Q: Hi 5i Research Team
Hope you’re having a wonderful Monday.
Quick question on Netflix (NFLX). Shares are around ~$90 and I’m debating whether it makes sense to start a position ahead of the next earnings release.
What are the key bull and bear drivers you’d be watching?
Is there anything in expectations/valuation right now that makes the risk/reward especially asymmetric one way or the other?
If you were interested, would you treat it as a starter position vs. a larger bet, and why?
Appreciate any perspective you can share.
Best,
Hope you’re having a wonderful Monday.
Quick question on Netflix (NFLX). Shares are around ~$90 and I’m debating whether it makes sense to start a position ahead of the next earnings release.
What are the key bull and bear drivers you’d be watching?
Is there anything in expectations/valuation right now that makes the risk/reward especially asymmetric one way or the other?
If you were interested, would you treat it as a starter position vs. a larger bet, and why?
Appreciate any perspective you can share.
Best,
Q: Your market data shows next year earnings estimate of $3.21, which gives a PEG of around 1. Your previous comments indicate this as a company that should be a good investment over the long term. However, you are cautious about buying given the WB deal : the politics, and possible biding war.
If you don't recommend taking a quarter position at the current price $89, what events would signal to you that it was time to pull the trigger on a buy?
If you don't recommend taking a quarter position at the current price $89, what events would signal to you that it was time to pull the trigger on a buy?
Q: It appears that BCE would eventually lose HBO in it's Crave offering if Netflix buys Warner Bros. How significant would this be for BCE?