Netflix Inc. (NFLX-Q) Stock Predictions - Stockchase
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Netflix Inc. (NFLX-Q)

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Netflix Inc. Netflix Inc.
NFLX-Q

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Netflix Inc. (NFLX-Q) SAVE

361.19

4.17 (1.14%)

Sep, 22, 2018, 12:00 am

OPINIONS

About Netflix Inc. (NFLX-Q)

Netflix is an American entertainment company founded by Reed Hastings and Marc Randolph on August 29, 1997, in Scotts Valley, California. It specializes in and provides streaming media and video-on-demand online and DVD by mail. More at Wikipedia

What the experts are saying about NFLX-Q



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Signal Opinion Expert
BUY
Netflix Inc.(NFLX-Q) 

September 18, 2018

This has 130 million subscribers globally and there are 1.2 billion cable company subscribers. There’s a long way to go in market penetration. He sees it as still being in a growth phase and compares this to Amazon 10 years ago. After they start running out of new subscribers to add, they can increase revenue through pricing leverage. They are currently very liberal in terms of how many people can watch shows through the same subscription at the same time. Tightening that can raise revenue. They are the first mover in a growing space. He has only a small position but believes it has significant upside over many years.

This has 130 million subscribers globally and there are 1.2 billion cable company subscribers. There’s a long way to go in market penetration. He sees it as still being in a growth phase and compares this to Amazon 10 years ago. After they start running out of new subscribers to add, they can increase revenue through pricing leverage. They are currently very liberal in terms of how many people can watch shows through the same subscription at the same time. Tightening that can raise revenue. They are the first mover in a growing space. He has only a small position but believes it has significant upside over many years.

Unknown
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$367.650
Owned Owned
Yes

BUY on WEAKNESS
Netflix Inc.(NFLX-Q) 

August 24, 2018

Big admirer of how the company is set up. Growth is phenomenal, especially in China and India. Only challenge is the valuation. Going to be a good company for a long time. The risk is constantly betting on it beating every quarter. If it doesn’t, it’s a good time to add. (Analysts’ price target is $371.08.) 

Big admirer of how the company is set up. Growth is phenomenal, especially in China and India. Only challenge is the valuation. Going to be a good company for a long time. The risk is constantly betting on it beating every quarter. If it doesn’t, it’s a good time to add. (Analysts’ price target is $371.08.) 

Unknown
Prakash Harihar

Portfolio , Analytixinsight Inc....

Price Price
$358.820
Owned Owned
Unknown

DON'T BUY
Netflix Inc.(NFLX-Q) 

August 20, 2018

Reminds him of Nortel. Netflix is worth only 25% of its current share price. It'll face competition from Disney. As long as there's a bull market, this stock will continue to do well. It suffers enormous volatility--can you stomach that?

Reminds him of Nortel. Netflix is worth only 25% of its current share price. It'll face competition from Disney. As long as there's a bull market, this stock will continue to do well. It suffers enormous volatility--can you stomach that?

Unknown
Ross Healy

Chairman, Strategic Analysis C...

Price Price
$327.730
Owned Owned
Unknown

TOP PICK
Netflix Inc.(NFLX-Q) 

August 2, 2018

Covered call selling DEC 360 calls. More volatile stock. Premiums are three times what you would get from an Apple (AAPL-Q) option. They missed because of the World Cup. He wouldn’t be surprised if they pick up in the next quarters. 

Covered call selling DEC 360 calls. More volatile stock. Premiums are three times what you would get from an Apple (AAPL-Q) option. They missed because of the World Cup. He wouldn’t be surprised if they pick up in the next quarters. 

Unknown
Richard Croft

President, R.N. Croft Financial...

Price Price
$344.500
Owned Owned
Yes

HOLD
Netflix Inc.(NFLX-Q) 

August 1, 2018

There recent earnings indicated their growth in subscribers is slowing.  This is an example where the stock is priced for perfection – any slip up and the stock can plunge.  Management has done an outstanding job to date.  They are now spending on content and this impresses him how they remain profitable.  

There recent earnings indicated their growth in subscribers is slowing.  This is an example where the stock is priced for perfection – any slip up and the stock can plunge.  Management has done an outstanding job to date.  They are now spending on content and this impresses him how they remain profitable.  

Unknown
Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$338.380
Owned Owned
No

COMMENT
Netflix Inc.(NFLX-Q) 

July 17, 2018

Down 15% after-hours yesterday because of a big miss in subscribers. But the point behind Netflix is that they are cash-challenged which amounts to a lot of risk. Programming costs a lot of money. Don't worry about a one-time
subscription drop. Look at their cash.

Down 15% after-hours yesterday because of a big miss in subscribers. But the point behind Netflix is that they are cash-challenged which amounts to a lot of risk. Programming costs a lot of money. Don't worry about a one-time
subscription drop. Look at their cash.

Unknown
Gordon Reid

President, GoodReid Investment ...

Price Price
$379.480
Owned Owned
Unknown

DON'T BUY
Netflix Inc.(NFLX-Q) 

June 22, 2018

He has trouble with the valuation.  Their new content spend will exceed that of Disney, with the expectation of $10 billion to be spent in the next year.  Their subscriber fees will continue to do well; however, competition is on the way with Apple, Google and Amazon. 

He has trouble with the valuation.  Their new content spend will exceed that of Disney, with the expectation of $10 billion to be spent in the next year.  Their subscriber fees will continue to do well; however, competition is on the way with Apple, Google and Amazon. 

Unknown
Wolfgang Klein

Senior inv, Canaccord Genuity We...

Price Price
$411.090
Owned Owned
No

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

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