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Company name Ingram Micro Inc.
Stock ticker IM
Live stock price [stckqut]IM[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Poor
EPS growth Good
P/E growth Poor
EBIT growth Poor

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $7.86
Target stock price (averages with growth) $15.78
Target stock price (averages with no growth) $21.55
Target stock price (manual assumptions) $11.62

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

Ingram Micro Inc. (Ingram Micro) is a global information technology (IT) wholesale distributor, providing sales, marketing and logistics services for the IT industry worldwide. Ingram Micro distributes and markets technology products worldwide from the industry’s computer hardware suppliers, networking equipment suppliers, software publishers, and other suppliers of computer peripherals, consumer electronics (CE), physical security, automatic identification and data capture (AIDC)/point-of-sale (POS) and mobility hardware worldwide. It offers a variety of systems, such as rack, tower and blade servers, desktops, portable personal computers, and personal digital assistants (PDAs). During the year ended December 31, 2011, the Company acquired assets and liabilities of Arete Sistemas S.A. (Arete).

 

Confident Investor comments: I may be a little generous on the $17 target but 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 but there are some concerns.

 

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Company name Mentor Graphics Corp
Stock ticker MENT
Live stock price [stckqut]MENT[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $22.76
Target stock price (averages with growth) $29.73
Target stock price (averages with no growth) $21.97
Target stock price (manual assumptions) $19.44

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

Mentor Graphics Corporation is a supplier of electronic design automation (EDA) tools – computer software and emulation hardware systems used to automate the design, analysis, and testing of electro-mechanical systems, electronic hardware, and embedded systems software in electronic systems and components. The Company markets its products and services worldwide, primarily to companies in the military and aerospace, communications, computer, consumer electronics, semiconductor, networking, multimedia, and transportation industries. The Company sells and licenses its products through its direct sales force and a channel of distributors and sales representativesThe electronic components and systems that the Company’s customers create with its products include printed circuit boards (PCBs), integrated circuits (ICs), field programmable gate arrays (FPGAs), embedded software solutions, wire harness systems, and computers. In January 2012, the Company acquired the Flowmaster Group.

 

Confident Investor comments: 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 but there are some concerns.

 

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Company name Kraft Foods Inc.
Stock ticker KFT
Live stock price [stckqut]KFT[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $36.39
Target stock price (averages with growth) $41.32
Target stock price (averages with no growth) $35.15
Target stock price (manual assumptions) $35.06

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

Kraft Foods Inc. (Kraft Foods) manufactures and markets packaged food products, including biscuits, confectionery, beverages, cheese, convenient meals and various packaged grocery products. The Company sells its products to consumers in approximately 170 countries. Kraft Foods operates in three segments: Kraft Foods North America, Kraft Foods Europe and Kraft Foods Developing Markets. At December 31, 2010, Kraft Foods had operations in more than 75 countries and made its products at 223 manufacturing and processing facilities worldwide. At December 31, 2010, its portfolio included 11 brands Oreo, Nabisco and LU biscuits; Milka and Cadbury chocolates; Trident gum; Jacobs and Maxwell House coffees; Philadelphia cream cheeses; Kraft cheeses, dinners and dressings, and Oscar Mayer meats. In February 2010, the Company announced that it has acquired the control of Cadbury plc. As of June 1, 2010, the Company owned 100% interest of Cadbury ADSs (Cadbury Shares).

Confident Investor comments: This is the last of Cramer’s “Diamonds of the Dow” companies and this one is decent as well. 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 but there are some concerns.

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Company name Buffalo Wild Wings
Stock ticker BWLD
Live stock price [stckqut]BWLD[/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) $95.51
Target stock price (averages with growth) $132.81
Target stock price (averages with no growth) $93.21
Target stock price (manual assumptions) $100.54

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

Buffalo Wild Wings, Inc. is an owner, operator and franchisor of restaurants featuring a variety of menu items, including its Buffalo, New York-style chicken wings spun in any of its 14 signature sauces or four signature seasonings. Its restaurants create an atmosphere that includes a multi-media system, a full bar and an open layout, which appeals to sports fans and families alike. Its guests have the option of watching sporting events or other programs on its projection screens and approximately 50 additional televisions, competing in Buzztime Trivia, or playing video games. The open layout of its restaurants offers dining and bar areas that provide seating choices for sports fans and families. Its menu features traditional chicken wings, boneless wings, and other items, including chicken tenders, Wild Flatbreads, popcorn shrimp, specialty hamburgers and sandwiches, wraps, Buffalito soft tacos, appetizers and salads.

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

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Company name Lyris, Inc.
Stock ticker LYRI
Live stock price [stckqut]LYRI[/stckqut]
Confident Investor Rating Poor

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

Lyris, Inc. (Lyris), is an online marketing technology company serving a range of customers from the Fortune 500 to the small and medium-sized business market. The Company?s software-as-a-service-based (SaaS) online marketing solutions and services provide customers with solutions for creating, delivering and managing online, permission-based direct marketing programs and other communications to customers who use online and mobile channels to communicate with their customers and members. The Company offers the separate individual online marketing solutions like Lyris ListManager, its licensed software product for e-mail marketing; EmailLabs, its hosted e-mail marketing software; and EmailAdvisor, its deliverability monitoring tool. It also offers as separate products ClickTracks, its Web analytics product and Lyris Hot Banana, its Web content management software. In May 2010, the Company acquired Intaface Marketing, a digital marketing consultancy.

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.