Netflix, Inc. (NFLX)

All Comments on NFLX

  • commenter
    consumerguy
    Aug 27 05:41 PM
    Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
    Keep in mind that many hedgies have "boxed" positions, meaning that reading the reported filings can send copycats in the wrong direction entirely. Take a position like BARE, NTRI or CROX. Most hedgies have been short these names - openly so in some cases. Just because Blue Ridge shows a long position in BARE doesn't mean it is net long. It could have an equal or larger short position in BARE. Sounds silly to many retail investors to be simultaneously long and short the same stock. Here's some reasons why to box a position: 1) show a long position; get better access to management, though you're really only researching a short. 2) getting stock borrow can be difficult for big short positions in heavily shorted names. Let's say you're short BARE and it plummets in value. You think it may rise again (to where you'd short it again) before going to even lower levels. You buy BARE long after the first decline while maintaining your short position (not "covering," but mathematically pretty similar, with the "carry" being the differentiator). When the stock rises again, you sell your long shares, effectively re-opening your short position. Back the old days of the Uptick Rule for shorting (only short sell on an uptick to avoid freefalls), this strategy also allowed hedgies to short by selling the long shares (no uptick rule) instead of struggling to short in a declining tape.
    I think the holdings still can give you a feel for what firms like Blue Ridge are involved in, but don't bet the filings are telling you in which direction they're betting.     Reply
  • commenter
    VendVision
    Aug 27 04:46 PM
    My Website
    DVD Kiosk Industry: Coinstar/Redbox Seeing Strong Growth [view article]
    Redbox has really paved the way for the DVD rental kiosk industry. It has helped raise awareness for companies like mine VendVision.com who market to individual entrepeneurs.
    Good work RedBox     Reply
  • commenter
    Looking For
    Leverage
    Aug 27 01:30 PM
    Internet Stock Roundup: Shutterfly, Monster Worldwide, and Netflix [view article]
    oops! I was referring to SFLY. Reply
  • commenter
    Looking For
    Leverage
    Aug 27 01:28 PM
    Internet Stock Roundup: Shutterfly, Monster Worldwide, and Netflix [view article]
    do I drop this potential dog or hold on through year-end??? Reply
  • commenter
    DVDfan
    Aug 25 02:19 PM
    Redbox: New Video Rental Competition for Blockbuster and Netflix [view article]
    Redbox revenue is estimated to be between $250 to $270 million in 2008. I am not sure where BBI's Kiosks are going to be located, but I suspect it will be able to help reduce the labor cost at each stores where the Kiosks are installed. Again, BBI is going toward the right direction as far as what I can see. Another KIOSK player is DVDPlay ($1.49 per rental night) with just 1,400 kiosks @ Safeway and they are adding 1,800 more. Redbox has more than 8,000 locations. Blockbuster's annual revenue is more than 5 Billions with a "B" !!!

    "Oldtrains" definately either owns NFLX or works for Netflix. How are you supposed to know what to type & search on Netflix if you don't check the new movie releases List from Yahoo or Blockbuster's websites huh? Don't try to lower your intelligence level just to make excuses for NFLX, they are very shameful from hiding the new DVD releases from customers. *I had Netflix for 5 years until I got really fed up by their new website designed to hide the new releases earlier this year. I believe some new subscribers recently gained by Netflix will cancel sooner or later. My HD cable plays free movies in much better reolutions than Roku or internet streaming from Netflix. With the rapid increase in HDTV adaptation, the movie streaming from Netflix will soon become an eye sore (or your brain can automatically adjust to low resolution and still call it "fabulous").

    Motley Fool's articles have been classified as "Noises" from my past investment experience, it is quite annoying but my "Noise Filter" is quite strong now. Just read what the fools/morons wrote about "SIRT" and see how much the stock price ended up after the buy out.     Reply
  • commenter
    jayker
    Aug 25 01:30 PM
    Redbox: New Video Rental Competition for Blockbuster and Netflix [view article]
    The problem with piece above in my mind is not about whether Redbox is a good product or not (in my mind it is, granted all the drawbacks but at around 20% of the cost of a BB rental this is a great impulse purchase). The bigger issue is that the writer thinks that the his discovery has not been discovered by the market. I question Peter Lynch's philosophy in a market that is laregely efficient. Unless one had some inside info on RB's expansion, Coinstar's price has pretty accurately reflected RB's value already. Same argument to shorting BB - its already trading at well below peer companies so its position vis a vis Netflix is factored in. For someone truly SEEKING ALPHA, the above article is all about jumping onto a BETA based gain. His "discovery" is only a year behind - take a look at the CSTR stock chart and the news from the compny. Come up with some better ideas folks and give us some info that is unique. Reply
  • commenter
    kevinmick
    Aug 25 10:06 AM
    Redbox: New Video Rental Competition for Blockbuster and Netflix [view article]
    How much are you getting paid to bash BBI??? It's so obvious BBI is undervalued and you morons from Seeking Alpha and the Motley Fool are obviously being bribed to put it down. There is no useful information in this piece of trash article. Just your own personal bias about some kiosk.....BBI is implementing kiosks - did you even know that?

    BBI generates 5.5B in revenue (5X NFLX) - how about Redbox??? BBI is supposed to grow earnings 94% in 2009. How about you include that in your article next time???     Reply
  • commenter
    Oldtrains
    Aug 25 08:26 AM
    Redbox: New Video Rental Competition for Blockbuster and Netflix [view article]
    What do you mean "Hide their new releases"? All you do is type in a movie title and there it is. You can even add it to your queue before it it released and it automatically puts it in when it is released.
    Reply
  • commenter
    DVDfan
    Aug 25 12:50 AM
    Redbox: New Video Rental Competition for Blockbuster and Netflix [view article]
    svosavvy just confirmed that Netflix get pretty much the lower end of the market with lower expectation (most likely lower margin as well). If the online movie streaming is considered as fabulous and you don't mind watching OldFlix, then Netflix is definately for you!! The one that provides the most value will win the most demanding customer who are willing to pay more for good services & values. I am not saying NFLX won't be the one, but I find it very hard to believe if their main business strategy is to HIDE their newest movie release from it's very own customers (shame on Netflix!!). Restriction on in store exchange is still better than no store at all, think about it!! Good luck to your NFLX shares. Reply
  • commenter
    huerix
    Aug 25 12:28 AM
    Redbox: New Video Rental Competition for Blockbuster and Netflix [view article]
    NFLX is the play. The key is how they are getting their software to work on various hardware through partnerships. The Roku box has been a strong start. Redbox's main problem is how few DVD's fit in a box. After walking indecisively all over a BB store unable to find a movie, I doubt Redbox could ever have enough selection to compete with anyone. Reply
  • commenter
    svosavvy
    Aug 24 11:14 PM
    Redbox: New Video Rental Competition for Blockbuster and Netflix [view article]
    I find bbi's brick&mortar stance to be a real hindrance than a positive. People aren't afraid of their computers anymore. While on bbi's balance sheet these buildngs probably look like solid gold assets, they are money pits that become ever more worthless in the strip mall landscape. Reply
  • commenter
    svosavvy
    Aug 24 11:07 PM
    Redbox: New Video Rental Competition for Blockbuster and Netflix [view article]
    is going to be the Leggs of our time. LOL

    long nflx     Reply
  • commenter
    svosavvy
    Aug 24 11:05 PM
    Redbox: New Video Rental Competition for Blockbuster and Netflix [view article]
    Funny, I see the exact opposite out of nflx than what dvdfan sees. I personally have had a nearly seamless renting experience with nflx, I cancelled my bbi online due to their lack of hard to find titles. The instore swap was nice with bbi until they imposed multiple restrictions which was a main reason why I left a year ago. I do not own a roku box, I stream content from my pc to my tv and it has been fabulous. Direct from the last nflx quarterly report, the redbox is going to deal a more significant blow to the likes of bbi than nflx (summarized).
    To the author you think redbox     Reply
  • commenter
    DVDfan
    Aug 24 09:16 PM
    Redbox: New Video Rental Competition for Blockbuster and Netflix [view article]
    Forgot to mention that I am still bullish about Blockbuster for the long run. Even though they are in a temporary setback, but the company is going toward the right direction and the emphasis in providing convenience and value to their customers. Netflix pathetically hides ALL the latest movie releases from it's website and keep promoting "OldFlix" from it's website, I canceled Netflix after getting tired of looking for new releases from other website only to find out the status of those new DVDs as "Long Wait" or "Very long Wait" from Netflix. Netflix seems to evolve to "OldFLix" (the junkie Roku's low quality streaming seems to confirm that), and now "NoFLix" with the website failure. Blockbuster should have no problem raising more money to fight this war as they are in a much stronger position with physical brick & mortar stores in providing the Convenience to the customers in a TIMELY manner. This is exactly why I keep my brokerage account with Schwab (office within 5 minutes from my house or office) and canceled E-Trade 8 yrs ago. Timing & convenience are way more important to me. Reply
  • commenter
    DVDfan
    Aug 24 08:55 PM
    Redbox: New Video Rental Competition for Blockbuster and Netflix [view article]
    After using Redbox for more than 2 months, I found the following problem:
    (1) Kiosk malfunction: could not accept DVD return, I had to burn more gas to find another kiosk and to make it worse I was on the way to work. (and no, I don't have time to to return to the Kiosk later on that extremely busy work day. return dead line is 9pm or another $1/night).
    (2) Kiosk malfunction again: DVD was returned to the Kiosk, taken in but not recorded. I found out by receiving a $27+ bill from one rental. Redbox refunded it and acknowledged the DVD was retrieved later by a technician. However, I don't like the late finding especially after I already received the false penalty bill.
    (3) If I forget to check Kiosk inventory online, the chance is the DVD is not available at the specific Kiosk I went to. Especially the new DVD release or hot titles.
    (4) Long line of customers looking for the DVD that is not available from the Kiosk. This is a time waster. Instead of having a fixed movie posters display, they should consider a real time monitor that shows the movie titles available from that specific Kiosk, let people know what titles are sold out from the Kiosk to avoid wasting people's time especially when the Kiosk itself does not provide very fast transactions.
    (5) indecisive customers (another time waster) in the front of the line. I wish they can separate the movie browsing activities (by a new curious customer) from the real transaction (DVD return, pick up ..etc by existing customer).
    (6) I believe McDonalds now own the majority share of 51%, not Coinstar. Please feel free to correct me if I am wrong.

    To me, Redbox fits the market well as a temporary solution before Video On Demand becomes main stream. However, it won't have a great potential for the long run. That's probably what caused the delay in IPO. Redbox's days will be over when I am able to buy a VuDu (vudu.com) box for less than $99 and rent new released movies for $1 per night without leaving my house, and perhaps the latest theatrical movie release straight from the box.     Reply

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