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
May 22, 2019
There is a lot of competition and is an expensive name. Disney is coming into the streaming business. They are burning cash very quickly. The level of competition makes him nervous with this name and a high valuation.
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There is a lot of competition and is an expensive name. Disney is coming into the streaming business. They are burning cash very quickly. The level of competition makes him nervous with this name and a high valuation.
Stan Wong
Price
$359.730
Owned
No
PAST TOP PICK
PAST TOP PICK
May 9, 2019
(A Top Pick Aug 02/18, Up 13%)An August covered call. He sold an August call. He thought that the market was ahead of itself and he took some money off the table. The price in August was $338.50 and the option to sell at $360. It never got there. You wouldn't kept the stock. Your cost was $317, hence the 13% return.
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(A Top Pick Aug 02/18, Up 13%)An August covered call. He sold an August call. He thought that the market was ahead of itself and he took some money off the table. The price in August was $338.50 and the option to sell at $360. It never got there. You wouldn't kept the stock. Your cost was $317, hence the 13% return.
Richard Croft
Price
$362.750
Owned
No
HOLD
HOLD
May 8, 2019

Their mid-April reporting was fine -- revenues and earnings were up 30% and 20%, respectively. Disney is creating a little apprehension in the space, but will not take over the space quickly. It is at risk to seeing the multiple collapse if there is a retracement in the market.

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Their mid-April reporting was fine -- revenues and earnings were up 30% and 20%, respectively. Disney is creating a little apprehension in the space, but will not take over the space quickly. It is at risk to seeing the multiple collapse if there is a retracement in the market.

Cameron Hurst
Price
$364.370
Owned
Unknown
COMMENT
COMMENT
May 3, 2019

FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.

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FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.

Ross Healy
Price
$384.070
Owned
_N/A
HOLD
HOLD
April 15, 2019
They took a bit of a hit as DIS-N comes on stream. They have a huge leg up on Disney however and NFLX-Q has pretty big expansion plans in place. The market wants to hold in around the 200 day moving average. Until we break through $338 there is not too much to worry about. It is just starting to show some weakness relative to the S&P. Short term, some indicators are getting over sold so we may see an upturn.
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Netflix Inc. (NFLX-Q)
April 15, 2019
They took a bit of a hit as DIS-N comes on stream. They have a huge leg up on Disney however and NFLX-Q has pretty big expansion plans in place. The market wants to hold in around the 200 day moving average. Until we break through $338 there is not too much to worry about. It is just starting to show some weakness relative to the S&P. Short term, some indicators are getting over sold so we may see an upturn.
COMMENT
COMMENT
April 9, 2019
They will be competing with other streamers. Also, they spend $15 billion a year, a lot. However, they proved they can raise prices without losing their audience. But it'll be tougher for them to remain profitable at these levels, given Disney+ coming.
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Netflix Inc. (NFLX-Q)
April 9, 2019
They will be competing with other streamers. Also, they spend $15 billion a year, a lot. However, they proved they can raise prices without losing their audience. But it'll be tougher for them to remain profitable at these levels, given Disney+ coming.
Paul Harris, CFA
Price
$364.240
Owned
Unknown
WEAK BUY
WEAK BUY
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.
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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.
Don Lato
Price
$361.210
Owned
Yes
TOP PICK
TOP PICK
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)
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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)
Jamie Murray
Price
$364.970
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
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.
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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.
Greg Newman
Price
$356.970
Owned
Unknown
DON'T BUY
DON'T BUY
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.
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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.
Zachary Curry
Price
$357.897
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
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.
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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.
DON'T BUY
DON'T BUY
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.
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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.
PAST TOP PICK
PAST TOP PICK
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.
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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.
Bruce Murray
Price
$315.340
Owned
Yes
COMMENT
COMMENT
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.
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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.
Richard Croft
Price
$262.800
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
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.
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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.
Richard Croft
Price
$262.800
Owned
Yes
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