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  • Why You Should Invest In Comcast [View article]
    Time Warner Cable and Time Warner are two different companies..

    Comcast is waiting for approval on the Time Warner Cable acquisition
    It is likely but not certain.

    Time Warner is a media company that may or may not be bought by somebody like Disney...
    Aug 4 09:39 AM | Likes Like |Link to Comment
  • Why You Should Invest In Comcast [View article]
    I believe its a long term buy and hold.

    The balance sheet is solid. The growth is there, especially in high speed data. They are quietly building a huge business telecom company which will get spun out someday and unlock value. They are well diversified in the media landscape.

    Their cable product is improving markedly. X1 is the real deal. If you haven't used it, you don't know what you are talking about.

    For every "I'm PO'd at Comcast" post, there are a thousand customers that have no issues... I live in New Jersey and I can't remember the last time my internet had an issue. I had an issue with a tv upstairs that kept dropping service and they offered me an appointment in 4 days but the next morning they called and said time opened up and came over on a moments notice. They said my signal was intermittently low and so they rewired my whole house for free and reversed the extra outlet fee for that month.

    It's interesting that people assume that the next internet provider coming to town will have perfect reliability and perfect service. Those folks will be using the same ditches, the same types of equiptment, and most importantly the same contractors Comcast uses to build(or they will have to use 2nd tier contractors not locked up by Comcast or ATT/Verizon...... then they will have their own customer service reps...and once they scale out from tiny launches I predict they will have more problems as they learn the ropes of running high speed data to a huge number of customers..

    Hey, sorry if you had a rough go with them...I haven't, and my area seems to have very little issue with them, and Comcast has been a three year double for me. I expect it will at least match the SP500 over the next three years and I will enjoy the dependable and predictable growth.
    Jul 31 09:19 AM | Likes Like |Link to Comment
  • Futures gain behind Apple/IBM deal [View news story]
    My prediction

    We will see a new headline from him

    IBM deal hides apple's desperation
    Or perhaps

    IBM deal is result of Apple admitting they have lost the battle in consumer market
    Jul 16 09:38 AM | Likes Like |Link to Comment
  • Comcast Is A Capable Competitor [View article]
    One thing to keep in mind is that the internet margins are much higher than TV margins. It will be interesting to see if tv watching continues to drift towards more internet usage. Another is that they grow through acquisitions and also are enjoying incredible growth in this business services. Their business service offering is growing much faster than the rest of the market and the sky is the limit

    The stock was $15 4 years ago. I don't think it's being held back. It's consistently growing

    One more thing. It's a very safe grower. Cash flow growth is predictable and changes to cash flow for better or worse will happen incrementally
    Jul 15 09:41 AM | Likes Like |Link to Comment
  • Netflix Is Still Wildly Undervalued [View article]
    Enjoy your broad selection of crappy movies

    On the other hand, I do agree if you love a movie or tv series..own it.

    And buy a couple bluray players too because they will be gone in 10 years
    May 7 12:44 PM | Likes Like |Link to Comment
  • Why A Comcast / TWC Merger Is Good For Netflix's Business [View article]
    Innovate in what area?
    Be specific.

    Are you arguing that Comcast's capital investments and its shareholders should be required to subsidize others, or is it just wanting something for nothing...

    Should the network just be confiscated through regulation?
    ...i'd like to confiscate your house so I can do some innovation in it if that's the case...

    Name one instance where its even suspected that Comcast blocked an "innovative" idea by its network
    May 1 06:25 PM | 1 Like Like |Link to Comment
  • Netflix Is Still Wildly Undervalued [View article]
    More and more its clear that NFLX is screwed
    The something for nothing crowd is going to get nothing.

    Hulu just laid out its very aggressive plan which includes lots of freebies...they are doing their own content and they have lots more money and backing than Netflix...they are behind today but not for long..

    The idea that somehow Netflix has a moral imperative to use over a third of the nations streaming capacity without paying for it is not going to win the day..

    Although contributions have improved, they are still cash flow starved and must raise their prices at the exact time when their competitors are improving service and working on their own innovative approaches that all include lots of other revenue streams..there are huge holes in the Netflix library and those holes will get bigger not smaller

    Finally, its clear that the institutions are bailing. I've felt all along its a matter of time and no one should be surprised at how quickly and quietly its happening...
    Apr 30 01:05 PM | Likes Like |Link to Comment
  • My Latest Thoughts On The FCC's Statements And The Netflix/Comcast Dispute [View article]
    Google's core competency is fiber broadband?? I don't think even they would say that.

    Broadband becoming slower?? where exactly?? not in my neighborhood.

    Read up on DOCSIS 3.1. No doubt legacy infrastructure leads ISP's to pursue other upgrade paths. Upgrades takes time. Next year ISP speeds will explode.

    You are naïve and misinformed.

    Google fiber (if it keeps growing) is going to take 10+ years to scale out and have meaningful penetration. Even then Google is unlikely to pass the number of homes passed by Comcast. And what's more, I have no doubt they will only go to the most lucrative high paying areas(which is what Verizon did until the local pols figured it out...once the pols told Verizon they had to build everywhere or nowhere, it became nowhere..its economically unfeasible to build everywhere)

    You are being unrealistic and you are misstating the actual physical and financial reality of what it takes to build a robust broadband infrastructure.

    The physical and financial reality is that as the specs evolve the ISP's will have all the speed you could even need and want, and it will be no different than speeds claimed by Google fiber.

    Comcast is growing a very competitive and high quality business services network as well. they are leveraging their infrastructure in ways google can only dream of right now.

    I don't think we are talking about taxpayers.. How do taxpayers subsidize anyone in the media broadband world?
    Apr 29 09:33 AM | Likes Like |Link to Comment
  • Netflix Is Still Wildly Undervalued [View article]
    I am buying puts.

    I'm an honest person..I made a horrible call on the way up and bought some puts that exploded.. however, I was on this bubble and still hold a couple puts that expire later in the year that I got well over $400.

    I don't see any positive catalyst for NFLX right now. If you are long fand have unrealized gains to play with I get that you may hang in there if you believe the bull case, but you are really fighting the market which is rotating out of momentum 'story' stocks right now.
    Apr 29 08:52 AM | Likes Like |Link to Comment
  • My Latest Thoughts On The FCC's Statements And The Netflix/Comcast Dispute [View article]
    See this is false and empty logic..

    of course someone else would have... Comcast and Verizon did..

    what is outdated exactly?
    don't you have fast broadband??

    Have you ever heard of DOCSIS 3.1 which will be available at year end or early 2015?

    Netflix is much more benevolent at $400 a share than $200 a share..
    once they layer in adverts and more prices increases so they can actually make a meaningful profit what will you say?

    you can't get around it by Comcast would mean no Netflix..its irrelevant if was two different companies...if Netflix is so brilliant why didn't they invest a couple hundred billion to build out a network so they could stream?
    Apr 28 01:04 PM | Likes Like |Link to Comment
  • My Latest Thoughts On The FCC's Statements And The Netflix/Comcast Dispute [View article]
    "Cable can't give customers what they want"

    Cable is precisely what enables customers to get what they want.

    It's just incredibly lazy to ignore this simple basic fact... No cable, no high speed streaming..

    the future for ISP's looks bright because people will want faster and faster broadband.
    Apr 28 11:20 AM | Likes Like |Link to Comment
  • Netflix Is Still Wildly Undervalued [View article]
    and sometimes its not about P/E right up to the point where it is about P/E

    then what?? hopefully you got out in time
    Apr 28 11:15 AM | Likes Like |Link to Comment
  • My Latest Thoughts On The FCC's Statements And The Netflix/Comcast Dispute [View article]
    First to market, first to fail. Nobody cares.
    Ask Blackberry, ask Nokia.
    By your logic, Comcast is first to market ISP, so they must be special too!

    No high speed internet, no Netflix.

    And yes its $100's of billions, with an s. Comcast invested over $100 billion from 1996-2010. They spend additional billions every year just to maintain the network. They cover less than 30% of the country. Verizon spent $23 billion on FIOS in the initial build out phase that left them covering approximately 15% of the country.

    By the way, its Comcast that blankets their cities with thousands of high speed wifi hotspots so you can watch Netflix on your ipad... and regardless of the past, I now have a cloud DVR that allows me to watch on any tv or device..
    and the X1 platform (which came way later than Netflix) is hugely popular and much easier to use than Netflix..nobody cares that Netflix was first.

    Everything Netflix does is getting copied by better capitalized companies.
    Everything Netflix does is easily replicated by anyone willing to invest in programming. They create no value that cannot be easily copied by others.
    Apr 25 03:59 PM | Likes Like |Link to Comment
  • My Latest Thoughts On The FCC's Statements And The Netflix/Comcast Dispute [View article]
    The industry is subject to regulation.

    And the issue with it is defining the public good.

    If you view the public good as involving access to movies then i'm going to respectfully disagree with you. It is not in the public good for you to have more on demand choice.

    If you view the public good as having access to the "info superhighway" you should know this is already highly regulated. Reasonable people can disagree on the nature of specific regulations, including the new concept that is very simple and widely misunderstood.

    Rather than have every customer pay the ISP's to upgrade so that other multibillion companies like amazon google and Netflix can stuff the pipe to their own benefit to SOME customers, have the companies pay the freight for faster more reliable speeds....

    It's not perfect, nothing is. What would you suggest that would actually work out better? A regulatory framework is a huge disincentive to further investment that will be required to continue to improve networks.

    Apr 25 02:53 PM | Likes Like |Link to Comment
  • Netflix Tests Price Increases Again [View article]
    Netflix is a terrific product. It's not everybody's cup of tea

    Right now it is priced at a rate where Netflix can't make a profit so they are upping the price..

    Since that announcement, Amazon locked up HBO and Netflix gave good guidance and good sub numbers. The stock tanked.

    Those are the facts on the ground. The problem with Netflix is not the product...It's fine, I have it, I watch it rarely but for $8 I don't care that much...
    I keep up with some serial shows and I enjoy Orange is new black and used to enjoy house of cards..

    The problem with Netflix is the stock price. Sometimes the two get confused..
    Netflix needs astronomical growth and it needs pricing power, and it needs to ensure it's product gets super fast steaming to customers at low cost...

    This all may happen, but it would fly in the face of logic that says the big guns are coming in to commoditize this space

    And yes, Sakelaris tends to read everybody's mind and somehow feels a person that doesn't like Netflix must have an agenda.

    Hey I have an agenda.. I think the stock price is way too high and enjoy debating it. But I don't read minds when I do it.
    Apr 25 02:46 PM | Likes Like |Link to Comment