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Netflix, Inc. Message Board

  • singhlion2001 singhlion2001 Jan 1, 2013 2:29 PM Flag

    2013 NETFLIX FRAUD PUMP/DUMP MANIPULATION SCAM GANG LED BY CRIMINAL MF REED HASTINGS GETS STRIPPED NAKED

    Netflix needs to dispense with Carl Icahn and comes to realize it can’t meet its $5 billion in upcoming bills for streaming without a capital infusion or a deep-pocketed buyer
    ----------------------------------------
    NO BUYER WILL EVER EMERGE HERE..............
    CARL ICAHN MF CRIMINAL HEDGE FUND #$%$ QUIETLY DUMPS AND WILL NEVER BARK PUMPS ON TV IN 2013

    HOW WILL MF CRIMINAL THUG REED HASTINGS RAISE FUNDS FOR HIS INSOLVENT POOP WIPES ALREADY STUCK IN USA WALL(NOW FRAUD) STREET CASINO TOILET???????

    Netflix Goes BUST In 2013???
    [Netflix] is in real trouble. This company has much deeper problems than just a series of PR flubs. It is nowhere close to being able to pay back their debts due within 1 year

    REDBOX INSTANT & AMAZON pulling rug underneath NETFLIX SCAM BUBBLE PONZI SCAM

    Neither Microsoft Nor Icahn Can Save Netflix -..Neither facebook scam rumors

    Sentiment: Strong Sell

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    • Sunday, December 16, 2012

      Netflix Downgraded On Comcast And Coinstar
      Barclays cut Netflix (NFLX) on Tuesday from "overweight" to "equal weight," citing new competition in the movie rental business that may reduce the company's market share. Netflix reports earnings in two weeks. Analysts are forecasting a loss of 27 cent per share, on revenue of $845.6 million.

      Verizon (VZ) teamed up with Coinstar's (CSTR) Redbox earlier this year to launch a subscription-based movie rental service, and Comcast (CMCSA) launched a new streaming service in February that directly cuts into Netflix's customer base.

      Netflix should lose market share to Coinstar and Comcast. Over the next few years, at least, Coinstar and Comcast will probably be better investments.

      Netflix

      The 3-box reversal point and figure chart of Netflix reveals that NFLX is in a downtrend as price has not yet broken the downtrend line. Netflix is in a dead cat bounce and market cap could decline.
      Sales increased 26.31 percent over the past five years and earnings increased by about 42 percent. Earnings are expected to slow over the next five years to a 17 percent pace.
      Gross margin is roughly 36 percent and the profit margin is about 7 percent. If Netflix can increase the profit margin, the valuation could increase. Notwithstanding, margin expansion should be improbable with increased competition.
      The debt to equity ratio is 0.63 and the current ratio is 1.49. Liquidity and solvency are not issues that need to be addressed right now and may become problems down the road as Netflix struggles to stay relevant in a competitive entertainment business.
      From a customer's perspective it is difficult to find movies that are appealing using the service. Other firms produce a high quality, more satisfying product.
      Coinstar

      Shares of Coinstar are trading above the trendline on the 3-box reversal point and figure chart. The specialty retailer is above the rising 50-day simple moving average. The company went through a period of accumulation that ended in early 2012 and is now in the markup stage when prices rise or the trend has turned from sideways to up.
      Sales have increased at a 28 percent pace the past five years while earnings have increased at a 40 percent pace. Earnings the next five years are expected to increase at a 17 percent pace. A pace closer to the firm's sustainable growth rate.
      The gross margin is below Netflix's as operating and profit margins are roughly equal to the firm's competitor.
      Coinstar's debt ratios are higher and the current ratio, a measure of liquidity, is slightly lower. Liquidity and solvency are currently not major risks to the firm's going concern.
      Coinstar offers a quality product, movies people want to see. The firm operates in a competitive industry. The partnership with Verizon is a huge positive for shareholders.
      Comcast

      Comcast is in an uptrend with trading taking place above the rising trendline after breaking out from a base that extends back to 2009 on the 3-box reversal point and figure chart. The stock is above the rising 50-day simple moving average.
      Sales the past five years have increased at a 17 percent pace while earnings per share increased at about 16 percent. Earnings the next five years are expected to increase at a 15 percent pace.
      Gross margin is comparable to Netflix, while operating and profit margins are above Netflix's.
      Solvency ratios and liquidity ratios are lower than Netflix's. Notwithstanding, liquidity and solvency are not concerns of Comcast investors.
      Comcast provides a high quality service, is a direct competitor with Netflix and a competitor that should win.
      Coinstar and Comcast are better investments than Netflix. They provide a better product and should increase market share at Netflix's expense.

      Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

      Sentiment: Strong Sell

    • I asked if the company can stay afloat and survive the unrelenting assaults it receives not only from Amazon, but also from cable giantTime Warner (TWX) and Coinstar (CSTR) (Redbox).

      While it may have been able to avoid death from these three, the story changes when one considers Apple (AAPL) andGoogle (GOOG) have TV and potentially movie plans of their own. What are the odds that Netflix is able to survive a living room revolution unlike anything the market as ever seen?

      I still maintain that a takeover is its best option. Outside of that there is no chance Netflix will survive.

      By having allowed Amazon to forge a deal with Epix, I’m starting to wonder if Netflix truly appreciates the dire situation it’s in. It is as if it no longer values its streaming content — the same reason why it opted to ignore its once-popular DVD model. Now it does not appear to want to protect that decision.

      Even worse, during its second-quarter earnings report, Netflix said that although it expects to remain profitable in the third quarter, it is forecasting a loss for the fourth quarter due to international market expansion.

      Sentiment: Strong Sell

      • 1 Reply to singhlion2001
      • So essentially, the company has (for all intents and purposes) killed off its DVD business, allowing Amazon to chip away at its streaming division by losing exclusivity, but somehow thinks international expansion in Latin America and continental Europe is worth a fourth-quarter loss.

        It would stand to reason that a change in focus would be the wise decision until Europe gets its act together – at least that would be the option for a smart management team. However, no one has ever accused Netflix of having one.

        I would stay away from the shares until things get more clear in terms of the company’s strategic direction. Until then, there is only one direction the stock will go and that is down — affirming that things can indeed get worse

        Sentiment: Strong Sell

 
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