June 24, 2011

NETFLIX (NFLX) DODGES FACEBOOK BULLET–MICROSOFT (MSFT) ACQUISITION

 Here are the exerpts of the article on Netflix (NFLX) and Microsoft (MSFT) by Nigam  Arora.

 Netflix Dodges Facebook Bullet

Most investors, including me, have been very concerned about the threat that Facebook poses to Netflix (NFLX). I am long on Netflix from $101.00. I carry a heavy weight on my shoulders as subscribers to ZYX  Buy Change Alert are also long from $101.00, and I have often mentioned to the subscribers that Netflix is the most risky stock in the model portfolio. We have taken profits along the way and now hold only a small position.

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