“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!”

From a recent Mad Money show:"Wal-mart is the only retailer I'm recommending. I think it's terrific, I'd pull the trigger under $46 a share."

From a recent Mad Money show:"I'm sticking with RIMM, but they guided to the lower end of the range. Let's just understand that all tech is going lower."

From a recent Mad Money show:"I've been buying it for my trust slowly as it goes lower. I think ultimately its going to turn around, but it's going lower for now."

From a recent Mad Money show:"Not bad, not bad, but I want to be in Allergan (AGN). They've got a lot of different products and I think they're stronger than yours."

From a recent Mad Money show:"No, no. I find the whole situation problematic. I like Goldman Sachs (GS) and Visa (V) and Mastercard (MA) and that's it."

From a recent Mad Money show:"In this new environment, I need stocks to have a good dividend, be near liquidation value or be recession resistant, and that one has none of those."

From a recent Mad Money show:"I used to own this stock, but I don't want to touch it now. I'm only recommending Goldman Sachs (GS) and Morgan Stanley (MS) and that's it."