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Technology Stocks : Netflix (NFLX) and the Streaming Wars -- Ignore unavailable to you. Want to Upgrade?


To: Zen Dollar Round who wrote (1322)4/18/2016 2:45:32 PM
From: The Ox1 Recommendation

Recommended By
Zen Dollar Round

  Respond to of 2280
 
My concern is on content spend vs. bottom line performance. Metrics were meteoric and might be considered "pricey" with forward PEs near triple digits. Revenue growth at 30% looks great and can be used to justify the 6+ price to sales ratio.

Lots of "brand recognition" in place but competition is increasing. It will be an interesting report to review!!

EDIT - 14% short ratio!! Just looked at that. Plenty of fuel for another move up but lots of bears out there.....



To: Zen Dollar Round who wrote (1322)4/19/2016 12:12:15 PM
From: Intelim1 Recommendation

Recommended By
Zen Dollar Round

  Read Replies (1) | Respond to of 2280
 
I think we should be looking at Europe and rich Asian countries here in the first place because they will make a big percent of overseas audience. And as far as I know, local media products are also appreciated there.



To: Zen Dollar Round who wrote (1322)4/20/2016 8:25:47 AM
From: IIYL  Respond to of 2280
 
Glad to see NFLX is going international. That is the natural next step with their strategy. I heard they are doing well in Australia...not really sure about Europe.

Remember when NFLX started streaming in US, it was just a bunch of B rated movies (still debatable) and very old TV shows. Once they get over this hump with int'l, they should be fine.