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雷亚尔贬值对 VALE 有何影响呢?
砖家给大伙分析下?
 

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http://www.valuewalk.com/2015/08/netflix-worth-100-billion-cramer/

Netflix, Inc. Should Be Worth $100 Billion: Cramer

Posted By: Aman JainPosted date: August 06, 2015 12:00:27 PMIn: StocksNo Comments
Netflix, Inc. (NASDAQ:NFLX) continued its upward momentum on Wednesday after hitting a record high in Tuesday's session. A number of factors are responsible for driving thestock price up this week, and a few are discussed below.



Analyst comments pushing the stock
TheStreet's Jim Cramer believes the firm should have a market capitalization of $100 billion. Cramer, the Portfolio Manager of the Action Alerts PLUS Charitable Trust Portfolio, noted investors also realize that the stock is undervalued as the streaming firm is much bigger than the other networks. Calling it a "worldwide defacto channel," Cramer said the growth opportunities are immense in the overseas markets.

Separately, Guggenheim Partners initiated coverage on Netflix with a bullish note on Tuesday, and a price target of $160. Analysts view the stock as a good bargain with a balanced risk/reward ratio, and expect the international subscriber base for the firm to rise sharply.

RBC Capital Markets' Mark Mahaney is also bullish on the streaming firm, and believe Netflix should be the only choice for investors looking to trade the traditional cable package. Though the analyst accepted the stock is expensive, he urged investors to hold the stock for at least a year considering the "sum-of-the-parts basis."

"Our thought is that cable unbundling has been happening for quite some time, but if we're going to hit an inflection point now, which maybe we are, Netflix is the derivative," Mahaney told CNBC's "Squawk Alley," On Wednesday.
 

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