- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Coaching Changes
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Netflix is quietly tearing it up.
Posted on 6/1/10 at 6:45 pm
Posted on 6/1/10 at 6:45 pm
From around $50 start of the year and closed at $107 today after getting as high as $111.
Definitely not a long hold, but with the recent addition of Wii access for instant Netflix for instance and no real competition on the immediate horizon, seems like it has to keep climbing.
Definitely not a long hold, but with the recent addition of Wii access for instant Netflix for instance and no real competition on the immediate horizon, seems like it has to keep climbing.
6
Posted on 6/1/10 at 8:13 pm to Scoop
i agree. i wish i would have jumped on board a long time ago, but i never thought blockbuster would go down the way they are.
only threat to netflix is redbox.
only threat to netflix is redbox.
Posted on 6/1/10 at 8:49 pm to donRANDOMnumbers
Netflix is anchoring less to DVD by mail and more to streaming.
People miss the boat saying Netflix instant is compromised by old titles but I've had it on XBox from the start and the TV content is something you can't get as easily anywhere else for next to nothing.
Lost, 24, Dexter, Weeds, etc.
Old series like A Team.
The TV content on instant Netflix is a huge draw but the analysts get stuck on new releases.
That's why Redbox can't directly complete with Netflix yet.
People miss the boat saying Netflix instant is compromised by old titles but I've had it on XBox from the start and the TV content is something you can't get as easily anywhere else for next to nothing.
Lost, 24, Dexter, Weeds, etc.
Old series like A Team.
The TV content on instant Netflix is a huge draw but the analysts get stuck on new releases.
That's why Redbox can't directly complete with Netflix yet.
Posted on 6/1/10 at 8:56 pm to donRANDOMnumbers
CSTR is on a similar run YTD. CSTR faces a few more threats in my opinion with the emergence VoD, competition from NetFlix, NCR and BBI. The new windows that CSTR singed with 3 major studios should be interesting to watch. Sure the pricing will be great and eliminate workarounds but the 28 day post street date release is going to push some customers elsewhere when looking for popular new releases.
The Capex for a RedBox is insanely low and the revenue & EBITDA per kiosk would blow your mind. CSTR knows that it's future is in the DVD rental business and you've seen this increased focus from management lately, most noticeably the sale of the E-Pay business to InComm last week.
The Capex for a RedBox is insanely low and the revenue & EBITDA per kiosk would blow your mind. CSTR knows that it's future is in the DVD rental business and you've seen this increased focus from management lately, most noticeably the sale of the E-Pay business to InComm last week.
This post was edited on 6/1/10 at 9:04 pm
Posted on 6/1/10 at 8:58 pm to donRANDOMnumbers
Plus, their books are strong and Netflix is stable as hell which is why such an obvious acquisition target hasn't been bought up by Google, Amazon or Apple.
Posted on 6/1/10 at 9:00 pm to Scoop
One advantage RedBox has over NetFlix is the physical rental platform. The number of households that can stream internet content to their TV is only around 20%. While this number is low now, it is steadly increasing and RedBox appears to be developing a VoD platform to compete and profit from this shift in delivery methods. We should get some more color on this by year end.
Posted on 6/1/10 at 9:02 pm to samisrael
quote:
The Capex for a RedBox is insanely low and the revenue & EBITDA per kiosk would blow your mind. CSTR knows that it's future is in the DVD rental business and you've seen this increased focus from management lately, most noticeably the sale of the E-Pay business to InComm last week.
I have Netflix and Coinstar because I think they are both poised to keep rising as they are not direct competitors in my mind because I see Netflix growing from streaming and not mailed DVDs.
Posted on 6/1/10 at 9:13 pm to Scoop
I want to see who ties in with GoogleTV. Has the potential to be a game-breaker.
Posted on 6/1/10 at 9:17 pm to kfizzle85
Exactly. Both Netflix and Coinstar are safe investments on their own but with huge upside depending on how things play out with the big boys.
Posted on 6/1/10 at 9:48 pm to kfizzle85
It has the potential to be a game changer only if, and it's a big if, the number households that can stream internet content increases significantly, and soon.
Posted on 6/1/10 at 9:50 pm to Scoop
quote:
People miss the boat saying Netflix instant is compromised by old titles but I've had it on XBox from the start and the TV content is something you can't get as easily anywhere else for next to nothing.
Lost, 24, Dexter, Weeds, etc.
Entourage?
My wife has a netflix acct, but I've largely ignored the instant access part because I was looking for movies. But, I'd love to see seasons 4-6 of Entourage that way if available.
Posted on 6/1/10 at 9:51 pm to samisrael
Anyone with cable tv can stream stuff. IDK what the percentage of households with cable is, but I would imagine it is really, really high. You don't need two pipes for internet and cable, that's part of what Google is trying to get across to consumers.
Posted on 6/1/10 at 10:28 pm to Scoop
quote:
Netflix is quietly tearing it up.
I didn't realize it was quiet. I picked some up in April at 85 when I read a few articles on Blockbuster. I'm about to take some of my profit and move on. I'm still long on it but I'm going to spread some around. It's a little overbought now just because of the Blockbuster collapse.
Posted on 6/2/10 at 3:54 am to Scoop
I used to own Netflix back when it was $24 a share!! Ughh oh well I made some money off of all the MO splits, if Netflix had a dividend it would def be a long term keeper...
Posted on 6/2/10 at 8:53 am to Scoop
I am not sure how it is tearing it up quietly?
This things moves around a lot. First 20 minutes and there is a spread from the high to low of $4.31.
The options on the front month have an IV of 124.
This things moves around a lot. First 20 minutes and there is a spread from the high to low of $4.31.
The options on the front month have an IV of 124.
Posted on 6/2/10 at 3:13 pm to tigerfan4444
It moved alot today for sure. Started the morning sliding like $2.60 then stormed back to close +$3.60.
Posted on 6/2/10 at 3:26 pm to BradendUNT
quote:
if Netflix had a dividend it would def be a long term keeper...
Why?
Posted on 6/2/10 at 4:40 pm to Scoop
that y i love my broker
he put me on it at like 26 a share
he put me on it at like 26 a share
Posted on 6/3/10 at 11:54 am to Scoop
quote:
no real competition
Cable/Satellite on demand?
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News