Netflix, Inc. (NFLX)

I think this is a good company that has been bid up to much. It is aproaching a 280% gain off it's 52 week low. A p/e of 36 is also very pricey. At this valuation any bad news could send it down quick.

NFLX has an excellent business model, they are the industry leader, and I believe they have a bright future ahead of them. Good management is vital to a company’s success, and NFLX has shown that their management team is very aggressive and forward thinking. I like the addition of Red Envelope and their exploration into other areas. I don’t think VOD (or IPTV, etc.) will become mainstream for a while, but NFLX is planning for that eventuality and will roll out their own service – instantly becoming the industry leader in VOD/IPTV/etc. with an already 5+ million subscriber base. I also think they will find creative and profitable ways to use the consumer data they are collecting.

NETFLX AND BLOCKBUSTER ARE VERY POPULAR, ITLL BE AROUND FOR A WHILE I BELIEVE

netflix will keep growing in near future.
Will be a while before VOD takes a bite, though eventually it will

Here's hoping it's gonna come back up!

This sstock will do well over time, especially if they convert to digital transmission in the future as the industry heads in that direction.

People are staying home more.

Netflix is a cheap movie night or nights.

FreeDel.and no late fees.

i have owned this stock for 3 yrs plus and it has done very well for me as well as I do use the service and it is wonderful.

fool 4 sure

cause i like it

For me, this stock is a longer term niche developer. Yes cable is strong, and yes eventually we can all download our own videos. BUT, for a reasonable cost and a wide selection, there will always be a need and wish for a movie rental -- dates and all :)

Although at first flush the P/E appears higher then a value investor would pay for it. I believe that the longer term fundamentals, quality of management, innovation of the teams and lowish churn rate means that these guys are not only going to be around for the longer term, but that they would flourish ;-)

The current concern (I bought this at $9.50 dollars on another set of unjustified concerns) is that Blockbusters will allow its customers to return the DVDs directly to the stores as well as through the postal system. Isn’t that the antithesis of the business model? How will efficiently send the DVD’s onto the next customer? Wouldn’t that mean that they would have to have a wider selection or slower stock turn or both? That would reduce their returns wouldn’t it? For me it also defeats the objective of the postal video rental, as in that case why would you order online in the first place? Food for thought . . .

They never fail to ether do it right or correct anthing asap.

I Can See

What's better in a down economy than unlimited movies?

Being from the bay area in california, everyone I know subscribes to Netflix. I think as people across the nation, especially people who can't get cable, or satellite learn about this service, they will continue to grow their customer base. The more happy customers they get, the more the stock will rise. It's a bargain right now.

Just too much too soon here.

New streaming on-demand videos

The industry is in a state of flux and netflix is in a good position to continue to lead the pack. Their business model has served them well.

movies