> Netflix recommendation solution has received a lot of attention
> recently, and this weekend -- especially today -- it is expected to
> get extra attention due to ACM's Recommender Systems 2009 conference.
> Quoting from ACM's homepage athttp://recsys.acm.org/:
> ""RecSys'09 News
> New panel: “What did we learn from the Netflix Prize? Perspectives
> from some of the leading contestants” on Thursday, organized by Jon
> Sanders from Netflix.""

> This has implications on the company's technology position. Netflix is
> more and more considered as the technological leader in its field.

> Disclosure: I bought their shares yesterday at $48.9 a share.

> Even after a quick ~12% return on my original investment (see below),
> I'm glad to say that I'm not selling any of my stocks here.
> I still recommend on buying this share today, for a long term, and I'd
> love to get your feedback on the reasoning I share below.

> Why buy:
> 1) The recent big leap in the stock price was done with big volume:
> about 7.25M, which is 5.5 times larger than the average volume.
> 2) The stock has exceeded its all times high, which is a very
> important technical indicator. Combined with the previous technical
> indicator (big volume when doing so), this may have very positive
> technical implications on the stock.
> 3) Possibly more consequences from the conference this weekend (see
> below), where NFLX enjoyed huge respect from the research community.
> This also means that the core business of NFLX has a sound basis and
> the risk is low for increasing competition.
> 4) Fundamental news (new product/market), as suggested inhttp://news.moneycentral.msn.com/provider/providerarticle.aspx?feed=A....
> Some would say that these news are already reflected in the recent
> leap the stock enjoyed, but then again we got an update/reassurance
> in:http://www.seattlepi.com/business/1700ap_us_tec_netflix_playstation.html
> that justifies the recent big leap.

> Why sell:
> a) Maybe some day traders will try to shake the stock? Big leaps tend
> to do so.
> b) When the market/analysts get too excited about big deals (with
> Sony), even the slightest shadow on the deal can be used by short
> traders to frighten the excited audience. In other words, there's
> again a risk that we face some shaking of the stock this week (again,
> this mostly affects directly the day traders).

> Will appreciate any feedback on this, thanks.

> On Oct 22, 3:00 pm, Someone Special <thestocksanal...@gmail.com>
> wrote:

> > Netflix recommendation solution has received a lot of attention
> > recently, and this weekend -- especially today -- it is expected to
> > get extra attention due to ACM's Recommender Systems 2009 conference.
> > Quoting from ACM's homepage athttp://recsys.acm.org/:
> > ""RecSys'09 News
> > New panel: “What did we learn from the Netflix Prize? Perspectives
> > from some of the leading contestants” on Thursday, organized by Jon
> > Sanders from Netflix.""

> > This has implications on the company's technology position. Netflix is
> > more and more considered as the technological leader in its field.

> > Disclosure: I bought their shares yesterday at $48.9 a share.

> Continuing the previous technical analysis:

> Why Sell:
> a) The stock price is dropping today, after a two day rally. Maybe
> it's a sign to sell.

> Why Buy:
> 1) The stock price is indeed dropping a bit, but in a small volume. I
> expect it at the end of the day to be ~85% of the avg. volume, but in
> any case significantly smaller than the short rally we witnessed this
> week. Technically, this is a bullish sign (the stock is "getting
> ready" to build a support level in this price).
> 2) The fundamental news are still very good to NFLX's future.

> What to do?
> Good luck with whatever you decide.
> I still choose the "Buy" alternative: I believe in NFLX's competitive
> advantage (fundamental), and the technical opportunity in these new
> heights (technical).

> On Oct 26, 1:29 pm, Someone Special <thestocksanal...@gmail.com>
> wrote:

> > Even after a quick ~12% return on my original investment (see below),
> > I'm glad to say that I'm not selling any of my stocks here.
> > I still recommend on buying this share today, for a long term, and I'd
> > love to get your feedback on the reasoning I share below.

> > Why buy:
> > 1) The recent big leap in the stock price was done with big volume:
> > about 7.25M, which is 5.5 times larger than the average volume.
> > 2) The stock has exceeded its all times high, which is a very
> > important technical indicator. Combined with the previous technical
> > indicator (big volume when doing so), this may have very positive
> > technical implications on the stock.
> > 3) Possibly more consequences from the conference this weekend (see
> > below), where NFLX enjoyed huge respect from the research community.
> > This also means that the core business of NFLX has a sound basis and
> > the risk is low for increasing competition.
> > 4) Fundamental news (new product/market), as suggested inhttp://news.moneycentral.msn.com/provider/providerarticle.aspx?feed=A....
> > Some would say that these news are already reflected in the recent
> > leap the stock enjoyed, but then again we got an update/reassurance
> > in:http://www.seattlepi.com/business/1700ap_us_tec_netflix_playstation.html
> > that justifies the recent big leap.

> > Why sell:
> > a) Maybe some day traders will try to shake the stock? Big leaps tend
> > to do so.
> > b) When the market/analysts get too excited about big deals (with
> > Sony), even the slightest shadow on the deal can be used by short
> > traders to frighten the excited audience. In other words, there's
> > again a risk that we face some shaking of the stock this week (again,
> > this mostly affects directly the day traders).

> > Will appreciate any feedback on this, thanks.

> > On Oct 22, 3:00 pm, Someone Special <thestocksanal...@gmail.com>
> > wrote:

> > > Netflix recommendation solution has received a lot of attention
> > > recently, and this weekend -- especially today -- it is expected to
> > > get extra attention due to ACM's Recommender Systems 2009 conference.
> > > Quoting from ACM's homepage athttp://recsys.acm.org/:
> > > ""RecSys'09 News
> > > New panel: “What did we learn from the Netflix Prize? Perspectives
> > > from some of the leading contestants” on Thursday, organized by Jon
> > > Sanders from Netflix.""

> > > This has implications on the company's technology position. Netflix is
> > > more and more considered as the technological leader in its field.

> > > Disclosure: I bought their shares yesterday at $48.9 a share.