Netflix, Inc. (NFLX) Message Board
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why was the short position so huge at $26??? 8x earnings - and the short position was what???
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15x earnings -- low cost producer -- in an industry that grew Installations +76% last year -- and could see the same this year... just a guess.
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yup -- I told two friends, and they told two friends and so on and so on... best $8 I spend - it is the TAX on my Cable Bill... now that is crazy !!
Sentiment: Buy
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This is trading like a tech stock not low growth dividend payer
by fudrucker.fred •Apr 23, 2013 10:42 AMthe outperformance of Consumer Staples could continue for another decade. Driven by the emerging middle class around the globe. The same thesis drove Commodities higher for 13 years prior - now it has switch to Consumer Staple/Healthcare. Last big cycle in the 90's we were trading at 25x -- JNJ is at 16x this year. Net Debt Free !! 3% yield, ability to buy back stock, boost its dividend, make acquisitions. I like P&G too or XLP ( consumer staple index ) or Walmart (50% of it's revenues are Consumer Staples).
Sentiment: Strong Buy
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Housing sector upgrade seems a little late, after all the Longs have known it for months...
by smoidalon •Apr 23, 2013 10:43 AMwe've only had 1 solid year of Recovery in new home sales -- we could see 20-25% growth in each of next 3 years, just to get back to a normal building levels - still early in the game to me.
Sentiment: Strong Buy
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Should be added soon
Sentiment: Strong Buy
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solid quarter, despite high tax rate in the quarter.
Sentiment: Strong Buy
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you nailed it !! the ramp is impressive indeed and will only go up tomorrow.
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yes, it has gone down - YTD earnings are rising faster than the stock.
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like what? all companies have off balance sheet debt/obligations -- Comcast needs to spend $17B a year just to maintain their old network, and spends $5.0B a year just to carry ESPN..... so what if NFLX needs to buy content.... Walmart needs to buy food to stock their shelves.. they would have $500 Billion in off balance sheet debt using your analysis.
Sentiment: Strong Buy
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Despite the move-- Estimates for 2013 -- started the year at $0.40 now $1.32, will be $1.50+ tomorrow -- Estimates are up 275% -- the stock price is lagging !!! $210 was big resistance ---- back to $300 --- with ARRESTED DEVELOPMENT premiere in May and Award Season for HOUSE of CARDS...
3.0 Million new subs --- how many did the Cable Industry lose last year? humm about the same.Sentiment: Buy
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The Cable companies didn't make any money for decades as they built out their networks, same with Mobile phone companies -- we are still in the build out phase for NFLX - more mobile devices, faster speeds 4G LTE, cheaper data rates continue to support the push toward mobile video. Cable is dead
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Key metric is Subs and they beat, guidance was also alot better than expected.
by jeffreysauctions •Apr 22, 2013 4:30 PMyup.... now many subscribers did Comcast lose this past year.
Sentiment: Buy
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PWER is drawing attention to the group... fundamentals are improving. Another leg up indeed !!
Sentiment: Strong Buy
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More on California --- an Economy larger than Spain and Greece combined...8th largest economy in the world.
The Bay Area and California job markets were far stronger in 2012 than initially estimated, a government report released Friday said, a clear indicator the region's economic surge is on solid footing.
Last year the Bay Area added 113,000 jobs (best since 2000 dot.com era), while California added 327,400 jobs
Rents have increased 30% in the Bay Area in the last 3 years --- with rates down, pushing more into home ownerships. Millions of Americans (mostly young people) have been on the sidelines for the last 3-5 years -- lots of pent up demand.... lack of supply is an issue in California. Not surprising to see prices on the rise. -
March 2013 - The median price paid for a home in California last month was $313,000, up 8.3 percent from $289,000 in February and up 24.7 percent from $251,000 in March 2012. A lot of that was mix, but still impressive numbers.
Rising existing home prices and lack of inventory will continue to drive more people to new builds. -
the outlook for the coming months was more optimistic as builders pointed to low inventory and mortgage rates, and improved consumer confidence. The gauge of single-family sales expectations for the next six months rose to 53 from 50.
Sentiment: Buy
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Despite a 9 month low in consumer confidence.... people are still buying houses and cars. Affordability, Credit Availability, Job Growth -- trumps all it seems.
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One more reason to cut the cord !! PCs are dead --- Tablets, Smartphones, Game Boxes --- still growing -- bodes well for NFLX subscription base... 3G, 4G Broadband Wireless, Fiber to the Home... Cable is dead.
Sentiment: Strong Buy
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Calling CLX, PG, please take me over... CEO wants out I think.
Sentiment: Hold