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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.

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Company name Juniper Networks, Inc.
Stock ticker JNPR
Live stock price [stckqut]JNPR[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Fair
EPS growth Good
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $15.97
Target stock price (averages with growth) $26.41
Target stock price (averages with no growth) $29.24
Target stock price (manual assumptions) $22.62

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

Juniper Networks, Inc. (Juniper Networks) designs, develops, and sells products and services that together provide its customers with network infrastructure that creates responsive and trusted environments for accelerating the deployment of services and applications over a single network. Juniper Networks serves the networking requirements of global service providers, enterprises, and public sector organizations that view the network as critical to their success. The Company offers a product portfolio that spans routing, switching, security, application acceleration, and identity policy and control, which is designed by management to provide performance, choice and flexibility. Juniper Networks operations are organized into two segments: Infrastructure and Service Layer Technologies (SLT).

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 Green Mountain Coffee Roasters Inc.
Stock ticker GMCR
Live stock price [stckqut]GMCR[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $104.01
Target stock price (averages with growth) $150.29
Target stock price (averages with no growth) $110.43
Target stock price (manual assumptions) $104.91

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

Green Mountain Coffee Roasters, Inc. (GMCR) is engaged in the specialty coffee and coffee maker businesses. The Company roasts Arabica bean coffees, including single-origin, Fair Trade Certified, certified organic, flavored, limited edition and blends offered in K-Cup portion packs, whole bean and ground coffee selections, as well as other specialty beverages, including tea, hot apple cider and hot cocoa also offered in K-Cup portion packs. The Company operates in three segments: the Specialty Coffee business unit (SCBU), the Keurig business unit (KBU) and the Canadian business unit (CBU). On December 17, 2010, the Company acquired LJVH Holdings Inc. (Van Houtte). In October 3, 2011, the Company sold Van Houtte USA Holdings, Inc. to ARAMARK Refreshment Services, LLC.

Confident Investor comments: It is very rare to see a company with this much Green in the metrics that I track. 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 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.