Showtime for Netflix! (NASDAQ: NFLX)

NEW YORK - Starz a subsidairy of Liberty Media Corp will delay new content streaming on Netflix for up to 90 days. Starz, which purchased the right to show Disney and Sony movies, in turn sold that right to Netflix which has allowed the company to prosper. A media analyst was quoted as calling this “probably one of the dumbest deals ever,” as it gave Netflix an avenue to grow for a cheap price.

The deal between the companies ends in 2012 and most analysts expect that Netflix will pay more for this content deal, if it is renewed. The current cost is around $30 million a year. Recently, Netflix has been paying increasingly more for its content as evidenced by the following deals.

It announced a deal with Epix Studio for $200 million a year, which allowed them to show a large amount but mostly older movie titles. It then announced a deal with Relativity Media to show its library of only 30 or so movies for $100 million a year. It later announced a deal with Disney to air some of its shows for $200 million. Last week it announced a deal that sees the company pay $100 million for the right to show one television show the "House of Cards" starring Kevin Spacey, which will air exclusively on Netflix.

The deal with Starz is unique, in that it provides a large amount of premium television shows and movies, for a much cheaper price than its later deals.. The contract soon expires which we means, Netflix subscribers may lose access to the large amount of content.

To read our premium Netflix report click here.

It's Showtime for Netflix (NASDAQ: NFLX)

NEW YORK - Starz a subsidairy of Liberty Media Corp will delay new content streaming on Netflix for up to 90 days. Starz which purchased the right to show Disney and Sony movies in turn sold that right to Netflx which has allowed the company to prosper. A media analyst was quoted as calling this “probably one of the dumbest deals ever,” as it gave Netflix an avenue to grow for a cheap price.

The deal between the companies ends in 2012 and most analysts expect that Netflix will pay more for this content deal, if it is renewed. The current cost is around $30 million a year. Recently, Netflix has been paying more and more for content as evidenced by the following deals.

It announced a deal with Epix Studo for $200 million a year, which allowed them to show a large amount but mostly older movie titles. It then announced a deal with Relativity Media to show its library of only 30 or so movies for $100 million a year. It later announced a deal with Disney to air some of its shows for $200 million. Last week it announced a deal that sees the company pay $100 million for the right to show one television show the "House of Cards" starring Kevin Spacey, which will air exclusively on Netflix.

The deal with Starz is unique, in that it provides a large amount of premium television shows and movies, for a much cheaper price than its later deals.. The contract soon expires which we means, Netflix subscribers may lose access to the large amount of content.

To read our premium Netflix report click here.

It's Showtime, Starz Tightens its Grip (NASDAQ: NFLX)

NEW YORK - The backlash against Netflix (Netflix Report) has officially arrived, as the studios have begun to protect their product that Netflix covets. Showtime and Starz will no longer provide Netflix with old episodes of "Dexter" and "Californication," while new episodes will be delayed for up to 90 days. Starz also plans on withholding more movie titles in the future.

Starz is the company that CEO of Time Warner Jeffrey Bewkes said, “undermined the business model of cable television." Netflix has also said it is hoping for a new deal later this year with the company. However this may not come to fruition given the recent news. The media companies are afraid, that since Netflix's service is so cheap that they may become the main distribution center for content.

Not so fast Netflix says the studios. The studios controls the content which Netflix covets, meaning the studios can control their puppet with strings. This can be done by forcing their puppet to pay a higher and higher price. Netflix realizes this and it is hoping to break these strings, as it has announced a new TV series called the House of Cards starring Kevin Spacey which will air exclusively on Netflix. This could be a game changer if Netflix itself becomes a studio. Netflix may realize it is not profitable to broadcast a television show without adding commercials and once they add commercials, they will have come full circle and have replicated the model they sought to change.

Our Netflix report can be purchased below.

Netflix's House of Cards (NASDAQ: NFLX)

NEW YORK - Netflix the online media distributor has confirmed a deal with Kevin Spacey to launch a new TV series, named the "House of Cards." .

The deal is extremely pricey at $100 million just for the right to show the television show on their site. Netflix will also pay a portion of the productions costs with Media Rights Capital financing the rest. Netflix's fee is capped if the show goes over budget.

Netflix is committed to 26 episodes. Some analysts are wondering if this could this deal be the one that tumbles Netflix's "house of cards?" The show is unlikely to add new subscribers because it is an unknown. Netflix's current subscribers may remain more loyal if the show is at a correct price, or its free.

What is known is Netflix will spend another $100 million in content. The company is already locked into spending over $1.2 billion in content in the next 2 years, which Netflix is betting it will be able to pay for.

To read the latest exclusive report click here.

Socialist Canada Can Take a Breather (NASDAQ: NFLX)

OTTAWA - Canada's (Pronounced Ka-Na-Da) Prime Minister Stephen Harper said he would quash the recent decision by the Canadian Radio Television Telecommunications Commission (CRTC) on a ruling which set a cap on internet usage. Harper is demanding the government agency back down or he will personally overturn their decision.

"The CRTC should be under no illusion. The prime minister and the minister of industry will reverse this decision unless the CRTC does it itself," a senior government source said.

The chairman of the CRTC Konrad von Finckenstein will have an awkward address on Thursday night when he explains to Canada his little mis-hap.

The ruling by the CRTC forced all Canadian to be under a 25 gigabyte data cap. The idea was that customers would be charged on how much they used over this amount. But Canadian consumers were up in arms.

This isn't the first time the government agency has been overruled. In 2009 they tried to block a bid that would have Globalive Wireless Management Corporation set up a cellphone service in Canada.

In the U.S. certain companies have tried to charge customers based on usage such as Time Warner but have failed and have reverted back to unlimited plans. Perhaps companies in the future will settle on a model but it makes little sense for the government to be intervening.

Harper essentially said yes to the free market today.

Canada Imposes A Data Cap (NASDAQ:NFLX)

NEW YORK - Netflix says hello but the CRTC (Canadian Radio Telivision Communications) says goodbye. Netflix which has recently added it service to Canada can now kiss their chance of growth in the new Canadian market goodbye. Canada has now implemented metered internet usage also called usage based billing. Canadian internet service providers are now pricing their revised prices.

Starting on March 1 the new cap era of 25 GB substantially down from some deals of 200 GB. In the United States Comcast has a 250GB data cap.

Netflix pledges to do what it can to promote a larger cap. Internet users have largely sided with Netflix. Time Warner set low data caps and people rebelled eventually forcing the company to reverse its cap in 2009.

FamilyDollarflix (NASDAQ: NFLX)

NEW YORK - Netflix a company located in California has seen impressive subscriber growth since its beginnings in 1997.

However, the company may have a problem in the future of offering movies too cheaply instead of offering a more high quality menu of videos. The company's business model appears to be sell at any cost then worry about profitability. Because of this, its selection of titles can be seen as rather low, and perhaps the company will be hindered going forward.




To see the full Netflix report click here.

Netflix (NASDAQ: NFLX) Killed the Video Store

Netflix (NASDAQ: NFLX) is poised to power higher this holiday season as the company is flooding the media networks with ads galore in a bold attempt to get the word out for its popular service. Netflix allows users to stream movies and TV shows directly to their television. The company is already partially responsible for the demise of Blockbuster (PINK: BLOAQ), which is trying to recover from bankruptcy. Netflix's $8 starting offer is making it the perfect gift for the holiday season. Investors will also be pleased to receive a gift in terms of subscriber and earnings growth.

Read the full Netflix report here.

Netflix (NASDAQ: NFLX) Killed the Video Store, BLOAQ

Netflix (NASDAQ: NFLX) is poised to power higher this holiday season. The company is flooding the media networks with ads galore in a bold attempt to get the word out there of its popular services. Netflix allows users to stream movies and TV shows directly to their television. The company is already partially responsible for the demise of Blockbuster (PINK: BLOAQ), which is trying to recover from bankruptcy. Netflix's $8 starting offer is making it the perfect gift for the holiday season. Investors will also be pleased to receive a gift in terms of high-powered earnings growth.

Read the full Netflix report here.

Hot Stocks of 2010: SIRI, NFLX, AKAM, DECK, CMG

The Nasdaq has sported some of the top gainers of the year. The Nasdaq itself has outperformed the other indexes, and some investors believe this is just the beginning of a multi year run. Sirius XM Radio (NASDAQ: SIRI) is up 168% since the beginning of the year. Netflix (NASDAQ: NFLX) smashed it out of the ballpark, being up 235% since Januray 1st 2010. Akamai (NASDAQ: AKAM) was up over 89% for the year so far and Deckers Outdoor (NASDAQ: DECK) 146%. On the New York Stock Exchange, Chipotle Mexican Grill (NYSE: CMG) has soared 159%. Although these stocks have run up big since the beginning of the year, some believe they are still good candidates for 2011 due to their ultra-high growth rates. With the exception of Deckers, all these stocks also come with nose bleed price to earnings multiples. With the last week of trading for the year coming up, there's now telling how these stocks will act entering the new year.

To read the full Netflix report click here.

And You Remember The Jingles Used To Go: AAPL, NFLX, DECK

This holiday season will be different than last year. The stock market has risen considerably since one year ago. The Dow Jones Industrial Average is up 10.38%, the S&P 500 is up almost 12%, and the NASDAQ is up over 17%. What does this mean? It means that people have more money to spend. After a good year on the stock market, people tend to reward themselves and other. With the holiday season coming gifts will be flying off the shelves.

The best ways for investors to benefit are with Apple, Netflix, and Deckers.

Apple (NASDAQ: AAPL) is great for its new iPod lineup, its Macs, the popular iPhone, and the growing iPad. There's no doubt that Apple's retail stores will be packed this holiday season. The real question is, how packed?

Netflix (NASDAQ: NFLX) is growing rapidly in popularity and people are adopting the new product for their home theatre systems and televisions. At a reasonable price, a subscription of Netflix makes a good gift idea. the stock has run big however, but the company continues to add subscriptions strongly.

Deckers Outdoor (NASDAQ: DECK) is the latest fashion trend. People are in love with UGG boots which also make great gifts. Deckers trades at a mere 19 times next year's earnings despite its 29% long term growth rate.

A Dark Cloud Covers Market: CRM, AKAM, LLNW, VMW, NFLX

At the close of Friday's trading session, the cloud computing sector took a hit. Salesforce.com (NYSE: CRM) was down 1.47% to close at $115.01. Content delivery network specialist Akamai (NASDAQ: AKAM) finished 1.33% lower to close at $49.77. Netflix (NASDAQ: NFLX) shook the sector when investors realized that Limelight Networks (NASDAQ: LLNW) was providing Netflix with a large chunk of business. Akamai shareholders were disappointed on the news. Limelight Networks was down 2.92% to close at $7.64, however the stock was up enormously earlier in the week. Finally, virtual machine maker VMWare weighed down on the cloud sector by closing down 2.74% to $80.99 per share.

The cloud stocks are up drastically since the beginning of the year ranging from 55% in CRM to 98% in LLNW. Will these stocks continue to lag the market, or will this week prove to be much more lucrative for the clouds?

Netflix's Competition Says HULU, NFLX, HULU

NEW YORK - HULU the video provider which is partially controlled by NBC, Fox, ABC and Providence Equity partners said revenue should double this year to $240 million. Hulu currently has more than 200 partners. Reports are that HULU may IPO for $200 to $300 million which would value the company at $2 billion.

Netflix also faces competition from; video downloads, DVD's, Rental Stores, PVR's, Cable companies and Satellite. Despite, this investors are betting big on Netflix's future valuing the company at twice its growth rate.

Puffy White Clouds: LLNW, NFLX, LVLT, AKAM, CRM, EQIX

Cloud computing stock Limelight Networks (NASDAQ: LLNW) skyrocketed 17.27% today after Mad Money's Jim Cramer interviewed the CEO last night on his show. He highlighted that Netflix (NASDAQ: NFLX) was a large customer of Limelight which helps to deliver their movies. Akamai (NASDAQ: AKAM) fell over 4% today as mixed rumours stated that Netflix had dropped the company as a service provider. However in other reports, Netflix indicated that relationships were still strong with the CDN provider.

Cloud computing guru Salesforce.com (NYSE: CRM) was up $0.27 today closing at $114.77 per share. Data center expert Equinix (NASDAQ: EQIX) fell 1.78% today. The stock was hammered in early October after the company missed investor expectations.

Communications company Level 3 Communications Inc (NASDAQ: LVLT) was up 18.64% after a deal between Netflix was confirmed. Netflix has been the center of attention today. Level 3 also experienced flash-crash type trading mid-day.

Netflix is "Cheap" (NYSE: NFLX)

NEW YORK - According to "Mad Money" Host Jim Cramer said "using the right metrics, Netflix is still a cheap stock." Cramer did this in a segment where he compared U.S. Steel to Netflix while purporting that they could not be compared but at the same time Cramer somehow came out with the overwhelming winner in Netflix. Allan Edwards the CEO of The Markets Are Open said "that lots of stock remain very cheap if you alter your analysis to find why they are cheap."

Netflix faces competition from free downloads, PVR, Cable Boxes, Satellite, DVD's HULU and video rental stores. Edwards finished if Netflix was a music website like Napster investors would value it extremely low since people know a lot of music is downloaded illegally. At the same investors have not factored in the growing internet DVD library.

To see the full Netflix report click here.

Does Coinstar (NASDAQ: CSTR) Stand a Chance Against Netflix (NASDAQ: NFLX)?

Coinstar (NASDAQ: CSTR) and Netflix (NASDAQ: NFLX) each offer their users movie and DVD rentals. But the real question is, which company does it better? Coinstar operates pay machines where users can rent movies and then return them easily. Coinstar simply needs to update its machines every time it wants to add new movies, however all of the delivery services are handled essentially by the user. Netflix on the other hand allows its subscribers to download the movies online. It also ships DVDs to those who do not use the online option. The DVD can then be placed back in the mail. Netflix does incur delivery charges however which could grow depending on fuel prices. Its online business does seem to be the best model as the only limiting factor is bandwidth constraints set by the provider. However with the downloadable option, movies can be watched where ever, whenever. The mailing of DVDs is impractical when under time constraints.

Does Coinstar Stand a Chance Against Netflix? (NASDAQ: NFLX) (NASDAQ: CSTR)

Coinstar and Netflix each offer their users movie and DVD rentals. But the real question is, which company does it better? Coinstar operated pay machines where users can rent movies and then return them. Coinstar simply needs to update its machine every once in a while with new movies, however all of the delivery charges are services essentially by the user. Netflix on the other hand allows its subscribers to download the movies online. It also ships DVDs to those who do not use the online option. The DVD can then be places back in the mail. Netflix does incur deliver charges however which could grow depending on fuel prices. Its online business does seem to be the best model as the only limiting factor is bandwidth constraints set by the provider. However with the downloadable option, movies can be watched where ever, whenever. The mailing of DVDs seems impractical when under time constraints.

Flickering Candle (NASDAQ:NFLX)

New York - Not even Jim Cramer will recommend Netflix stock anymore. Jim Cramer the popular figure on Wall Street and host of Mad Money on CNBC said that Netflix on Thursday finally reached a price that was to high and he could no longer recommend the stock. Since Thursday morning Netflix stock is down a staggering 12%.

There are some reasons to not like Netflix stock at the moment. Particularly the fact that the company only earns 8% profit for every dollar of revenue which is above Wal-Mart but not by much. It means that Netflix will have to grow rapidly in size to increase earnings. This is likely because of the high costs associated with showing Hollywood films and other movies. The producers of these movies want a large stake in the profit which limits Netflix's margins.

Netflix was one of the few stocks that finished the down on Monday. Traders are weighing the possibility that the stock may in fact be overvalued.

To see Kibbens full report Click Here

Netflix Finds Another Reason To Rise

Netflix (NFLX) rose 6.61% on Wednesday due to the long awaited chapter 11 filing of Blockbuster. Blockbuster which 10 years ago hit its peak stock price, 10 years later it shares trade at 2 cents. An investor would have lost over 99% investing in something that seemed as timeless as the movie renting business.

Blockbuster has had to report losses more often than not over the last 5 years. More people appear to be moving towards substitute services such as Netflix. Though Edwards commented that Netflix is just a buzz word to describe the new industry of renting movies digitally and no longer in a tangible form. He said Netflix is actually a very small business in the video market and does not feel it is appropriate to think a Blockbuster bankruptcy helps them. Edwards noted that Netflix stock now has a market cap of 8.2 billion when it has earnings of 120 million a year and tangible of equity of 100 million. The stock is valued all on the future said Edwards.

"10 years ago, Blockbuster was a titan and fell, today Netflix may become a titan but its uncertain but the stock is priced into one day become a titan and ignores any possibility of a substitute service coming around. Blockbuster got priced as a titan when it was one, Netflix gets priced as one when it isn't." Edwards reiterated to holders to sell Netflix stock and the stock is ready for a huge decline coming up. Calling it the most overvalued stock in the world.