November 9, 2012
Shares of Netflix (Nasdaq: NFLX ) are up 10% since activist investor Carl Icahn announced that he had taken a 9.98% stake in the company. Should you sell this rally? Buy more? Despite fresh evidence that Netflix is handling orders of magnitude more traffic than competitors Amazon.com (Nasdaq: AMZN ) and Hulu -- suggesting precisely the sort of "dominant market position" Icahn referred to in explaining why he bought -- history suggests a wait-and-see approach could be more profitable. Find out more in the following video.
While there's undeniable value in the Netflix franchise, it's too early to tell whether its global ambitions will pay off at the level CEO Reed Hastings wants or expects. That's why we're tracking the business so closely. In a just-released premium research report, we look not only at his strategy, but also the risks and long-term opportunities for the company. We're also offering a full year of updates as key news hits, so make sure to click here and claim a copy today.