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  • Ashraf Eassa
    $NFLX is NOT an appealing short here.
    Jan 25, 3:32 PM
    Reply (16)
    • Maria Auziliadora: very appealing Short now NFLX service is terrible
      Jan 25, 3:43 PM
    • Maria Auziliadora: Too risky now
      Jan 25, 3:44 PM
    • Contrariety: How can $NFLX trade at $168? You can divide that by 3 easily...
      Jan 25, 3:49 PM
    • Ashraf Eassa: Look at $CRM or $AMZN. Even more overvalued, and yet they keep running. Stock market is about supply/demand not valuation.
      Jan 25, 3:51 PM
    • Contrariety: Crazy thing is, you're right. But I still don't understand. Who's gonna buy $NFLX for 14+ Bn? That will end some execs career.
      Jan 25, 4:03 PM
    • Contrariety: And as a going concern, I think $NFLX will have cash burn issues in 2013. FCF to deteriorate further in 1Q12. How will the fund the biz?
      Jan 25, 4:07 PM
    • Ashraf Eassa: Issue debt, soar to new 52-week highs, $AMZN style.
      Jan 25, 4:12 PM
    • Contrariety: Haha, more likely a convert given biz. If they could get one done at these levels (200mm+), that would be really bullish. Crazy market.
      Jan 25, 4:20 PM
    • Maria Auziliadora: crazy market I hated NFLX I took my service off I don't trust the company AMZN is better but they are bought overvalued big time
      Jan 25, 4:25 PM
    • Boatyzaffa: Maria- I believe many people were thinking "Too risky" on $NFLX yesterday with the gap up, but now they wish they would have bought
      Jan 25, 4:31 PM
    • Maria Auziliadora: very true
      Jan 25, 4:40 PM
    • wheelz23: here's my take on nflx- this stock has never made any sense, will never make any sense, so i just don't trade it...there are many other
      Jan 25, 4:51 PM
    • wheelz23: stocks that will act in a more predictable pattern
      Jan 25, 4:51 PM
    • DeepValueLover: You'd have to be insane to short a hard squeezing stock mid-short squeeze.
      Jan 25, 5:43 PM
    • DeepValueLover: $MBI and $SHLD will have a $NFLX style short squeeze in 2013.
      Jan 25, 5:44 PM
    • nclsamy: Bret's article seems to make sense know. seekingalpha.com/article/1136161 What do you think, Ashraf? Have a great day!
      Jan 28, 2:19 PM