"If earnings come in as expected next year – admittedly still a big “if” since revisions continue to be down – stocks are cheap. " Revised? They're all PULLING guidance, As for cheap you must be talking about the garbage energy stocks you own. "$ZM $MSFT $NFLX and $AAPL are NOT cheap.

This article is right on the money about $NFLX.

Good analysis but I'm personally not concerned about #Netflix. I think customers are far more loyal than people give them credit for. And global expansion still has tremendous room for growth. Bullish on $NFLX.

Looks like that overrides the $NFLX debacle. Back to 3000s

#Disney has a large library and will likely steal some of #Netflix's thunder, but I don't consider it a major threat. It's library still pales in comparison to Netflix and is limited to their own vault of films and TV shows. I expect the number of people who would actually REPLACE Netflix with Disney is relatively small. More likely, people will have both. $NFLX $DIS

You don't think #Disney's new streaming service will negatively affect the Outlook on #Netflix? $DIS $NFLX

They'll figure out the appropriate balance. As long as they can make more money raising prices, than they lose from lost subscribers, it will bode well for $NFLX's price.

#Netflix is the real threat. $NFLX

#Goldman saying to buy #Netflix and #Amazon. Long both $NFLX $AMZN: finance.yahoo.com/.../...g-earnings-125900757.html

Very impressive. I'm always been bullish on #Netflix. $NFLX