Netflix, Inc. Add to portfolio

It was a volatile week for to overall market, with the S&P 500 climbing about 1.2% before it retreated and ended the week down about 0.3%. But it was an even more volatile week for these three stocks. Netflix (NASDAQ: NFLX) saw its stock jump about 10% on Tuesday, following its better-than-expected first-quarter earnings release. Twitter stock was in the spotlight again on Friday when MKM Partners analyst Rob Sanderson changed his rating on the stock from neutral to buy (via Tech Trader Daily), giving the stock a $40 price target. Huberty, however, remained bullish on the stock, telling clients that a post-earnings dip could be a buying opportunity. But since Huberty's analyst note itself sparked a sell-off in Apple stock, helping already conservatively priced shares become even cheaper, the buying opportunity may have arrived early.

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Netflix (NFLX) has been gearing up its growth efforts by investing in content and marketing to add and retain subscribers. Netflix expects to increase its marketing budget from ~$1.3 billion in 2017 to ~$2.0 billion for 2018. Netflix plans to invest $7.5 billion–$8.0 billion in 2018 to generate original content, up from $6.0 billion in 2017.

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On the international front, Netflix (NFLX) added ~5.5 million streaming members in 1Q18. The company’s international streaming membership additions exceeded the analyst’s estimate of ~4.8 million members and the company’s January forecast of 4.9 million members. Globally, the streaming giant added ~7.4 million subscribers in the first quarter, reaching a total subscriber base of 125.0 million. In an earnings letter to shareholders, Netflix stated that its international segment contributes 50.0% of its total revenues and 55.0% of its memberships in 1Q18.

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In this segment from MarketFoolery, host Chris Hill is joined by Million Dollar Portfolio's Matt Argersinger to discuss a story that feels a bit like a rerun, but that never gets old -- unless you're waiting for a stock price pullback that will give you a better entry point to buy in. Netflix (NASDAQ: NFLX) revealed its first-quarter numbers Tuesday, and Wall Street applauded -- no shock, given its nearly 7.5 million net new subscribers globally. I should start by expressing my condolences for our friend and colleague Taylor Muckerman, because on yesterday's episode, Taylor was talking about how he was really hoping that Netflix was going to put up a terrible quarter so that there would be a pullback in the stock so that he could buy some shares. Hill: And it seems like they have, I don't want to give Amazon all the credit here, but if you look at the value proposition of Amazon Prime, it appears as though Reed Hastings and his team at Netflix are operating from a similar level of confidence in this regard: "We feel like our service is so good that if we can just get people to try it, they're going to stick with it." And when you look at the partnership with Comcast, when you look at the telecoms, the mobile carriers that are including some version of, "Hey, we'll give you three months of Netflix for free," that sort of thing, I think that as much as anything is probably continuing to feed into the U.S. growth.

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Netflix (NASDAQ: NFLX) has been a stunning performer in the streaming video era. Since that fateful Qwikster episode in 2011, share prices have soared 3,370% higher. There must surely be a few stocks on the market today that will crush Netflix's returns from this point. So, we asked a few of your fellow investors to share their best candidates for Netflix-stomping gains. Read on to see how Cue Biopharma (NASDAQ: CUE), Booking Holdings (NASDAQ: BKNG), and 8x8 (NYSE: EGHT) could leave Netflix investors in the dust. Booking Holdings faces its own growth challenges, as rising competition has led some to fear that hurdles to further revenue gains could prove difficult to overcome. Yet through smart acquisitions, Booking Holdings has been able to answer past competitive threats, and the online travel giant has plenty of financial resources to use if future situations arise that warrant quick strategic action.

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Netflix, Inc. (NASDAQ:NFLX), champion of the millennial’s entertainment habits, scored another victory this week — a robust earnings release. Wall Street celebrated the feat with a rapid 6% jump in its stock price. And that came on top of the 47% that was added to NFLX since last quarter’s earnings beat. Thus far, Netflix stock has held firm to its post-earnings gains. And that has me thinking more upside could be in store. Relative strength is their watchword and a favorite metric for discovering trade ideas. While the stock may continue to meander as it digests the earnings gap gains, any and all weakness is likely a gift. Fortunately, NFLX options provide a way to pick up exposure at lower prices.

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Over 7 million new members signed up for the service, and that success brought global membership up to 125 million from 99 million a year ago. On key metrics such as subscriber growth and profitability, there appears to be plenty of room for additional gains ahead. The company's forecast calls for an even better result next quarter. And, assuming Netflix simply reaches its second-quarter outlook, subscriber growth through the first half of the year will be 13.6 million, or 33% above the prior-year period's 10.15 million additions. Netflix didn't update its official profitability forecast, so investors will have to wait another quarter or two to learn whether operating margin will expand by much more than management's 3 percentage-point goal. As for subscriber gains, 2018 is already shaping up to be another record year for growth.

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Stocks rallied early in the week on rising oil prices and Netflix earnings. But they slashed gains on chip-sector warnings while Apple tumbled on iPhone demand fears.

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Stocks rallied early in the week on rising oil prices and Netflix earnings. But they slashed gains on chip-sector warnings while Apple tumbled on iPhone demand fears.

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Despite higher subscription rates and stiff competition, Netflix (NFLX) posted stellar 1Q18 subscriber numbers. Netflix’s total subscriber base increased ~6.3% to 125.0 million, with subscriber additions of ~7.4 million in 1Q18. The company’s subscriber additions exceeded Wall Street expectations of 6.5 million and management’s guidance of ~6.4 million.

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