Comments for NFLX - Stockpickr! Your Source for Stock Ideas

Comments for NFLX

Added By	Comments	Type	Date Added
estockpickrguy	great stock when they took our Blockbuster. On demand and youtube can return the favor soon.	Hate	September 06, 2009
barrons3	O'Halloran's predominant theme is the Internet. He estimates 15% of the portfolio would be either pure Internet businesses, such as online jeweler Blue Nile (NILE), or those conducting their principal up-front customer relationships over the Internet, such as Netflix (NFLX).	Love	August 15, 2009
barrons3	Amazon is cannibalizing its own business. DVDs? Lowered prices, competition from Costco (COST), Netflix (NFLX) and Wal-Mart (WMT) all weigh on this one.	Love	July 30, 2009
shanstar77	seen this coming 5yrs ago	Love	July 09, 2009
raj1301	very good marketing	Love	May 31, 2009
michelledugas	it has run already	Hate	May 11, 2009
eagle1515	volitility	Love	April 30, 2009
KirkGabe	It rents product without holding any real inventory...	Love	April 27, 2009
Akalaska	doubled this year, dropped position to 1/4. Company will be fav. for at least the next 2 years	Love	April 17, 2009
gkey88	# of customers is rising steadily	Love	April 15, 2009
barrons3	The firm was among the most active names on the NASDAQ Tuesday.	Love	April 15, 2009
Stockpickr Staff	"I have to tell you, this has incredible momentum. Netflix is a winner and I'm not backing away. I like Netflix." (<a href="http://www.thestreet.com/story/10482123/1/mad-money-lightning-round-netflix-has-mo.html" target="_blank">"Mad Money Lightning Round," 4-3-09</a>)	Love	April 06, 2009
Swetra	Dominating its market	Love	April 04, 2009
barrons3	“People are scared in this economy and they tend not to leave the house as much. So when they spend money, they spend it on things they use at home.” And that benefits a handful of retailers. They follow:	Love	April 01, 2009
craigt	Super customer-conscious company fulfilling its promise to the movie-going world	Love	February 25, 2009
sarah z	“We've got a battle royal going on in Netflix (NFLX), the company on the Nasdaq that may have the single best momentum of any entity, especially since the slowdown of Research In Motion (RIMM) and the possible ad slowdown for Google (GOOG). The thesis in favor of Netflix is simple: People are staying at home. The best ways to get home entertainment are games -- hence why GameStop (GME) has such a good quarter -- and mailed videos, which is Netflix's bailiwick. Netflix is a shrewd operator that has taken on and beaten Blockbuster (BBI), Wal-Mart (WMT) and even Amazon (AMZN), which is the greatest marketing machine of our lifetime. The growth, as even the bears admit, is accelerating, and the recent deal with Microsoft (MSFT) Xbox 360 and TiVo (TIVO) just make the situation even more robust for the company. The streaming Xbox service, just introduced two months ago, is on fire. Estimates, most importantly, are too low. I wish I had more companies that I can say that about. Actually, it is the only company that I can say that about. But it has also attracted a tremendous bear following because of its huge multiple, an average of 22 times next year's earnings. That's too large for some of the analysts who write about the stock. I have written and addressed this tug-of-war here and on "Mad Money." Today a new analyst is heard from, Nat Schindler, from Bank of America/Merrill who starts coverage with an underperform. What's curious about the sell recommendation is that even Schindler is saying "near term Street estimate too low," but he quickly adds "but long-term too high." The crux of the issue: The new streaming service through Xbox 360 is coming in at the low-end of pricing and will have more churn, which means that margins could ultimately be going down. I come out decidedly in the bullish camp here. The short side is not as nearly as big as it once was as a ratio, 15 million shares over a float of 56 million. That won't propel things on a better quarter, as the shorts are totally entrenched. But I do believe that this market is very short-term oriented, and therefore the stock will rally until the quarter is printed in April. I say go with the bulls. The market plus this piece of research banged the stock down to levels where I want to start accumulating the stock for the April quarter as this is the last pure growth story in town!”	Love	February 24, 2009
Petep55	Believe in it	Love	February 05, 2009
sarah z	For instance, Netflix is in this week’s portfolio. The online movie rental giant announced a new $175 million dollar buyback plan. The program will run through 2009 and the company added that the buybacks will be made from time to time depending on market conditions. On Monday, January 26, 2008 the Los Gatos, Calif.-based company reported strong fourth quarter results even amid weak consumer spending. In the fourth quarter, Netflix added 718,000 customers, an increase of 26% from 2007, bringing their net customer base to about 9.4 million. The company earned $22.7 million, or 34 cents a share, up 45% from net income of $15.7 million, or 23 cents a share, in the same period last year. Revenue for the fourth quarter came in at $359.6 million, a 19% jump from revenue of $302.4 million in the fourth period of last year. Revenue for the full year 2008 was $1.365 billion, up 13% from $1.205 billion for fiscal 2007. In addition to having an immense library (with all the latest releases) for customers to choose from, Netflix is also gaining popularity from their new internet streaming videos. “Consumers embraced the Netflix experience in near record numbers last quarter” said Reed Hastings, Netflix co-founder and CEO, “with growth in our core DVD offering and growing momentum with internet streaming.” After Netflix delivered the strong quarter and issued optimistic forecasts, NFLX stock jumped over 8% in extended trading. Cantor Fitzgerald issued a bullish note after word of the strong quarter hit Wall St. Analyst Derek Brown commented, “Netflix posted blowout 4Q08 results that topped expectations and guidance across the board, with management offering an optimistic outlook for 2009. Collectively, we believe these data highlight the compelling relative value that Netflix offers entertainment-hungry, cash-strapped consumers and a business that is far more recession-resistant than most.” Brown has a buy rating on the stock and boosted NFLX price target to $38 from $29. We also like to see that Renaissance Technologies holds NFLX in their successful fund. Renaissance Technologies is a New York-based hedge fund started by Jim Simons in 1982. Simons only hires PhD’s and the fund mainly employs computer based models to predict price changes in easily-traded financial instruments. The fund is highly secretive but we know that some of its top holdings are Amgen and Linear Technology Corp. So we have a new buyback, a very impressive fourth quarter, a buy rating with inflated targets and a noteworthy fund buying shares. It may be time to add NFLX to your portfolio.	Love	January 28, 2009
barrons3	What’s the trade? Our team view at Barclays is that we like Google [GOOG], Netflix [NFLX] and Apple [APPL] “because they have direct access to consumers," counsels Diclemente. "Old media models and dying and new distribution models are winning.”	Love	January 28, 2009
sarah z	From a recent Mad Money show:"I want to wait for the quarter since the stock has had such a monster move so far, but this is a classic recession stock."	Love	January 08, 2009
qsmith1	on the rise	Love	December 29, 2008
sarah z	From a recent Mad Money show:"I've never been right on this one. I'm not a good judge of Netflix."	Love	December 17, 2008
sarah z	From a recent Mad Money show: "I like Netflix as a stay-at-home play, but I wouldn't want to own it for myself."	Love	October 24, 2008
barrons3	The leading online DVD rental company was among the most active names on the Nasdaq Tuesday.	Love	October 22, 2008
Joseph Mapes	Competetive Advantage	Love	September 03, 2008
lunarmobiscuit	Great service	Love	June 17, 2008
dpincus216	vision, execution	Love	April 26, 2008
MRMURILLO	PRICE DECLINED LUCK TRADERS BOUGHT CHEAP AND SAW THE CHANGE	Love	April 23, 2008
Philthegr8	Leader in their business.	Love	April 15, 2008
Signate23	Great Idea, great company!	Love	April 03, 2008