Netflix, Inc. (NFLX)
The Company is a online movie rental subscriber which provides more than 6,300,000 subscribers access to a comprehensive library of more than 70,000 movie, television and other filmed entertainment titles on DVD.
Recs
Detrimentum
(27.75)
Submitted: 10/30/2009 2:32:32 AM :
Start Price:
$55.01
NFLX Score:
-2.87
Hold the phone people. Trailing indicators seem to say that this stock is really overvalued. I love netflix but there are much better buys out there.
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Rossm11
(24.01)
Submitted: 10/29/2009 9:04:55 AM :
Start Price:
$53.69
NFLX Score:
-4.42
Are they kidding with the use of debt to repurchase shares?
Recs
stocking2011
(64.36)
Submitted: 10/21/2009 12:36:18 AM :
Start Price:
$49.04
NFLX Score:
-18.61
cost of revenue is growing at a proportional rate to revenue is self. Revenue growth isn't sustainable and will eventually hit the wall. In my opinion this is likely to occur before income grows enough to justify a pe ratio of 30. Once this occurs stock appreciation will slow which should scare off a good number of the investors in this company who seem to expect more of the same. Bottom line: more of the same is impossible this stock will hit the wall and won't double again for quite a while.
Recs
Chemdawg
(86.13)
Submitted: 10/16/2009 11:46:01 AM :
Start Price:
$48.72
NFLX Score:
-18.79
love the stock, but not at this price
Recs
PouncingWombat
(< 20)
Submitted: 10/12/2009 11:29:49 AM :
Start Price:
$47.01
NFLX Score:
-22.75
Redbox is becoming as common as a Coke or Pepsi machine.
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JTHokie
(89.50)
Submitted: 9/3/2009 8:01:23 PM :
Start Price:
$40.08
NFLX Score:
-36.79
I just cancelled my subscription. I wasn't watching enough movies to justify the price. I'd rather pay for what I actually watch, and I can go to Redbox and pick up a DVD whenever I want for a buck. Streaming movies online will become a commodity. Everyone, including youtube, is getting in on the act. Netflix will have no real moat. Their "movie referral service" based on your ratings sucks anyway.
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JohnMcCloy
(67.08)
Submitted: 9/3/2009 7:12:24 AM :
Start Price:
$41.31
NFLX Score:
-31.89
The Path to Bankruptcy begins today.
I have no doubt they will go to Zero.
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edenVchen
(44.32)
Submitted: 9/1/2009 2:54:55 PM :
Start Price:
$42.29
NFLX Score:
-28.68
people will start downloading movies, just like they did music
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Northville
(75.13)
Submitted: 8/27/2009 7:49:36 PM :
Start Price:
$44.53
NFLX Score:
-25.62
This is a great company & I actually own a small amount of shares, but this is way overpriced at this level.
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OldEnglish
(27.62)
Submitted: 8/24/2009 11:45:08 PM :
Start Price:
$44.82
NFLX Score:
-23.83
Uh... see there are they cats called The Chinese. They're not really big on the whole copyright thing. They have some really nice streaming video sites. Said cats charge zero dollars.
No one under 30 is going to be using Netflix because they can get it for free or at the Redbox. No one over 30 is going to use Netflix because their new Walmart job doesn't pay enough; Nothing like their previous house flipping career.
Recs
slartibartfas
(25.50)
Submitted: 8/19/2009 3:39:55 PM :
Start Price:
$44.84
NFLX Score:
-19.88
recent hike in share is because consumers do not have money to go to the movies. NFLX is cheaper.
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Cheesespan
(39.80)
Submitted: 8/7/2009 6:02:32 PM :
Start Price:
$44.88
NFLX Score:
-20.86
Doing well, but won't keep pace with broader market if a recovery solidifies in next 12 months.
Recs
celticspirit
(23.79)
Submitted: 7/27/2009 10:48:36 AM :
Start Price:
$41.39
NFLX Score:
-28.77
Strong surge in 2009. Unlikely to be able to hold at this level
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Alpo8181
(23.73)
Submitted: 7/12/2009 3:05:24 AM :
Start Price:
$39.12
NFLX Score:
-27.95
on demand cable, dvr, fierce competition btwn cable/satellite companies given way to nice promotions, bundle packages cutting costs further...why do i need nflx anymore when $10 more each month gives me more value with the cable company?
Recs
MoMktShr
(< 20)
Submitted: 7/4/2009 1:01:29 PM :
Start Price:
$39.93
NFLX Score:
-23.32
Due for pullback, increased pressure from redbox. chart rollover
Recs
SolidGoldPicks
(< 20)
Submitted: 6/29/2009 2:35:18 PM :
Start Price:
$41.23
NFLX Score:
-22.82
Business model is no longer relevent. Why wait for a movie in the mail when you can get it instantly via cable / satellite provider and/or at your local supermarket?
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timheilig
(< 20)
Submitted: 6/1/2009 9:12:51 PM :
Start Price:
$40.84
NFLX Score:
-25.79
Once people become more accustomed to Redbox they will start to eat into Netflix subscriptions.
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unclemikestu
(91.30)
Submitted: 5/31/2009 4:33:53 PM :
Start Price:
$45.76
NFLX Score:
+3.03
Im personally a big fan of Netflix. But i believe there is too much competition. Too many alternatives developing for Netflix. On demand, Hulu, and the dollar rental boxes. Blockbuster developing a similar service i dont feel netflix can keep it up.
Recs
jmt587
(99.83)
Submitted: 5/14/2009 11:39:38 AM :
Start Price:
$36.59
NFLX Score:
-35.88
Ethics and laws aside, I think free movies over the web (piracy) will kill Netflix.
Recs
danteps
(98.02)
Submitted: 5/14/2009 10:48:34 AM :
Start Price:
$36.35
NFLX Score:
-36.51
I understand the rationale for folks looking to recommend this stock given consumer weakness and the implied augmented demand for "stay at home" media / entertainment. However, the intrinsic value of this equity is significantly below current trading levels. This is a valuation call.
1. The stock is trending downward and off its 52-week high
2. The stock is trading at a 25x P / E multiple and does not have the growth and profitability to justify the multiple
3. There are a number of potential competitors for "media dollars" and with time one may reasonably assume an erosion of Netflix share of these media dollars
4. Consumer discretionary is not where I would want to invest given unemployment trends and broad devaluation of home equity
Enjoyable service; not sure at this price an investment will yield oversized returns vs. S&P.
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