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Netflix Inc. (NFLX-Q)

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Netflix Inc.
NFLX-Q

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Signal	Opinion	Expert
WEAK BUY	Netflix Inc.(NFLX-Q) March 13, 2019 Growth prospects despite huge PE? Yes it does, but it is trading at 88x this year's earnings. This doesn't work for his portfolio and he subscribes to Netflix himself. A great business model with huge retention, but they're facing competition with Amazon Prime, Google/Youtube and soon Apple. At least you'll get revenue increases when they continue to raise rates. It's rebounded the most in the FAANGs since Xmas Eve. 0 0 0 0 0 0 comments	Growth prospects despite huge PE? Yes it does, but it is trading at 88x this year's earnings. This doesn't work for his portfolio and he subscribes to Netflix himself. A great business model with huge retention, but they're facing competition with Amazon Prime, Google/Youtube and soon Apple. At least you'll get revenue increases when they continue to raise rates. It's rebounded the most in the FAANGs since Xmas Eve. Unknown 0 0 0 0 0 0 comments Don Lato President, Padlock Investment M... Price $361.210 Owned Yes

TOP PICK	Netflix Inc.(NFLX-Q) February 26, 2019 It's found its mojo again recently buy pumping out original new films and shows, with 80 movies on the slate for 2019-2020 which dwarfs the Hollywood studios. In 2020-1, that free cash flow will transition from cash burn into cash flow growth. As they expand globally, their free cash flow will keep growing. (Analysts’ price target is $392.65) 0 0 0 0 0 0 comments	It's found its mojo again recently buy pumping out original new films and shows, with 80 movies on the slate for 2019-2020 which dwarfs the Hollywood studios. In 2020-1, that free cash flow will transition from cash burn into cash flow growth. As they expand globally, their free cash flow will keep growing. (Analysts’ price target is $392.65) Unknown 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $364.970 Owned Yes
BUY on WEAKNESS	Netflix Inc.(NFLX-Q) February 21, 2019 Expensive name. Trades at 88 times earnings. Q4 earnings were very strong. Revenues up 27% in the year. They are modeling earnings growth at 88%. If they can execute on their business model and growth flawlessly. Exposed to macro risk. 0 0 0 0 0 0 comments	Expensive name. Trades at 88 times earnings. Q4 earnings were very strong. Revenues up 27% in the year. They are modeling earnings growth at 88%. If they can execute on their business model and growth flawlessly. Exposed to macro risk. Unknown 0 0 0 0 0 0 comments Greg Newman Director &, Scotia Wealth Manage... Price $356.970 Owned Unknown
DON'T BUY	Netflix Inc.(NFLX-Q) February 12, 2019 vs. Salesforce He owns neither. The issue with Netflix is they're borrowing a lot money to create their content--not a good way to grow long-term. True, they've raised rates by 25%, and he doesn't expect many to cut their subscriptions. You can increase prices by only so much. He likes companies like Salesforce for its synergies and growth using their model; companies will use Salesforce in strong as well as weak economies. He prefers Salesforce. However, both companies have very high valuations, so share prices will tumble if the companies make any stumble. 0 0 0 0 0 0 comments	vs. Salesforce He owns neither. The issue with Netflix is they're borrowing a lot money to create their content--not a good way to grow long-term. True, they've raised rates by 25%, and he doesn't expect many to cut their subscriptions. You can increase prices by only so much. He likes companies like Salesforce for its synergies and growth using their model; companies will use Salesforce in strong as well as weak economies. He prefers Salesforce. However, both companies have very high valuations, so share prices will tumble if the companies make any stumble. Unknown 0 0 0 0 0 0 comments Zachary Curry Chief Oper, Davis-Rea Ltd.... Price $357.897 Owned Unknown
PAST TOP PICK	Netflix Inc.(NFLX-Q) February 12, 2019 (A Top Pick Feb 20/18, Up 29%) He's long owned this and reduced in the last Q4, then added some back. The new catalyst are new seasons of proven shows like Orange Is The New Black and Stranger Things, and also Bird Box with 30 million viewers. The big competition though is the game Fortnite. Games are Netflix's big competition. 0 0 0 0 0 0 comments	(A Top Pick Feb 20/18, Up 29%) He's long owned this and reduced in the last Q4, then added some back. The new catalyst are new seasons of proven shows like Orange Is The New Black and Stranger Things, and also Bird Box with 30 million viewers. The big competition though is the game Fortnite. Games are Netflix's big competition. Unknown 0 0 0 0 0 0 comments Mike S. Newton, Director &, Scotia Wealth Manage... Price $357.897 Owned Yes
DON'T BUY	Netflix Inc.(NFLX-Q) February 4, 2019 They've done a great job growing their business. He's always avoided it due to its valuation. He owns Disney instead; it has a much larger content library, and their acquisition of 20th Century Fox will pay off in the long run. They have a lot more experience delivering content around the world, too. NFLX is growing a lot, but also adding a lot of debt. 0 0 0 0 0 0 comments	They've done a great job growing their business. He's always avoided it due to its valuation. He owns Disney instead; it has a much larger content library, and their acquisition of 20th Century Fox will pay off in the long run. They have a lot more experience delivering content around the world, too. NFLX is growing a lot, but also adding a lot of debt. Unknown 0 0 0 0 0 0 comments John O'Connell, Chairman a, Davis Rea... Price $351.340 Owned No
PAST TOP PICK	Netflix Inc.(NFLX-Q) January 7, 2019 (A Top Pick Jan 05/18, Up 41%) He still likes it. The simplest way to state it is 1.2 billion households with a cable connection. NFLX-Q has less than 200 Million. NFLX-Q can raise the price and lower the number of people on an account. As long as they don't blow their first mover advantage. 0 0 0 0 0 0 comments	(A Top Pick Jan 05/18, Up 41%) He still likes it. The simplest way to state it is 1.2 billion households with a cable connection. NFLX-Q has less than 200 Million. NFLX-Q can raise the price and lower the number of people on an account. As long as they don't blow their first mover advantage. Unknown 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $315.340 Owned Yes
COMMENT	Netflix Inc.(NFLX-Q) December 17, 2018 You recommended selling the $360 Dec. 2018 put on Netflix, but I'm now under water with Netflix under $270: What to do now? Close and take the loss, or rollover to a later date? Roll it. The FAAANGs turned first and that took the NASDAQ down, starting in September. The FAANGs got ahead of themselves. Take a 6-month put further out to $280 and you'll likely get $40. 0 0 0 0 0 0 comments	You recommended selling the $360 Dec. 2018 put on Netflix, but I'm now under water with Netflix under $270: What to do now? Close and take the loss, or rollover to a later date? Roll it. The FAAANGs turned first and that took the NASDAQ down, starting in September. The FAANGs got ahead of themselves. Take a 6-month put further out to $280 and you'll likely get $40. Unknown 0 0 0 0 0 0 comments Richard Croft President, R.N. Croft Financial... Price $262.800 Owned Unknown
PAST TOP PICK	Netflix Inc.(NFLX-Q) December 17, 2018 (A Top Pick May 14/18, Up 8%) A Sept. $300 put. This option wouldn't have been assigned, because it expired Sept. 21. He was obligated to buy it at $300 and put up $30,000 to secure it with cash. You'd have that $30K sitting in a treasury bill until the option expires, then base your return on having that money at play here. 0 0 0 0 0 0 comments	(A Top Pick May 14/18, Up 8%) A Sept. $300 put. This option wouldn't have been assigned, because it expired Sept. 21. He was obligated to buy it at $300 and put up $30,000 to secure it with cash. You'd have that $30K sitting in a treasury bill until the option expires, then base your return on having that money at play here. Unknown 0 0 0 0 0 0 comments Richard Croft President, R.N. Croft Financial... Price $262.800 Owned Yes
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

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