Shares of Netflix (Nasdaq: NFLX) tumbled on Tuesday after the company's earnings didn't meet expectations. Will Netflix deliver for investors going forward? XM (Nasdaq: XMSR) and Sirius (Nasdaq: SIRI) face a growing number of entertainment alternatives, including Apple's (Nasdaq: AAPL) iPod, so what's the real competitive advantage for satellite radio? And one-time small caps such as Intuitive Surgical (Nasdaq: ISRG), Guess? (NYSE: GES), and Hansen Natural (Nasdaq: HANS) have been some of Wall Street's top performers in recent years. Is it time for investors to think small? In this installment of "Fool Video," LouAnn DiCosmo talks about some stories on the Fool radar.

Intuitive Surgical is a Rule Breakers recommendation. Apple and Netflix are Motley Fool Stock Advisor recommendations.

Lou owns shares of Apple, Intuitive Surgical, and Sirius. Mac does not own any shares of the stocks discussed. The Motley Fool has a disclosure policy.