Netflix Inc (NASDAQ:NFLX)

CAPS Rating: 2 out of 5

Netflix delivers its comprehensive library of movies and TV shows online and through the mail in their ubiquitous red envelopes.

Results 1 - 20 of 2047 : 1 2 3 4 5 6 7 8 9 10 Next »

Recs

0
Member Avatar BuffettJunior1 (97.81) Submitted: 4/22/2015 8:08:05 PM : Underperform Start Price: $557.59 NFLX Score: +0.57

House of cards valuation!

Recs

1
Member Avatar samdcaek (62.91) Submitted: 4/17/2015 12:48:10 AM : Underperform Start Price: $558.45 NFLX Score: +1.31

Margins are weak. Amazon prime will decrease demand

Recs

1
Member Avatar JCLscapXperiment (< 20) Submitted: 4/16/2015 11:24:46 AM : Underperform Start Price: $543.74 NFLX Score: -2.05

Jan 17 put option $13.95, $300 strike

Recs

1
Member Avatar JPMaysMustang (78.91) Submitted: 4/16/2015 10:28:09 AM : Outperform Start Price: $543.87 NFLX Score: +1.86

Netflix reached an all time high today and I gave it a thumbs up - why? Because for 3 reasons.

1.) One of the most obvious trends occuring today is the cutting of cable by Mellennials. They want to pick and choose the content they consume at their own pace, not be force fed copius amounts they don't want from traditional cable companies. This is right in the pocket of Netflix's strategy. Not only this, but they are one of the best providers of this content format.

2.) In the most recent conference call Reed Hastings stated that Netflix currently has 62 million subscribers. That may sound impressive but look at the runway sitting in front of Netflix. 7 billion people on the planet, more than half in developed or developing nations with high speed internet. Continued gh speed internet penetration around the globe. Such an untapped market.

3.) Content creation. Netflix makes amazing content that consumers CRAVE. This creates a brand loyalty moat.

Thumbing up at an all time high - more like NFLX is just getting started.

Recs

0
Member Avatar km00nster (< 20) Submitted: 4/14/2015 8:35:22 AM : Outperform Start Price: $470.68 NFLX Score: +17.79

I bought ahead of earnings on Wednesday. Miss or Beat, I would say 12 months from now, this is a 550 dollar stock. No one creates or provides as much content as Netflix and they are growing at a fast pace overseas. As expensive as the stock is, I believe they are still undervalued for what there growth potential is.

Recs

0
Member Avatar andrewtraylor (60.86) Submitted: 4/10/2015 4:46:30 PM : Outperform Start Price: $470.68 NFLX Score: +17.79

More risk, more reward- you get what you pay for most of the time.

Recs

0
Member Avatar Aphexwolf (80.22) Submitted: 4/9/2015 11:31:59 PM : Underperform Start Price: $450.78 NFLX Score: -22.70

I love Netflix, it's a great service that I use almost every day as well as my friends...so it pains me to give it a thumbs down, but the stock price is WAY too overvalued right now. There's also still uncertainty in the air about whether or not ISP's are going to charge extra fees and premiums to customers to get in on a piece of the money Netflix is bringing in.

Recs

0
Member Avatar TurtlePerson2 (74.22) Submitted: 4/9/2015 11:51:37 AM : Underperform Start Price: $437.01 NFLX Score: -25.93

100 P/E is a bit unreasonable. This isn't a startup, this company has been around for a decade and a half.

It's true that everyone who graduates from college these days has a Netflix streaming subscription and so it's true that the company is growing, but it's silly to expect this company to deliver the kind of growth in the next few years to justify the ridiculous P/E.

The company is sound, but the stock is overvalued. I expect a pullback from here as growth slows.

Recs

0
Member Avatar youngblood58 (30.45) Submitted: 4/6/2015 5:26:16 PM : Outperform Start Price: $423.48 NFLX Score: +30.03

Still think Netflix original programming is strong and that international expansion will fuel revenue growth over the long haul. $500 price target in the next year.

Recs

0
Member Avatar Ellisjeff1234 (55.35) Submitted: 4/4/2015 9:01:16 AM : Outperform Start Price: $421.08 NFLX Score: +29.55

Outstanding delivery, content, user growth

Recs

0
Member Avatar davidm9999 (58.63) Submitted: 3/25/2015 11:12:19 AM : Underperform Start Price: $427.93 NFLX Score: -28.90

Big run-up has this media giant over-valued. +plus it is having identity crisis with being a distributor vs. producer (of movies) vs. mail order company

Recs

0
Member Avatar golf310 (< 20) Submitted: 3/16/2015 12:42:20 PM : Underperform Start Price: $418.80 NFLX Score: -31.53

Tried the free streaming trial this weekend & it was worthless. Continual buffering even though I have 5mbps service. Went online & saw that buffering has been a continual problem wiht the streaming service

Recs

0
Member Avatar PiDay (32.68) Submitted: 3/16/2015 9:57:29 AM : Underperform Start Price: $424.75 NFLX Score: -29.57

3

Recs

3
Member Avatar thumbsUpFool (97.30) Submitted: 3/12/2015 11:14:11 PM : Underperform Start Price: $447.35 NFLX Score: -22.46

I am not a naysayer or a doomsday predictor. This market is in new territory though, and it WILL come down sooner, rather than later. There are two strong predictors of serious crashes and those are the Shiller PE (CAPE) and Warren Buffet's favorite Mkt Cap to GNP. The CAPE goes back further, so let's look at that. There have only been three times before now that the CAPE (price to last 10 yr avg earnings or "Cyclically Adjusted PE) has soared past 25x. The Great Depression, The Dot Com boom, and the Housing Boom. All three times the market plummeted back down. The average 3 yr annualized return following these peaks averages about -19%. High PE and negative PE stocks will be absolutely obliterated, and this is one of those. I am calculating based on historical averages that the likelihood the crash has already begun is 27%. It's still more in the markets favor than not that the climb will continue, but each month that passes will eventually tip that in the other direction. So where are we going? I don't know, I can only go on history, and history does not always repeat itself exactly the same way. I do know though that I have made many successful stock picks based on books I've read and my personal experiences. History was the sole basis of every one of these books and every one of the decisions I made...When will the drop occur? Again, I don't know, I can only guess based on the averages of the amount of time it has taken in the past. In the Great Depression, after the CAPE reached 25, the crash happened within approx 300 days. The market during the dotcom and housing booms started its decline more than 4 years after reaching 25x. It will most likely be somewhere in between but this is one of only 4 data points so many outcomes are possible. I'm thumbsupfool, why the hell am I giving a thumbs down? Because this is a seriously overvalued time. One of the greatest in US market history.

Recs

0
Member Avatar SANTAMARIA (33.69) Submitted: 3/6/2015 8:57:12 PM : Underperform Start Price: $454.93 NFLX Score: -20.86

This stock is not OUTR.

Recs

0
Member Avatar seektheguru (61.68) Submitted: 3/5/2015 10:28:40 PM : Outperform Start Price: $466.50 NFLX Score: +18.63

Great streaming content and fantastic leadership.

Recs

0
Member Avatar petfoe (< 20) Submitted: 3/3/2015 6:23:51 PM : Underperform Start Price: $472.71 NFLX Score: -17.53

One word, competition.

Recs

0
Member Avatar jander2 (69.91) Submitted: 2/16/2015 11:55:21 AM : Outperform Start Price: $22.00 NFLX Score: +2,289.62

5

Recs

0
Member Avatar Hitler555 (32.10) Submitted: 2/11/2015 8:17:41 PM : Outperform Start Price: $455.41 NFLX Score: +20.81

Netflix like Face Book a Household name.

Recs

0
Member Avatar BASSALDMF (59.68) Submitted: 2/10/2015 11:05:16 PM : Outperform Start Price: $453.81 NFLX Score: +20.61

SPREADING OVER THE WORLD OF BILLIONS FOR THE NEAR FUTURE. E.G "CHINA..ETC"

Featured Broker Partners


Advertisement