tag:blogger.com,1999:blog-1527840491496268397.post1667911107147397818..comments2024-03-08T11:20:30.095-07:00Comments on Credit Bubble Stocks: Netflix (NFLX) Hits New All Time HighUnknownnoreply@blogger.comBlogger7125tag:blogger.com,1999:blog-1527840491496268397.post-44858689441838314752011-02-06T11:30:03.308-07:002011-02-06T11:30:03.308-07:00The bearish commentary is informed by concerns abo...The bearish commentary is informed by concerns about valuation.<br /><br />For example, the capital gains in the U.S. stock market since 1932 (the great bull market that everyone extrapolates in perpetuity) have come in large part from a fall in the dividend yield from 13% to the current level.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-80922072327628342602011-02-06T02:46:29.120-07:002011-02-06T02:46:29.120-07:00You do realize this is a value investing blog, rig...<i>You do realize this is a value investing blog, right?</i><br /><br />You put up a lot of generally bearish market commentary. In fact, this makes up a big majority of the content.eahilfhttps://www.blogger.com/profile/11917658744700868462noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-84348575484999839542011-02-05T07:49:38.981-07:002011-02-05T07:49:38.981-07:00Well - subscriber growth is at 60% year over year,...Well - subscriber growth is at 60% year over year, they are expanding internationally and coinstar (Redbox) just announced a Q4 miss and lowered guidance.<br /><br />Seems reasonable you can't find any reason they would be doing well...Unknownhttps://www.blogger.com/profile/05247030108982731907noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-86020692781221775472011-02-04T13:22:42.641-07:002011-02-04T13:22:42.641-07:00You do realize this is a value investing blog, rig...You do realize this is a value investing blog, right? <br /><br />Also, over the long term, those things DO "mesh". Especially the values of companies. <br /><br />Wait till you get everything NFLX offers for free with an Amazon Prime account.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-74041200282018245582011-02-04T13:16:44.421-07:002011-02-04T13:16:44.421-07:00Just like the stock market and the economy are two...Just like the stock market and the economy are two different things -- i.e. they need not mesh, or show any kind of correlation -- so too the share price of NFLX and your opinion of their business prospects.eahilfhttps://www.blogger.com/profile/11917658744700868462noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-14107551586994315632011-02-04T11:35:35.659-07:002011-02-04T11:35:35.659-07:00Egyptian Belly Dancing for Beginners is available ...Egyptian Belly Dancing for Beginners is available on watch instantly!CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-9042385857434813082011-02-04T11:20:15.773-07:002011-02-04T11:20:15.773-07:00CP,
Now that things are calming down in Egypt, it...CP,<br /><br />Now that things are calming down in Egypt, it's surely only a matter of time before Mubarak turns everyone's internet back on and the delightful Egyptian people can all get back to renting and watching movies via Netflix.<br /><br />Maybe Mubarak will even introduce a State Netflix Subsidy (SNS) to show the people he is a changed man, and the stock price is reflecting this information which has not yet become news.Taylor Conanthttps://www.blogger.com/profile/18270678440957992085noreply@blogger.com