAQ:NFLX

Netflix Inc. (NFLX)

69.58
-0.72 (1.02%)
as of Sep 30, 2026, 8:00:00 pm Market Open.
543 watching
0
BUY ON WEAKNESS

Has had a phenomenal move over the last little while and hit an important reversal today. From a technical standpoint, it is clearly in an upward trend, well above its 20 day moving average and is outperforming the US market. Strategy is to wait until you have a little bit of weakness.

WATCH

Chart shows a big drop in 2011 but it is now starting to make a base. 200 day moving average is now very much catching up to the current price. A very strong possibility of a breakout.

WATCH

Recently a number of US brokers have indicated that this has gone down too far and have started to add some value to it. Chart indicates early signs of bottoming but he would like to see a lot more. Hasn’t been around long enough for a seasonal study. If market conditions are weak between now and October, you may be able to Buy at lower than current prices. He prefers stocks that have well-defined values.

TOP PICK
Top Short Feels this is just a distribution mechanism that doesn't really own a great content and will have to pay more and more to content owners over time to get content. DVD, their source of their profitability, is declining precipitously. Their streaming business is adding customers but not yet making any money but getting a lot of competition.
DON'T BUY

The numbers don’t make sense. $16.24 model price. They just aren’t making any money at $8 a month.

DON'T BUY
Stock has dropped quite a bit. Now you play or value trap? BV is $7+ and the stock is trading at more than 10X the BV so it is not a value play to him. Feels the top brass is overcompensated. Stock price could go up a ways. They also have debt.
DON'T BUY
Similar to RIM. Loosing money, not making it. Doesn’t like the stock because it is too hard to figure out where they are going from here.
DON'T BUY
The book value is about $7+ so at this price it doesn’t make a lot of sense. He questions the value.
DON'T BUY
There is not a lot of support all the way down.
RISKY
60 times forward earnings, so any blips and it drop. It’s hard to know where the growth is going to be in this space. Stock is over sold. Wonders if there may be a bit of a pop here but longer term not sure if it is the kind of company he wants to own.
COMMENT
Very volatile stock and he thinks it has gotten ahead of itself. Thinks there is a lot of risk in this company. He would take profits whenever you could on this one. He would consider a Bear/Call Spread.
PAST TOP PICK

(A Top Pick April 12/11. Up 4.3%.) Naked Put.

TOP PICK
Naked put, yield 4.3% premium. Stock went up so be wont be put the stock.
TRADE
Had a big run as they predicted a profit instead of a loss. Wal-Mart (WMT-N) is no longer a competitor. Thinks ultimately someone will buy the company. As they grow their subscription base they will become a cash flow machine. Moving fron DVD's to the next generation.
Showing 406 to 419 of 419 entries