a*********a
发帖数: 2607 | 1 新手问，如果真的按照楼主的预期跌了，楼主是不是会赚：BIDU差价x20000 + NFLX差
价x10000 = 大概44万$?
如果不是，损失19200$? |
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h*e
发帖数: 10233 | 2 那要看跌多少，如果NFLX下周直接跌到0，楼主马上大赚3百万。跌14块楼主又没来得急
卖得话只能喝西北风了。呵呵
我看楼主可以再花1万刀请个毛子黑客把netflix网站搞掉一星期，这样赚个几十万应该不成问题。 |
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f********e
发帖数: 1079 | 5 自古以来有一条古训，但是班上从来没有人原因听/信
不要short NFLX 这是一
也不要short PCLN 这是二
更不要short BIDU 这是三
股版一位最具深厚功底的一位大牛也不信，但是人家是过家家，才short一股。完全是
玩票。 |
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C****a
发帖数: 1639 | 7 我开始用Mac的时候 AAPL 100块
开始用netflix的时候，NFLX 60块
开始用mint的时候,INTU 30 ...
还有很多例子。。 555 |
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a****b
发帖数: 3588 | 8 枯死。NFLX 1月 50的时候没有买。。。。。 |
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p*********9
发帖数: 501 | 9 我也喜欢 NFLX, 再也不用给我女儿买 cartoon 碟了。 |
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C****a
发帖数: 1639 | 10 我记得我在NFLX 70多的时候选股大赛还烧了呢。 |
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r****d
发帖数: 239 | 11 This hype might continue longer. content provider themselves are still in
tight control of their stuff and I believe that's why the competition has
not reach the level it suppose to be. Apple or google could be a very
tough competitor if they have content provider in line. As I see it,
content providers are delaying the foreseeable healthy competition and
with time NFLX's first mover advantage can be leveraged well to establish
customer base and distribution channels, which makes it harder for o... 阅读全帖 |
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r****d
发帖数: 239 | 12 As I see it the excitement now lies in the international growth which
suites well as the shift from DVDs to streaming. (Domestic growth of
course is still the main part but have been priced in. ) The key for
netflix management is to manage the content provider relationships and
they seem to be doing fine. with the transformation of TV industry,
content providers will eventually reduce further control on contents,
company like NFLX will benefit.
I also think it's overvalued however growth investo... 阅读全帖 |
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v****e
发帖数: 19471 | 13 I don't even know what verycd is, so I think I understand the value of NFLX
to some extent. lol |
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v****e
发帖数: 19471 | 14 我这贴根本没有在谈NFLX的股价，而是在讥讽那些不舍得花钱看片、听音乐还自以为对
content distribution industry有认识的人。 |
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c*****t
发帖数: 10738 | 15 关键是如果legal content足够低价的话，就没人去take the risk of illegal
downloading. NFLX 的cheap membership是个很好的模式。
首映 |
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s*****n
发帖数: 5488 | 16 搜狐高清。nflx就是个给人做嫁衣的。片源还是在好莱坞手里。 |
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C****a
发帖数: 1639 | 17 Yeah, I love enjoying those old catalogs.
Something like, Eraserhead, Bluevelvet, Henry: a portrait of serial killer,
which you cannot find on pplive or ppstream.
NFLX also have a lot of very good documentaries. |
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l******s
发帖数: 1276 | 18 I just hope NFLX have online only subscription ASAP.
I never use the actual DVD service, always streaming ....
, |
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d****a
发帖数: 2901 | 21 etflix is scheduled to report third-quarter 2010 results and conduct its
quarterly conference call after the market closes on Wednesday. Recall that
the company's conference call is abbreviated and is conducted only in a Q&A
format. The last time that Netflix reported, the stock sold off rather
dramatically, which proved to be an excellent opportunity to buy. Had you
done so, you would have benefited from one of the greatest three-month runs
in history as can be seen from the chart below. Netfli... 阅读全帖 |
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c******8
发帖数: 3170 | 22 今晚不能高兴太早，还要看明早市场对nflx的后效反应， 不可轻心。 |
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c******8
发帖数: 3170 | 23 我眼下还没有足够的理由和大家解释这个操作一定会profit。
理论上讲，nflx预期目标是应该涨到170的（可能会拖延到周末），但盘后显然停在165
为上限的range， 不过，前不久netflix试图把价格一星期之内打压到150，也没能实现
，多花了几个星期， 所以。。。明天还有一些不确定性，我也不一定急于抛出。
我查过一些资料，显示了ER之后跌的可能性大于涨， 但我上个星期出席一次会议，才
意识到那些资料有滞后性，没有携带update information，所以这次操作也是短期临时
决定的。 |
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x*******o
发帖数: 2581 | 24 学习了，看来我的nflx需要套现了。拿了都快2个月了 |
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l**********o
发帖数: 9952 | 25 恭喜！不过最近两次你是er出后才贴交易（我注意到的有苹果和nflx），下次提前贴，
就免得大家争论了。 |
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c******8
发帖数: 3170 | 26 哈哈， 那好吧，你说两个就两个吧。
我还有 nflx 165的没来得及贴，我本来想和大家解释完170以后贴继续贴，结果你们质
疑了。
现在我彻底没credit啦，所以也不用贴啦，lol |
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c******8
发帖数: 3170 | 27 spy太便宜，
而且我总共也不是只买2个nflx的call。 |
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L****n
发帖数: 12932 | 28
well, it actually surprised me, your entry time on last thurday wasn't bad
at all, Market was quite turmoil that day, NFLX came out with a buy signal.
Your enter on that day means something. Size doesn't matter. if you are
really good, size can get bigger quickly. |
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d******e
发帖数: 6945 | 29 nflx现在有点奇怪，技术指标很熊，但是盘后涨的很多。
唯一的解释是这个股票的80亿盘子不够大，被部分MM合伙做出价格来画图。 |
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M*M
发帖数: 1993 | 30 【 以下文字转载自 pennystock 俱乐部 】
发信人: MGM (香帅), 信区: pennystock
标 题: NFLX何德何能啊？
发信站: BBS 未名空间站 (Thu Oct 21 00:09:32 2010, 美东)
这个泡泡要什么时候才破？ |
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m****a
发帖数: 240 | 31 NFLX missed EPS but posed strong subscribers increase.
quote
"The 16.9 million subscribers that Netflix boasted at the end of September
was
200,000 above the best-case scenario projected by the company three months
ago."
增长高吧，呵呵，读读报表：
2009九月 free subscribers 是 274K
2010六月 free subscribers 是 424K
2010九月 free subscribers 是 1070K
Where is this additional 650K comes from?
以后再多搞些free subscribers，没有不beat的时候。 |
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w****o
发帖数: 2260 | 32 最近的ER走势总是相反的。
JNPR昨天盘后大跌，今天大涨
IBM ER出后大跌，今天就大涨
估计明天NFLX会走低。樱桃阿姨又要呜呜了。她的 call 要光荣了。， |
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B**u
发帖数: 65 | 33 我的NFLX带着14m的volume，杀了回来，lol |
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B**u
发帖数: 65 | 34 瞧着nflx的春劲，像是往185裸奔而去。。。 lol |
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j******e
发帖数: 294 | 35 These stocks have some common characteristics going into earning report:
1. Strong fundamental/earning trend.
2. Top institutional ownership
3. strong technical uptrend/near 52 wk highs
4. A rising stock market with good investor sentiment
5. high short interests - I found this is the most dangerous factor for shorts:
NFLX - 35% Short % of Float
CMG - 14% Short % of Float
RVBD - 10% Short % of Float
LCC - 18% Short % of Float
ATHN - 34% Short % of Float
BJRI - 26% Short % of Float
People(other t... 阅读全帖 |
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w******s
发帖数: 16209 | 37 这些不是针对nflx的，只是google tv的deal 没谈妥。 |
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m****a
发帖数: 240 | 38 NFLX 是一个大hype,老同志更要小心啊.
不能用一般抄牛股的心态. higher high, high lower在假牛股就是大陷阱. |
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m********0
发帖数: 2717 | 39 肯定有人会跳出来说，NFLX这个LJ能跟BIDU比么？ lol |
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w******s
发帖数: 16209 | 41 别。 和当年bidu一样。。每事情别随便烧。。
现在烧苹果都笔烧nflx强 |
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a*****e
发帖数: 1717 | 42 嗯。这种股swing不要轻易PUT。
DT可以结合大趋势试试。很久没碰过NFLX了。 |
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r*m
发帖数: 16380 | 43 是，俺现在也不敢乱烧了。关键是NFLX市值还小，不到10B，做的又是无本生意（跟
bidu类似）疯起来翻个倍也很轻松。苹果市值很大了，发飙难度大增。 |
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M*****8
发帖数: 17722 | 44 预测都会下跌。
短期从高峰顶量，
跌幅是:
CRM -11%
NFLX -5%
万一有 Short Squeeze，
准备在 Short Squeeze 的高峰再加码做空。
目前保持约70%的现金，
所以加码做空毫无问题。 |
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w*****7
发帖数: 5038 | 45 什么时候动手？
我看NFLX不顺眼了
不过上次帮主跟村长都建议小心点好 |
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M*****8
发帖数: 17722 | 46
NFLX 今天早上我 $190 已经卖空了。
CRM 我在 $143 卖空了,
CRM 必要时准备加码卖空。
CRM 的 uptrend line 一破，即可加码卖空。
我还有 7 倍的 Buying Power。(71% cash) |
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M*****8
发帖数: 17722 | 47 NFLX under short squeeze.
Expected Short-Squeeze Peak:
$204.35.
I expect to average up (i.e.
short some more) when it gets
there, but not before. |
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a*****s
发帖数: 3643 | 48 NFLX
就是你们这帮shorter给抬上去的，害得我上不了车，靠！ |
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B**u
发帖数: 65 | 49 the last stock you want to short in this planet is NFLX, but you did it, so
enjoy the next few days, lol |
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M*****8
发帖数: 17722 | 50
so
.................
As long as the uptrend is intact,
I will NOT average Up yet, even
if price has now exceeded the
forecasted peak of $204+
I can easily average up when the
peak is reached (i.e. when uptrend
line is about to be violated).
I can easily average up same amount
I shorted anytime.
Even after I did that, I still have
buying power that is 70X the new,
doubled-up, averaged-up position I
have in NFLX, left to average up
some more. I don't intend to, nor
do I have to, close out my pos... 阅读全帖 |
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