Karlos DW

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  • Netflix's Profitability Is An Illusion  [View article]
    Oh why bother doing analysis no one else does, you've done more here in a few paragraphs than all ratings agencies combined. It's a simple business model very easy to replicate no real barriers to entry & the company has no serious cash to invest. I'm tired of reading reviews on NFLX, longs love it with blind faith shorts get burned. It is history repeating itself & the stock will eventually crash, but will kill many shorts before it does. Don't analyse just sit on the side & enjoy the circus.
    Nov 3, 2013. 03:30 PM | 2 Likes Like |Link to Comment
  • Icahn lowers Netflix stake to 4.5%  [View news story]
    Be super interesting to see how it plays out today, still wouldn't bet against it popping back up a couple of bucks. Over the longer term I suspect this is heading down as the irrational speculators head out to hunt the next "big" story, may even cover it's April 23rd gap up at around $175.
    Oct 23, 2013. 03:53 AM | Likes Like |Link to Comment
  • Netflix turns negative, S&P cuts shares to Sell  [View news story]
    Others have a buy with a target of $180 so works both ways
    Oct 22, 2013. 12:25 PM | Likes Like |Link to Comment
  • Short Netflix After Q3 Results: Fair Value $70 Per Share, 80% Downside Potential  [View article]
    Not sure I would go short, even though I agree with some of what you have said. The negative to nflx results is that it simply has very little free cash, can't believe they are not going to take an opportunity to raise more capital soon.
    Oct 22, 2013. 03:51 AM | 2 Likes Like |Link to Comment
  • Netflix beats by $0.03.  [View news story]
    Lets party like its 1999! Oh, hope not.......
    Oct 21, 2013. 04:14 PM | 2 Likes Like |Link to Comment
  • Netflix in negotiations to provide service to cable operators  [View news story]
    Can't help but feel slightly disappointed as this helps the cable guys probably more than NFLX, also makes me think NFLX have come to a standstill on subscriber growth. I liked the image of streaming being a game changer. Also how much goes to the cable guys, not a big cake to cut from at $8/month?
    Oct 14, 2013. 10:49 AM | 2 Likes Like |Link to Comment
  • Netflix in negotiations to provide service to cable operators  [View news story]
    This isn't new news? Same names were mentioned a few weeks back. And even back in March 2012?
    Oct 14, 2013. 09:05 AM | 1 Like Like |Link to Comment
  • Insiders Are Selling Netflix  [View article]
    Not a great deal of insider selling. Its up in premarket although that's on an old news story? Bloomberg seem to repeating the cable discussions story that came out 2-3 weeks back.
    Oct 14, 2013. 08:30 AM | Likes Like |Link to Comment
  • Jefferies downgrades Merck, Eli Lilly, AstraZeneca  [View news story]
    I like Merck & will look for further buying opportunities. Perlmutter is doing what he said he would scaling back & reducing complexity. It does feel like there's a more targeted approach to R&D, but results take time.
    Oct 11, 2013. 09:26 AM | Likes Like |Link to Comment
  • Is High Flying Netflix Finally Losing Its Mojo And Ready For A Hard Landing?  [View article]
    Sakelaris, I agree this could be an option. What you find in the UK however is that the 5 national TV stations have plenty of good content between them. There's 60+ free to view channels. The main subscribers outside of these are for the sports package delivered by Sky. Sky has tied up the majority of sporting events in deals lasting many years ahead so they kind of force the issue. You want Sport you buy Sky, however you can't just get Sport you need to add another entertainment pack then add Sport. Sky has about 10,500,000 subscribers. Sky also puts it's services in to territories it has no right to be in, eg Spain. There's a small gap for NFLX but they are the competition not the market leaders
    Oct 10, 2013. 08:58 AM | Likes Like |Link to Comment
  • Another bull on the Netflix bandwagon  [View news story]
    I thought the pump bit was over.....
    Oct 10, 2013. 08:09 AM | Likes Like |Link to Comment
  • Is High Flying Netflix Finally Losing Its Mojo And Ready For A Hard Landing?  [View article]
    Yes BBC rules the UK with content by a long way and no cable or streaming "competitor" can compete, but need to correct you-it isn't free, UK residents have to pay a licence fee of $18 per month, it's a criminal offence not to pay. Nearly 30,000,000 "subscribers"
    Oct 10, 2013. 04:28 AM | Likes Like |Link to Comment
  • Netflix flies higher as Icahn ponders his windfall  [View news story]
    Netflix at $330, they must have found alien life in a far away galaxy, English speaking, capable of streaming, have no life & desperate to view hours of mind destroying junk.
    Oct 2, 2013. 10:09 AM | Likes Like |Link to Comment
  • No shutdown for shares of Netflix in early trading  [View news story]
    It's quite simple the stock is a simple momo trade, there's no way the stock can be valued at $325 even on a forward P/E. So as in the late 90's analysts look for where the easy money is, ie. where the man on the street is throwing money at a stock without reason thought or analysis. The analysts know that by stating a stock is a buy & raising the price target the herd mentality will kick in amongst the retail investors who blindly follow the crowd. Meanwhile the analysts clients, who were made prior aware of the upcoming valuation hike, make a pretty penny in a short period. As in the 90's this will have a nasty ending, it is coming & I would guess sooner rather than later.
    Oct 2, 2013. 04:32 AM | Likes Like |Link to Comment
  • Is Netflix Better Than LoveFilm?  [View article]
    Looks like Carl Icahn finally believes the 10% he's holding is looking somewhat over valued. Probably take profits prior to earnings release-why risk waiting? Banking a tidy profit!!
    Oct 1, 2013. 02:14 PM | Likes Like |Link to Comment