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Company name JDA Software Group, Inc.
Stock ticker JDAS
Live stock price [stckqut]JDAS[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $40.57
Target stock price (averages with growth) $49.01
Target stock price (averages with no growth) $38.44
Target stock price (manual assumptions) $32.47

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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I haven’t done the analysis on i2 Technologies or JDA Software Group to find out if they are a Good, Fair or Poor company.  I don’t have to since they just merged and since the merger is great than 10% of both companies, they violate the Confident Investor first rule regarding mergers or divestitures – never invest in a company that changes its size more than 10% with a merger or divestiture.

While the merger may be logical and offer great value to the company and its customers, a merger of this size simply is too difficult to do well. A Confident Investor cannot confidently invest in the resulting company until things settle down a bit.