Great new book by Ted Koppel on vulnerability of utilities to evil hackers. State sponsored & criminal hackers are proliferating like termites. Stronger defenses needed. Companies like FTNT, FEYE, Palo Alto etc. should all be in great demand.
Sentiment: Strong Buy
Redbox only charges $1.50 to rent new releases. How many films are "must see" each month? maybe one or two? Cheaper than N'flix, plus you can watch them on your big screen TV instead of a small computer screen with streaming pauses. Sell.
Netflix in a cost squeeze imho. Need more fees to create & buy content, but higher fees will drive people away. $125 as good as it gets.
This is better than the Kardashians.
Reminding us of our mortality.
Psssst....pass it on.
Wage cost squeeze and food input cost squeeze. Whae the burrito price crosses $10 (steak variety almost there), how many customers will they lose? I would guess quite a few. Growth story is winding down, yet stock is still way above 30 PE, more than 5 times growth rate. $400-450 seems fair value.
Not good. The so called "death cross" will probably occur sometime next week, no matter what the stock does.
I passed one yesterday during lunch, and it seemed like the same number as before. Just one unit though. Other people, is the traffic the same at lunh/dinner? Thanks.
Pretty soon, the company may need to warn about negative impact on 4th quarter sales if this continues. Full transparency is needed.