NFLX isn't a short-term playfor me - but there's a lot of fear on Wall St. concerning downloadable and OnDemand movies.

The main downward pressures are due mainly to slightly lowered outlooks in the upcoming 2 quarters (mostly because of increased costs to bringing in new members). I personally think it was heavily oversold due to a market overreaction and saw a great opportunity to get in low.



[crazytalk]
I have a crazy personal theory that they lowered earning expectations in the upcoming qtrs because they are planning to acquire gamespot or a similar organization
[/crazytalk]

[Edited on July 25, 2006 at 5:25 PM. Reason : addendum]

7/25/2006 5:22:42 PM

damn...i just bought amazon like 2 days ago((((((((((((((((((((

7/26/2006 3:20:45 AM

can anyone predict the future on this one?

Quote :

"so is PEIX going to continue diving or is there hope on the horizon? Anyone know anything about this stock?"

I read something (I think in the IBD) about ehtanol being bad for the environment, and how it will never account for more than 5 percent of total automobile fuel sold in the US, about how you cant keep growing corn crop after corn crop for fuel since it jacks up the soil etc...I havent see that negative spin on ethanol anywhere else tho.

7/26/2006 11:09:53 AM

Corn is tough on the soil. Have to either do some hardcore fertilization or rotate it with something like soybeans.

7/26/2006 5:37:00 PM

CSX what gives?

7/26/2006 5:47:46 PM

legumes are good at putting nitrogen back in the soil

7/26/2006 5:48:37 PM

XMSR

7/26/2006 6:32:05 PM

thank you to those who recommended CTDC...i got out of it today and look, CTDC is delinquent in its regulatory filings. HAHAHA

aapl...did u see it rise after the gap up it had... im at a $7 per share gain. can't go wrong with an apple (thanks to the ipod)

SCUD....i definately am thinking of NFLX...after reporting profits like that and dropping. it seems as if it is onsale right now. anyone else agree? screw the fea, its what people are doing. i see the rich people and the middle class all using netflix.

7/26/2006 8:23:41 PM

SIRI

7/27/2006 12:19:42 AM

^^netflix was a Motley Fool pick a month or two ago, too.

7/27/2006 12:33:05 AM

I would invest in YHOO

7/27/2006 12:39:46 AM

^You could try investing in DODR.NT

7/27/2006 12:42:48 AM

good one, nig.

[Edited on July 27, 2006 at 12:58 AM. Reason : .]

7/27/2006 12:44:17 AM

Quote :

"definately am thinking of NFLX...after reporting profits like that and dropping. it seems as if it is onsale right now. anyone else agree? screw the fea, its what people are doing. i see the rich people and the middle class all using netflix."

yeah i think im gonna jump on that train too. and i'm not worried at this point about video on demand. i doubt the cable companies can pump out HD quality video on demand to entire neighborhoods/cities at a time. all i know is my on demand doesn't work for shit during peak tv watching times...and it sounds like others are having the same problems. maybe they can upgrade the technology involved, i dunno. i do know netflix can keep pumping out dvds in 1 day tho.

7/27/2006 1:18:06 AM

dang it

http://tinyurl.com/lgswk



[Edited on July 27, 2006 at 10:07 AM. Reason : [Edited on July 27, 2006 at 10:05 AM. Reason : tinyurl]]

7/27/2006 10:05:44 AM

wow, so china's leading search engine only has 24-30million in revenue per quarter?

7/27/2006 10:57:36 AM

ya, they will probably net $1B this year

not a bad a start. in the late 90s "new economy", so called next big things in the US were bringing in the same amounts.

its only now in the "new, new economy", that we're seeing real revenues and earnings from these next big things.

i think BIDU has staying power, but it got beat up because like the article said, they only hit the ball out of the field, and not out of the stadium

7/27/2006 12:06:05 PM

Quote :

"i got out of it today and look, CTDC is delinquent in its regulatory filings."

you should have waited one day

CTDC is up 105%

7/27/2006 12:10:58 PM

7/27/2006 1:23:06 PM

Exxon continues to roll around in the skrilla.

http://biz.yahoo.com/ap/060727/earns_exxon_mobil.html?.v=11

"Revenue rose to $99.03 billion from $88.57 billion in the prior-year quarter."

"Exxon Mobil Corp. said Thursday it earned $10.36 billion in the second quarter"

I like this number

"The company's profit - which amounts to a cool $1,318 a second is the
second biggest ever reported by a U.S. company, behind only the $10.7
billion Exxon itself earned in the fourth quarter of 2005."

7/27/2006 1:51:57 PM

GM did really well also.

I was expecting more than just a weak morning rally.

7/27/2006 2:05:43 PM

the talks with nissan and GM are probably going to make GM rise a bit

7/27/2006 2:08:15 PM

That boosted them a while back. GM was up to $32 today.

They were expecting $0.55/share and ended up with $2.03/share for Q2.

Of course I did covered calls on all of mine at $27.5 last week

7/27/2006 2:10:36 PM

I think it's hilarious that XM is trying to blame the FCC for slowed subscriber growth. I still way unconvinced on investing in satellite radio as long as more than 1 provider exists.

I think SIRI reports friday - those of you that own should hedge...I'm still bearish on them.

7/27/2006 2:27:26 PM

NFLX isn't going to be doin too great. Blockbuster offers an online movie rental thats twice as good as netflix and lets you use the stores too. 1 day turnaround time.....bail outa nflx before it looses another 20%

7/27/2006 2:44:51 PM

You're crazy - Netflix's offerings and distribution channel is way more mature.
Blockbuster is an absolute dog right now - they are pouring crazy amounts of money trying to change their model but imho it's too little too late. They are still burdened by BM presence across the nation that is becoming increasingly more costly and less profitable. BB completely melted profitability by removing late fees last year. The only thing BB has going for it right now is national brand recognition (which has been going to the wayside with the rise of Hollywood/Movie Gallery) I think you are seeing a dying company grasping for straws.

If anything the OnDemand model affect BB way more than NFLX. OnDemand supports laziness for people avoiding having to make [b]4[b] trips to rent a video and return it etc. NLFX isn't really affected by that type of spontaneous or impulsive rent largely because of the subscription model.

There are a lot of overlooked features of NFLX that aren't really discussed right now. Primarily the Friends and Recomendation features that provides a degree of social networking that will increasingly drive new subscribers and are way more mature than anything BB can offer atm.

Oh yeah did I mention NFLX is up $1.04 right now

7/27/2006 3:00:47 PM

Quote :

"NFLX isn't going to be doin too great. Blockbuster offers an online movie rental thats twice as good as netflix and lets you use the stores too. 1 day turnaround time.....bail outa nflx before it looses another 20%"

^^Agreed, netflix is way more advanced than blockbusters online offering. The have way more titles, more distribution centers and a much more useful web system.

7/27/2006 3:24:24 PM

^^ yea up $1 today, down $5 two days ago......

Im not saying netflix is bad, but BB has distribution centers in charlotte, which from raleigh is a 1 day turnaround, send on monday, get a new one wednesday. BB offers the same price as netflix and then gives you coupons for all those in store impulse rentals. now under no circumstance am I saying invest in BB stock.....thats doomed due to nflx/walmart/hollywood video/on demand.....but between going with a dvd mailer, bb all the way

7/27/2006 3:44:33 PM

Exactly I only signaled a buy opportunity on the $5 slide...it was an obvious overraction due to overexaggerated competition from non-existent solutions and increased cost to brining in new subscribers (read: increased marketing and free trials)

The (now $1.18) increase today is the correction I was looking for after a con call lastnight spelling out those competitive forces and NFLX future in the $8bln segment. From here I am simply looking for organic growth.

7/27/2006 4:00:02 PM

NFLX - 39 distribution centers

BB - 23 distribution centers

7/27/2006 5:21:15 PM

You hedge SIRI by buying XM

7/27/2006 5:26:51 PM

I think CNBC's Dylan Ratigan


and Fashion Designer Isaac Mizrahi


Are secretly the same person.

I also think that Jim Cramer


and Comedian Louis C.K.


Are the same person.

I think I am right. CNBC is full of moonlighting impostors. Don't take their advice.

7/27/2006 8:34:35 PM

I looked at EWW and EWC today and was set to buy some as soon as I could get a good price for some of my other holdings that I want to ditch.

But then they mentioned both of them on Fast Money tonight. Prices on each will be up by at least 2% tomorrow.

7/27/2006 9:41:14 PM

Quote :

"you should have waited one day CTDC is up 105% "

no worries, i got my money and ran with it.

what a great day today is. i think i'm moving to the beach to trade stocks every morning on my boat.

7/28/2006 10:33:00 AM

7/28/2006 2:48:12 PM

VWO is a strong ETF. I'm liking it.

7/28/2006 2:51:17 PM

Quote :

""so is PEIX going to continue diving or is there hope on the horizon? Anyone know anything about this stock?""

7/30/2006 11:58:30 AM

hehe, a NASCAR index fund, featuring sponsors and other companies related to NASCAR

http://www.nytimes.com/2006/07/30/business/yourmoney/30niche.html?_r=1&oref=slogin

7/31/2006 11:55:14 AM

breakout day for IRBT

8/1/2006 9:56:08 AM

i still can't figure out these China stocks

8/1/2006 10:45:43 AM

Down 25% in one day is never a good thing

Hope non of you boys were playing with the Rambus fire on this one

http://finance.yahoo.com/q?s=RMBS

8/2/2006 12:04:06 PM

Hope some of you all are seeing the same gains in NFLX that I am

8/2/2006 12:31:28 PM

ACI and GRP are making nice comebacks. I might have to pick up a little bit more and ride it up.

Check this out:

http://www.elevation.com/index.html

Bono has his own private equity firm now.

8/2/2006 1:45:48 PM

sry guys i shorted RBMS

i hate that company

8/2/2006 1:48:24 PM

is it too late to get on the NFLX gravy train?

8/2/2006 1:50:14 PM

....probably - I picked it up @ 18.90

I expect it to get back up around 25 but really todays rally is the gain that I was really hoping to acheive.

8/2/2006 1:54:33 PM

I've lost a lot of money on RMBS. Bought in at like..$33...watched it go up to $45 and was too stupid to sell.

8/2/2006 2:00:26 PM

NLST had a big day with the tropical storm news

8/2/2006 2:32:59 PM

Question for you stock market guru's out there.... I have a stock in my portfolio.. almost a penny stock (Nasdaq: HOTJ)... I was looking my portfolio up online tonight and the "ask" was 2,000.... I am new to this and I think that it must be a typo...The stock closed at 1.38?? Can anyone help me break this down.... did I find something good or is this to good to be true....



Thank you TWWer's

8/2/2006 9:15:21 PM

very common for OTC stocks - ask goes to a very large number after hours. it will go back down to 1.38 when the market opens in the morning. don't ask me why, but that's just how it is.

8/2/2006 9:33:27 PM