blimey1’s Activity

Mon Mar 24

Article Comment

blimey1 commented on an article. 6:13 PM

Netflix Is No Match for Vaporware

In the interests of transparency - is the author long on NFLX and just having a bad day/week on the market?

Whilst reality is not for everyone, NLFX has been due for a major correction for more than six

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Wed Mar 12

Article Comment

blimey1 commented on an article. 10:38 PM

Next Stop for Netflix Stock: $500?

Mark Mahaney should provide transparency around RBC's portfolio and the advice they are peddling to their clients.

This sounds like intentional pumping to derive short term gains.

NFLX's

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Wed Mar 5

Article Comment

blimey1 commented on an article. 8:36 PM

Morgan Stanley: Bubbly-Looking Tech Stock Valuations Make Sense This Time

In the interests of transparency Mr. Parker should declare his hand relative to his wildly bullish proclamation. How long is MS in the key stocks via their own portfolio and what are they advising their clients?

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Thu Feb 6

Article Comment

blimey1 commented on an article. 8:26 PM

Either Netflix Is Absurdly Overvalued, or Time Warner Is Insanely Cheap

This is very well thought out and convincing argument.

Netflix is so overvalued that one can only look to the financial institutions and hedge funds that have created this monster.

It is

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Wed Jan 29

Article Comment

blimey1 commented on an article. 8:40 PM

Is Netflix a House of Cards?

The valuation defies economic logic. Even a P/E of 75 would be flattering - as this is not a small, emerging company with huge potential.

How anyone can justify a P/E of over 200 with a straight face is beyond

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Article Comment

blimey1 commented on an article. 5:00 AM

Will Amazon Ever Match Netflix's Exclusive Content?

If AMZN is prepared to take on billions of dollars of off-balance liabilities, like NFLX has, then it can match it accordingly.

I believe Jeff B is not that desperate. In the long haul AMZN will overtake NFLX

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Article Comment

blimey1 commented on an article. 1:08 AM

Netflix Just Put Cable Companies on Notice

Blaming the ISP's achieves what?

NFLX will not let quality suffer so they will be forced to increase prices or lower profits.

Tue Jan 28

Article Comment

blimey1 commented on an article. 10:02 PM

Netflix Just Put Cable Companies on Notice

Sorry, but your argument only makes sense if NFLX passes on the higher costs to its customers.

And we have seen how price sensitive they can be.

Thus, if the broadband providers increase

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