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
DON'T BUY
DON'T BUY
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.
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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.
Teal Linde
Price
$269.700
Owned
No
BUY WEAKNESS
BUY WEAKNESS
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.
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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.
Andrew Pyle
Price
$290.060
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
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.
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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.
Bruce Murray
Price
$286.730
Owned
Yes
WATCH
WATCH
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.
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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.
Brian Acker, CA
Price
$309.100
Owned
No
WATCH
WATCH
October 31, 2018
He has never owned this stock. However, the recent pullback does make this “future Disney” company worthy of consideration.
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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.
Kim Bolton
Price
$301.780
Owned
No
COMMENT
COMMENT
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.

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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.

Don Lato
Price
$284.840
Owned
Unknown
COMMENT
COMMENT
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.

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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.

Paul Harris, CFA
Price
$321.100
Owned
Unknown
BUY
BUY
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.

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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.

Bruce Murray
Price
$367.650
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
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.)

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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.)

Prakash Hariharan
Price
$358.820
Owned
Unknown
DON'T BUY
DON'T BUY
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?

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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?

Ross Healy
Price
$327.730
Owned
Unknown
TOP PICK
TOP PICK
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.

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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.

Richard Croft
Price
$344.500
Owned
Yes
HOLD
HOLD
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.

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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.

Lorne Steinberg
Price
$338.380
Owned
No
COMMENT
COMMENT
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.

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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.

Gordon Reid
Price
$379.480
Owned
Unknown
DON'T BUY
DON'T BUY
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.

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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.

Wolfgang Klein
Price
$411.090
Owned
No
DON'T BUY
DON'T BUY
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.

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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.

David Baskin
Price
$363.830
Owned
No
Showing 61 to 75 of 152 entries