Posts Tagged ‘Netflix’

English: Logo for DirecTV

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DirecTV (NASDAQ:DTV) – As from Q4 2011 reports U.S. Net customer additions dropped! However on another note it had rapid growth in Latin America. Currently in Brazil DirecTV remains the top market in both current base, and future. However there was talk that the subscriber growth will be not only slower for 2012, but the revenue made from each user will decline as well.

Now after all that is said what is there to expect out of DirecTV for 2012?

There is talk that growth in Latin America will continue, but not at the Rapid Rate it did in 2011 as other competitors have stepped into the market. DirecTV will surely push HD & DVR Services, but have great opportunities in Brazil. DirecTV has stated that they expect subscribers to grow by only 20% which is down 15% from 2011 growth rate of 35%.

“We expect that Brazil will continue to remain a dominating market. The pay-TV penetration in Brazil stood at little over 21% of the total households in 2011. The satellite companies gained close to 2.5 million subscribers in Brazil in 2011 with DirecTV leading the pack. It is clear that there is still plenty of opportunity to expand as almost 80% of the households do not have pay-TV subscription.” – Trefis.com

At the end of it all there is still a vary tough market out there for DirecTV (NASDAQ:DTV) – Not only do the have to compete with other companies such as  Dish Network (NASDAQ:DISH) and Comcast (NASDAQ:CMCSA) in the U.S. and local pay-TV service providers in Latin America,Brazil. DirecTV also has to worry about the ones who have decided to do away with actual live Cable/TV. Many have now moved and shifted to use streaming Movie,TV series technology like Hulu, Netflix.

At this Time there is no PoulTrend Alert out on shares of DirecTV. Shares are Rated a HOLD, and current August Target Price is $49.00

Over the past 52 weeks DirecTV(NASDAQ:DTV) has traded as low as $39.82-$53.40. Closing today at $45.15 +0.17 (0.38%).

Currently I do not hold any Positions of  DirecTV (NASDAQ:DTV), Dish Network (NASDAQ:DISH) or Comcast (NASDAQ:CMCSA) and have no plans to in the next 3 trading days.

 

 

Image representing Netflix as depicted in Crun...

Image via CrunchBase

Netflix (NFLX) of which was a $300.00 Stock back in July 2011, is not trading at a $114.00.

Shares of Netflix obviously were overvalued, and it has showed have been overbought for sometime.

Netflix is currently at a Price now most people would want to take a look at for a long term investment however I tend to disagree. Not only do I think that Netflix has not seen its Bottom. Netflix is a stock to stay clear of until it starts to establish a better Video Portfolio. Another thing to look for is, when will Netflix start streaming in Blu-Ray. I recommend that people stay Clear of this Stock as any bad news will Rock, it. If Netflix can establish themselves in the Streaming of Blu Rays, and signing some better Movie Companies, and TV shows it will then open my eyes for a possible investment. Do not forget that Microsoft has now announced it will be entering the streaming of content, this may hurt Netflix Long term.

If or When Netflix starts trading under $80.00 will I look to a possible investment in the company. However it also would rely solely on good news such as an announcement of New TV show Releases, and the Streaming of Blu Ray content.