Netflix Inc.

NFLX-Q

NASDAQ:NFLX

353.16
3.56 (1.02%)
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.
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Analysis and Opinions about NFLX-Q

Signal
Opinion
Expert
COMMENT
COMMENT
January 20, 2020

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).

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Netflix Inc. (NFLX-Q)
January 20, 2020

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).

COMMENT
COMMENT
December 19, 2019

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?

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Netflix Inc. (NFLX-Q)
December 19, 2019

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?

DON'T BUY
DON'T BUY
December 13, 2019
She has never owned this one, because of the valuation historically. Now with competition growing, NFLX has reported slowing subscriber growth. Paying for content has increased the risk on profitability.
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Netflix Inc. (NFLX-Q)
December 13, 2019
She has never owned this one, because of the valuation historically. Now with competition growing, NFLX has reported slowing subscriber growth. Paying for content has increased the risk on profitability.
BUY
BUY
November 22, 2019
He sees a possible breakout forming as there have been recent higher highs that also broke through resistance. He thinks there could be potential upside to $350 and then $400. He wants to see volume continue to support the move.
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Netflix Inc. (NFLX-Q)
November 22, 2019
He sees a possible breakout forming as there have been recent higher highs that also broke through resistance. He thinks there could be potential upside to $350 and then $400. He wants to see volume continue to support the move.
BUY
BUY
October 30, 2019
A stock that doesn't make money. You buy this stock as it takes market share in streaming as cable subs shrink. Now is a good buying opportunity, because of the migration from cable. So that cable subscription money has to go somewhere. Earnings may not be fantastic, but the stock price should rise.
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Netflix Inc. (NFLX-Q)
October 30, 2019
A stock that doesn't make money. You buy this stock as it takes market share in streaming as cable subs shrink. Now is a good buying opportunity, because of the migration from cable. So that cable subscription money has to go somewhere. Earnings may not be fantastic, but the stock price should rise.
DON'T BUY
DON'T BUY
October 29, 2019

Apple and Disney+ mean more competition for Netflix, and higher costs to buy programs. There's more growth internationally with North American growth slowing. He prefers Disney to Netflix.

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Netflix Inc. (NFLX-Q)
October 29, 2019

Apple and Disney+ mean more competition for Netflix, and higher costs to buy programs. There's more growth internationally with North American growth slowing. He prefers Disney to Netflix.

DON'T BUY
DON'T BUY
October 24, 2019

Facing competition from Disney, Amazon, Google, and Apple. Expensive. Is the 40% growth rate sustainable? Cash burn. Stock's gone sideways. Technically weak. Underperformed since 2018 with the other FANGs.

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Netflix Inc. (NFLX-Q)
October 24, 2019

Facing competition from Disney, Amazon, Google, and Apple. Expensive. Is the 40% growth rate sustainable? Cash burn. Stock's gone sideways. Technically weak. Underperformed since 2018 with the other FANGs.

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$269.535
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DON'T BUY
DON'T BUY
October 17, 2019

NFLX vs. DIS Two completely different companies in the same business. Netflix is the grand daddy of streaming. Success built on increasing subscriber base. Under the hood, it's cashflow negative. Accounting tricks let them amortize earnings. Disney is an established behemoth, getting into streaming. They own parks and ESPN, and have substance to support streaming investment.

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Netflix Inc. (NFLX-Q)
October 17, 2019

NFLX vs. DIS Two completely different companies in the same business. Netflix is the grand daddy of streaming. Success built on increasing subscriber base. Under the hood, it's cashflow negative. Accounting tricks let them amortize earnings. Disney is an established behemoth, getting into streaming. They own parks and ESPN, and have substance to support streaming investment.

TOP PICK
TOP PICK
October 2, 2019
He took a hard look at Disney+ entering and he decided to own this and Netflix. Both have done well and will do well for him. Don't own cable, though. Consumers can own both. (Analysts’ price target is $374.01)
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Netflix Inc. (NFLX-Q)
October 2, 2019
He took a hard look at Disney+ entering and he decided to own this and Netflix. Both have done well and will do well for him. Don't own cable, though. Consumers can own both. (Analysts’ price target is $374.01)
BUY
BUY
October 1, 2019
Good growth despite huge PE ratio? He closely follows it. Doesn't own it because it's been down 30% since its last earnings call. The big picture is that there are so many competitors entering the streaming space. He's close to entering. It was a long runway despite competition. Their PE now is cheaper than three weeks ago. $383 is his price target.
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Netflix Inc. (NFLX-Q)
October 1, 2019
Good growth despite huge PE ratio? He closely follows it. Doesn't own it because it's been down 30% since its last earnings call. The big picture is that there are so many competitors entering the streaming space. He's close to entering. It was a long runway despite competition. Their PE now is cheaper than three weeks ago. $383 is his price target.
TOP PICK
TOP PICK
September 27, 2019
They have 62 million subscribers in the US and over 90 million elsewhere. In 2018, international revenues exceeded domestic. Loss of content will not cause viewers to leave -- it is still streaming versus linear tv. He still thinks they do well. Yield 0% (Analysts’ price target is $374.01)
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Netflix Inc. (NFLX-Q)
September 27, 2019
They have 62 million subscribers in the US and over 90 million elsewhere. In 2018, international revenues exceeded domestic. Loss of content will not cause viewers to leave -- it is still streaming versus linear tv. He still thinks they do well. Yield 0% (Analysts’ price target is $374.01)
DON'T BUY
DON'T BUY
September 26, 2019

62 million subs in US and 69 million worldwide. For five years it didn't have competition, and that competition has a body of existing content to stream (Disney+ and others). Compared that to Netflix, it needs to spend a lot on content. Yet, it isn't generating the cash flow to offset that cost. The question is: How many streamers will consumers subscribe to?

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Netflix Inc. (NFLX-Q)
September 26, 2019

62 million subs in US and 69 million worldwide. For five years it didn't have competition, and that competition has a body of existing content to stream (Disney+ and others). Compared that to Netflix, it needs to spend a lot on content. Yet, it isn't generating the cash flow to offset that cost. The question is: How many streamers will consumers subscribe to?

PAST TOP PICK
PAST TOP PICK
August 21, 2019
(A Top Pick Aug 02/18, Down 6%)A covered call. Bought at $338.50, sold 360 at $(21.50), net cost $317, now $210.48. The streaming landscape has changed with more competitors entering this sector. Netflix is spending a whack of money on new shows. They could have a rough road.
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Netflix Inc. (NFLX-Q)
August 21, 2019
(A Top Pick Aug 02/18, Down 6%)A covered call. Bought at $338.50, sold 360 at $(21.50), net cost $317, now $210.48. The streaming landscape has changed with more competitors entering this sector. Netflix is spending a whack of money on new shows. They could have a rough road.
DON'T BUY
DON'T BUY
July 22, 2019
They now face a lawsuit, because they missed their subscriptions by 50% and failed to give guidance. Other companies have a better risk/reward profile. It's too pricey now above $300. Also, it's risky if new content in the future will attract huge audiences. You never know.
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Netflix Inc. (NFLX-Q)
July 22, 2019
They now face a lawsuit, because they missed their subscriptions by 50% and failed to give guidance. Other companies have a better risk/reward profile. It's too pricey now above $300. Also, it's risky if new content in the future will attract huge audiences. You never know.
DON'T BUY
DON'T BUY
July 12, 2019
Things not looking that rosy. Competitors moving into streaming. Significant potential for a much tougher road to travel. Be careful about stepping in. Too much risk.
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Netflix Inc. (NFLX-Q)
July 12, 2019
Things not looking that rosy. Competitors moving into streaming. Significant potential for a much tougher road to travel. Be careful about stepping in. Too much risk.
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