Company name MAKO Surgical Corp.
Stock ticker MAKO
Live stock price [stckqut]MAKO[/stckqut]
Confident Investor Rating Poor

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

MAKO Surgical Corp. (MAKO) is a medical device company that markets its advanced robotic arm solution and orthopedic implants for orthopedic procedures. The Company offers MAKOplasty, a restorative surgical solution that enables orthopedic surgeons to treat patient specific, osteoarthritic disease. MAKOplasty is performed using the Company�s RIO Robotic Arm Interactive Orthopedic system (RIO). The RIO utilizes tactile guided robotic arm technology and patient-specific visualization to offer reproducible precision to surgeons. The Company offers knee MAKOplasty which, unlike conventional total knee replacement surgery, which requires extraction and replacement of the entire joint, enables resurfacing of one or two specific diseased compartments of the joint, preserving significantly more soft tissue and healthy bone of the knee. In February 2010, the Company acquired Z-Kat, Inc. (Z-Kat).

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. It is not possible to confidently invest in a company that is not currently profitable.

Company name LSI Corporation
Stock ticker LSI
Live stock price [stckqut]LSI[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Poor
EPS growth Poor
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $12.48
Target stock price (averages with growth) $12.51
Target stock price (averages with no growth) $5.54
Target stock price (manual assumptions) $10.12

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

LSI Corporation (LSI) designs, develops and markets storage and networking semiconductors and storage systems. LSI provides silicon-to-system solutions that are used at the core of products that create, store, consume and transport digital information. The Company offers a portfolio of capabilities, including custom and standard product integrated circuits used in hard disk drives, solid state drives, communications systems, computer servers, storage systems and personal computers. It also offers storage systems software, redundant array of independent disks (RAID), adapters for computer servers, and RAID software applications. LSI operates in two segments: the Semiconductor segment and the Storage Systems segment. During the year ended December 31, 2010, LSI introduced its PCI Express-based solid-state storage solution. In May 2011, LSI sold its external storage systems business to NetApp, Inc. In January 2012, the Company acquired SandForce, Inc.

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock.

Company name General Electric Company
Stock ticker GE
Live stock price [stckqut]GE[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Poor
EPS growth Fair
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $13.75
Target stock price (averages with growth) $18.32
Target stock price (averages with no growth) $17.5
Target stock price (manual assumptions) $16.7

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

General Electric Company (GE) is a diversified technology and financial services corporation. The products and services of the Company range from aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing and industrial products. Effective January 28, 2011, it held a 49% interest in a media entity that includes the NBC Universal businesses. Its segments include Energy Infrastructure, Technology Infrastructure, NBC Universal, GE Capital and Home & Business Solutions. Effective January 1, 2011, it reorganized Technology Infrastructure segment into three segments: Aviation, Healthcare and Transportation. On February 1, 2011, it acquired Dresser, Inc. On February 3, 2011, it acquired Wellstream PLC. In September 2011, it launched a new entity, Research Circle Technology Inc. (RCT). In October 2011, the Company’s GE Energy Financial Services unit bought a 58% interest in Lightfoot Capital Partners L.P.

Confident Investor comments: Continuing the 4 part series analyzing Jim Cramer’s “Diamonds of the Dow” and once again I am not crazy about his pick. At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good, in fact the company ranks as a Good company, but there are some concerns with the price of the stock.

Company name AT&T Inc.
Stock ticker T
Live stock price [stckqut]T[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Fair
EPS growth Poor
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $1.75
Target stock price (averages with growth) $2.1
Target stock price (averages with no growth) $2.42
Target stock price (manual assumptions) $23.42

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

AT&T Inc. is a holding company. The Company is a provider of telecommunications services in the United States and worldwide. These include wireless communications, local exchange services, long-distance services, data/broadband and Internet services, video services, managed networking, wholesale services and directory advertising and publishing. It operates in four segments: wireless, which provides both wireless voice and data communications services across the United States and, through roaming agreements, in foreign countries; wireline, which provides landline voice and data communication services, AT&T U-Verse TV, broadband and voice services (U-Verse) and managed networking to business customers; advertising solutions, which publishes Yellow and White Pages directories and sells directory advertising and Internet-based advertising and local search, and other, which provides results from customer information services and all corporate and other operations.

Confident Investor comments: This is the first of a 4 part analysis of Jim Cramer’s “Rough Diamonds of the Dow” and frankly it is not starting well.  I really do not like AT&T. At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock.

Company name BKF Capital Group, Inc.
Stock ticker BKFG
Live stock price [stckqut]BKFG[/stckqut]
Confident Investor Rating Poor

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

BKF Capital Group, Inc. (BKF) operates through its wholly owned subsidiary, BKF Management Co., Inc. (BMC) and its subsidiaries. As of December 31, 2009, the Company had no operations. The Company is focused on a merger, acquisition, business combination or other arrangement by and between the Company and a viable operating entity. The Company, through BKF GP Inc., acts as the managing general partner of several private investment partnerships, which are in the process of being liquidated and dissolved. The Company operated in the investment advisory and asset management business entirely through Asset Management, Inc. (BAM), which was an investment adviser with. BAM specialized in managing equity portfolios for institutional investors through its equity and alternative investment strategies.

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. It is not possible to confidently invest in a company that is not currently profitable.