Netflix Inc (NFLX)

[The Rainmaker]

Guggenheim:NFLX
"Results and outlook further bolster our confidence in both the substantial global growth potential for Internet television and Netflix's strong position to pursue the opportunity. Consumers increasingly have access to more robust broadband connectivity, and the company's investments in content, marketing and distribution partnerships support incremental subscriptions and engagement. As detailed below, with ~95% of the world's households (ex-China) yet to be delighted by Netflix and with expanded local-market production on the way, we continue to view shares as the best idea in our coverage universe."