go get them tiger :-))
Treatment of off-balance sheet programming commitments is similar to the methodology used by media companies. The increase in payables is a natural function of a growing amount and longer payment terms for streaming content (about a year) vs. DVD’s (30-60 days).
Obviously you dont do big business so look at NFLX like an individual person with limited earnings from his hourly wage and salary. In todays low interest NFLX sell bonds to payoff its debt then mature it at some period but uses low interest capital. Now who is naive?
EV / FCF valuation ratio is 8.5 , you think overvalue ? Apple is 14, GOOG is 42. The lower the EV / FCF ratio the better. P/E ratio indeed high but notice the forward P/E is decreasing meaning they meet analyst expectation and their earnings is growing. Earning growth is highers than other tech firms.
Overvalue today but kept delivering to meet analyst expectation every quarter. NFLX reinvents itself exploring new products and services to increase revenue. Investors like it. The goal of pioneering is progressive. The future is uncertain. Nobody believes that Netflix will survive but now blockbuster loss competition from netflix. If you look at valuation as you sole reference then buy cocacola or GE . :-)
Netflix used to be a customer of AKAM. Once the big customers ex. Apple starts to make their own then akam will be left with small customers which can be lured by Amazon.
Market waiting for Fed's announcement. Economy is dependent on Fed stimulus. The entire market is down so the shorters took advantage.
NFLX still undervalue. Look at EV / FCF ratio. Also the growth potential. Unless you are looking only at the P/E then that's old school.
you should be away for sometime to rehab.
IF YOU DONT KNOW WHEN TO BUY & SELL then quit looking for sentiments. Stock trading is not for you. Your problem is yourself. So far we made profits on AAPL & NFLX.
IF YOU DONT KNOW WHEN TO BUY & SELL then quit looking for sentiments. Stock trading is not for you.
Cool I was able to buy at the dip.
Youtube and NFLX are not competitors. One is free and the other is paid subscription but people still like to pay for it. It is a matter of audience preferences on their disposable income. Seeking Alpha analysis seem to be done by a college intern.