2011年10大脫靶商業預言
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Netflix值得買入 ????我們不會一一列出所有栽在網絡影片租賃公司Netflix手里的人——幾乎所有看好這支股票的人都看走了眼。但華爾街分析師們自然是最惹眼的。2011年夏季 Netflix見頂于304美元時其靜態市盈率已達到80倍，但幾乎所有跟蹤該股的分析師還是給出了買入建議。Piper Jaffray的邁克?奧森全年都維持“超配”評級，只是在Netflix股價暴跌后將目標價從263美元調低至了100美元。2011年12月30日，Netflix收于69.11美元。 ????回過頭來，不難理解為何這么多人看好Netflix。《財富》雜志將Netflix的創始人里德?哈斯廷斯評為2010年度首席執行官，理由是這家在線影片租賃公司的用戶增速驚人。而2011年，客戶們發現有更多電影可以在網上觀看。但Netflix的股價反映了最完美的前景，太多人卻沒有看清這一點。 |
Netflix stock is a buy ????We won't pick through all the losers on Netflix -- almost everyone was wrong on this stock. But Wall Street analysts were certainly the most vocal. Consider that when shares reached their peak of $304 in the summer, Netflix traded for 80 times trailing 12-month earnings yet it still garnered buy recommendations from nearly every analyst covering the stock. Mike Olson of Piper Jaffray kept his overweight rating on shares all year, only changing his target price from $263 to $100 after they crashed. (Today they trade around $70 a share.) ????In retrospect, it's easy to see why so many fell in love with Netflix. Fortune named founder Reed Hastings CEO of the year in 2010 as the movie rental company added subscribers at a torrid pace. And this year customers were finding even more movies to watch online. But Netflix's stock was priced for perfection, and too many people missed that. |
