Netflix Inc. | StockChase
78
Netflix Inc. (NFLX-Q)

Last Price Recorded: $404.9800 on 2018-06-20

ON STOCKCHASE SINCE Jul 2005

DVD rentals

78
Netflix Inc. (NFLX-Q)

Last Price Recorded: $404.9800 on 2018-06-20

ON STOCKCHASE SINCE Jul 2005

DVD rentals


Netflix Inc.


Signal Opinion Expert
DON'T BUY
Netflix Inc.(NFLX-Q) 

June 12, 2018

This has been a huge success story but if an investor has been holding it for a while, it is wise to take some of the profits off the table. The questioner wanted to know what other FAANG stock to invest in with money taken from the sale of Netflix shares. Baskin owns Apple, Google and Facebook. He thinks Apple is the cheapest one and Google is the most interesting one because there are so many promising projects inside Google. It is like buying a profitable advertising business and getting a handful of lottery tickets as well, for free.

This has been a huge success story but if an investor has been holding it for a while, it is wise to take some of the profits off the table. The questioner wanted to know what other FAANG stock to invest in with money taken from the sale of Netflix shares. Baskin owns Apple, Google and Facebook. He thinks Apple is the cheapest one and Google is the most interesting one because there are so many promising projects inside Google. It is like buying a profitable advertising business and getting a handful of lottery tickets as well, for free.

Unknown
David Baskin

President, Baskin Wealth Manage...

Price Price
$363.830
Owned Owned
No

HOLD
Netflix Inc.(NFLX-Q) 

June 8, 2018

At this point in the cycle, it is at 50-60 times earnings.  If you think the cycle will continue, you may switch into a lower valuation holding.  He might recommend the IGV-US ETF (a North American software ETF) to take some of the risk off. 

At this point in the cycle, it is at 50-60 times earnings.  If you think the cycle will continue, you may switch into a lower valuation holding.  He might recommend the IGV-US ETF (a North American software ETF) to take some of the risk off. 

Unknown
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$360.570
Owned Owned
No

DON'T BUY
Netflix Inc.(NFLX-Q) 

May 24, 2018

Valuation has always been the Achilles hill for him on this type of companies. Trading at 100 times forward earnings with 44% growth rate. But what if there is more competition? What happens to this growth rate? 125 M subscribers worldwide. More now outside the US than in the US. The profitability of the international market is questionable. They are negative net cash flow.

Valuation has always been the Achilles hill for him on this type of companies. Trading at 100 times forward earnings with 44% growth rate. But what if there is more competition? What happens to this growth rate? 125 M subscribers worldwide. More now outside the US than in the US. The profitability of the international market is questionable. They are negative net cash flow.

Unknown
Stan Wong

Director &, Private Wealth Manag...

Price Price
$351.290
Owned Owned
No

TOP PICK
Netflix Inc.(NFLX-Q) 

May 14, 2018

Short put. Write a September $300 put. You're obligated to buy at the strike price. If it doesn't get down to $300, then the option expires worthless and keep the $22/share (it closed at $322 today). Put cash aside or have credit on the side to buy the to stock. This is way to play NFLX on a pullback.

Short put. Write a September $300 put. You're obligated to buy at the strike price. If it doesn't get down to $300, then the option expires worthless and keep the $22/share (it closed at $322 today). Put cash aside or have credit on the side to buy the to stock. This is way to play NFLX on a pullback.

Unknown
Richard Croft

President, R.N. Croft Financial...

Price Price
$328.530
Owned Owned
Yes

COMMENT
Netflix Inc.(NFLX-Q) 

May 7, 2018

He wishes he owned it.  There is some competition, e.g. AMZN-Q.  NFLX-Q has an amazing business model and they are profitable.  He can't get in as a value investor.  They have done a great job, though.

He wishes he owned it.  There is some competition, e.g. AMZN-Q.  NFLX-Q has an amazing business model and they are profitable.  He can't get in as a value investor.  They have done a great job, though.

Unknown
Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$326.260
Owned Owned
No

WEAK BUY
Netflix Inc.(NFLX-Q) 

April 20, 2018

He always thought it was too expensive and even today he feels that way.  It had a great earnings report this week with record new subscriber rates.  Trades at 70 times next year earnings. 

He always thought it was too expensive and even today he feels that way.  It had a great earnings report this week with record new subscriber rates.  Trades at 70 times next year earnings. 

Unknown
Don Lato

President, Padlock Investment M...

Price Price
$327.770
Owned Owned
No

COMMENT
Netflix Inc.(NFLX-Q) 

April 12, 2018

Never own it. What prevented him from buying it is the valuation trading at about 107 times earnings. The amount of content spending concerns him as well. Disney (DIS-N) is pulling their content out.

Never own it. What prevented him from buying it is the valuation trading at about 107 times earnings. The amount of content spending concerns him as well. Disney (DIS-N) is pulling their content out.

Unknown
Stan Wong

Director &, Private Wealth Manag...

Price Price
$309.250
Owned Owned
No

DON'T BUY
Netflix Inc.(NFLX-Q) 

April 5, 2018

Discipline is more important than chasing really high valuation stocks.  It is in the bottom 2% on valuation and yet in the top 1% on momentum. 

Discipline is more important than chasing really high valuation stocks.  It is in the bottom 2% on valuation and yet in the top 1% on momentum. 

Unknown
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$293.970
Owned Owned
Unknown

BUY
Netflix Inc.(NFLX-Q) 

April 5, 2018

Still believes in it. It was the first streaming company and continues to improve while it expands globally. Its content continues to improve too. He loves HBO, for example, but Netflix is improving more. Comcast and Disney are fighting for market share, but Netflix is still winning. Add to your position.

Still believes in it. It was the first streaming company and continues to improve while it expands globally. Its content continues to improve too. He loves HBO, for example, but Netflix is improving more. Comcast and Disney are fighting for market share, but Netflix is still winning. Add to your position.

Unknown
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$293.970
Owned Owned
Yes

DON'T BUY
Netflix Inc.(NFLX-Q) 

March 14, 2018

Short Netflix? Shorting can be highly damaging. This stock is too expensive, despite being a fabulous success that has redefined movie-watching and Netflix is a great model. Instead, invest in DY-N who are re-cabling America for 1G technology.

Short Netflix? Shorting can be highly damaging. This stock is too expensive, despite being a fabulous success that has redefined movie-watching and Netflix is a great model. Instead, invest in DY-N who are re-cabling America for 1G technology.

Unknown
Gordon Reid

President, GoodReid Investment ...

Price Price
$321.550
Owned Owned
No

DON'T BUY
Netflix Inc.(NFLX-Q) 

March 13, 2018

Likes it technically, probably overbought now though. Expects more subscribers this year globally, but worries about weakened profitability. Content spending has jumped to $8 billion so they're burning money, and there's more competition coming, particularly from Disney. Valuation and PE are too rich for him. They should continue making their own content to attract subscribers.

Likes it technically, probably overbought now though. Expects more subscribers this year globally, but worries about weakened profitability. Content spending has jumped to $8 billion so they're burning money, and there's more competition coming, particularly from Disney. Valuation and PE are too rich for him. They should continue making their own content to attract subscribers.

Unknown
Stan Wong

Director &, Private Wealth Manag...

Price Price
$315.880
Owned Owned
No

TOP PICK
Netflix Inc.(NFLX-Q) 

February 20, 2018

Incredible company. Resilient during the recent pullback. In 190 countries and subscriptions up 25%. Has room to grow and gain even more subscribers. Lots of growth ahead. Doesn't listen to the naysayers who say they're spending too much on content. He doesn't know anybody who doesn't watch Netflix in a big way. (Analyst’s price target is $263.77.)

Incredible company. Resilient during the recent pullback. In 190 countries and subscriptions up 25%. Has room to grow and gain even more subscribers. Lots of growth ahead. Doesn't listen to the naysayers who say they're spending too much on content. He doesn't know anybody who doesn't watch Netflix in a big way. (Analyst’s price target is $263.77.)

Unknown
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$278.550
Owned Owned
Yes

COMMENT
Netflix Inc.(NFLX-Q) 

January 30, 2018

Amazon (AMZN-Q) or Netflix (NFLX-Q)? Doesn't own either. Prefers Disney (DIS-N) as their pending purchase of 21st-Century Fox is going to remove the shackles and people are going to stop thinking of it as a cord cutting situation with lower subscriber participation, but more in terms of a streaming competitor to these 2. (See Top Picks.)

Amazon (AMZN-Q) or Netflix (NFLX-Q)? Doesn't own either. Prefers Disney (DIS-N) as their pending purchase of 21st-Century Fox is going to remove the shackles and people are going to stop thinking of it as a cord cutting situation with lower subscriber participation, but more in terms of a streaming competitor to these 2. (See Top Picks.)

Unknown
Gordon Reid

President, GoodReid Investment ...

Price Price
$278.800
Owned Owned
Unknown

DON'T BUY
Netflix Inc.(NFLX-Q) 

January 18, 2018

It has one of the best price momentums in the S&P but the valuation is out of this world.  It has a lot of takeout multiple built into it.  But it is one of the FANG stocks.  This is part of the Euphoric trade that he worries about.

It has one of the best price momentums in the S&P but the valuation is out of this world.  It has a lot of takeout multiple built into it.  But it is one of the FANG stocks.  This is part of the Euphoric trade that he worries about.

Unknown
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$220.330
Owned Owned
Unknown

TOP PICK
Netflix Inc.(NFLX-Q) 

January 15, 2018

There are 1.5 billion TVs globally, and there are 1.2 billion cable connections. This company has about 100 million subscribers and has 1st mover advantage. Their cash flow is long to produce the shows, and get ahead of everybody else, and catching them is going to be very difficult. (Analysts' price target is $225.)

There are 1.5 billion TVs globally, and there are 1.2 billion cable connections. This company has about 100 million subscribers and has 1st mover advantage. Their cash flow is long to produce the shows, and get ahead of everybody else, and catching them is going to be very difficult. (Analysts' price target is $225.)

Unknown
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$221.230
Owned Owned
Yes

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