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Company name priceline.com Incorporated
Stock ticker PCLN
Live stock price [stckqut]PCLN[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $803.18
Target stock price (averages with growth) $1011.59
Target stock price (averages with no growth) $607.26
Target stock price (manual assumptions) $807.77

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

priceline.com Incorporated is a global online travel company that offers its customers a range of travel services, including the opportunity to purchase hotel room reservations, car rentals, airline tickets, vacation packages, cruises and destination services in a price-disclosed manner. It also offers its Name Your Own Price service that helps its customers to use the Internet to save money by allowing them to make offers for travel services at prices they set, while enabling sellers, which include many of the domestic hotel, airline and rental car companies, to generate revenue. It offers its customers hotel room reservations at over 150,000 hotels worldwide through the Booking.com, priceline.com and Agoda brands. It offers customers the ability to make hotel reservations on a worldwide basis. It offers a retail price-disclosed rental car reservation service through TravelJigsaw Limited, which it acquired in May 2010.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock. It is very rare for a stock to have this much green on the metrics that I monitor. This has historically been a very well run company and we have every reason to think this will continue.

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Company name Petroleo Brasileiro SA (ADR)
Stock ticker PBR
Live stock price [stckqut]PBR[/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) $26.67
Target stock price (averages with growth) $41.98
Target stock price (averages with no growth) $47.97
Target stock price (manual assumptions) $30.56

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

Petroleo Brasileiro SA Petrobras (Petrobras) is a Brazilian integrated oil and gas company. It operates in five segments: exploration and production; refining, commercialization and transport of oil and natural gas; petrochemicals; distribution of derivatives, electrical energy, biofuels and other renewable energy sources. Directly or through its subsidiaries, Petrobras is engaged in the research, extraction, refining, processing, commercialization and transport of oil from wells, shales and other rocks, its derivatives, natural gas and other liquid hydrocarbons, as well as in activities related to energy, promoting research, development, production, transport, distribution and commercialization of all forms of energy. As of December 31, 2010, it had 132 production platforms, 16 refineries, 291 vessels, 29,398 kilometers of pipelines, six biofuel plants, 16 thermoelectric plants, one pilot wind farm, 8,477 service stations and two fertilizer plants, as well as presence in 30 countries.

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

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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.

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Company name Life Partners Holdings, Inc.
Stock ticker LPHI
Live stock price [stckqut]LPHI[/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) $10.45
Target stock price (averages with growth) $13.64
Target stock price (averages with no growth) $13.56
Target stock price (manual assumptions) $11.9

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

Life Partners Holdings, Inc. (Life Partners) is a financial services company and the parent company of Life Partners, Inc. (LPI). LPI is engaged in the secondary market for life insurance known generally as life settlements. LPI facilitates the sale of life settlements between sellers and purchasers, but does not take possession or control of the policies. The purchasers acquire the life insurance policies at a discount to their face value for investment purposes. Life settlement transactions involve the sale of an existing life insurance policy to another party. By selling the policy, the policyholder receives an immediate cash payment to use as he or she wishes. The purchaser takes an ownership interest in the policy at a discount to its face value and receives the death benefit under the policy when the insured dies.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.