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Strategies & Market Trends : Fundamental Value Investing

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From: bruwin	12/6/2010 4:26:43 AM
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I see there’s been quite a flurry of posts recently regarding NETFLIX (NFLX), especially with regard to whether or not it’s currently “overvalued” and whether it should be shorted or sold etc..., etc... However, looking back in time to around about July/August 2009 I could find very little reference to this company in posts with regard to it then being Underpriced, or worthy of a Purchase. I first reported it on 16 July 2009 after it came up on my stock screen and it showed very good relevant fundamental performance ratios such as a 28% EBITDA Margin, very low Debt, a high 42% pretax Return on Capital, etc... At that stage its price was about $45. 5 Months later its price was 21.5% up, and at the beginning of 2010 it was already showing a Capital Gain of nearly 69% as I reported at the time. At both times there was still virtually nothing positive being said about NETFLIX on the Boards. I wonder if stock selection criteria, especially when it’s more directed at the Balance Sheet, hasn’t, perhaps, got something to do with the lack of enthusiasm at the time ?

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