NFLX Earnings.

Discussion in 'Stocks' started by CenFlo, Oct 21, 2013.

  1. Spoken like a trader, not an investor. So I suppose its the management's job to be pump the stock price as high as they can regardless of reality? I suppose managing expectations so that they are reasonable is against fiduciary duty because it might hurt the stock price in the short term?

    I doubt you realize that Musk basically said something to the same effect a few months ago, something along the lines of the market being very generous with our valuation.
     
    #31     Oct 22, 2013
  2. CenFlo

    CenFlo

    You are going to the far extreme now, but you have that right.

    Perhaps this article will clear things up for you?

    http://blogs.marketwatch.com/thetel...will-he-say-anything-about-teslas-5-pullback/

    Edit, this is the article you are referring to on his comments:

    http://www.forbes.com/sites/chuckjo...hinks-the-stock-market-is-being-too-generous/
     
    #32     Oct 22, 2013
  3. Bingo. The argument that hastings said something to go against sharholders tells me one thing. Churchhill is long and he got his ass handed to him even if he said he has no position. He prob got out of position prior to that post and had to blow off steam. Why else make a post like that?
     
    #33     Oct 22, 2013
  4. CenFlo

    CenFlo

    The real ? here is would the share have taken such a dramatic tumble had Reed kept his sister-kisser shut and not have said anything?

    No one will ever know, but I do feel the stock will make a slow come back as time goes by.
     
    #34     Oct 22, 2013
  5. bonds

    bonds

    Or maybe this move down was caused by a big seller... Icahn?
     
    #35     Oct 22, 2013
  6. bears21

    bears21


    Bingo mystery solved. This was a classical reversal day with power. Question becomes how far down will this shoot, my guess this will overshoot and if market cooperates to the downside this can trade 250-270 area before a buyable pullback.
     
    #36     Oct 23, 2013
  7. hajimow

    hajimow

    market has started to talk and show early signs of a correction/bearish trend. Price action on NFLX was a part of that. Now the rally idea after the showdown relief is over and market is digesting the facts. My recommendations are :
    1- many semi stocks cannot grow in this market. Check out TXN, BRCOM results. They have not fallen because of the market rally mode. ADI will follow the rest and is in worse condition. It should drop to $42 and lower in the near future
    In restaurant business MCD is showing some signs are weakness and its stock is also doing poorly. It can easily drop to $85. This trend will be slow but worth taking advantage of it.
    IWM which is a small cap ETF has rallied a lot and it is stretched. Small cap is extremely overpriced. It makes sense to short IWM or buy some PUTs for Jan or December.
     
    #37     Oct 23, 2013
  8. blakpacman

    blakpacman

    NFLX could be the proverbial canary in the coal mine. High PE stocks sooner or later fall from the weight of overvaluation. Even with today's correction, it's still at a staggering 402 times earnings.
    Icahn calling NFLX still highly undervalued is being disingenuous, especially since he sold 1/2 his stake.
     
    #38     Oct 23, 2013
  9. d08

    d08

    Why would anyone listen to people who have significant positions in the stock. Specially a manipulator like Icahn...
     
    #39     Oct 23, 2013
  10. I agree. Can't stand the guy but he does make bucket loads of money :)
     
    #40     Oct 23, 2013