With no free cash flow in site, what will Netflix do as it's balance sheet may need more cash at some point for paid expansion? Dilution or debt.
BTW, Intel is projecting growth and pays a dividend.
Yes sir. The other thing is they don't want to shake whatever confidence there is in the market so the emphasis would be on "there's nothing to see here, all is well".
Yup I bet you were saying that at INTC=$19 also.
Watch it vs. the market into 2016 and beyond.
It's huge so the return won't be spectacular but it will be steady and pays a divy.
Yes, either shorting or buying puts but I was not one of them recently.
This company has great revenue growth, much of it acquired over the years and plenty of goodwill on the books. The insiders are highly compensated in free shares which shareholders ultimately pay for.
Eventually this and other factors may be an anchor on the stock.
It was just a quick look at the growth in those expense lines vs the revenue growth but I also read that margins were still not good.
Let me know your thoughts on how putrid or less putrid the numbers look after your accounting analysis.
Thanks for your thoughts and continued good luck.
Good luck. The guys ranking isn't terrible about the top third in terms of return.
Banking on 8 times sales with no GAAP profits in site may not always be the best investing strategy, especially in this stage of the bull but that's just my simplistic thinking.
Yes I didn't understand that.
I thought I heard he would be on with Cramer and than one of the hosts corrected themselves.
Not sure why since it seems like he's on with him every quarter.
Oh my, the stock is nearing it's lows for the session.
I guess the big boys were positioned for a down side move this time or will they rally them up to a magical max pain point for the monthlies tomorrow?
Oh is otto again with a new handle. Time to exercise that ignore feature again.
The thing is you never know when profits will matter.
This does have growth even though it is just starting to slow.
Ultimately it will most likely come down but you don't know at what price level or when.
That's the Amazon model which only proves if the game works in one place it can be played in another.
It's shameless but these analysts aren't analyzing in general but are following the money and/or following orders but ultimately trying to fatten their wallets and crush retail.
What's with all the personal attacks? That's your whole MO and really it's sad. Take fundamentals and speak your case long or short. No need for you to just spew hate on the board.
That's why a guy like ski stops posting because why deal with hate for hate's sake?
I don't have a position.
What do you think of the numbers? They did guide down and briefly looking at the numbers the one positive that I do see which they will probably hard on is it looks like the growth in costs are way down this Q, still it's currently down about $2.70 after hours.
I don't think I can stomach listening to Mr. Blowhard himself on the call so i will skip it and read the transcript later.
I was hoping for a higher push towards the top bollinger band but looks like it's not be be for now, I would have been more tempted with similar action towards $25-$26 as opposed to $23.
I agree that's not a good argument but simply looking at free cash flow and accepting that that is what it is is not smart here.
Look at the most sustainable cash flow, not the negative cash conversion cycle or stock based compensation. What's left is your most repeatable and dependable FCF.