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Outerwall Inc. Message Board

  • siteobserver2012 siteobserver2012 Feb 26, 2013 3:56 PM Flag

    Yahoo Blocks Some of My Posts But Spammers Keep Going

    I posted a couple of financial analyses here from other sites and they appeared on the board, then disappeared - but all the spam trash is allowed to remain. How this board allows spam against CSTR but the NFLX board is mostly spam-free amazes me. CSTR has a fair value rating of 96.35 and NFLX has a fair value rating of 49.27 but these realities are NOT reflected in their stock prices.

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    • Streaming is the Future and Kiosks are the Past! That IS Reflected in the stocks share price.

      • 1 Reply to pickle_pumper2
      • Short term (3 years) CSTR will be the only company in the DVD rental business, picking up the abandoned DVD rentals segment that NFLX etc. are moving out of. There will be at least a 3 to 4 year DVD market and that provides a growth opportunity for CSTR while they are developing their own streaming strategy and other kiosk retailing opportunities. It's not a bad idea to have the dominant market share in a market that is being abandoned by others - that's a valid niche and will provide significant cash flow, short term (the cost of the rentals provides great margins) - that will fuel the company's future kiosk retailing strategies. I like the mature attitude of CSTR's management team - they are realistic, focused, and willing to stick with the short term cash cow market while developing longer term alternatives. Also, they will watch and see how the original content play works for Netflix and decide later if it makes sense to pay $100 or $200 million for a packaged series, and if this is profitable. Letting others "go first" in streaming video, and fight it out in the market will show them what their streaming niche should be (with Verizon) and how it should be structured for max profitability. This is a Mgmt. team based on rational decisionmaking and growth and as today's analyst day shows, they are very candid and forthcoming and don't try to mislead investors or hype their stock like some media players. Given the uncertainties in the economy and the stock market, and with the summer doldrums on the near horizon, I'll stick with a company that has a solid management team and is not floating in the clouds like NFLX.

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