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.
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Analysis and Opinions about NFLX-Q

Signal
Opinion
Expert
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.

Bruce Campbell (1)
Price
$283.635
Owned
Unknown
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.

Stan Wong
Price
$269.535
Owned
Unknown
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.

Gordon Reid
Price
$293.350
Owned
No
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)
Michael Decter
Price
$268.030
Owned
Yes
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.
Kim Bolton
Price
$269.580
Owned
No
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)
Shane Obata
Price
$263.080
Owned
Yes
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?

Paul Harris, CFA
Price
$263.310
Owned
Unknown
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.
Richard Croft
Price
$300.062
Owned
No
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.
Kim Bolton
Price
$310.620
Owned
No
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.
David Cockfield
Price
$373.250
Owned
Unknown
DON'T BUY
DON'T BUY
July 4, 2019

Chart went down, came back, now is quite flat. Lots of competition ahead from Disney. Kind of expensive. Higher beta. Growth rate susceptible to something going wrong. FANGs have been underperforming the broader market in the last 12 months. Will have to spend a lot to develop original content.

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Chart went down, came back, now is quite flat. Lots of competition ahead from Disney. Kind of expensive. Higher beta. Growth rate susceptible to something going wrong. FANGs have been underperforming the broader market in the last 12 months. Will have to spend a lot to develop original content.

Stan Wong
Price
$380.550
Owned
No
DON'T BUY
DON'T BUY
June 24, 2019

An amazing company and who is cutting their subscriptions? No one he knews. If you buy this, then you assume they will continue to raise rates and slow spending. He doesn't know that for sure and so he owns Disney instead.

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

An amazing company and who is cutting their subscriptions? No one he knews. If you buy this, then you assume they will continue to raise rates and slow spending. He doesn't know that for sure and so he owns Disney instead.

Barry Schwartz
Price
$371.040
Owned
No
BUY
BUY
June 7, 2019

Disney vs. Netflix over 10 years He owns both, but Netflix will see more grwoth as it penetrates internationally and doubling worldwide subscribers. They could expand into music and games. Disney pays a dividend, but Netflix will give you a higher total return. With Disney, be patient as they get into streaming, especially internationally.

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Disney vs. Netflix over 10 years He owns both, but Netflix will see more grwoth as it penetrates internationally and doubling worldwide subscribers. They could expand into music and games. Disney pays a dividend, but Netflix will give you a higher total return. With Disney, be patient as they get into streaming, especially internationally.

Robert Lauzon
Price
$360.870
Owned
Yes
TOP PICK
TOP PICK
June 7, 2019

A growth stock with 30% growth rates in the short term, especially internationally. The second half of this year will see great new content, like the new Scorsese film, The Irishman. This will drive viewership. Netflix changes the way we watch TV. Also, they haven't pulled the lever on adding ads (say, at a lower-tier subscription fee). There's room for both Disney+ and Netflix, based on consumer research he's seen. (Analysts’ price target is $395.65)

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A growth stock with 30% growth rates in the short term, especially internationally. The second half of this year will see great new content, like the new Scorsese film, The Irishman. This will drive viewership. Netflix changes the way we watch TV. Also, they haven't pulled the lever on adding ads (say, at a lower-tier subscription fee). There's room for both Disney+ and Netflix, based on consumer research he's seen. (Analysts’ price target is $395.65)

Robert Lauzon
Price
$360.870
Owned
Yes
DON'T BUY
DON'T BUY
May 29, 2019
The growth prospects are still good. This is not his preferred share though at 107 times earnings it is too expensive. You have to be concerned about Disney's entry into the space along with Apple as well.
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The growth prospects are still good. This is not his preferred share though at 107 times earnings it is too expensive. You have to be concerned about Disney's entry into the space along with Apple as well.
Don Lato
Price
$349.190
Owned
No
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