Blockbuster, Inc. (BBI)

I think Blockbuster is finally catching on. They're making some hefty moves towards online movies, which is the next big thing. The trickiest part of their whole business at this point are the brick-n-mortar stores and the waning demand for on-site movie rentals. If they can make use of them (turn them into music, video game, movie stores?), then great, but otherwise, they need to ditch them. Kiosk units are very popular now as well (RedBox), so they could gain some market share there as well. Overall I think they're making the moves they need to.

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

Negative sales growth over the past 4 years. Although Blockbuster has the same mail rental system as Nexflix, they are not as good at it. Blockbusters plans are more expensive and anytime I go into a store, no matter what night of the week it is, it is close to empty.

I bought this baby at 1.08 and it is steadily climbing. Good news comes out of the Q3 report. BBI is alive like Johnny Five.

There will always be a need for the B&M model...whether you suddenly have an urge to watch a movie not OnDemand; kids want something special or it takes you 2 weeks to get a New Release from Netflix (like it did me).

With BB going to online downloads, mail and Retail Stores I am confident the stock will rise the next year or so.

I used to work for blockbuster. A company this evil will never die, trust me. As long as we hold corruption in a single heart, blockbuster will continue to survive. If they start becoming less profitable, they will not hesitate to cut down on costs by exploiting employees and closing inefficient stores. At its 52 week low and low p/e we'll probably see some insider trading, Blockbuster will eliminate the need for shareholders and employees, which is why they adopted the "say-on-pay" policies for their leadership. I have a great respect for uncompromising evil that embodies the negative aspects of corporations, and this was drilled into me by blockbuster. You can all give them the red thumb because you don't like them, but I give them the green thumb because i hate em.

Blockbuster is finally competing with Netflix instead of just letting Netflix eat their lunch. This is important. Although Netflix is very competitive price-wise, Blockbuster is still a powerful brand that was absolutely giant in the 90s and has receded now. I believe that people still believe in brick and mortar, or at least to an extent, and Blockbuster's online rental plan involving the store is an important thing that will drive customers to the service. I don't believe that this is a bankruptcy play. They still have the ability to become a profitable business again.

restructuring; online dvd rental like nexflix; people like going to the store to pick out movies and games; winter is also upon us and we rent more movies to watch on those cold winter nights; will outperform.

Long term bankruptcy candidate. Can't compete with Netflix, which itself can't compete with piracy.

"Blockbuster can be your best friend. Blockbuster tracts how many movies you rent. Blockbuster Membership holders can grant access to people they know to use their account, their name has to be on the account. Film Media Production is what I do so some might say I have helped co-written five movies obliquely due to the access I get at Blockbuster. Blockbuster has what is called Blockbuster Rewards. Can you imagine what Blockbuster can do with its Blockbuster Rewards program if its stock is at $29.00. Blockbuster Rewards can actually give away trips and vacations to members because of movie rentals."

This Company is clueless. They alienate their customer base,. sending them to the arms of Netflix, Video On Demand, and Redbox.
Don't waste your money or time with this busted company. Keyes is too little too late.

On it's way back up..(I hope)...

They aren't standing still waiting to drown. They'll turn some profit and become a prestigious competitor against Red Box and NFLX. You'll see, they'll go back to 5+.

BBI is an oversold over shorted stock. Everything has value at some point. BBI is quickly changing it's business model to accommodate the changes in video delivery. DVD continues to be the choice of delivery of videos and will be for the next 3-5 years most of the population.

BBi is selling at a conservative forward pe of less than 7, has paid down approximately 500 million in debt in the last 4years.

short interest is at close to 55 million shares or 45% of the float. naked shorts and excessive shorting has caused bbi to tumble more than justified.

BBI retail and game business is growing huge and will continue to grow based on the future of game software and console sales.

The risk reward to buy BBI in the mid 2's greatly favors the longs potential for abnormal returns holding the stock in short, medium and long term.

Business model is quickly expanding and BBI will have media delivery available in all formats.

The brand may stay, but they need to dump their current paradigm. I can see the company lasting but it will be years before they turn it around. I can also see someone buying them out.

seems like the main competitor netflix is having some issues with their movie distribution, and this isnt the first time they've had issues. these hiccups could send consumer confidence toward a seemingly more sturdy Blockbuster. Personally i think its a better system anyways with their customers having the ability for in store movie swaps if they dont want to wait for them in the mail.

Blockbuster's time has come and gone. With the digital age directly upon us, gone are the days of renting videos from Brick and Morter stores. They have yet to take even a medium bite out of Netflix and I doubt they ever will. Say goodbye to blockbuster and say hello to video on demand via your cable company, set top boxes from companies like Tivo and Apple, or stream them directly from the web.

This is an experimental portfolio consisting of small-cap or larger picks that have recently entered the $1.50-3.00 range (favoring the low end), with the theory being that most stocks entering this range are not going to stay there unless they've been there for a while already.

Do or die, BlockBuster... I'd forget about Circuit City and just focus on competing with Netflix and streaming video. Circuit City is another do-or-die that you don't need on your books!

Bye bye, physical DVD rentals! Hello online rental downloads!

What's that? Oh, Blockbuster doesn't have online downloads? Uh oh.....