Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Second verse, same as the first. As the trading week winds down to a close, Redbox provider Coinstar
So what: Great news, huh? So why's the stock down 13%?
Now what: In a word: Netflix
Rick summarizes Coinstar's problem: As revenue growth decelerates from 55% earlier this year, to 31% in Q4, the "once-juicy ... kiosk model is starting to become unhinged." Or more succinctly, Coinstar is just a few kiosks away from becoming Blockbuster.
Will Coinstar turn around, or fall to the ground? Add it to your watchlist by clicking here.