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Company name Netflix, Inc.
Stock ticker NFLX
Live stock price [stckqut]NFLX[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $48.75
Target stock price (averages with growth) $112.81
Target stock price (averages with no growth) $132.64
Target stock price (manual assumptions) $75.5

The following company description is from Google Finance: http://www.google.com/finance?q=nflx

Netflix, Inc. (Netflix) is an Internet subscription service streaming television shows and movies. The Company’s subscribers can watch unlimited television shows and movies streamed over the Internet to their televisions, computers and mobile devices and in the United States, subscribers can also receive digital versatile discs (DVDs) delivered to their homes. The Company is organized into two operating segments: United States and International. The Company obtains content from various studios and other content providers through fixed-fee licenses, revenue sharing agreements and direct purchases. The Company markets its service through various channels, including online advertising, broad-based media, such as television and radio, as well as various partnerships. In September 2010, the Company began international operations by offering an unlimited streaming plan without DVDs in Canada.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock. I fully understand that this stock has taken a big beating lately. If you did not liquidate your holdings in NFLX in August, I sympathize with your pain. As Jim Cramer often says, “It isn’t where a stock has been what is important is where it is going.” Every indicator is that this stock will increase in price but you should still watch this stock with an eagle eye. I wrote a few days ago that the stock was probably undervalued.

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Company name Net Servicos de Comunicacao SA (ADR)
Stock ticker NETC
Live stock price [stckqut]NETC[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $16.87
Target stock price (averages with growth) $22.75
Target stock price (averages with no growth) $19.18
Target stock price (manual assumptions) $15.13

The following company description is from Google Finance: http://www.google.com/finance?q=netc

Net Servicos de Comunicacao SA is a Brazil-based public shareholding company engaged in the pay-television and broadband Internet industries. The Company provides cable television services under the brand name, NET, and Internet access under the brand name, NET VIRTUA. The Company provides voice services with Empresa Brasileira de Telecommunicacoes SA under the brand name, NET FONE VIA EMBRATEL. As of December 31, 2011, the Company held stake in its subsidiaries include Net Brasilia Ltda., Net Rio Ltda., Net Sao Paulo Ltda., Reyc Comercio e Participacoes Ltda., Jacarei Cabo SA, 614 TVH Vale Ltda., 614 Servicos de Internet Maceio Ltda. Big TV and 614 Servicos de Internet Joao Pessoa Ltda. Big TV. As on September 30, 2010, the Company acquired 100% of the quotas of Net Belo Horizonte Ltda., Net Brasilia Ltda. and Net Campinas Ltda from its subsidiary, Net Rio Ltda.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.  This stock is especially good if you need exposure to the Brazilian market in your portfolio.