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Netflix

  • DirecTV Is on the Verge of Acquiring Hulu

    By RJ Towner - June 19, 2013 | Tickers: BRK-A, DTV, DISH, NFLX

    Valuentum Best Ideas Newsletter holding DirecTV (NASDAQ: DTV) is allegedly in advanced talks to close a deal with internet TV provider Hulu. The source asserts that the deal will be in the billion-dollar range. Hulu posted approximately $695 million in revenue in 2012, and people watched 24 billion minutes of entertainment on the service last year. Yet, we at Valuentum do not know what the bottom-line looks like. This valuation more »

  • Is CBS a Survivor?

    By Dan Moskowitz - June 19, 2013 | Tickers: AMZN, CBS, NFLX, NWS, DIS

    CBS (NYSE: CBS) has been a big winner since early 2009 -- but so have most stocks throughout the broader market. For those wondering whether CBS can continue its upward trajectory, the past month has been less than inspiring. 

    The good news is that CBS has continued to grow earnings. Since an atrocious 2008, when diluted EPS came in at -$17.43, earnings have steadily increased on an annual basis. The more »

  • Tiger Cub John Griffin’s New Stock Picks

    By Meena Krishnamsetty - June 18, 2013 | Tickers: CBS, C, CMCSA, GPS, NFLX

    John Griffin, who manages Blue Ridge Capital, was formerly legendary investor Julian Robertson’s second-in-command at Tiger Management. We track Blue Ridge’s quarterly 13F filings alongside those of hundreds of other hedge funds in our research on investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds generate an average excess return of 18 percentage points per year). Because our database tracks more »

  • Justifying A Triple Digit Forward P/E Ratio

    By Alexander MacLennan - June 18, 2013 | Tickers: AMZN, NFLX, TSLA

    The idea of a triple digit P/E ratio screams overvalued to many investors. The idea of a triple digit forward P/E ratio has even more investors running for the hills. While some companies have such a high P/E ratio due to an irrational market or stock manipulation, many other companies carry this price due to a high prospect of growth that would bring this P/E ratio more »

  • Why You Should Be Wary of Netflix

    By Hunter Hillman - June 18, 2013 | Tickers: AMZN, DWA, NFLX

    On June 18, Netflix (NASDAQ: NFLX) and DreamWorks Animation (NASDAQ: DWA) announced that they had struck a deal to bring exclusive, original content to Netflix. Ostensibly, this fills the void left by the lapse of Netflix’s deal with Viacom. It represents the next step in Netflix’s push for original content, which is designed to differentiate it from competitors such as Amazon’s (NASDAQ: AMZN) Prime Instant Video.

    Netflix more »

  • What Is Netflix's Market Saturation Point?

    By Alexander Cho - June 18, 2013 | Tickers: DWA, NFLX, DIS

    Netflix (NASDAQ: NFLX) today announced a deal whereby it’s getting exclusive access to 300 hundred hours of exclusive content from DreamWorks Animation (NASDAQ: DWA). DreamWorks Animation has a rich content collection of high-budget, high-grossing films like Shrek, Kung Fu Panda 2, Madagascar, and How to Train Your Dragon. Over the past five years the total grossing value of the films ranged from $321 million to $742 million.

    Neither the more »

  • Making the Right Bet in Online Video

    By Andrés Cardenal - June 18, 2013 | Tickers: AMZN, DWA, NFLX, VIAB

    We are in the midst of a major shift in the way we consume video, just like internet revolutionized the books and music industry, video is going under a similar transformation due to the online streaming boom. There will be many opportunities for different players to profit from this revolution over the next years, but investors need to consider major industry trends in order to position themselves in the best more »

  • Netflix Continues to Emphasize Original Content With DreamWorks Deal

    By Salvatore "Sam" Mattera - June 18, 2013 | Tickers: AMZN, DWA, NFLX

    Shares of both Netflix (NASDAQ: NFLX) and DreamWorks (NASDAQ: DWA) spiked higher on Monday on news that the companies had expanded their partnership. DreamWorks will develop original TV series based on some of its hit movies (Shrek, How to Train Your Dragon, etc.) and sell them to Netflix on an exclusive basis.

    While the deal seems like a clear winner for DreamWorks (it lets the company further monetize its intellectual more »

  • It is All About Exclusive Content for Netflix

    By Nick Chiu - June 17, 2013 | Tickers: AMZN, DWA, NFLX

    According to McKinsey Global Institute, mobile internet is one of the 12 disruptive technologies. Mobile internet is about enhancing service delivery, boosting productivity, and delivering better and easier life experiences. Mobile internet is progressing constantly, and Netflix (NASDAQ: NFLX) is well positioned to ride this trend.

    Netflix’s deal with DreamWorks

    Netflix has just signed an original programming deal with DreamWorks Animation SKG (NASDAQ: DWA). This multiyear agreement is the more »

  • An Interesting Trade Ahead of June 28

    By Alexander MacLennan - June 17, 2013 | Tickers: BBRY, NFLX, TSLA

    At the end of the day, investing is about maximizing returns, although there are multiple components to this. Things like managing risk, identifying opportunities, and knowing when to cut your losses are all important, but another factor comes into play after you realize a return. And that’s taxes.

    A present situation

    Investors should be familiar with the concept of capital gains and capital losses and that losses can be more »

  • It’s a Terrible Idea to Buy Hulu

    By Marie Palumbo - June 17, 2013 | Tickers: T, CMCSA, NFLX, YHOO

    It’s like siblings trying to decide what to do with the last piece of candy. Comcast (NASDAQ: CMCSA) doesn’t care. Disney and News Corp. can’t agree. So no one gets it. They put it up for sale. The only problem is: which bid to take?

    Can’t they just get along?

    Due to regulatory restrictions, Comcast is a nonvoting owner of Hulu through NBC Universal. Comcast’s more »

  • Intel Television Could Become a Reality

    By Alexander Cho - June 15, 2013 | Tickers: AMZN, INTC, NFLX

    Intel (NASDAQ: INTC) plans to come up with a new service that allows for web streaming of cable TV content. However, The New York Times illustrates that Intel could be in some trouble:

    As Intel tries something audacious — the creation of a virtual cable service that would sell a bundle of television channels to subscribers over the Internet — it is running up against a multibillion-dollar barricade. That barricade is guarded more »

  • Sirius XM Is Alright -- For Now

    By Salvatore "Sam" Mattera - June 15, 2013 | Tickers: AAPL, NFLX, SIRI

    As part of its iOS 7 unveiling, Apple (NASDAQ: AAPL) announced that owners of particular automobiles would soon be able to beam a version of their iPhone’s interface directly to their vehicle’s touch-screen.

    This feature, combined with Apple’s upcoming iTunes Radio, has left some assuming the worse for Sirius XM (NASDAQ: SIRI). Shares closed the week down over 5%.

    While I agree that Sirius XM could be more »

  • The Next Industry to Die: Hollywood?

    By Salvatore "Sam" Mattera - June 15, 2013 | Tickers: CNK, NFLX, RGC

    Legendary filmmakers Steven Spielberg and George Lucas made headlines this week after they warned that Hollywood could be on the verge of imploding. Specifically, Spielberg and Lucas believe that studios have made too many aggressive bets on too few films, and that a string of box office failures (something that they feel is inevitable) could bring the industry to its knees.

    It’s an interesting premise, and given that it more »

  • Are Consumers Riding the Bull?

    By Marie Palumbo - June 14, 2013 | Tickers: AMZN, AAPL, BBRY, GOOG, NFLX

    Did you vote in this year’s presidential election? How about the mid-term election? If you’ve continued to read with a sense of shame, fear not. I’m not here to lecture you. In fact, I would like to congratulate you. Believe it or not, you’ve voted nearly every day this year. As a consumers, you have the power to cast “votes” for companies through your daily more »

  • What Can DirecTV Do With Hulu?

    By Adam Levy - June 14, 2013 | Tickers: DTV, DISH, NFLX

    In an earlier article, I predicted DirecTV (NASDAQ: DTV) would be the likeliest winner of the most recent bidding war for Hulu. Through some crazy magic, or perhaps dumb luck, it appears as though I was right. Early reports are that DirecTV will acquire the video streaming platform by month’s end for just over $1 billion.

    Hulu can definitely improve DirecTV’s offerings, and, perhaps more importantly, DirecTV can more »

  • Why the Newest "Sin" Stocks Can Make You Money

    By AnnaLisa Kraft - June 14, 2013 | Tickers: AMZN, CMCSA, NFLX, YHOO

    All the bloviating and blather about the "right way to watch TV" has given  stocks that enable "binge viewing" a patina of sin on a par with alcohol, tobacco, and casino stocks. "Gluttonous" and "addictive" are the operative words. If there are words that should be more delightful to the ear of an investor, I don't know what they are, except for "accelerating revenue growth."

    And what are these more »

  • The Internet TV Race Is Heating Up

    By Reuben Brewer - June 14, 2013 | Tickers: AMZN, NFLX, VIAB, DIS

    Netflix (NASDAQ: NFLX) bagged the big cheese in kiddie TV and now Amazon.com (NASDAQ: AMZN) has grabbed Nickelodeon's preschool shows. Exclusive deals are heating up the race for share in Internet TV.

    Picky, picky

    When streaming video over the Internet was first getting started, Netflix and Amazon were in an arms race to have the most content. It only mattered how many hours of content was available. That more »

  • The Rapid Evolution of the Home Entertainment Industry

    By Victor Selva - June 14, 2013 | Tickers: DISH, NFLX, S, TIVO

    After cinema and cable TV, ways of delivering multimedia content continued to evolve. First, there was satellite TV; later, systems that integrated digital video recording; and finally, Internet streaming. Below I will look into one company of each kind, Dish Network (NASDAQ: DISH), TiVo (NASDAQ: TIVO) and Netflix (NASDAQ: NFLX), in order to elucidate which ones stand a chance of succeeding in a constantly evolving environment and, thus, comprise good more »

  • Sirius is Getting Serious About Its Stock

    By Mike Thiessen - June 14, 2013 | Tickers: CBS, NFLX, SIRI

    Sirius’s (NASDAQ: SIRI) stock has risen by 85.5% in the last 12 months and 31% since December of 2012, which is when Sirius announced its stock buy-back program. Whether or not the buyback program has anything to do with its recent run-up in price, the particular characteristics of the company make the program particularly interesting for retail investors in the future.

    Sirius`s Ownership Structure

    Sirius XM Radio more »

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