Moon Kil Woong
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Disney: A Stock To Hold Forever [View article]
So far Disney has handled it admirably and may continue to do so. Their management has been top notch handling this downturn.
Is Apple About To Become Netflix? [View article]
Netflix, Open Table: The Perils of Not Owning Content [View article]
Another Chapter in Netflix's Online Streaming War [View article]
It may be a ruse but the news will still help the stock out for now. I am not a bull but I also see the weakness and risk of a bear position against a momentum stock.
Another Chapter in Netflix's Online Streaming War [View article]
Loose Lips at CBS Could Sink Netflix's Ship [View article]
Loose Lips at CBS Could Sink Netflix's Ship [View article]
Netflix's challenge is to keep growing subscribers to cover its rising content cost base. So far growth is quite strong but we will see if it hits a ceiling. I suspect it will do ok for the next quarter at least but their growth may be challenged later. If you want a Netfix bear story with credence you need a demand side problem. So far they have avoided most of this and that is why the PE remains high. That's why they are inking deals for any content they can get. It's all for the eyeballs.
Options Trader Weekend Update: Charts, Art and Market Manipulation [View article]
If you are scared of dollar delflation, investors naturally run to commodities and stock. Furthermore as the dollar sinks foreign funds that want to keep their country bet percentages the same will naturally go to someone like Goldman Sacs to help them rebalance their holdings by buying US equities to offset dollar declines.
As always, dollar weakness is good for the stock mariket but not neccesarily good for the public at large. It is all perception. Devalue the currency to make everything look fine and dandy even though we are falling off an economic cliff. Lemmings are happy until they fall off a cliff.
As has been shown in the last 10 years, government is great at making fools of it's citizens' blind trust.