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2good2betrue (20.49)

February 2011

Recs

3

nflx content key to its future

February 10, 2011 – Comments (1) | RELATED TICKERS: NFLX

Cable doesn't believe it competes with NFLX, so it doesn't believe it needs to package content in the same way as NFLX. Note, cable does offer subscription services that you pay in advance for rather than pay in the rears (after you have consumed the service for a month). The only risk cable has is if you don't pay for your VoD or PPV services.   [more]

Recs

2

Defining the up coming pull back

February 10, 2011 – Comments (0) | RELATED TICKERS: FAZ , APKT , NFLX

There is that notion that there are ONLY two things that are certain in life (death and taxes). As for other certainties, there are always "conditions" associated with them - such as, "What goes up must come down!"   [more]

Recs

1

Future prospects look cloudy

February 03, 2011 – Comments (0) | RELATED TICKERS: NFLX

First off, I'm a NFLX subscriber since 2001, have written several reports on them while their stock was still languishing in the 20s. Clearly this company has carved out a nice niche for itself for at least the near term. I've also read the somewhat recent note that its CEO wrote who tried to defend NFLX's current price and future prospects.  [more]

Recs

2

My huge bet is shaping up

February 02, 2011 – Comments (1) | RELATED TICKERS: FAZ , FAS

A few weeks ago, I started seeing FAZ doing something other than what it was doing - which was going down. Last year was such an awesome year playing FAZ on the pull backs, and FAS on the runs. Played these successfully several times before the market went on a huge climb and the fire went out on the back and forth action. In fact, I was so ready for the next cycle that I missed the FAS buy signals, and watched it climb from low 20s to over 30 while I dumped FAZ for a small loss and in the process moved these two aside for a while.  [more]

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