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View Henosis' Comments
Netflix Holds On, But Where Does It Go From Here?
I think you missed my point. I found great value in the service when I signed up. I was a subscriber for several years. Yes, Netflix offers MORE content, but have you seen their library recently? My point was the Netflix didn't have much for me or my family any more. It is a low-cost option to retain, to be sure. But it just wasn't worth it.
Both Amazon and Comcast's Xfinity services do charge for some movies, the latter much more so, but i get to see more recent selections.
Regarding ease of use, it depends on what platform you watch. Amazon was a cinch on every platform I use (iPad, TV directly, TV streamed via AppleTV). Netflix sucked on the second of these three - kept dropping the connection.
My own experience (and those of persons who I know have dropped the service) led me to look at the stock more closely. I've been following it passively since 2011, but much more actively over the past 18+ months.
As the article mentions, yes, the stock could definitely run higher, but the risk is more to the downside, EVEN if you disregard valuation metrics. Volatility is high, particularly around earnings, and even if you believed there was another 20% upside (to over $500/share), the downside risk is far greater.
If Netflix changes its business model, I am happy to revise my analysis.
Jan 30, 2014. 09:09 PM
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