Seeking Alpha

JayBlisk

JayBlisk
Send Message
View as an RSS Feed
View JayBlisk's Comments BY TICKER:
Latest  |  Highest rated
  • Netflix gets more social [View news story]
    Not sure how this can help the bottom line. However this has been the worst short ever.
    Aug 1 09:33 AM | Likes Like |Link to Comment
  • Shorting Netflix Looks To Be A Really Good Play Right Now [View article]
    @Sakelaris being that I am an Amazon Prime member I can tell you more about this. They do have ppv and buying options however they do also have the prime membership library that only shows the listings for their free content. Cheers
    Jul 25 02:32 PM | Likes Like |Link to Comment
  • Shorting Netflix Looks To Be A Really Good Play Right Now [View article]
    Question to anyone. Does Amazon still not publish subscriber growth for Prime membership's?
    Jul 25 02:10 PM | Likes Like |Link to Comment
  • Shorting Netflix Looks To Be A Really Good Play Right Now [View article]
    Waiting on Amazon's numbers tonight to add to my short position. If subs for prime members are above consensus I will add to my position.
    Jul 25 01:13 PM | Likes Like |Link to Comment
  • Is Netflix A House Of Cards? We Will Find Out Monday After The Close [View article]
    DMV can't wait to see the spin Doctors take on his earnings after the bell. If subs don't come in par with est. I don't think he will be able to make a positive spin on that. I wonder if institutional owner will buy the dip to show that they owned the stock in their portfolio to investors on their statements. Cheers and happy trading
    Jul 22 07:22 AM | Likes Like |Link to Comment
  • Emmy nominations or not, House of Cards made up less than 1% of the TV show viewing done by Netflix (NFLX) subs during an April week, per a study from research firm GfK. Breaking Bad and Mad Men each made up 3% of viewing, and Heroes and Family Guy 2% apiece. Moreover, 45 different shows claimed a ~1% share. GfK qualifies its findings by pointing out House of Cards viewing may have been much higher in February, when the show launched to considerable buzz. Meanwhile, a Cowen survey of Netflix subs found 20% claiming to have cut the cord; an outsized % of them were in the lucrative age 30-44 demographic. [View news story]
    Yeah but $30.
    Jul 21 11:16 AM | Likes Like |Link to Comment
  • Netflix - Will History Repeat Itself? [View article]
    Sakelaris I agree with you so much. It is scary! You never know could make things more like an a la carte kind of thing. Glad you made a great trade on Netflix. Keep up the good work. Cheers!
    Jul 20 07:06 PM | Likes Like |Link to Comment
  • Netflix - Will History Repeat Itself? [View article]
    Correction: I just researched the Intel deal. Intel was reported to be close to a deal with Viacom, Time Warner and NBC Universal.
    Jul 20 01:29 PM | Likes Like |Link to Comment
  • Netflix - Will History Repeat Itself? [View article]
    Sorry no details right now being the services are in beta testing. Intel did announce an agreement with Viacom, cbs and someone else. What I meant from my above statement is that this may bring the stock under pressure in the coming months/year. I don't think anyone will buy Netflix. Why would any company spend 15 billion to purchase Netflix when the platform in my professional IT opinion is easy to replicate and improve. Sure they have a huge subscriber base but so do cable provider, Apple and Google/YouTube. Sure someone else that lacks the subscriber base might be interested but I think that would be a hard sell to talk shareholders into buying a company that is burning cash. Sakelaris do you really feel subs can grow way above here? How? There are around 120 million households in the US some with no broadband capability and some with no intentions on cutting the cord at all. Also international content is more limited and there are other streaming providers there that already have a sub base established. My thoughts are Subs will slow because of content being limited via streaming, password sharing, competition and lack of high speed connectivity.
    Again these are just my thoughts and opinions.
    Jul 20 01:07 PM | Likes Like |Link to Comment
  • Netflix - Will History Repeat Itself? [View article]
    YouTube, Intel and Apple are starting the process.
    Jul 20 11:42 AM | Likes Like |Link to Comment
  • Netflix Spending May Threaten Quality Television [View article]
    Rod when did you take your short position off. I think a good start for a short position will be after earnings. I am going to start a small leap put option position and avg in along the way
    Jul 20 11:37 AM | Likes Like |Link to Comment
  • Emmy nominations or not, House of Cards made up less than 1% of the TV show viewing done by Netflix (NFLX) subs during an April week, per a study from research firm GfK. Breaking Bad and Mad Men each made up 3% of viewing, and Heroes and Family Guy 2% apiece. Moreover, 45 different shows claimed a ~1% share. GfK qualifies its findings by pointing out House of Cards viewing may have been much higher in February, when the show launched to considerable buzz. Meanwhile, a Cowen survey of Netflix subs found 20% claiming to have cut the cord; an outsized % of them were in the lucrative age 30-44 demographic. [View news story]
    I won't cut the cord but I have reduced my bill by cutting channels. I have to have my cnbc and national news. Expect huge changes for the cable provider next year. IT hiring has ramped up in this sector.
    Jul 20 10:55 AM | Likes Like |Link to Comment
  • Netflix - Will History Repeat Itself? [View article]
    If earnings and subs are in par with estimates I think institutional stock owners will start reducing their position. To many new services are coming online. Eventually prices will increase because of pressure from stock owners to increase revenue. I feel the stock does have the potential for a pop after earnings. However I would sell into the rally if you have one. Cheers!
    Jul 19 09:59 AM | Likes Like |Link to Comment
  • Carl Icahn says he still hasn't "sold one share" of Netflix (NFLX), and that he has his son to thank for it. Talking at the Delivering Alpha conference, Icahn says he wanted to take profits $100/share ago, but backed off after his son (originally responsible for the investment) threatened to quit. Icahn, whose paper profits in Netflix top $1B, stated in May he came to support the streaming giant's management after meeting with Reed Hastings and catching an early viewing of House of Cards. (previous[View news story]
    Blindcows your right the market since 2009 has been nothing but speculation. Netflix will lose steam. Read the article I posted in my comment above. The Fed has created an artificial market. I am worried we the middle-class will suffer for this QE inflated artificial market within the next several years. I don't think the jobs numbers will get much better and sure unemployment will go down because benefits will run out. I use to build home before the recession and most of those construction jobs won't ever come back. I now am in IT which I have always loved and had a true passion for. Plus you can't beat the job stability that Information Technology gives you. Cheers everyone
    Jul 17 10:52 PM | 1 Like Like |Link to Comment
  • Carl Icahn says he still hasn't "sold one share" of Netflix (NFLX), and that he has his son to thank for it. Talking at the Delivering Alpha conference, Icahn says he wanted to take profits $100/share ago, but backed off after his son (originally responsible for the investment) threatened to quit. Icahn, whose paper profits in Netflix top $1B, stated in May he came to support the streaming giant's management after meeting with Reed Hastings and catching an early viewing of House of Cards. (previous[View news story]
    Gary J I agree with Aceinmysleeve. I don't think Carl knows much about Netflix and the streaming service business.

    Read this article http://bit.ly/193YymH I have said a lot of this on seeking alpha before. Cheers. Disclosure: I will start a short position after earnings via leap put options or I am considering a convertible hedge strategy.
    Jul 17 10:08 PM | Likes Like |Link to Comment
COMMENTS STATS
44 Comments
4 Likes