The Ticker District

Posts Tagged with: HBO

Dan: $NFLX – House of Cards?

By - - FANGs on October 14, 2015 1:14 PM 0 Follow-Ups

Netflix was a big topic of conversation on last night’s CNBC Fast Money. The company reports Q3 results tonight after the close.  The options market is implying about a 15% one day move, which is shy of the 18% 4 qtr average move, and rich to the 10 year avg of 13%.  The last two quarters the […]

Read More →

Dan: China Syndrome for $NFLX ?

By - - Equities on June 16, 2015 12:24 PM 0 Follow-Ups

Last night on CNBC’s Fast Money we discussed the competitive threat that Alibaba (BABA) poses to Netflix (NFLX) in China. Watch here: I am not going to get too into the opportunity for NFLX abroad, it is obviously immense. But maybe even more than here in the the U.S., the success of the expansion will […]

Read More →

BK: Take profits in $NFLX without hesitation.

By - - Equities on June 11, 2015 8:40 AM 0 Follow-Ups

I couldn’t agree more with Dan about the NFLX move to all time highs on a stock split – this is the most absurd reason to invest in a stock. But hey, dumber strategies have worked. My view on Netflix was that once HBO went over the top the NFLX business model was broken. I […]

Read More →