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- Ancestry.com: Finally, a Quality IPO
- Brendan Wagner submits: Ancestry.com's ACOM IPO is having a better debut than others recently, for a few main reasons:1. The current owners are retaining a major stake in the company.2. The valuation is very reasonable.We've seen some pathetic IPO's recently. Notably have been the real estate "bank check" IPO's...
- External links 2009-11-05
- MMC Energy: A Delicate Unwind
- Brendan Wagner submits: Here's a quick reason to stay away from a stock - the company's website touts "Where the Energy Industry....Meets Walls Street." by Cru Jones
- External links 2009-09-22
- Dell Pays Handsomely for Perot Systems
- Brendan Wagner submits: Interesting deal here. I own shares of Dell DELL and am neither thrilled nor too dismayed with this morning's announcement that they're buying outsourcing firm Perot Systems PER for $4 billion. Dell shares are down 4.5% today - partly down with the general market, and partly due...
- External links 2009-09-21
- IBM's Upside Is the Market's Upside
- Brendan Wagner submits: Readers of my site know I'm depressingly skeptical about the prospects facing the US economy. But it's a market of stocks, not a stock market. Meaning that while many of us think it's time for the "market" to take a breather, the underlying stocks might argue otherwise....
- External links 2009-09-20
- Kodak Shareholders Get Mugged
- Brendan Wagner submits: Seriously. Eastman Kodak EK, or at least its shareholders, have just been mugged by private equity giant Kohlberg Kravis Roberts. And EK was happy to let it happen. How a company raises money, and at what price, tells you a lot about the company's management and future...
- External links 2009-09-17
- Premiere Global Services Lowers Guidance; 'Lucky' Insiders Already Sold
- Brendan Wagner submits: While "conferencing companies" have fared well in the last few years, Premiere Global Services PGI is stagnating. Competitor GoToMeeting was bought for nice price by Citrix CTXS, and then able to leverage its parent's resources to better compete and gain entry to big clients. Webex was purchased...
- External links 2009-09-17
- Richly Valued Monsanto Reduces Expectations Again
- Brendan Wagner submits: Agricultural behemoth Monsanto MON shared some less-than-impressive earnings guidance with the street Thursday morning. I have previously noted how expensive these shares are, and a disappointment like Thursday's announcement should take a big bite out of the company's rich valuation. Multiple firms downgraded the shares Thursday. ...
- External links 2009-09-11
- Landry's Restaurant CEO Tries Again to Take Company Private
- Brendan Wagner submits: The chairman and CEO of Landry's Restaurants LNY is making another attempt at taking the company private. Honestly, I say let him take the shares off your hands. If he liked the stock in the mid-teens last summer I'm sure he still likes it at ten. The...
- External links 2009-09-10
- Layne Christensen: Stretched Valuation
- Brendan Wagner submits: Layne Christensen LAYN, a water-infrastructure construction firm, beat earnings, announcing 2nd quarter earnings per share of 23 cents, 9 cents ahead of expectations. The company looks extremely pricey, though, and I can't even "back into" an earnings scenario that justifies the current share price. I think short-covering,...
- External links 2009-09-05
- What's A123 Actually Worth? It's Anyone's Guess
- Brendan Wagner submits: Yesterday I mentioned some of this week's IPOs. While the mortgage IPOs are floundering today, lithium-ion battery maker A123 AONE is up 43% from its offering price this morning of $13.50. Keep in mind that the offer price was initially going to be between $8-9.50, then $10-11.50,...
- External links 2009-09-25
- Xerox shares Overreacting to ACS deal
- Brendan Wagner submits: Iconic but lethargic printing and "services" firm Xerox XRX has agreed to purchase business process outsourcing BPO firm Affiliated Computer Systems ACS for $63 in cash and stock. The dual cash and stock nature of the deal is used to reduce the out-of-pocket cash expense for Xerox,...
- External links 2009-09-28
- Electronics for Imaging: Shareholders Request Cash Dividend
- Brendan Wagner submits: After waiting patiently for the results of a stock buyback program, Blum Capital Partners is turning up the heat on management at Electronics for Imaging EFII. There's some interesting rationale here, especially in terms of what benefits shareholders versus option holders. In a 13d/A filing,...
- External links 2009-09-28
- Acxiom: Rising on a Minor Earnings Beat
- Brendan Wagner submits: Interactive marketing firm Acxiom ACXM rose 15% Thursday after reporting a decent quarter. After the close of trading on June 24th, the company preannounced an ugly quarter, and I wrote that we should expect them to trade down when trading resumed and maybe buy some shares the...
- External links 2009-10-29
- Goldman Sachs: This Is an Investment Bank?
- Brendan Wagner submits: Goldman Sachs GS beat earnings by a dollar per share, which is why it's down today: Over the past two quarters they've beaten earnings by an average $1.69 per share.The stock is off about four dollars or two percent today. After rising over 130% year-to-date, a breather...
- External links 2009-10-15
- RailAmerica IPO: The Numbers Just Don't Add Up
- Brendan Wagner submits: RailAmerica's RA IPO was yesterday, and it didn't go over very well. This is a railroad owned by private equity shop Fortress FIG, which promptly dropped 4.5% today Fortess that is, probably because the IPO was poorly received. How poorly? It had to cut in half the...
- External links 2009-10-14
- Bondholders as the Privileged Class
- Brendan Wagner submits: Christopher Whalen with Institutional Risk Analytics gave a great interview last November on what is now one of the most important topics around: bank restructuring. Whalen suggested that the best way to restructure a bank like Citigroup C is to bring bondholders to the table and make...
- External links 2009-10-08
- CIT Group Does the Balance Sheet Shuffle
- Brendan Wagner submits:TONS of new common equity - all we need to know now is how many new shares to divide by. Uh....I'm looking for some value for common shareholders in CIT Group's CIT "extra-info" documents filed a few hours ago. Common shares are up 19% or twenty cents in...
- External links 2009-10-02
- Pump-and-Dump at Smithfield?
- Brendan Wagner submits: Packaged food producer Smithfield Foods SFD is trading down 8% today, on news that the CEO unloaded 100,000 shares of stock this week after the company enticed new investors to buy shares a couple of weeks ago. A pump-and-dump indeed. Look at the chart: by...
- External links 2009-10-01
- Acquisition of Columbia Management a Great Deal for Ameriprise
- Brendan Wagner submits: Ameriprise investors should be doing the Carlton dance:This is absurd, in a good way, depending on whether you own shares in Ameriprise AMP or Bank of America BAC. I'm awaiting call back from Ameriprise to get some extra detail, but in the meantime.... by Cru Jones
- External links 2009-09-30
- Sequenom: Heads Roll, Investors Struggle to Find the Bottom
- Brendan Wagner submits: After an independent board investigation, Sequenom SQNM has fired arguably the three most important people in a biotech outfit - its CEO, CFO, and head of Research & Development. At the bottom of this piece is a look at attempts to peg a fair value for these...
- External links 2009-09-30
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