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  • magicJack rallies strongly following Canaccord launch [View news story]
    Thanks Dustin - I can't login from this computer but I'm hoping the site you pointed to is correct and call forwarding is back. Service was infinitely more useful to me when this feature worked two years ago!
    Jan 28, 2014. 02:46 PM | Likes Like |Link to Comment
  • Netflix Might Be Twisting Its Cash Flow Statement [View article]
    Do you have a reference on how they manage their DVD library? Is there a clue in their financial statement?
    Aug 20, 2013. 05:25 PM | Likes Like |Link to Comment
  • Netflix Might Be Twisting Its Cash Flow Statement [View article]
    I'm basing this off the local rental store practice of getting X number of new releases (25 or 35) and after 3 or 4 weeks reducing that number by 50% and then after a total of 3 or 4 months only having 5 or 6 total copies left in the store.

    I have no actual insight into how they manage the inventory. It may make sense that they don't need as drastic a change as the local video store - but it seems logical that they would have many more copies for recent releases than older new releases.
    Aug 19, 2013. 04:57 PM | 1 Like Like |Link to Comment
  • Netflix Might Be Twisting Its Cash Flow Statement [View article]
    First disclosure - I was lucky enough to buy all my Netflix stock for under $120 and even luckier that some was purchased below $60. My next selling point is in the $290's.

    Considering the statement, "I believe that this accounting decision does not correspond with the proper discretion that management is obligated to exercise."

    This is probably true but not for the reasons you point out. Speaking as a layman and not someone that knows tax accounting. My initial thought is this classification is being done for tax purposes. Unlike Avis who probably holds some of their cars at least one year, I doubt the majority of the DVD's stay in the rental inventory for more than 6 months. Even if this turns out to be legal for tax purposes it is against the intent of the investment deduction. I like profits but I prefer my management team to work within the system instead of contribute to its demise.
    Aug 18, 2013. 07:19 AM | 1 Like Like |Link to Comment
  • Why Netflix Is Producing Original Content [View article]
    Concerning biobat's comments I've heard / read both that Netflix only paid a portion of the $100 million of the production costs of HoC (one possible reason for the exclusivity to run out) and I've also heard that Netflx is actually getting a portion of that $2 per rental episode on Amazon (another possible reason for the exclusivity to run out). I would be amazed if Netflix paid $100 million and then didn't get at least part of the residual income. Anyone have accurate information on the Netflix arrangement in terms of HoC?
    Jun 15, 2013. 08:38 AM | Likes Like |Link to Comment
  • Why Netflix Is Producing Original Content [View article]
    I think this author does a good job of summing up the channel concept Netflix is trying to achieve (instead of being an online video rental place)

    For me though (cheap) it is unlikely I will ever end up paying for more than 2 or 3 of these channels. That is being generous because I am technically already subscribed to 2, Netflix (my family uses constantly) and Amazon Prime (which I bought because of the two day shipping - and we haven't used the streaming in more than 10 months).

    With that here is some Netflix advice - we are a family of seven. The last time I used Prime was because our Netflix subscription only let us on two devices. I am infinitely more likely to pay for next years Prime membership than I am in paying 2 more dollars a month to get a third Netflix account.

    My 4 year old misses Dora. There are zero other shows on the Netflix channel that are (or in the current Netflix model will be) "must haves" for my family. If my upstairs DVD player played Amazon Prime my family would be an Amazon Prime viewing family and I would save $8 a month and cancel Netflix.

    To make the Netflix channel useful to me - anytime National News (let me turn it on 9:30 pm or 01:20 after I'm done working or writing). Some kind of same day sports - I watch golf and I would probably become a soccer fan if it were fresh. MMA - perfect. They probably could even get the NHL (which would be a popular sport if the finals were in April instead of June {?????})

    The channel concept is just sinking in to me. As a consumer, Netflix is one smart TV away of losing me to Prime. As a stock holder - I probably should make sure I re-read this comment in a couple months.
    Jun 13, 2013. 07:36 AM | 1 Like Like |Link to Comment
  • Hulu Buyout Could Expose Extreme Netflix Valuation [View article]
    Disclosure: I own about 1/6 the Netflix stock I owned last year.

    Further Disclosure: It was my trial membership in Hulu Plus that caused me to make my first investment in Netflix.

    An article like this is useless at least as from a consumer view. Hulu - worthless. Netflix a great value. Whether Netfix will be able to make its long term business model work that is the gamble. Trying to judge Netflix investment worth based on the fact that there a couple million people goofy enough to pay for Hulu and a couple big businesses that are clueless to the fact Hulu has nothing to offer will ensure you have no idea on how much to pay for Netflix stock.
    Jun 2, 2013. 07:36 PM | 2 Likes Like |Link to Comment
  • Why A Netflix Buyout By Yahoo Would Ruin Them Both [View article]
    Who would have thought I would have to buy again at $85 and $53 before selling at $170 and $235?
    Jun 2, 2013. 07:36 PM | Likes Like |Link to Comment
  • Netflix Original Content: Why It Matters [View article]
    The reviews for Arrested Development came out the same day as the announcement that Dora was being dropped. In my opinion Dora was infinitely more important news toward the viability of the Netflix future than Arrested Development or House of Cards. Both are useful but one is required.
    May 31, 2013. 08:43 AM | 2 Likes Like |Link to Comment
  • Coinstar's Debt Raise A Problem For Netflix [View article]

    Admittedly I am biased toward Netflix but every point in here points to exactly the opposite conclusion this author makes.

    As the grossest example paraphrase this quote "I haven't put in earnings per share growth, because Amazon had a loss in 2012. Also, Netflix had a small profit in 2012, so its growth numbers would look tremendous"

    ---- I haven't put in earning per share growth, because it makes my whole argument wrong!
    Mar 13, 2013. 06:33 AM | Likes Like |Link to Comment
  • 4 Stocks With Significant Short Interest For Good Reasons [View article]
    The Coopersfield report is interesting. As someone who has purchased CALL stock I am interested in seeing if any of their arguments have merit.

    In cases where this type of article prompts lawsuits that drive the price of the stock down it would be good if the system were set up so that the investors in the company could re-coup any losses from the lawyers filing suit - if the suit has no merit.
    Feb 7, 2013. 09:22 AM | 3 Likes Like |Link to Comment
  • Why A Netflix Buyout By Yahoo Would Ruin Them Both [View article]
    The Netflix model is more like Ebay than AOL. Ebay offered a great service at a price nobody could match. AOL offered a new service and tried to extract the most money they could get out of their customers. Netflix will be the standard in the industry for years to come.

    Disclosure: I bought at $107/$90/$66/$90 and I plan to sell at $150 next month, $210 later this year and $270
    Jan 31, 2012. 01:14 AM | Likes Like |Link to Comment
  • Why A Netflix Buyout By Yahoo Would Ruin Them Both [View article]
    Netflix business model is more like Ebay than AOL. Ebay - great technology at a price nobody else could match (though I now look on Amazon before I commit to buy on Ebay). AOL good technology but at the max price they could extract from their customer. Yahoo was the best search engine until they tried to mimic Google's. Though I agree with the premise of the article, unless Yahoo messes everything up Netflix will be the standard for at least a decade.

    Disclosure: I purchase Netflix at $107/$90/$66/$90 and I intend to sell next month at $150 and then later in the year at $210 and then again when it gets to $270
    Jan 31, 2012. 01:12 AM | Likes Like |Link to Comment