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LOL if you aren't buying $NFLX right now
LOL if you aren't buying $NFLX right now
09-21-2016, 11:50 AM
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#61
Originally Posted By Kalmah6661⏩
holy mcfukkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk kkkkkkkkkkkkkkk you idiots just simply cannot read i guessYou're gonna invest thousands to make a few hundred bucks with a spike? Not much reward to that risk, OP.
09-21-2016, 11:53 AM
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#62
Found a stream of the fed reserve decision. lol. 8min. gonna have a sell limit order for everything and my mouse hovering over it justtttt in case. stay safe out there boyos.
it doesnt seem that likely but theres about a 1 in 4 chance it happens and thats enough reason to pay the fk attentio
it doesnt seem that likely but theres about a 1 in 4 chance it happens and thats enough reason to pay the fk attentio
09-21-2016, 11:54 AM
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#63
09-21-2016, 11:55 AM
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#64
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Originally Posted By saaltydog⏩
They just brought rights to Disney and will have early releases on all MOVIES in the future.lol @ investing in Netflix.
I hate their current business model. They are investing less and less in studio movie/TV rights and more and more on original content. They are becoming HBO with inferior to shows.
I can't even count how many people that have complained or have cancelled their Netflix subscription because they have no movies and that they have is straight junk. This will only become worse as prices rise and content becomes less available.
Netflix currently has a market cap of 40 billion with a Price to earnings ratio of 292.38. TWC who owns HBO doesn't really release #'s on HBO. However the whole TWC company has a market cap of 58 billion and a price to earnings ratio of 15.
Netflix trades at a 20x premium. The one and only reason for that is because investors like growth. I just don't see the growth matching up to what the stock price is trading at. Especially as more and more streaming options become available. HBO GO is relatively new to offering a stand alone streaming package. You also have Amazon going hard with their original content and steaming service INCLUDED with their Prime accounts.
I think people investing heavy in NFLX are gonna be hurting
I hate their current business model. They are investing less and less in studio movie/TV rights and more and more on original content. They are becoming HBO with inferior to shows.
I can't even count how many people that have complained or have cancelled their Netflix subscription because they have no movies and that they have is straight junk. This will only become worse as prices rise and content becomes less available.
Netflix currently has a market cap of 40 billion with a Price to earnings ratio of 292.38. TWC who owns HBO doesn't really release #'s on HBO. However the whole TWC company has a market cap of 58 billion and a price to earnings ratio of 15.
Netflix trades at a 20x premium. The one and only reason for that is because investors like growth. I just don't see the growth matching up to what the stock price is trading at. Especially as more and more streaming options become available. HBO GO is relatively new to offering a stand alone streaming package. You also have Amazon going hard with their original content and steaming service INCLUDED with their Prime accounts.
I think people investing heavy in NFLX are gonna be hurting
09-21-2016, 11:56 AM
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#65
09-21-2016, 11:58 AM
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#66
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Originally Posted By saaltydog⏩
The sharp slowdown in growth that you mentioned is the NET subscriber growth in the quarter where the price hike was implemented. Whenever there's such a move, a certain level of churn is to be expected. To be honest, the numbers tell me that people are still willing to pay for access, despite the higher (though still cheap) subs fee.I agree that Netflix has as huge advantage being first to market when it comes to streaming. However they are quickly losing that advantage. Big players with more brand loyalty are moving in. They are in a better position financially to make content deals. I mean even Twitter has purchased the rights to stream NFL games.
Netflix has already spent 4 billion on content this year. With future spending at 10 billion. They have paper thin margins and are burning cash at an alarming rate. They have a negative free cash flow. I just don't think they're in a position to compete with some of the other big hitters.
Let's also not forget last quarter they reported a sharp slowdown in growth. That coincides with price increases and less content. Market saturation in the US may have occurred.
Netflix has already spent 4 billion on content this year. With future spending at 10 billion. They have paper thin margins and are burning cash at an alarming rate. They have a negative free cash flow. I just don't think they're in a position to compete with some of the other big hitters.
Let's also not forget last quarter they reported a sharp slowdown in growth. That coincides with price increases and less content. Market saturation in the US may have occurred.
And, since we are talking about investments here, it is important to consider how the stock reacted when NFLX reported that "disappointing" subs growth. The stock fell about 13% that day, which is not that much considering the historic volatile nature of NFLX, and promptly proceed to recover most of the losses back over the course of a month or so. If you are familiar with the stock market, you will understand that the post-earnings reaction is a mere profits-taking move, and the investors have already banked in the bad news and are looking beyond the short-term hiccup
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09-21-2016, 12:02 PM
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#67
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Originally Posted By Yachty⏩
I just wish I had some bankroll so I could buy some and let it sit and use the rest to do some day trading on low $$ stocks.shh. let the peasants peas
09-21-2016, 12:03 PM
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#68
09-21-2016, 12:04 PM
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#69
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Originally Posted By Yachty⏩
Crew srs. Live for 300-400pt swings das it das it das itregardless of the futures.....gotta luhh me some volatility fun. forreal fam, forreal
In life and the market
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09-21-2016, 12:14 PM
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#70
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Originally Posted By Crease1234⏩
Since we are talking about investments here isn't Netflix down 17% YTD?The sharp slowdown in growth that you mentioned is the NET subscriber growth in the quarter where the price hike was implemented. Whenever there's such a move, a certain level of churn is to be expected. To be honest, the numbers tell me that people are still willing to pay for access, despite the higher (though still cheap) subs fee.
And, since we are talking about investments here, it is important to consider how the stock reacted when NFLX reported that "disappointing" subs growth. The stock fell about 13% that day, which is not that much considering the historic volatile nature of NFLX, and promptly proceed to recover most of the losses back over the course of a month or so. If you are familiar with the stock market, you will understand that the post-earnings reaction is a mere profits-taking move, and the investors have already banked in the bad news and are looking beyond the short-term hiccup
And, since we are talking about investments here, it is important to consider how the stock reacted when NFLX reported that "disappointing" subs growth. The stock fell about 13% that day, which is not that much considering the historic volatile nature of NFLX, and promptly proceed to recover most of the losses back over the course of a month or so. If you are familiar with the stock market, you will understand that the post-earnings reaction is a mere profits-taking move, and the investors have already banked in the bad news and are looking beyond the short-term hiccup
Look I subscribe to Netflix. I like Netflix (less than I used to). However I also have HBO and Amazon Prime. With the recent price increase of the grandfathered accounts Im thinking about ditching Netflix. There's options out there didn't exist before. I believe consumers are smart and are feeling the same way I do. When it comes to streaming consumers aren't loyal to the company offering the service. They are loyal to the content. They're gonna go where the content goes. Netflix 's last quarter raises a lot of questions. I definitely wouldn't be caught long going into earnings.
Also like I said before I'm having a hard time thinking how Netflix will maintain a competive advantage over HBO/Amazon or whoever else wants to get into the space. Its not oriental content because all of them are creating their own.
09-21-2016, 12:22 PM
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#71
NFLX is screwed long term. Sub numbers will just continue to decline. Content costs continue to rise. Competition only getting worse.
OP, you're going to the well too often. Pretty much a given you'll get stuck with NFLX at some point in the near future.
OP, you're going to the well too often. Pretty much a given you'll get stuck with NFLX at some point in the near future.
09-21-2016, 12:24 PM
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#72
09-21-2016, 12:26 PM
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#73
09-21-2016, 12:29 PM
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#74
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Originally Posted By saaltydog⏩
Wot? What is the stock up last year? And this -17% YTD you speak of is after the so-called quarter that raises alot of questions. Hardly a disaster for a such a high-beta stock, wouldn't you say?Since we are talking about investments here isn't Netflix down 17% YTD?
Originally Posted By saaltydog⏩
Let me know if you do unsubscribe. But my money is on that you won't. Like you said, they are loyal to the content. And there are plenty of high quality exclusive content on NFLX that will keep subscribers happy enough to pay the $10 every month.Look I subscribe to Netflix. I like Netflix (less than I used to). However I also have HBO and Amazon Prime. With the recent price increase of the grandfathered accounts Im thinking about ditching Netflix. There's options out there didn't exist before. I believe consumers are smart and are feeling the same way I do. When it comes to streaming consumers aren't loyal to the company offering the service. They are loyal to the content. They're gonna go where the content goes. Netflix 's last quarter raises a lot of questions. I definitely wouldn't be caught long going into earnings.
Originally Posted By saaltydog⏩
I disagree, it IS about original content. If they resort to just licensing media content from the incumbent producers, then there's no differentiation to speak of, and they can only compete on price. Of course, the quality of the original content matters a lot too, but NFLX has not been too shabby here so far.Also like I said before I'm having a hard time thinking how Netflix will maintain a competive advantage over HBO/Amazon or whoever else wants to get into the space. Its not oriental content because all of them are creating their own.
There's a big enough barrier to entry that you can't just say "anyone that wants to get into the space can get into". Producing original content isn't cheap. Sure, there may be a few niche channels here and there, but consumers generally want something that's more broad
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09-21-2016, 12:41 PM
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#75
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Originally Posted By saaltydog⏩
This. Cancelled mine over a year ago for this very reason.I hate their current business model. They are investing less and less in studio movie/TV rights and more and more on original content. They are becoming HBO with inferior to shows.
I can't even count how many people that have complained or have cancelled their Netflix subscription because they have no movies and that they have is straight junk. This will only become worse as prices rise and content becomes less available.
I can't even count how many people that have complained or have cancelled their Netflix subscription because they have no movies and that they have is straight junk. This will only become worse as prices rise and content becomes less available.
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09-21-2016, 12:49 PM
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#76
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Originally Posted By Crease1234⏩
Down 17โ
YTD broseph check again. Not talking about 52 week range.Wot? What is the stock up last year? And this -17% YTD you speak of is after the so-called quarter that raises alot of questions. Hardly a disaster for a such a high-beta stock, wouldn't you say?
Let me know if you do unsubscribe. But my money is on that you won't. Like you said, they are loyal to the content. And there are plenty of high quality exclusive content on NFLX that will keep subscribers happy enough to pay the $10 every month.
I disagree, it IS about original content. If they resort to just licensing media content from the incumbent producers, then there's no differentiation to speak of, and they can only compete on price. Of course, the quality of the original content matters a lot too, but NFLX has not been too shabby here so far.
There's a big enough barrier to entry that you can't just say "anyone that wants to get into the space can get into". Producing original content isn't cheap. Sure, there may be a few niche channels here and there, but consumers generally want something that's more broad
Let me know if you do unsubscribe. But my money is on that you won't. Like you said, they are loyal to the content. And there are plenty of high quality exclusive content on NFLX that will keep subscribers happy enough to pay the $10 every month.
I disagree, it IS about original content. If they resort to just licensing media content from the incumbent producers, then there's no differentiation to speak of, and they can only compete on price. Of course, the quality of the original content matters a lot too, but NFLX has not been too shabby here so far.
There's a big enough barrier to entry that you can't just say "anyone that wants to get into the space can get into". Producing original content isn't cheap. Sure, there may be a few niche channels here and there, but consumers generally want something that's more broad
Amazon, HBO who just committed a ton of money to original content, and Hulu to an extent are all making original series. The barrier isn't that high.
HBO exist because of their original series content. They are king. My answer still wasn't answered before. Netflix is committed to making their original content 50% of their library. At that point what's the different between them and HBO?
Let's not forget most people signed up for Netflix way before they started with original all content. There's a lot of desire for movies and regular TV shows on TV. These subscribers are getting more and more fed up. You can't have your cake and eat it too. At least not if your Netflix and can't afford both original content and licensing deals.
09-21-2016, 12:55 PM
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#77
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Only industry i'm invested in is Marijuana... up 200% in the last 3 months
Aurora Cannibus is where it's at
Kodi is better then Netflix so why Netflix?
Aurora Cannibus is where it's at
Kodi is better then Netflix so why Netflix?
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09-21-2016, 01:00 PM
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#78
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you guys are NUTS if you're in this market right now.
โฐโฐโฐโฐโฐโฐโฐโฐLOOK UPโฐโฐโฐโฐโฐโฐโฐโฐโฐโฐโฐโฐโฐโ
09-21-2016, 01:02 PM
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#79
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I bought 1000 shares of NFLX when it was $10/share years ago. About to sell and be CEO'in
09-21-2016, 01:15 PM
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#80
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Originally Posted By saaltydog⏩
You misunderstand what I'm saying. I'm asking you what was NFLX's performance last year? I will answer my own question: it's +134%. So a -17% drawdown after a gigantic year is hardly a disaster, and likely to be mere profit-taking than a signal of impending doom.Down 17โ
YTD broseph check again. Not talking about 52 week range.
Originally Posted By saaltydog⏩
Barrier to entry typically means a deterrent to new entrants, not incumbent players.Amazon, HBO who just committed a ton of money to original content, and Hulu to an extent are all making original series. The barrier isn't that high.
Originally Posted By saaltydog⏩
At the end of the day, it comes down to content. Yes, HBO has high quality content. But they don't have the depth of NFLX, and NFLX is only drifting further away.HBO exist because of their original series content. They are king. My answer still wasn't answered before. Netflix is committed to making their original content 50% of their library. At that point what's the different between them and HBO?
Originally Posted By saaltydog⏩
What you said here does have some truth, but there are also a ton of people that enjoys NFLX's current strategy i.e. original content. They are not getting the "movies and regular TV shows" that you mentioned from Amazon and HBO either (lettuce be reality, Sling TV is not a significant enough of a player yet), so where else are they going to go? Back to cords?Let's not forget most people signed up for Netflix way before they started with original all content. There's a lot of desire for movies and regular TV shows on TV. These subscribers are getting more and more fed up. You can't have your cake and eat it too. At least not if your Netflix and can't afford both original content and licensing deals.
You are thinking NFLX like they are operating in a mature industry, and the only way for them to grow is to take a piece of the pie from each other. That is the main issue, and cannot be further from the truth. Video streaming is only at its infancy, both domestically and overseas. We can spend all day arguing and disagreeing whether you think NFLX or AMZN or HBO or HULU provides the superior content, but at the end of the day, it's the size of the pie that's growing, and rapidly at that.
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09-21-2016, 01:30 PM
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#81
09-21-2016, 01:31 PM
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#82
09-21-2016, 02:41 PM
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#83
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Originally Posted By Yachty⏩
Up $537 isnt necessarily "feeding"i feed off this market
volatility is da best boyo. da.best.
volatility is da best boyo. da.best.JK, cool for you if thats your thing. But if you want to be a big baller in this sort of thing go follow liquidassets33 on stock twits. Hes making $500k on these sort of swings, but I have also seen him lose $300k in 2 days on a Biomed play as well.
09-21-2016, 02:51 PM
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#84
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Netflix's original shows are awesome. I hope they expand and create much more new content in the future.
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09-21-2016, 02:57 PM
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#85
You made a good trade on them a couple months back too
๐ฎ๐๐๐๐ ๐ ๐๐๐๐๐ถ, ๐๐๐๐๐ ๐๐๐๐๐ ๐ ๐๐๐๐๐
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09-21-2016, 03:03 PM
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#86
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Yachtybrah what do i buy when trump wins?
09-21-2016, 03:04 PM
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#87
09-21-2016, 03:04 PM
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#88
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Originally Posted By Crease1234⏩
You missed my point entirely.Good point. I must agree with you since you obviously know better, seeing that the know-nothing execs at both NFLX and AMZN are making original content.
Let me hit you with some knowledge. They key here is not margins. The key here is securing subs that are sticky with exclusive content that cannot be found anywhere else. That's why Amazon reports quarter after quarter of negative/low earnings, because they keep investing into their business, and are more interested in securing market share than margins.
Also lol if you think that online video streaming, which is the future for viewing media content, cannot accommodate more than a few players.
Let me hit you with some knowledge. They key here is not margins. The key here is securing subs that are sticky with exclusive content that cannot be found anywhere else. That's why Amazon reports quarter after quarter of negative/low earnings, because they keep investing into their business, and are more interested in securing market share than margins.
Also lol if you think that online video streaming, which is the future for viewing media content, cannot accommodate more than a few players.
And then you made it for me with your last sentence. There are and will be new players taking those subs. Thats why the stock performance is where it is this year
09-21-2016, 03:04 PM
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#89
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Originally Posted By SeymourGains⏩
Buy liberal tears prior, they'll skyrocket when he wins.Yachtybrah what do i buy when trump wins?
09-21-2016, 03:11 PM
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#90
yatchy you should have bought into gold - feds are manipulating the interest rate in hopes of shillary getting elected lmao yellen is a crook
jnug & nugt up %20 today alone
.. anyway
I averaged down on MSTX after it failed p3 ... hoping to see the same result as what's happening with NVAX
.. pissed I sold my gold a few weeks ago after getting impatient ..
jnug & nugt up %20 today alone
.. anyway
I averaged down on MSTX after it failed p3 ... hoping to see the same result as what's happening with NVAX
.. pissed I sold my gold a few weeks ago after getting impatient ..
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