Is the Netflix (NFLX) Deal with Disney (DIS) Really That Great?

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Analyst Says Now is a Great Time for Netflix (NFLX) Investors...to Sell

December 5, 2012 12:30 PM EST

Netflix (Nasdaq: NFLX) is dipping today after announcing a new deal with Disney (NYSE: DIS) on Tuesday, which bolstered investor confidence and allowed shares to close 14 percent higher on Tuesday. One analyst, however, isn't convinced that Netflix should have moved that much higher, or higher at all, on the news.

Rich Tullo at Albert Fried & Co thinks that the bump higher is a great time to sell. He has several points:Netflix may be paying $400 million to $500 million annually to the rights;

The deal is... More

Netflix (NFLX) Pop on Disney (DIS) Deal Was an Overreaction - Analysts

December 5, 2012 7:13 AM EST

Netflix (Nasdaq: NFLX) shares are indicated slightly lower Wednesday, after ripping 14 percent higher Tuesday on news that it inked a content deal with Disney (NYSE: DIS). But, was the pop warranted?

Atlantic Securities says no. The firm notes that Netflix previously had Disney content via a deal with Liberty Media's (Nasdaq: LMCA) Starz. As of the third-quarter... More

Whitney Tilson Wins as Disney (DIS) Gives Netflix (NFLX) its Stamp of Approval

December 4, 2012 5:31 PM EST

Hedge fund investor Whitney Tilson is standing a little taller tonight after shares of Netflix, Inc. (NASDAQ: NFLX) surged 14 percent on it exclusive content deal with Disney (NYSE: DIS).

Tilson has been with Netflix through ups and downs, short and long.

His initial short beat on Netflix promoted a rare... More

Netflix (NFLX) Gets Revenge on Liberty Media (LMCA)

December 4, 2012 3:22 PM EST

In 2011, Liberty Medias Starz entertainment ended a deal to provide steaming services to Netflix. The move ended Netflix rights to Disney (NYSE: DIS) and Sony titles, and caused well publicized pain to Netlix and its shareholders. Today, to the chagrin of Liberty and... More

Netflix (NFLX) Content Chief Sarandos Says Co. Will Bid for Sony (SNE) Movie Rights

December 4, 2012 2:25 PM EST

Speaking in an interview today, Netflix, Inc. (NASDAQ: NFLX) Chief Content Officer Ted Sarandos said the company may bid for Sony (NYSE: SNE) movie rights.

The headline comes as Netflix and Disney (NYSE:... More

Netflix (NFLX) Pops Higher on New Disney (DIS) Deal

December 4, 2012 1:48 PM EST

Netflix, Inc. (NASDAQ: NFLX) shares are pppping higher after entering a new deal with Disney (NYSE: DIS). The stock is up 6 percent now.... More

Netflix (NFLX) Enters New Exclusive Deal with Disney (DIS)

December 4, 2012 1:46 PM EST

Netflix Inc. (Nasdaq: NFLX) and The Walt Disney Company (NYSE: DIS) today announced a new multi-year licensing agreement that will make Netflix the exclusive U.S. subscription television service for first-run live-action and animated feature films from The Walt Disney... More