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$2.34 0.05 (2.18%)
9/4/2008 4:07 PM

Blockbuster, Inc. (BBI)

CAPS Rating:
*

The Company is a global provider of in-home rental and retail movie and game entertainment, with over 8,000 stores in the United States, its territories and 22 other countries.

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Recs

1

Avatar mastermartin (81.65) Submitted: 1/23/07 5:00 PM : Outperform Start Price: $6.68 BBI Score: -51.72

picking up a lot of market share with online service. Wiht netflix downloiad service is nto as uaer friednly as returnig to stores. This call is about fundamentlas and eas of use. adn Blockbuster has that as well as a distribution network that riv...

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Recs

1

Avatar BrianMav (66.94) Submitted: 2/11/07 10:03 PM : Underperform Start Price: $6.59 BBI Score: 50.66

Their era is coming to an end and their days are numbered. I'm just not sure they fully realize it yet. They tried a forray into rent-by-mail, but it isn't working out so well for them. Within a few short years, there will be no such thing as a br...

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Recs

1

Avatar eracheff (< 20) Submitted: 2/13/07 10:15 PM : Outperform Start Price: $6.52 BBI Score: -49.77

At the end of this year BBI will have 4 million subscribers. They no longer belong under $10.00/share.

Earnings might not be through the roof but they are an established company and with large potential.

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Recs

1

Avatar kurthauer (97.91) Submitted: 3/01/07 4:32 PM : Underperform Start Price: $6.55 BBI Score: 53.29

The whole business plan seems flawed right now a company deep in debt who's primary business is brick and motor rentals is trying to reinvent itself by implementing a program that costing them money. Total Access is great if you live near a Blockbus...

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Recs

1

Avatar bigalxc0220 (< 20) Submitted: 6/27/07 5:03 PM : Underperform Start Price: $4.24 BBI Score: 27.29

IT WILL REPORT WELL BELOW WHAT THEY ARE EXPECTED TO EARN.

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Recs

1

Avatar echofarmer (41.10) Submitted: 1/14/08 3:34 PM : Underperform Start Price: $3.24 BBI Score: 15.92

Ultimately, I believe BBI can only lose in a price war with Netflix.

1) NFLX has the cash position and positive FCF to weather this. BBI is loaded with debt.
2) The further BBI gets into it, the more money they lose. This grab for market share is no...

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Recs

1

Avatar mkrauss123 (81.45) Submitted: 7/27/07 4:25 AM : Underperform Start Price: $4.25 BBI Score: 28.63

Blockbuster will be killed by NFLX's mail service and other VOD players. Blockbuster's physical locations, rather than being an advantage, will actually make its life much more difficult over the coming year. Why? Discrete Knapsack problem:

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Recs

1

Avatar maverickpl (99.79) Submitted: 12/20/07 10:17 AM : Underperform Start Price: $3.50 BBI Score: 18.24

Huge price increase in mail order business. Didn't the Netflix people predict that this would happen? It's over.

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Recs

1

Avatar mustarddemon (63.11) Submitted: 9/04/07 1:54 PM : Underperform Start Price: $5.04 BBI Score: 36.76

Blockbuster is only keeping netflix at bay because of its in-store return policy, they cannot survive doing this forever as the brick and mortar rental stores will eventually have to be closed at which point netflix will be in a better position finan...

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Recs

1

Avatar pgvoutdoors (< 20) Submitted: 8/20/07 2:15 AM : Underperform Start Price: $4.80 BBI Score: 36.69

Blockbuster started contacting it's Total Access customers this weekend 8/19/07 to inform them that their rental plan had been changed. My plan was for two mailed videos at a time, unlimited times per month, plus unlimited free exchange at any Block...

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