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Netflix, Inc. (NFLX) Message Board

  • kenehresman kenehresman Mar 15, 2011 9:20 PM Flag

    Spacey Original is HUGE news, Bigger than Upgrade from GS!

    All the naysayers will say crap like, they are over paying for the content, it will impact the bottom line, they are competing with traditional distribution and gonna lose etc.etc.etc....

    What the REALLY means is, they are trying to break into the traditional TV market... Look for Joint rights, with one Major Network also carrying this content. This is HUGE! We are not talking second hand re-runs here, we are talking first run content... Who else will want to BOLT ON NFLX streaming to increase viewers and ad revenue? I bet they will get in line once they figure this out....

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • SO CLOWNS

      PAY $50 FOR BROADBAND FOR SCAM STREAMING HYPE

      BANDWIDH CAPPED TOO

      Re: BIGGEST INSIDER ENRICH SCAM AND LOOT IN BILLIONS CONTINUE WITH PRICE/VOLUME MANIPULATION IN TRADING PIT BY NEW WEAPON HANDED BY CRIMINAL THUG REED HASTINGS TO HIS WALL(FRAUD)STREET CRIME PARTNERS

      To: ingrid.chung@gs.com
      HERE IS PROOF ON GOLDMAN SACHS PUMP/DUMP CRIME
      This is from a Barron's Tech Trader Daily article by Tiernan Ray on 3/8/11, titled, "Netflix Drops 5%: Goldman Sees Credible Long-Term Facebook Threat".

      In the article, the second paragraph says: "Chung maintains a Neutral rating on shares of Netflix and a $200 price target."

      Now, miraculously, only one week later, the same analyst ups her rating to a buy with a price target of $300??? Something stinks here and it could be coming from up the line at Goldman.

      Here's the link to the article:
      http://blogs.barrons.com/techtraderdaily/2011/03/08/netflix-drops-5-goldman-sees-credible-long-term-facebook-threat/



      NOW TODAY SCAM FROM GOLDMAN SACHS CRIMINAL TERRORISTS
      March 14, 2011, 7pm
      ACTION
      Buy
      Netflix, Inc. (NFLX)
      Return Potential: 49%

      Enough demand for multiple players; raising estimates - upgrade to Buy

      Source of opportunity
      We upgrade Netflix shares to Buy from Neutral and raise our price target
      to $300 from $210, implying 50% upside. With shares down almost 20% in
      the last month and trading at a 1.0X 2012E PEG, we believe that NFLX
      shares overreacted to more visible signs of competition, while at the same
      time, sub momentum has been better than expected, Canada is near 10%
      penetration in 6 months, and our proprietary survey shows explosive
      growth for online video. As a result, we raise our 2015E paid sub estimate
      from 50 mn to 60 mn and our EBITDA margin from 16% to 20%. Our 2011-
      2013 EPS estimates are now $4.56/$6.72/$8.72, up from $4.52/$6.21/$7.58.

      Catalyst
      We upgrade Netflix to Buy as: (1) NFLX benefits from rapid growth of
      online video consumption, driven by the proliferation of connected devices
      - 27% of US consumers now stream TV shows/movies, up from 16% yoy
      according to our GS Internet Usage Survey; (2) Netflix now has sufficient
      scale to make it difficult for new entrants given low price points and
      expensive content costs; and (3) Competition to date has been underwhelming
      and we believe that demand for streaming online content could
      be large enough for multiple players. Catalysts include: (1) International
      broadband ISP partnerships, allowing for sooner break-even points; (2)
      New market and product announcements; (3) Additional streaming content
      deals, including the possible renewal of the Starz Encore agreement; and
      (4) Earnings – we expect 1Q sub growth and 2Q guidance to be strong.

      Valuation
      We increase our 6-month DCF- and multiples-derived price target to $300,
      (from $210), implying 45X our 2012 EPS estimate or a 1.5X PEG.

      Key risks
      Content availability and expense, slower digital transition, usage-based
      broadband pricing, difficulty entering non-US markets, competition.

      INVESTMENT LIST MEMBERSHIP
      Americas Buy List
      Coverage View: Attractive

      Ingrid Chung
      (212) 902-2360 ingrid.chung@gs.com Goldman Sachs & Co.

    • my wife who knows nothing about stocks figured it out and you cant?

    • "House of Cards"? Says it all.

    • no I'll just say kevin spacey sucks.

 
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