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|Includes: Keurig Green Mountain Inc (GMCR), SRI

It's interesting that the SEC is investigating GMCR as it's the poster-boy for
the perfect SRI investment.  In fact, the company's been highlighted by Business Ethics Magazine several times, including a #1 Ranking in 2006.  It's quite difficult for small companies to make such lists given competition and dominiation from the Fortune 500 (and their heavy ad spending).

There's been relatively heavy recent Insider Selling and the Balance Sheet fundamentals (i.e., earnings quality potential) has deteriorated sharply.  Free Cash Flow and Tangible Equity are declining and likely to worsen w/ the latest acq.   The real question is: Why has the company gone crazy on the M&A front ?  It would be interesting to hear what they have to say on the earnings call.  (As companies are typically acquisitive or not.).  Will they revert back to their conservative history ?  If not, then maybe they're really trying to hide something.  But I'm ready to give 'em time to explain..

Disclosure: Long GMCR

Disclosure: long GMCR