From Barron's 8-6-07: "Liberty Global has nearly doubled in a year, to 42, and could approach 60 in the next 18 months as the company reaches more subscribers, and its cash flow grows."

From Barron's 8-6-07: "Improved results and the belated appointment of a new chief financial officer are encouraging signs for investors betting on Unilever's turnaround. Unilever's shares (American depositary share ticker: UL) were up over 6% in early trading Thursday after the Anglo-Dutch company reported a 4% increase in second-quarter pretax profit and announced the appointment of James Lawrence, formerly CFO at General Mills (GIS), as the new holder of its purse strings...Unilever is streamlining its product portfolio by selling some units, including North American Laundry, which is expected to bring in €2 billion. And it wants to cut costs by €1.5 billion by 2010...The good news is that the CFO position is finally filled with an experienced executive to take those initiatives further. But Lawrence has plenty to do to prove that the board picked the right person."

From Barron's 8-6-07: "I'm going to throw you a curve ball here and make the case that Netflix actually looks like an interesting speculation. I've always liked Netflix as a company. The service is a pleasure. CEO Reed Hastings is whip-smart and ambitious; he recently got a seat on the Microsoft board, and Microsoft gets to choose more or less whomever it likes...Netflix has a debt-free balance sheet, which contrasts with heavily levered Blockbuster...Meanwhile, Netflix should finish the year with about seven million subscribers; that's up from 1.5 million back in 2004...Finally, Netflix is periodically rumored to be a potential acquisition candidate; Amazon.com (AMZN) is the most frequently mentioned suitor. Amazon has long been a major player in DVD sales; it also has a downloadable video service called Unbox; and it owns IMDB, the Internet Movie Database. And as the stock slides, someone else might find it tempting: Ex-cash, the company is being valued for just a little over $100 a subscriber."

From Barron's 8-6-07: "Oakland, Calif.-based Clorox (ticker: CLX) muffed its fiscal fourth-quarter earnings for the period ended June 30, citing sluggish demand for disinfectant wipes and increased in-store promotions. The company also cut its fiscal 2008 earnings forecast in view of higher restructuring and commodities costs...Wall Street has turned on Clorox, and Hold and Sell ratings today outnumber Buys. Some analysts think the company's fiscal 2008 earnings forecast of $3.27 to $3.46 still is too high. The stock trades for 16.9 times the midpoint of its new '08 outlook, well below the 10-year average price-earnings multiple of 24 that Bloomberg records. Bob Goldsborough of Ariel Capital Management still says Clorox is worth $85 a share. In recent years, he notes, the company has grown revenue "at an attractive 5% rate, and there's no reason they shouldn't return to historic levels. You'll see marked improvement in the next quarter and next several quarters." We agree."

From Barron's 8-6-07: "Broadridge Financial Solutions (ticker: BR) is a $2.3 billion market-cap recent spinoff from ADP (ADP) that is a leader in securities processing and investor-communications services such as proxy mailings. It's a scale-intensive business with tons of recurring revenue and good margins. The stock has fallen to 17 from north of 21 in May, dragged down as a quasi-financial name and by a large customer defection. It is under-followed and modestly valued at 14 times June 2008 fiscal-year earnings. Other transaction processors routinely trade above 20 times earnings. Even at a discount to that, 20% upside is not much of a stretch."