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Rupert Nicholson  

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  • Capitalizing On Netflix's Share Inflation With A Potential 55% Short Sell Margin Play [View article]
    I believe a buyout of Netflix is totally unrealistic, but thank you for sharing your point of view. Also, I am more than happy to change my mind if you present some evidence as to why you think a buyout is even plausible.
    Oct 24, 2013. 03:11 PM | Likes Like |Link to Comment
  • Capitalizing On Netflix's Share Inflation With A Potential 55% Short Sell Margin Play [View article]
    Thanks for the comment! Yes I'm very comfortable with my short position after icahn dumped his shares. My only worry is the high volatility generated by the announcement. Hopefully the share price will settle down as the day goes on.
    Oct 23, 2013. 10:08 AM | Likes Like |Link to Comment
  • Capitalizing On Netflix's Share Inflation With A Potential 55% Short Sell Margin Play [View article]
    Where did you get that from?
    Oct 23, 2013. 09:39 AM | Likes Like |Link to Comment
  • Netflix: Dare To Short This Momentum Stock? 25% Downside Coming [View article]
    I'm not talking about just putlocker, I'm talking about streaming illegally in general, of which putlocker is a small part. Also, I've already told you that statistics you get online are not likely to be reliable and give you a good picture of what is going on, due to a natural bias of people saying they are watching shows legally. Also, I have not even mentioned the influence that Amazon prime free viewing is starting to have on college students. Many college students use Amazon Prime for its free shipping, and guess what, it offers free streaming to these people, with a fairly large amount of content. Admittedly, it does have less content than Netflix, but it is free for those with Amazon Prime already.
    Oct 20, 2013. 04:57 PM | Likes Like |Link to Comment
  • Netflix: Dare To Short This Momentum Stock? 25% Downside Coming [View article]
    Yes well I can use the same set of statistics and skew it so it favors Netflix or Putlocker. The point is statistics do not always give a good picture of what is going on, especially when it involves streaming illegally. People will not often admit they stream illegally, especially not when asked about it by someone they have just met conducting a survey. They are also not likely to put info onto social networks and the web which shows them illegally streaming. Therefore, I don't doubt that what you have said is true, but it is simply not a proper portrayal of what is going on in reality. I actually experience the world of a college student every day, you don't. I actually have hundreds of friends who are college students, again you don't. Consequently, I would say I'm rather more informed of this from you, as you are getting your information from a secondary or tertiary source, whereas I am the primary source of my info.
    Oct 20, 2013. 11:11 AM | Likes Like |Link to Comment
  • Netflix: Dare To Short This Momentum Stock? 25% Downside Coming [View article]
    i believe the earnings are already priced in, plus if the stock goes up more than 20% I am quite comfortable doubling my short position.
    Oct 19, 2013. 06:44 PM | Likes Like |Link to Comment
  • Netflix: Dare To Short This Momentum Stock? 25% Downside Coming [View article]
    Tvaddic, I can guarantee you many more college kids are watching these shows on hosting sites like putlocker, where you can stream them, and dont have to wait for a download. I am in college right now, and i would say maybe 95% of my friends use sites such as putlocker rather than netflix.
    Oct 19, 2013. 06:42 PM | Likes Like |Link to Comment
  • Netflix: Dare To Short This Momentum Stock? 25% Downside Coming [View article]
    completely agree, I am shorting Netflix on the basis a selloff is coming.
    Oct 18, 2013. 12:45 PM | Likes Like |Link to Comment
  • Netflix: Dare To Short This Momentum Stock? 25% Downside Coming [View article]
    put the numbers into a dcf with a fair discount rate (11-12%), and a growth rate of around (15-20%-analysts estimates for sales growth), and NFLX's intrinsic value range is significantly below $240 the number stated in this article. apart from this, huge short interest building up in netflix, and youre deluding yourself if you think this will lead to a short squeeze. no it is rather because the stock is so grossly overvalued. but its fine, dont take my advice, just like many people didnt take my advice in buying it at $70.
    Oct 18, 2013. 12:44 PM | Likes Like |Link to Comment
  • Is Navistar Primed For A Resurgence? [View article]
    and as of today, navistar is up more than 60% on the share price I recommended it at
    Oct 18, 2013. 12:35 PM | Likes Like |Link to Comment
  • Netflix: Dare To Short This Momentum Stock? 25% Downside Coming [View article]
    Shorted this stock yesterday, $330 is a rediculous price. Everyone on this site ridiculed me when I recommended buying Netflix for $70 in an article I wrote. Now everyone is defending it at $330??? I just sold it for a 350% profit and now I am shorting it.
    Oct 18, 2013. 12:29 PM | Likes Like |Link to Comment
  • Short-Term Pain But Long-Term Gain For Shareholders In Alcoa [View article]
    No, there is just categorical proof from Rusal that consumption is higher than production. http://bit.ly/16gzHYd. Unless you think Rusal is lying, inventories must be decreasing to satisfy the excess consumption.
    Jun 19, 2013. 11:04 AM | Likes Like |Link to Comment
  • Short-Term Pain But Long-Term Gain For Shareholders In Alcoa [View article]
    Absolutely not true. Take a look at the margins why don't you. They have stayed constant as the price of aluminium have dropped, they actually improved between the last quarter of 2012 and the first quarter of 2013
    Jun 17, 2013. 09:54 PM | Likes Like |Link to Comment
  • Short-Term Pain But Long-Term Gain For Shareholders In Alcoa [View article]
    True, but the price of aluminium was only one factor in Alcoa's stock pricing. Its poor margins and other factors also contributed to that low price.
    Jun 16, 2013. 02:02 PM | Likes Like |Link to Comment
  • Short-Term Pain But Long-Term Gain For Shareholders In Alcoa [View article]
    That's true now, but I have justified why I believe Chinese production will slow. As Chinese production slows, the price will recover
    Jun 16, 2013. 02:01 PM | 2 Likes Like |Link to Comment
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347 Comments
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