Netflix Inc.

NFLX-Q

NASDAQ:NFLX

546.54
2.68 (0.49%)
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

Analysis and Opinions about NFLX-Q

Signal
Opinion
Expert
SPECULATIVE BUY
SPECULATIVE BUY
October 17, 2013

Done well in the last year but over 3 years not so well. Long term growth could be great, but what if it doesn’t happen, it has a long way to come down. Not something he would get into.

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Netflix Inc. (NFLX-Q)
October 17, 2013

Done well in the last year but over 3 years not so well. Long term growth could be great, but what if it doesn’t happen, it has a long way to come down. Not something he would get into.

Stan Wong
Price
$330.100
Owned
No
PAST TOP PICK
PAST TOP PICK
September 5, 2013

(Top Pick Aug 10/12, Down 395.16%) He covered quickly and lost 20% himself. He used a stop loss. Company is more successful and growing users more than they thought. He re-evaluates at a 15% loss.

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Netflix Inc. (NFLX-Q)
September 5, 2013

(Top Pick Aug 10/12, Down 395.16%) He covered quickly and lost 20% himself. He used a stop loss. Company is more successful and growing users more than they thought. He re-evaluates at a 15% loss.

Colin Stewart
Price
$295.110
Owned
No
PAST TOP PICK
PAST TOP PICK
June 17, 2013

SHORT. (Top Pick Aug 10/12, Down 282.70%) He lost a bit of money when he got out last October. He has stop losses in place. He had concerns about competition and their subscriber base was not growing as quickly as people thought.

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Netflix Inc. (NFLX-Q)
June 17, 2013

SHORT. (Top Pick Aug 10/12, Down 282.70%) He lost a bit of money when he got out last October. He has stop losses in place. He had concerns about competition and their subscriber base was not growing as quickly as people thought.

Colin Stewart
Price
$229.230
Owned
No
BUY WEAKNESS
BUY WEAKNESS
February 20, 2013

Has had a phenomenal move over the last little while and hit an important reversal today. From a technical standpoint, it is clearly in an upward trend, well above its 20 day moving average and is outperforming the US market. Strategy is to wait until you have a little bit of weakness.

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Netflix Inc. (NFLX-Q)
February 20, 2013

Has had a phenomenal move over the last little while and hit an important reversal today. From a technical standpoint, it is clearly in an upward trend, well above its 20 day moving average and is outperforming the US market. Strategy is to wait until you have a little bit of weakness.

Don Vialoux
Price
$187.120
Owned
Unknown
WATCH
WATCH
November 28, 2012

Chart shows a big drop in 2011 but it is now starting to make a base. 200 day moving average is now very much catching up to the current price. A very strong possibility of a breakout.

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Netflix Inc. (NFLX-Q)
November 28, 2012

Chart shows a big drop in 2011 but it is now starting to make a base. 200 day moving average is now very much catching up to the current price. A very strong possibility of a breakout.

Ron Meisels
Price
$82.230
Owned
Unknown
WATCH
WATCH
August 15, 2012

Recently a number of US brokers have indicated that this has gone down too far and have started to add some value to it. Chart indicates early signs of bottoming but he would like to see a lot more. Hasn’t been around long enough for a seasonal study. If market conditions are weak between now and October, you may be able to Buy at lower than current prices. He prefers stocks that have well-defined values.

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Netflix Inc. (NFLX-Q)
August 15, 2012

Recently a number of US brokers have indicated that this has gone down too far and have started to add some value to it. Chart indicates early signs of bottoming but he would like to see a lot more. Hasn’t been around long enough for a seasonal study. If market conditions are weak between now and October, you may be able to Buy at lower than current prices. He prefers stocks that have well-defined values.

Don Vialoux
Price
$63.260
Owned
No
TOP PICK
TOP PICK
August 10, 2012
Top Short Feels this is just a distribution mechanism that doesn't really own a great content and will have to pay more and more to content owners over time to get content. DVD, their source of their profitability, is declining precipitously. Their streaming business is adding customers but not yet making any money but getting a lot of competition.
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Netflix Inc. (NFLX-Q)
August 10, 2012
Top Short Feels this is just a distribution mechanism that doesn't really own a great content and will have to pay more and more to content owners over time to get content. DVD, their source of their profitability, is declining precipitously. Their streaming business is adding customers but not yet making any money but getting a lot of competition.
Colin Stewart
Price
$59.900
Owned
Yes
DON'T BUY
DON'T BUY
July 31, 2012

The numbers don’t make sense. $16.24 model price. They just aren’t making any money at $8 a month.

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Netflix Inc. (NFLX-Q)
July 31, 2012

The numbers don’t make sense. $16.24 model price. They just aren’t making any money at $8 a month.

Brian Acker, CA
Price
$56.850
Owned
Unknown
DON'T BUY
DON'T BUY
January 17, 2012
Stock has dropped quite a bit. Now you play or value trap? BV is $7+ and the stock is trading at more than 10X the BV so it is not a value play to him. Feels the top brass is overcompensated. Stock price could go up a ways. They also have debt.
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Netflix Inc. (NFLX-Q)
January 17, 2012
Stock has dropped quite a bit. Now you play or value trap? BV is $7+ and the stock is trading at more than 10X the BV so it is not a value play to him. Feels the top brass is overcompensated. Stock price could go up a ways. They also have debt.
Benj Gallander
Price
$94.720
Owned
No
DON'T BUY
DON'T BUY
December 8, 2011
Similar to RIM. Loosing money, not making it. Doesn’t like the stock because it is too hard to figure out where they are going from here.
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Netflix Inc. (NFLX-Q)
December 8, 2011
Similar to RIM. Loosing money, not making it. Doesn’t like the stock because it is too hard to figure out where they are going from here.
Randall Abramson
Price
$69.420
Owned
Unknown
DON'T BUY
DON'T BUY
December 6, 2011
The book value is about $7+ so at this price it doesn’t make a lot of sense. He questions the value.
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Netflix Inc. (NFLX-Q)
December 6, 2011
The book value is about $7+ so at this price it doesn’t make a lot of sense. He questions the value.
Benj Gallander
Price
$68.140
Owned
Unknown
DON'T BUY
DON'T BUY
October 27, 2011
There is not a lot of support all the way down.
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Netflix Inc. (NFLX-Q)
October 27, 2011
There is not a lot of support all the way down.
Brooke Thackray
Price
$80.860
Owned
Unknown
SPECULATIVE BUY
SPECULATIVE BUY
October 19, 2011
60 times forward earnings, so any blips and it drop. It’s hard to know where the growth is going to be in this space. Stock is over sold. Wonders if there may be a bit of a pop here but longer term not sure if it is the kind of company he wants to own.
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Netflix Inc. (NFLX-Q)
October 19, 2011
60 times forward earnings, so any blips and it drop. It’s hard to know where the growth is going to be in this space. Stock is over sold. Wonders if there may be a bit of a pop here but longer term not sure if it is the kind of company he wants to own.
Stan Wong
Price
$109.420
Owned
Unknown
COMMENT
COMMENT
June 24, 2011
Very volatile stock and he thinks it has gotten ahead of itself. Thinks there is a lot of risk in this company. He would take profits whenever you could on this one. He would consider a Bear/Call Spread.
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Netflix Inc. (NFLX-Q)
June 24, 2011
Very volatile stock and he thinks it has gotten ahead of itself. Thinks there is a lot of risk in this company. He would take profits whenever you could on this one. He would consider a Bear/Call Spread.
Richard Croft
Price
$256.960
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 24, 2011

(A Top Pick April 12/11. Up 4.3%.) Naked Put.

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(A Top Pick April 12/11. Up 4.3%.) Naked Put.

Derek Webb, CFA
Price
$247.600
Owned
Unknown
Showing 136 to 150 of 152 entries