92

Netflix Inc. (NFLX-Q)

ON STOCKCHASE SINCE Jul 2005

DVD rentals

Netflix Inc.
NFLX-Q

34 watching

Join the Discussion

Expert Opinions
0 comments
Your Reaction

1 0 0 0 0

What the experts are saying about NFLX-Q

Signal	Opinion	Expert
DON'T BUY	Netflix Inc.(NFLX-Q) December 10, 2018 DIS-N vs. NFLX-Q. NTFLX is in a tough situation where a lot of content is being taken away from them next year. DIS-N is creating a competing service for their own content as well as 20 Century Fox's. They don't own 90% of the 'Netflix original' content. He prefers DIS-N. 0 0 0 0 0 0 comments	DIS-N vs. NFLX-Q. NTFLX is in a tough situation where a lot of content is being taken away from them next year. DIS-N is creating a competing service for their own content as well as 20 Century Fox's. They don't own 90% of the 'Netflix original' content. He prefers DIS-N. Unknown 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $269.700 Owned No

BUY on WEAKNESS	Netflix Inc.(NFLX-Q) November 15, 2018 Short- and medium-term outlook? This has seen a disproportional decline in value. As a 6-12-month play, now is a decent opportunity to enter this. But be careful if you're looking three years with this. 0 0 0 0 0 0 comments	Short- and medium-term outlook? This has seen a disproportional decline in value. As a 6-12-month play, now is a decent opportunity to enter this. But be careful if you're looking three years with this. Unknown 0 0 0 0 0 0 comments Andrew Pyle Senior wea, The Pyle Group, Scot... Price $290.060 Owned Unknown
BUY on WEAKNESS	Netflix Inc.(NFLX-Q) November 14, 2018 They have 130 million users, and there are 1.2 billion cable connections worldwide, so they have room to expand. They have a high PE, so even a little bad news will push this stock down. He owns this for the long term. 0 0 0 0 0 0 comments	They have 130 million users, and there are 1.2 billion cable connections worldwide, so they have room to expand. They have a high PE, so even a little bad news will push this stock down. He owns this for the long term. Unknown 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $286.730 Owned Yes
WATCH	Netflix Inc.(NFLX-Q) November 2, 2018 He would love to see it pull back to $250 to be a buyer. His model price is $89.66 so it is not without risk. 0 0 1 0 0 0 comments	He would love to see it pull back to $250 to be a buyer. His model price is $89.66 so it is not without risk. Unknown 0 0 1 0 0 0 comments Brian Acker, CA Chief Exec, Acker Finley Inc.... Price $309.100 Owned No
WATCH	Netflix Inc.(NFLX-Q) October 31, 2018 He has never owned this stock. However, the recent pullback does make this “future Disney” company worthy of consideration. 0 0 0 0 0 0 comments	He has never owned this stock. However, the recent pullback does make this “future Disney” company worthy of consideration. Unknown 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $301.780 Owned No
COMMENT	Netflix Inc.(NFLX-Q) October 29, 2018 This is a tremendous growth \opportunity as they expand internationally more. He watches it. They can raise their rates by $1 per month and easily raise revenues, yetd nobody will unsubscribe. But their multiple is way too high at 108x forward earnings. 0 0 0 0 0 0 comments	This is a tremendous growth \opportunity as they expand internationally more. He watches it. They can raise their rates by $1 per month and easily raise revenues, yetd nobody will unsubscribe. But their multiple is way too high at 108x forward earnings. Unknown 0 0 0 0 0 0 comments Don Lato President, Padlock Investment M... Price $284.840 Owned Unknown
COMMENT	Netflix Inc.(NFLX-Q) October 11, 2018 Hard to value Netflix. They have pricing power and dominate the growing streaming sector. Good market share in the U.S. and growing share outside U.S. It's all about the content they produce, which eats up their cash flow. It'll be volatile. Young people who use Netflix share their passwords, so that's an issue. Netflix has to deal with this. But their brand is strong and the shift to streaming away from TV is definitely on their side. 0 0 0 0 0 0 comments	Hard to value Netflix. They have pricing power and dominate the growing streaming sector. Good market share in the U.S. and growing share outside U.S. It's all about the content they produce, which eats up their cash flow. It'll be volatile. Young people who use Netflix share their passwords, so that's an issue. Netflix has to deal with this. But their brand is strong and the shift to streaming away from TV is definitely on their side. Unknown 0 0 0 0 0 0 comments Paul Harris, CF Portfolio , Avenue Investment Ma... Price $321.100 Owned Unknown
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. 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $367.650 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.) 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Prakash Harihar Portfolio , Analytixinsight Inc.... Price $358.820 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? 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Ross Healy Chairman, Strategic Analysis C... Price $327.730 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. 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Richard Croft President, R.N. Croft Financial... Price $344.500 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. 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Lorne Steinberg President , Lorne Steinberg Weal... Price $338.380 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. 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $379.480 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. 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Wolfgang Klein Senior inv, Canaccord Genuity We... Price $411.090 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. 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments David Baskin President, Baskin Wealth Manage... Price $363.830 Owned No

Stockchase, in its reporting on what has been discussed by indviduals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : hello@stockchase.com.

© Stockchase Inc. & Wealthica Financial Technology Inc.