If you want to find good companies at bargain prices that will provide you with long-term returns and dividends in any investing climate, then my Seeking Alpha Marketplace service (Good Stocks@Bargain Prices) is a good match for you.Netflix, Inc. ( NFLX ) is a broadly known worldwide entertainment corporation and the most well-known subscription-based streaming platform, which incorporates a diverse variety of original and licensed movies, documentaries, and live shows. Netflix has been at the centerGrant G ...

The new global Pay-1 arrangement will roll out gradually starting later this year as individual territory rights become available, with full global availability on Netflix in early 2029. As part of this deal, Netflix will also license rights to select SPE feature film and television library titles.Netflix currently has Pay-1 rights to SPE's feature films in select territories including the U.S., Germany, and across Southeast Asia. Hit films from the current deal include Uncharted, “Our members all over the ...

Core Insights - The recent capture of Venezuelan President Nicolás Maduro has significant implications for the energy sector, particularly regarding Venezuela's oil production potential and the involvement of US oil companies [1][2][3]. Energy Sector Implications - Venezuela possesses over 300 billion barrels of proven oil reserves, accounting for approximately 17% of global reserves, yet currently produces less than 1% of global oil supply [1][2]. - The decline in Venezuela's oil production has been drastic, dropping from 3.5 million barrels per day in the late 1990s to under 1 million barrels per day today, marking a 70% decrease under the Chavez and Maduro administrations [1][2]. - US oil majors, particularly Chevron, are positioned to benefit from potential investments in Venezuela's energy infrastructure, as they are the only major US company currently operating there, producing about 150,000 barrels per day [2][3]. - Canadian oil producers may face increased competition if Venezuelan oil production resumes, as Venezuelan crude is similar in grade to Canadian oil sands, which have filled the gap left by Venezuela's decline [2][3]. Market Reactions - Initial market reactions to the geopolitical developments were mixed, with a slight increase in US markets, likely due to investor relief over the operation's perceived success and potential for stability in Venezuela [3]. - Latin American stocks saw upward movement, reflecting optimism about the potential recovery of Venezuela's economy and its impact on companies like Mercado Libre, which could benefit from a more stable environment [4][5]. Company-Specific Insights - Mercado Libre, while currently deriving less than 5% of its revenue from Venezuela, could see significant growth if the Venezuelan economy stabilizes, similar to its experience in Argentina [4][5]. - The long-term outlook for companies operating in Venezuela remains cautious, as substantial investment and time (estimated at three to five years) are required to restore meaningful oil production levels [2][3]. Predictions for Other Companies - Lululemon and Duolingo are identified as potential bounce-back candidates for 2026, with Lululemon facing challenges in the US market but maintaining strong international sales [7][9][10]. - Disney is projected to have a significant year in 2026, with expectations of announcing an internal CEO and potentially releasing the highest-grossing movie, which could positively impact its stock performance [12][19].

Key Points Netflix is trading at 37 times its trailing earnings, which is below its five-year average. Its attempt to buy Warner Bros. presents a huge opportunity, and also a considerable risk. 10 stocks we like better than Netflix › For the past few months, shares of streaming giant Netflix (NASDAQ: NFLX) have been in a tailspin, and the stock is getting close to its 52-week low of $82.11. The market doesn't appear overly thrilled with its attempt to acquire Warner Bros. (which is still currently p ...

Spotify is lifting the price of its Premium subscription service by 8%, underlining how major streaming platforms are leaning more on subscription revenue to support sustained profitability. The Swedi... ...

Core Viewpoint - Netflix is likely to amend its offer for Warner Bros. Discovery (WBD) to an all-cash bid, which could expedite the approval process from shareholders [1][2]. Group 1: Netflix's Offer - Netflix's current deal to acquire WBD's assets, including HBO Max and the Warner Bros. film studio, is valued at $27.75 per WBD share, translating to an equity value of $72 billion and a total enterprise value of approximately $82.7 billion [1]. - An all-cash offer would allow WBD shareholders to vote on the deal more quickly, potentially moving the vote up to late February or early March [2][3]. Group 2: Shareholder Voting Process - Under the existing agreement, the shareholder vote is expected to occur in the spring or early summer, with stock-based deals requiring more financial disclosures and time for approval [3]. - Transitioning to an all-cash offer would streamline the voting process, reducing the time and expense associated with the approval [3]. Group 3: Competitive Landscape - Paramount Skydance is actively pursuing a hostile acquisition of WBD, having filed a lawsuit to obtain information regarding WBD's board's rejection of its $30-per-share offer in favor of Netflix [4]. - Paramount argues that its offer is superior in value, particularly considering the estimated worth of WBD's TV networks, and has sought to strengthen its bid with support from Oracle co-founder Larry Ellison [5].

Core Viewpoint - Netflix is likely to convert its $27.75-a-share bid for Warner Bros. Discovery (WBD) into an all-cash offer due to declining share prices and investor concerns over the stock component of the initial bid [1][2]. Group 1: Netflix's Bid Strategy - The initial bid from Netflix included both cash and stock, but the company is now considering a 100% cash offer to alleviate investor anxiety [1][2]. - Netflix's current offer is not expected to increase, and it is contingent on the uncertain valuation of WBD's cable properties, including CNN, TNT, and Discovery Inc. [2][6]. - The shift to an all-cash offer could trigger a bidding war for WBD, particularly from Paramount Skydance, which has already made a hostile bid for the company [3][5]. Group 2: Market Reactions and Valuation Concerns - Netflix's stock has seen a significant decline, losing approximately $160 billion in value over the past six months, which has affected the perceived value of its bid [6]. - Investors, including Mario Gabelli from Gamco Inc., are urging Netflix to simplify its offer to include more cash, emphasizing that "cash is king" in the current market [8]. - Paramount Skydance is hesitant to increase its bid above $78 billion or $30 per share, arguing that Netflix's reliance on stock in a volatile market is risky [5][13]. Group 3: Legal and Competitive Developments - Paramount has intensified its efforts by filing a lawsuit to obtain details of WBD's board deliberations regarding the selection of Netflix's proposal over its own [11]. - The company is also pursuing a proxy battle to elect new directors to WBD's board, indicating a strategic long-term approach despite the pressure to increase its bid [11][13]. - Paramount believes that the valuation of WBD's cable properties may not meet expectations, potentially leading to a lower sale price than anticipated [14].

Streaming giant Netflix Inc (NASDAQ:NFLX) could be in line for a strong fourth-quarter earnings report with analysts gearing up for strong financials thanks to live sports and advertising growth. Two members of Congress may have sold the stock too early. • Netflix stock is showing downward bias. Where are NFLX shares going?Congressmen Sell Netflix Stock In DecemberTwo members of Congress sold Netflix shares in December, according to the Benzinga Government Trades page.Rep. Gil Cisneros (D-Calif.) reported s ...

Key Points Netflix's messy acquisition battle does little to alter its dominance in the streaming market. E-commerce specialist Shopify has finally turned profitable and has a vast opportunity to tap. 10 stocks we like better than Netflix › Those who have held shares of Netflix (NASDAQ: NFLX) or Shopify (NASDAQ: SHOP) for a while are sitting pretty, as both companies have delivered outstanding returns over the long run, even with significant volatility along the way. Although they are far more matu ...

Company Overview - Stingray Group Inc. is a global music, media, and technology company, recognized as an industry leader in TV broadcasting, streaming, radio, business services, and advertising [3] - The company offers a wide range of services including audio and video channels, 96 radio stations, subscription video-on-demand content, FAST channels, karaoke products, and music apps [3] - Stingray Business provides commercial solutions in music, in-store advertising, digital signage, and AI-driven consumer insights [3] - Stingray Advertising is North America's largest retail audio advertising network, reaching over 33,500 major retail locations [3] - The company employs nearly 1,000 people globally and serves 540 million consumers across 160 countries [3] Upcoming Financial Results - Stingray Group Inc. will release its financial results for the third quarter ended December 31, 2025, on February 10, 2026, after market close [1] - A conference call to discuss these results will be held on February 11, 2026, at 10:00 a.m. Eastern Time [1]