Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Time Warner Cable Inc (TWC),, Inc. (AMZN): Netflix, Inc. (NFLX), $300, and Is It Really Different This Time?

Time Warner‘s HBO Go, Disney‘s WatchESPN, and other popular streaming offerings remain tethered to pay-TV subscriptions, at least in the U.S. And until these streaming counterparts to their cable channels go a la carte for non-cable subscribers, this will keep cable subscriptions losses at a steady drip, versus a deluge.

Final Thoughts

Netflix, Inc. (NASDAQ:NFLX) seems to have truly gone through a perfect storm back in 2011 as the company shifted away from domestic DVD delivery being the core business and focused its energies on domestic and international streaming. While this has been an expensive undertaking, the results are undeniable: At the end of Q2 2013, there were 37.56 million subscribers to streaming — a 47% increase from 2011’s 25.5 million.

Netflix has crossed over from being reliant on its DVD business, to a fast-growing content provider and a producer of original content that even cable companies want their customers to have access to, as the Virgin deal shows. Is the stock a buy at $300? By most any metric it’s expensive. But where 2011 saw a decline in customers and a business in transition, 2013’s Netflix is executing on its expansion plans, and offering a clear path forward for sustained long-term growth. Sounds like the kind of company worth owning to me.

The article Netflix, $300, and Is It Really Different This Time? originally appeared on and is written by Jason Hall.

Jason Hall owns shares of Netflix and The Motley Fool recommends and Netflix. The Motley Fool owns shares of and Netflix.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

DOWNLOAD FREE REPORT: Warren Buffett's Best Stock Picks

Let Warren Buffett, George Soros, Steve Cohen, and Daniel Loeb WORK FOR YOU.

If you want to beat the low cost index funds by 19 percentage points per year, look no further than our monthly newsletter.In this free report you can find an in-depth analysis of the performance of Warren Buffett's entire historical stock picks. We uncovered Warren Buffett's Best Stock Picks and a way to for Buffett to improve his returns by more than 4 percentage points per year.

Bonus Biotech Stock Pick: You can also find a detailed bonus biotech stock pick that we expect to return more than 50% within 12 months.
Subscribe me to Insider Monkey's Free Daily Newsletter
This is a FREE report from Insider Monkey. Credit Card is NOT required.