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thesevillereport · 2 years

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Netflix is Bleeding Out, Here's Why...

Netflix is losing subscribers and its stock is down 68% year-to-date.

A lack of franchises that create caring and dedicated fans could be the hold in the business.

Acquiring broadcasting rights for a pro sports league could help Netflix keep customers.

Netflix needs to start thinking long term in order to make it a better entertainment company.

Pop Culture is Profits

In 2012, Disney ($DIS) purchased the Star Wars production company Lucasfilm for $4.05 billion, a price that I considered to be an absolute steal.

The economics of the movie business, as explained to me by a former producer, is that for the studio to consider a film a winner, the movie needs to earn three times the film’s budget. If that’s the case, then there’s been a lot of wins for Disney with the Star Wars franchise.

Star Wars: Episode VII, the first film under the Disney umbrella brought in $2.06 billion world wide on a budget of $245 million, Star Wars: Episode VIII brought in $1.33 billion from a $317 million budget, Star Wars: Episode IX made $1.07 billion on a $275 million budget, and Rogue One: A Star Wars Story, brought in $1 billion from a $200 million budget. The biggest miss so far under Disney was Solo: A Star Wars Story, which brought in $392 million on a $275 million budget.

In addition to the Star Wars movies, Disney has squeezed even more out of the franchise by creating television shows for its streaming service Disney+ based on characters from the Star Wars movies. A move that has paid off with an uptick in Star War toy sales, despite not having a new Star Wars theatrical release since 2019.

Before acquiring Star Wars, Disney acquired Marvel Entertainment for $4 billion. With comic book sales in decline, and some of its best properties, like Spider-Man, X-Men, Fantastic Four and The Hulk licensed to other entertainment entities, Marvel made a bet on itself and produced the Iron Man movie. The movie did surprisingly well, grossing $585 million worldwide on a budget of $140 million. Disney saw Marvel’s potential and acquired them. Under Disney, Marvel has released over 25 films that have grossed over $22 billion dollars at the box office.

Disney, Marvel, and Star Wars aren’t the only ones that make films that fans reach new levels of fanaticism for. New Line Cinema / Warner Bros. ($WBD) has The Lord of the Rings franchise, Warner Bros. also has The Harry Potter Films, and Universal ($CMCSA) has The Fast and The Furious franchise. These franchises have created very vested fans.

The Marvel movies, Star Wars, The Fast and The Furious, Harry Potter, and The Lord of the Rings have been culture shifters and big winners for their respective studios, and I believe it's because Netflix has few titles that have the fan buy-in like a Marvel or Star Wars movie why subscribers are leaving.

This Could Be an Age Thing

I consume a decent amount of Netflix ($NFLX) programming, but they don't have much I care about, and that could be because of my age. Spider-Man and his Amazing Friends made me a Spider-Man fan before I could even talk in full sentences. And watching George Lucas explain how he made Star Wars in a PBS special turned me into a lifelong Star Wars geek. Maybe there are properties on Netflix that have that kind of impact and they're just over my head.

Even when I reached the age where what was going on in pop culture shouldn't have been a priority, I still made it a priority. I read a few of the Harry Potter books to find out what was in them that motivated kids to stand in line for a book, especially in a day and age of video games and the internet. After the release of the second Twilight movie I went to check it out, and the movies filled me in on why every teenage girl on the New York City subway in 2008 through 2010 had scribbled "Team Edward" or "Team Jacob" on their book bags and notebooks. Is there anything on Netflix with that level of fandom?

Netflix Bleeding Out

In its review of its first quarter earnings, Netflix revealed that it had lost 200,000 subscribers. The news shocked investors and provided another reason to sell an already declining stock. The stock dropped 35% the day after it released its Q1 earnings. The loss of subscribers came as a big surprise, because Netflix had predicted that it would add 2.5 million subscribers during the first quarter of 2022.

Netflix has an abundance of content and great original programming. The company's ability to produce content that becomes the talk of the town and the internet is unmatched, but I believe it needs more franchises that fans care about and go crazy for and anxiously wait on. They need another Stranger Things.

... people shed tears in the movie theater when Frodo left the Shire for the last time, and also when the snap took Spider-Man.

I saw people shed tears in the movie theater when Frodo left the Shire for the last time, and also when the snap took Spider-Man. I heard people let out a sigh of relief after he who shall not be named turned to ash and blew away in the wind, and then people in the theater started hugging each other. And while I was too young to know what happened in the theater when it was said, the phrase “No, I am your father,” still resonates today. Who is Netflix’s Frodo or Spider-Man? What is Netflix’s Harry Potter? Which of their franchises can they make a truck load of money on from merchandise?

Saying that Netflix has to change the way it does things seems extreme. Since it started curating exclusive content for its subscribers, Netflix has done well for itself. The streaming service has put out big hits like the aforementioned Stranger Things, Orange is the New Black, Bridgerton, and many more. It’s attracted big names over time to star in its original content. It’s been nominated for and won major awards for its content, receiving 27 Oscar nominations in 2022 and 37 nominations in 2021. The Power of the Dog, a Netflix original, won the Oscar for best director in 2022 as did Roma in 2019. The stock has made investors big winners as well. From 2016 to November 2021, the stock price went from under $100 per share to over $650 per share, marking an increase of~550%. The S&P 500 over the same time span increased ~150%. But today, something is missing from Netflix, it's why the company is losing subscribers and the stock is losing value.

From the time Netflix became a full blown streaming service and began moving away from DVD deliveries, there’s been speculation about the company acquiring the broadcast rights for a professional sport. I think they will get the rights to broadcast a pro sport, but I’m pretty certain it won’t be the NFL.

There are many pro sports leagues throughout the world, getting the broadcast rights to one shouldn’t be a problem for a company like Netflix that ended Q1 2022 with $6 billion in cash and short-term investments. Fox pays the NFL $2.2 billion a year for broadcast rights, so the NFL isn't out of reach for Netflix from a financial standpoint.

Whether it be pro cricket, pro rugby, pro table tennis, pro gaming, or the rights to broadcast Allsvenskan, Netflix can get broadcast rights to a professional sports league. But that’s not what most people have in mind when they think of Netflix and sports. Investors are hoping that Netflix gets NFL games, but I don’t think that will happen.

During football season, a good NFL matchup can be a network's most highly watched broadcast for the week. Where the NFL wins and the NBA and MLB loses is in broadcasting.

Without having cable, a football fan gets four games a week. The CBS Sunday game, the Fox Sunday game, the Fox Thursday night game, and the NBC Sunday night game. In most markets, let's use New York City, for example, if you don’t have cable, good luck catching every game of your beloved Knicks and Yankees. For the NFL, going with Netflix is equivalent to putting games behind a paywall, and that doesn’t benefit the shield.

Could MLB or the NBA help Netflix? I don't know. I think both sports have way too much inventory. When it comes to basketball, unless there is some compelling storyline, I'm not vested in the NBA until March, when the push for the playoffs begins. For Baseball, almost the same thing. With 162 games to be played, it's tough for the sport to create suspense and tension in the early parts of the season, and because of that I don't tune in until late August, when the push for the playoffs starts.

Think Long Term, Build Franchises

Star Wars is over 40 years old. The Harry Potter and The Lord of the Rings movies turned 20 last year, as did The Fast and The Furious franchise. What's on Netflix today that will be talked about or cared about in 20 years? It’s time for Netflix to focus on building franchises that fans care deeply about. It won’t be easy, but it’s not impossible. There are thousands of stories waiting to be told. And if they can’t build one, they should buy one.

Universal Studios had plans to create a Monsters Universe in 2017, think the Mummy, Jekyll and Hyde, Frankenstein, The Werewolf, and Dracula, being sent to the big screen yearly like Disney did with The Avengers. But the first movie, The Mummy (2017) with Tom Cruise and Russell Crowe didn't live up to the hype, and it appears plans for the Monster Universe have been scrapped. Are these properties for sale? The salesman in me thinks everything is for sale.

I've applauded Netflix in the past for its ability to produce content that goes viral, but what their loss of subscribers has indicated to me is that viewers feel like there is nothing to look forward to on the platform. Right now, Netflix is the king of the streaming, it is the ultimate streaming company, but Disney is the better entertainment company. It's time for Netflix to morph into an entertainment company, and it can do so by building franchises that are bigger than one week of memes and social commentary. Joe Exotic had two weeks, Mickey Mouse has had the last 94 years.

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stockxpo · 13 hours

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10 Best Value Stocks to Buy Now

Introduction:

In the ever-changing world of the stock market, finding stability and growth can be tricky. That's where value investing comes in. It's like finding hidden gems – stocks that are undervalued but have strong basics. With these, investors can set themselves up for success in the long run. In this guide, we're diving into the top 10 value stocks that are likely to do well in today's market. From big names like Cisco Systems Inc. to newer players like Solventum Corp., each of these stocks has something special to offer, making them worth considering for your investment portfolio.

Value investing is all about looking beyond the surface and finding stocks that are priced lower than they should be. It's like getting a good deal on something you know will be valuable in the future. With these 10 stocks, we're shining a light on opportunities that may have been overlooked by other investors. Whether it's a well-established company with a solid track record or an up-and-coming star with lots of potential, each pick has been carefully chosen for its value and growth prospects. So, let's dive in and uncover these hidden treasures together!

Summary

1. Cisco Systems Inc. (CSCO)

2. Comcast Corp. (CMCSA)

3. Telus Corp. (TU)

4. Unilever PLC (UL)

5. Sony Group Corp. (SONY)

6. Toronto-Dominion Bank (TD)

7. Solventum Corp. (SOLV)

8. Essential Utilities Inc. (WTRG)

9. Aflac Inc. (AFL)

10. JD.com Inc. (JD)

1. Cisco Systems Inc. (CSCO): Networking the Future

Cisco Systems Inc. (CSCO) is like the king of networking technology. They're the ones who make sure all our digital stuff can talk to each other smoothly. Whether it's through hardware or software, Cisco's got it covered. Even though they have a lot of competitors, Cisco keeps coming up with new ideas and adjusting to stay ahead. That's why they're still at the top of the game. Plus, they're good with money and like to share the profits with their investors through dividends. So, if you're looking for a safe bet that still has room to grow, Cisco is a solid choice.

2. Comcast Corp. (CMCSA): Connecting Communities

Comcast Corp. (CMCSA) is more than just a big cable company – it's a key player in keeping people connected and driving new ideas. With a mix of different things like TV, movies, and internet services, Comcast is set up well for success in today's digital world. As more people switch to streaming for entertainment, Comcast stays ahead by investing smartly in content and technology. This helps them stand out from other companies. Comcast is a good choice for investors looking for a safe option with room to grow.

3. Telus Corp. (TU): Telecommunications Titan

Telus Corp. (TU) is a big name in Canada's phone and internet world, serving many people nationwide. They're known for being reliable and always looking for new ways to help their customers. With everyone needing to stay connected these days, Telus is in a good spot to keep growing. For investors who want a safe bet that keeps bringing in money, Telus is a good option to consider.

4. Unilever PLC (UL): Nourishing Growth

Unilever PLC (UL) is a big player in making stuff that people use every day, like soap and tea. They have lots of famous brands that people all over the world love, like Dove and Lipton. Even when things get tough with money or what people want to buy, Unilever keeps moving forward by coming up with new ideas and being good to the environment. For investors who want a sure thing that keeps getting better, Unilever is a smart choice.

5. Sony Group Corp. (SONY): Entertainment Empire

Sony Group Corp. (SONY) is a big name in making cool stuff for fun and entertainment. They do all sorts of things, like making game consoles, music, and movies. Everyone knows about their famous brands like PlayStation and Spider-Man. With more and more people using digital stuff, Sony is in a good spot to keep growing. For investors who want a safe bet that's also got room to grow, Sony is a great choice.

6. Toronto-Dominion Bank (TD): Banking on Stability

Toronto-Dominion Bank (TD) is a big and well-respected bank in Canada, and it's also pretty popular in North America and other places. They're good at managing risks carefully and have lots of different ways they make money. Even when things get tough with the economy, TD stays strong. They're also keeping up with the times by investing in new digital stuff and making sure customers are happy. For investors who want a safe choice that also pays out dividends, TD is a good option.

7. Solventum Corp. (SOLV): Fuelling the Future

Solventum Corp. (SOLV) is a new player in making energy from the sun, which is good for the environment. They make special solar panels and ways to store that energy, helping us move towards a cleaner world. With more and more countries spending money on renewable energy, Solventum is in a good spot to grow. For investors who want to put their money in something likely to make a lot more, Solventum is a smart pick.

8. Essential Utilities Inc. (WTRG): Flowing with Opportunity

Essential Utilities Inc. (WTRG) is a big name in providing water and taking care of dirty water in the United States, which is super important for towns and cities. They have lots of pipes and stuff all over the place to make sure we have clean water and keep our environment safe. Even when things like old pipes or climate change make it hard, Essential Utilities is ready to tackle those problems. For investors who want a safe bet that's also likely to keep growing, Essential Utilities is a great choice.

9. Aflac Inc. (AFL): Insuring the Future

Aflac Inc. (AFL) is a big player in the insurance world, famous for its cute duck mascot and unique insurance plans. They focus on giving people financial protection and peace of mind, which has made them popular with lots of customers. Even when things are uncertain with money or rules, Aflac stays careful with how they do things and keeps their finances strong. For investors who want a safe choice that's also likely to keep doing well, Aflac is a solid option.

10. JD.com Inc. (JD): E-Commerce Giant

JD.com Inc. (JD) is like the big boss of online shopping in China, helping millions of people find what they need on the internet. They use really good technology and systems to make sure everything gets to customers quickly and smoothly. As more and more people in China and other places shop online, JD.com is set up well to keep growing. For investors who want to be part of a fast-growing market and maybe make a lot more money over time, JD.com is a good bet.

FAQs (Frequently Asked Questions)

Q.1. What is value investing?

A.1. Value investing is an investment strategy that involves buying stocks that are trading at a discount to their intrinsic value. The goal is to identify undervalued companies with strong fundamentals and hold them for the long term.

Q.2. How do I know if a stock is undervalued?

A.2. Several metrics value investors use to determine if a stock is undervalued, including price-to-earnings ratio, price-to-book ratio, and dividend yield. Additionally, conducting a thorough analysis of a company's financial statements and competitive position can help identify undervalued stocks.

Q.3. What are the benefits of value investing?

A.3. Value investing offers several benefits, including potentially higher returns, lower risk, and protection against market downturns. By focusing on companies with strong fundamentals and attractive valuations, value investors can build a resilient portfolio that stands the test of time.

Q.4. How long should I hold onto value stocks?

A.4. The length of time you should hold onto value stocks depends on your investment goals and the specific characteristics of the companies you're investing in. Generally, value investors take a long-term approach and hold onto their investments for several years or even decades.

Q.5. Can value investing help me achieve financial independence?

A.5. Yes, value investing can be a powerful tool for achieving financial independence. By consistently investing in undervalued stocks with strong fundamentals, you can build wealth over time and eventually reach a point where your investment income covers your expenses, allowing you to achieve financial freedom.

Conclusion:

Value investing remains a timeless strategy for building wealth and achieving financial independence. By focusing on stocks with strong fundamentals and attractive valuations, investors can weather market fluctuations and position themselves for long-term success. From established giants like Cisco Systems Inc. to up-and-coming innovators like Solventum Corp., the 10 value stocks highlighted in this guide offer compelling opportunities for investors seeking stability, growth, and income. As always, conducting thorough research and diversifying your portfolio is key to navigating the ever-changing landscape of the stock market.

#stockxpo #stock market #best stocks for swing trading #stockmarket #stock #investment #crypto #stockpicks #stock market news

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thesmartinvestorchannel · 6 days

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3 Acciones por debajo de su Fair Value y con Dividendo por encima del 3%. $CSCO $CMCSA $CVS #beststocks #MejoresAcciones #stocks #acciones #stockmarket #bolsadevalores #trading #Investment #inversiones #thesmartinvestortool

#youtube

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okgooglenews · 3 months

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Peacock Quarterly Loss Narrows to $825M As Streamer Hits 31M Subscribers - Hollywood Reporter

* Peacock Quarterly Loss Narrows to $825M As Streamer Hits 31M Subscribers Hollywood Reporter * Comcast shares rise on earnings beat, better than expected broadband performance CNBC * Peacock Lost $825 Million in 2023’s Final Quarter IndieWire * Comcast earnings, $15B buyback overshadow broadband losses (CMCSA) Seeking Alpha * Peacock Added 3 Million New Subscribers But Lost $825 Million In The 4th Quarter 2023 Cord Cutters News http://dlvr.it/T1srw5

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portfoliohandler · 6 months

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Das Portfolio benötigt eine Änderung

Das Portfolio benötigt eine Änderung, da sich das Portfolio seit mehr als 2 Monaten nicht verändert hat.

Das neue Portfolio ist wie folgt,

CMP (9.95%) CMCSA (10.28%) BIP (4.79%) AVNT (3.36%) AZTA (10.15%) APOG (18.94%) COOP (3.26%) BSX (14.67%) CRS (10.10%) AX (14.52%)

Alle Aktien stammen von US-Börsen wie NASDAQ, NYSE. [Das obige Portfolio dient nur zu Lern- und Kommunikationszwecken. Handeln Sie auf diese Weise auf eigenes Risiko.]

#Portfolio

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stocksportfolio-trader · 6 months

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포트폴리오에는 변화가 필요합니다

포트폴리오는 2 개월 이상 변경되지 않았기 때문에 포트폴리오는 변화가 필요합니다.

새로운 포트폴리오는 다음과 같습니다.

CMP (9.95%) CMCSA (10.28%) BIP (4.79%) AVNT (3.36%) AZTA (10.15%) APOG (18.94%) COOP (3.26%) BSX (14.67%) CRS (10.10%) AX (14.52%)

모든 주식은 NASDAQ, NYSE와 같은 미국 주식 시장에서 가져온 것입니다. [위의 포트폴리오는 학습 및 커뮤니케이션 목적으로만 사용됩니다. 이 방법으로 위험을 감수하십시오.]

#포트폴리오

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fmarkets · 6 months

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$WYNN #SP500 #NASDAQ #SPX $BNT-USD

In an unexpected turn of events, the financial market witnessed a remarkable surge on Friday, November 10, 2023. With multiple industries experiencing notable gains, investors were eager to explore the factors that contributed to this optimistic trend. This article examines the outstanding performance of key industries like Coal Mining, Forestry and Wood Products, and Semiconductors. Additionally, we will uncover the decline in Laboratory Analytical Instruments, Personal and Household Products, and Movies and Entertainment, shedding light on the individual companies impacting these sectors. Lastly, we will discuss the surge in cryptocurrencies, with Bitcoin and Ethereum leading the charge. Analysis of Performing Industries: 1. Coal Mining: The industry experienced a staggering increase of 1.60% on Friday. Although the reasons behind this boost are unclear, it indicates renewed investor confidence in fossil fuel companies. Forestry and Wood Products: This industry saw a rise of 1.37%, suggesting a significant uptick in demand for lumber and forest-based products. With an increasing focus on sustainable development, this growth indicates positive sentiments towards eco-friendly initiatives. Semiconductors: Contributing to the market's upward momentum, the semiconductor industry witnessed a surge of 1.35%. Taiwan Semiconductor Manufacturing Company Limited (TSM) recorded an exceptional 4.22% increase, while Advanced Micro Devices Inc (AMD) achieved a commendable 3.30% rise. These advancements demonstrate the sector's resilience amidst global supply chain challenges. Broadcasting Media and Cable TV: With a 1.29% increase, this industry capitalized on a boost in viewership numbers. Netflix Inc (NFLX) observed a growth of 1.39%, while Comcast Corporation (CMCSA) experienced a 1.02% increase, showcasing the importance of captivating content and adaptable streaming services. Analysis of Declining Industries: 1. Laboratory Ana https://csimarket.com/news/news_markets.php?date=2023-11-10T15174&utm_source=dlvr.it&utm_medium=tumblr

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apieinvestavimapaprastai · 3 months

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Smart Trading: Expert Signals & Strategy - 29 January 2024

Discover the Smart Trading Expert Signals strategy, a powerful tool for enhancing your trading performance. Trade win rate is 56.48% #SJM #MKC #PLTK #MIRM #EPD #BCOV #BTI #AMC #EURCHF #PFE #CNHI #TGNA #RILY #PINS #VEEV #EW #XOM #ERJ #BKH #VZIO #SIX #MKTW

The stock market is a dynamic and complex environment that requires constant attention and adaptation. To succeed in this field, you need to have smart trading, expert signals and strategy. Smart trading is the use of sophisticated software and algorithms to monitor and predict the market movements. Expert signals are the tips and advice from professional traders or experts who have a deep…

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#ALB #AMC #APA #BKH #BTI #CLX #CMCSA #COST #EPD #ERJ #EURCHF #EW #FELE #HII #IEP #LAC #LKQ #MAN #MKC #MKTW #NXST #PFE #PINS #PLTK #RILY #RKT #SBUX #SIX #SJM #TGNA

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portfoliotrader · 6 months

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Portfelį reikia pakeisti

Portfeliui reikia pakeisti, nes portfelis nepasikeitė ilgiau kaip 2 mėnesius.

Naujasis portfelis yra toks,

CMP (9.95%) CMCSA (10.28%) BIP (4.79%) AVNT (3.36%) AZTA (10.15%) APOG (18.94%) COOP (3.26%) BSX (14.67%) CRS (10.10%) AX (14.52%)

Visos akcijos yra iš JAV biržų, tokių kaip NASDAQ, NYSE. [Aukščiau pateiktas aplankas skirtas tik mokymosi ir bendravimo tikslams. Darykite tai savo rizika.]

#portfelį

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stockstrader · 6 months

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Le portefeuille a besoin d'un changement

Le portefeuille a besoin d'un changement, car le portefeuille n'a pas changé depuis plus de 2 mois.

Le nouveau portefeuille est le suivant,

CMP (9.95%) CMCSA (10.28%) BIP (4.79%) AVNT (3.36%) AZTA (10.15%) APOG (18.94%) COOP (3.26%) BSX (14.67%) CRS (10.10%) AX (14.52%)

Toutes les actions proviennent de bourses américaines telles que NASDAQ, NYSE.

[Le portfolio ci-dessus est uniquement à des fins d'apprentissage et de communication. Faites-le à vos risques et périls.]

#portefeuille

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selectsomestocks · 6 months

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Porteføljen trenger en endring

Porteføljen trenger en endring, fordi porteføljen ikke har endret seg på mer enn 2 måneder.

Den nye porteføljen er som følger,

CMP (9.95%) CMCSA (10.28%) BIP (4.79%) AVNT (3.36%) AZTA (10.15%) APOG (18.94%) COOP (3.26%) BSX (14.67%) CRS (10.10%) AX (14.52%)

Alle aksjer er fra amerikanske børser som NASDAQ, NYSE. [Ovennevnte portefølje er kun for lærings- og kommunikasjonsformål. Gjør det på egen risiko.]

#portefølje

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stockxpo · 8 days

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10 Best Value Stocks to Buy Now

Introduction:

Top of Form

Bottom of Form

Summary

1. Cisco Systems Inc. (CSCO)

2. Comcast Corp. (CMCSA)

3. Telus Corp. (TU)

4. Unilever PLC (UL)

5. Sony Group Corp. (SONY)

6. Toronto-Dominion Bank (TD)

7. Solventum Corp. (SOLV)

8. Essential Utilities Inc. (WTRG)

9. Aflac Inc. (AFL)

10. JD.com Inc. (JD)

1. Cisco Systems Inc. (CSCO): Networking the Future

2. Comcast Corp. (CMCSA): Connecting Communities

3. Telus Corp. (TU): Telecommunications Titan

4. Unilever PLC (UL): Nourishing Growth

5. Sony Group Corp. (SONY): Entertainment Empire

6. Toronto-Dominion Bank (TD): Banking on Stability

7. Solventum Corp. (SOLV): Fuelling the Future

8. Essential Utilities Inc. (WTRG): Flowing with Opportunity

9. Aflac Inc. (AFL): Insuring the Future

10. JD.com Inc. (JD): E-Commerce Giant

FAQs (Frequently Asked Questions)

Q.1. What is value investing?

Q.2. How do I know if a stock is undervalued?

Q.3. What are the benefits of value investing?

Q.4. How long should I hold onto value stocks?

Q.5. Can value investing help me achieve financial independence?

Conclusion:

#stock market #stockxpo #stock #best stocks for swing trading #stockpicks #crypto #stocks #stockmarket #investment

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