Get a Desktop Pass!
... Five-year proven track record! "Best IPO stock picks!"
For a limited time, we're offering a 14-Day Free Trial Subscription to qualified applicants. Please fill out the form below. We promise a prompt response to your inquiry. The price for Plan B is $100 for six months access to the rated IPO calendar. Plan A also includes IPO research for $200 for six months.
YOU'LL SEE... ...the complete the IPO Calendar ratings, so you'll know which IPOs to indicate for pre-IPO!
YOU'LL ACCESS... ...IPO CORNER to get the complete run-down on today's IPO market. The column's unique "compare and contrast" analysis for major IPOs
YOU'LL USE... ...the password-protected PRE-IPO RATING SYSTEM to quickly research IPOs for after-market buy & sell-side decisions. And, our unique compare and contrast feature helps you to generate pre-IPO trading ideas.
YES! I would like to take advantage of your FREE TRIAL offer now! (Soft dollar arrangement available.)
"The success of Ubiquiti and Zeltiq IPOs may draw a few people
back in the market:" Oct 19 Reuters
LinkedIn "Two-thirds
of LinkedIn’s revenue comes from the fees it
charges to help companies find and hire workers. That makes
the company more like Monster, an employment firm where business
depends a lot on the health of the job market." Washington
Post May 19
LinkedIn "Frankly,
they're a little bit arrogant saying, 'We're going to have a great IPO,
but we're also going to lose money this year.'" May
19 Moneycontrol.com
LinkedIn “A lot
of the IPO after-market buying probably will come from retail investors
who may not have fully digested the [prospectus] filing, and may be
surprised by the expected losses for the next three quarters” May
19 Globe & Mail
LinkedIn "(Feet
on the street) is an expensive sales force" May
18, Reuters
LinkedIn "May be able to grow
into an expensive valuation if their spending in 2011 pays off with
increased top-line revenue and market share." May
16, WSJournal
Renren "The problem with Renren is
it was the first social networking stock to go public. A lot of
retail investors bought it without doing their research. Now the
continued fall has triggered a sell-off." May
11 Reuters
LinkedIn "The sequential sales
growth rate is not as high as you'd expect"May
10 USA Today
LinkedIn "LinkedIn is going to try
and catapult off Renren's numbers. Uninformed investors will go
after it." May
10 The Economic Times
LinkedIn "LinkedIn is a subset of Facebook" May
9 Reuters
Dunkin Brands "another relatively dull boring
leveraged buyout with established brands and modest growth
expectations" May
4 NPR
Renen "If you like Renren, you'll
love Facebook" May
4 Reuters
Zipcar "Gaskins worries that
Zipcar’s current business structure offers “little room for bottom-line
profits,” and expressed concern about the company’s high ratio of
operating expenses to revenues." April
18 Globe & Mail
Arcos Dorado "Based on its IPO
after market trading, the company has a market cap of more than $4.6
billion"April
14 Reuters
Qihoo "proposed offering price
'reasonable for a fast growth company with a high gross margin in a
rapidly growing segment in China." March
30 Investors .com
HCA "By next year two-thirds of
doctors in the U.S. will be salaried employees of large institutions,
whereas six years ago two-thirds owned their own practice" March
7 Investor's Business Daily
"Higher
oil prices weigh on GM's
stock, as the company relies on sales of less
fuel-efficient vehicles. But GM
and many other recent IPOs are
also being held back by investors' increased concern that the economy
isn't growing as rapidly as hoped." March
2 USA Today
"While
conditions have improved, the IPO market still won't go for companies
tagged with uncertain futures," Feb
18, The Tennessean
Social Media: “These companies are more mature, their sector is more
defined, and they have better income" Feb
15, The Epoch Times
“Kinder Morgan is still
attractive to
investors because it has a good history of dividend-payout
increases. People are buying the potential of future dividend
increases.” Feb
11 Bloomberg
"While conditions have improved, the IPO market still won't go for
companies with uncertain futures." Feb
11 Busness Week
"Kinder Morgan is a blue chip
that institutions have no problem
owning." Reuters
Feb
11
Gevo "People are comparing Gevo to
Amyris and that's what's helping Gevo today." Feb
9
Epocrates
"They have a million doctors (registered as users) and a lot of
those are free apps, so they will want to monetize those eyeballs and
that's what people think will happen here. It's an expectation of
internal growth." Reuters
Feb 2
Neophotonics "in an overall growth market" Reuters
Feb 2
Adecoagro
“a way to play the potential global shortage of food, especially
in emerging markets” Business
Week Jan 28
LinkedIn
"These companies are more mature, their sector is more defined,
and they have better income" AP
Jan 27
Nielsen "Was welcomed because the
$1.6 billion raised will be used in part to pay debt." USA
TODAY Jan 27
Nielsen "With the improving
economies worldwide, and the growth of connectivity, their top-line
revenue is pretty secure" Investors
Business Daily Jan 26
Jan 24wk, $3bb "Most of them (this
week) have pretty good top line revenue growth and are making money—not
all of them, but most of them. So the window's wide open." Jan 25 CNBC
Nielsen "The price range [of $20 to
$22] seems to be fair. A lot of private-equity-backed deals were
marked down last year, and then the stocks rose. Bankers are pricing
these companies favorably for investors." Jan
24, WSJournal
Danddang "The original midpoint
valued the company at 48 times annual earnings, based on third-quarter
results" Jan
17 Bloomberg
Islands Resaurants "IPodesktop speculated that the $26.3
million equity sale could have come from a private equity investment
firm. There is a definite connection with private equity. Also,
Private equity deals were way up in December." Jan
14 North County Times
Ally Financial “The
investment climate is better now than it was six months ago. The
general direction is good." Jan
13 Bloomberg
Groupon "When people make those (Groupon) investments,
they don’t expect the companies to remain private forever. There
is a push to go public." Jan
7 Financial Post
Facebook: "Facebook is
on the
runway; they just don't want to say, 'Here we go. Watch us,' Facebook's
valuation is ahead of its ... revenue right now. It may not be in a
year." Jan
6 USA TODAY
China IPOs: "The
realities of supply and demand are
setting in fast once the first-day hype wears off and investors who pay
attention to valuation step away." Dec
22 USA TODAY
Swift Holdings: "Neither Werner
Enterprises Inc. of Omaha, Nebraska, nor Phoenix-based Knight
Transportation Inc., cited as Swift
Transportation’s competitors by Marina del Rey, California-based
IPOdesktop.com, had any debt at the end of September, data compiled by
Bloomberg show." Bloomberg
Dec 14
Bona's stock has fallen not because
of competition from state-run studios, but because it was overpriced
compared with companies such as Regal Entertainment Group and Cinemark"
Dec 9
ABC News
"In
China, you still have growth, and the (Internet) market is not as
mature." Dec
8 USA TODAY
"Youku.com and China Dangdang are offering stock at as
much as five times the median valuation of their U.S.-traded
rivals, data compiled by IPOdesktop.com and Bloomberg show" Dec
6 Bloomberg
FXCM: It's not that the agreement
with Deutsche Bank AG generates that much topline revenue or growth for
them but it's an endorsement” Dec 2
Reuters
"At
the midpoint, the IPO valued FXCM
at 16 times earnings, an 42 percent discount to the median of five
companies cited in the IPO prospectus as competitors, data compiled by
IPOdesktop.com and Bloomberg show." Dec
1 Bloomberg
"Bottom line of Gaskins' thorough analysis is that FXCM is reasonably priced." Nov
30 Forex Crunch
“A lot of the Chinese companies have higher profit margins than the
U.S., and they generally have better balance sheets, because they
haven’t been debt-leveraged. It’s hard to find a U.S. company that
isn’t debt-leveraged.” Nov
22 Globe & Mail
"Harrah's(Caesars) is
spending 22
percent of its revenue on interest payments."Nov 12 ABC
Money
“NOAH’s sales have increased 260% and income jumped 500% last
year.” Nov
10 thestreet.com
"GM's stock IPO: Not hitting on all
cylinders" Nov
9 USA TODAY
"SinoTech will struggle to break into the oil
recovery market because it faces competition from large, state-run
firms" Nov
4 AP
"At
the middle of the offer range, Booz
Allen would be valued at about 37 times earnings" Nov
4
"Gaskins points out which
offerings
have the highest chance of success." Nov
3 thestreet.com
At
the midpoint price of $8.25, Xueda
would have been valued at 23 times estimated earnings" Nov
1
"At the
middle of the forecast range, Fresh
Market would be valued at 16.4 times net assets" Oct
30 Bloomberg
"ExamWorks was valued at 2.3 times
revenue. That’s 64 percent more than the ratio of 1.4 for CorVel
, which IPOdesktop.com identified as a competitor." Oct
28 Bloomberg
"Vera Bradley and Bravo Brio
are impressive because
they have grown while unemployment remains high" Oct 22 ABC
News/Money
"AIA (which raised $18 billion)
is a
cost effective way for IPO investors to ride China's growth" October
21, Reuters
"TAL Education has shown an ability
to expand their market share in metropolitan areas and I think they can
replicate that." Oct 20
"Even though Tower's IPO
priced at a 19 percent
discount to the midpoint of its expected price range of $15 to $17,
that it came to market at all shows renewed risk appetite among
investors" Reuters
Oct 15
"Liberty Mutual could have done
the IPO at at $15; they were just greedy on their price. They were out
of touch with the IPO market and investors." Oct
6 SNL Interactive
"People are
willing to pay up for growth" CNBC
Oct 1
"At
the midpoint
price of $19, Liberty Mutual Agency’s
shares are valued at 1.3 times tangible book value." Bloomberg
Sept 29
"Investors are willing to embrace companies
that operate in high-growth markets like China and India with little
debt." MSN
Money Sept 28
"This is the busiest week in a long time," says Francis Gaskins of
IPOdesktop.com. "The window is wide open." USA
TOday Sept 28
“Investors are
less enthusiastic about IPOs backed by private-equity firms that aren't
as profitable.” CNBC
Sept 28
“Gaskins expects (China-based) Country
Style Cooking to enjoy the best opening day of the nine IPOs
planned for this week.” Investors.com
Sept 27
"Petco may be getting ready to pay
off their debt with an IPO since they are giving out stock options
now" North
County Times Sept 24
“Coresite priced at least 26
percent less than the ratios for Digital Realty Trust in San Francisco
or District-based DuPont Fabros Technology, operators of data centers
that CoreSite listed as competitors in its prospectus” Washington
Post, Sept 24
CoreSite REIT: "At the IPO
price of $16 a share, CoreSite is
valued at 1.4 times its net assets"Bloomberg
Sept 23
"Ally Financial (GMAC) is likely
to command a market capitalization of $17 billion to $20 billion." Bloomberg
Sept 15
"GM will be priced aggressively. And if that's the case,
investors would be wise to avoid GM shares until the price falls, once
they begin to trade."USA
Today Sept 6
Skype "A success story with Skype
will put the spotlight back on
the tech sector." Reuters
Sept 3
"First Trust ETF (is) a
less-than-appealing investment for the investor targeting true IPO
gains." Globe
& Mail Sept 2
"If IPO hopefuls encounter
softness in their business, it will hurt
demand for their shares." USA Today Aug 27
"Endocyte is
desperate for money. Investors aren’t going to bail out the
(current) shareholders." Cinn Biz Journal Aug
27
"Full Circle would
struggle to price at the high end of its $8 per share to $10 per share
offering range."SNL Financial Aug 26
Bramble Savings Bank: "Doesn’t
sound like a very good potential investment" Biz Courier of Cincinnati, Aug 20
GM: "Gaskins
not wowed by General Motors’
IPO" BizCoach
Aug 19
GM: "Steven
Rattner, the former head of President Barack Obama's automotive task
force, Rebecca Lindland, an analyst at IHS Automotive, Francis Gaskins,
president of IPOdesktop.com, and Jeremy Anwyl, chief executive officer
of Edmunds.com, talk about today's filing" Bloomberg
Aug 18
GM: "Looks like GM should be worth
no more than Ford." Wall
Street Journal Aug 18
GM "it's likely
that taxpayers will get back only about half their $50 billion
investment in GM when the U.S. government sells it's 60.8%" Aug
18 USA Today
MakeMyTrip: "There's
a taste for companies that will dominate a possible
niche" August 12 ABC News
"RealPage priced
it lower so there would be enough demand to bring shares back up" August 12
"Intralinks interest
payments are a large uncontrollable fixed expense. It's not
healthy. It's a metric showing that the private equity people
were desperate to pay back their debt."
August 6
"NXP is s big
company and it's branded but the competition is intense and it's time
for them to make money. "The NXP IPO casts another negative pall
on leveraged buyout
offerings."August
6
"Intralinks
can't make an operating profit with a 22%-plus market share?" August 4 Wall
Street Journal
"Chesapeake
is a good deal and there's an easy comparison out there." July 29
"Molycorp has to spend half a
billion dollars over two years to get there and it may or may not come
in on budget in that time frame" July
23
"Green Dot advances 22% after IPO
raises $164 Million"July
22 LA Times
"Green Dot has an advantage
among equity investors because most of its direct competitors are
privately held" July
22 Bloomberg
Green Dot “Based on the midpoint of
that range, Green Dot has an adusted price-to-earnings ratio of
38. Visa
(V.N) has a price-to-earnings ratio of 22, but is a more mature and
branded company” July 16
Ocado: online grocer in the UK"What 'strains credibility'
is that, by July 2011, Waitrose will be able to compete in an area that
represented 50% of Ocado's gross sales in fiscal year 2009 -- the
Greater London area. " July
15 Marketwatch
KKR "I don't think people are lining
up to buy KKR at this time;
the bloom is off the rose." July 15 ABCNews
Smarttech "One of
the big concerns is whether Smart can continue to grow market share and
earnings fast enough to justify a price-to-earnings multiple estimated
at 51x" July
15 Financial Post
Oxford Partners "It's not clear they
can make the dividend payments. The cash flow assumptions are
aggressive." July
14 Reuers
“IPO
companies that generate good fundamentals in a recession are definitely
worth a look” July
12, Kiplinger
RealD "The
3D market is an embryonic
growth market right now. If you get in early with a company that
dominates the segment, you could do well." July 8
Reuters
Portrait Innovations “They’ve
done well the past 18 to 24 months, even through the recession.
That’s important because you have to perform before you can IPO" July
8 Charlotte Business Journal
"Tesla
brought in people who wouldn’t normally invest, a lot of inexperienced
I.P.O. buyers.” July
1 New York Times
"AutoNavi
-- with a price-to-book ratio of 3.1 -- is richly valued compared with
some competitors." June 25
Reuters
"Telsa
(the electric carmaker) would be one of the few exciting IPOs of the
year. " June
15 Reuters
"Underwriters
are hungry to bring deals out. This is a
deal-by-deal IPO market." June
15, USA TODAY
"Well-known IPOs often attract retail
investors, who can personally identify with the companies."June
15 CNBC
""Where there's high
volatility, the exchanges like CBOE
do well." June
15, USA TODAY
"CBOE is a late
comer to the
IPO market, the segment isn't acting well, business is flat (except for
May, 2010)." June
15 Investors.com "CBOE is expected to have a smaller
market capitalization than its rivals, making CBOE a potential acquisition
target." June
14 AP
“If CBOE shares sold for $28
to initial
investors, the middle of the expected range, that would make the
exchange's stock more expensive than that of its rivals.” June
14 Wash Post
General
Motors IPO: "If the global economy is still uncertain it's going
to make pricing of the GM IPO
more difficult." June 11
Reuters
“China New Borun is
a way to
play growth in China from a profitable company that's not
leveraged." June 4
Reuters
“LPL Financial can get done,
but it will depend on pricing. They have a brand name and they
are profitable." June
4 Interactive Investor
"Nobao has a
low-tech business and no established history of successful
manufacturing." June
1, New York Times
"Accretive Health's relatively
low offering price did allow the company's shares to jump 13 percent in
their first day of trading." May 28
Reuters
"Mirion
was seeking a premium of more than twice the median valuation of
electronic measuring device producers" May
27 Business Week
At $25 CBOE
would have a trailing price earnings ratio “of about 28, lower than
NYSE Euronext (NYX.N) but higher than Nasdaq OMX (NDAQ.O),
IntercontinentalExchange Inc (ICE.N) and Chicago Mercantile Exchange
parent CME Group Inc (CME.O). If the stock market were in a bull
market CBOE could get away
with (a high valuation), but it's not." May 21
Reuters
At the original IPO midpoint price,
Accretive Health was valued at 12.3 times its net assets." May
19 Business Week
"HCA
is trying to ride a wave of
enthusiasm for health care stocks," May
7 Washington
Post
Two China IPOs: “Worried about Charm’s
future revenue growth,
because the (primary) contract expires in 2011. MIE could be pricier than dominant
Chinese oil firms like PetroChina and Sinopec Shanghai Petrochemical
Co.” May
3, AP
“MIE
is looking for a rich valuation. Has a price-to-book value of 2.6,
compared with 1.9 for rival ROC Oil Co Ltd (ROC.AX). Larger competitors
PetroChina and Sinopec come in at 1.7 and 1.3, respectively.” April 30
Reuters
“Alpha
and Omega’s gross margins were low for a chip company.
"Material weakness" in its accounting may have spooked investors.” April 29
ABC News
"SPC Commerce
seems
expensive but most successful pay-as-you-go software-as-a-service
companies with recurring revenues always seem 'expensive,'" April
22 INVESTOR'S BUSINESS DAILY
"Weakness in the pricing indicates underwriters bringing the IPOs to
market are overestimating investors' enthusiasm," April
22 USA TODAY
"Competition from big-name firms, as well as a wave of
consolidation, poses a significant threat to Mitel," April
21 theGlobeandMail
“8 IPOs this week. They're going to be competing for
mind-share," April
19 CBSnews
"Mitel is overpriced.
The last three quarters were flat and they barely made money in January
if you back out the non-recurring adjustments." April 16
Reuters
"There is an existing public company with better gross margins
and price-to-book ratios than Metals
USA, and that is Reliance Steel & Aluminum. Anyone who
wants to participate in expected growth in the sector could do better
owning Reliance." April
10 WSJ
"Metals USA competitor
Reliance
Steel & Aluminum Co. was a 'better buy' for investors because it is
more profitable." April
9 CBS News
"Right now (April 1) , these IPO companies are leaving money on the
table, and
that's like honey to bees.
"This (Primerica) is the first
time I've seen a private equity firm make a big commitment at the
public IPO price. Normally, they get sweetheart deals and public
be damned. All investors needed to know for this deal was that they
were paying the same as Warburg Pincus."" April
1 Business WkSingapore
Press
"But Primerica still sold at a
price-to-book value discount to Ameriprise Financial ,
MetLife and Prudential Financial , which it identified in
its prospectus as competitors" April 1
ABC News
"Meru is in a rapidly growing
market and their last two quarters have
been profitable, pre-tax and pre-interest" March 31
The IPO investor
can get in on Primerica with
the same terms as Warburg. There appears little, if any, risk in this
IPO at $13.” March
30, Business Wk
"Warburg Pincus has put the Primerica
Citi spinoff together and they expect to make money. If people buy at
the IPO price they'll be buying right along with Warburg's price"
March
26 Reuters
“Telegent’s IPO may command a
market value of $1.2 billion in its IPO,
and at that price, its price-to-sales ratio would be about half of
MaxLinear’s” March
24, Bloomberg
"The IPO window has opened again. The four recent successes may
mean the deepest discounts on IPOs are finished for now as investors
eye projected growth rather than a company's most recent results." March
24 msn.com
"Investor psychology has changed all of a sudden. It's not just pricing
that's improved, it's the aftermarket activity.” March
24 WSJournal
“If Alma Maritime & Scorpio Tankers price at the
midpoint of their expected ranges this week and next, they will have a
9 percent and 17 percent premium to their respective tangible book
values” March
24
“Gaskins expects the China Lodging
IPO to do well.” March 19
Reuters
"Investors are becoming less critical because the crash is further
behind us. People need to invest their money and the stock market is
up." March
19 Business Week
"Companies that go public through reverse mergers used to carry a
stigma as being unable to do an IPO.” March
19 Cincinnati Business News
"Financial Engines' growth
prospects, recurring revenue and increasing gross margins are
attractive to investors" March
16, Reuters
"So many IPOs have sold below their expected price range because
investment banks had overpriced them. That wasn't the case with Financial
Engines." March
16, USA TODAY
"Financial Engines' recent
revenue and profit growth have outpaced some of its competitors," March
15 Investors.com
"By any standard metric, Sensata
is way overpriced. There
are many other companies out there that have better income visibility
and better balance sheets. March
8 WSJ
“Potential investors should be concerned about the (Baltic Trading Limited & Crude Carriers) companies' focus on
the spot market." March
5 LA Times
“If Sensata prices at the
midpoint of its expected range, at $19 per share, it will have a
valuation dramatically higher than some of its competitors.” March 5
Reuters
"The Anthera Pharma IPO is
confirmation that there is an IPO market, but companies need to be
aware of investor climate and price accordingly." March
1
"Chesapeake Mid-stream is a high profile, high marque
company with cash to
distribute, if anyone does their homework they realize the risk is for
smaller companies without a big partner backing them. In their
business, bigger is better. They have a powerful parent, good growth
opportunities and visible cash flow." Feb 26
"Anthera
Pharmaceuticals, especially with no revenue or regulatory
approval, needs a more frothy market to make it." Feb
25 LA Times
"Clothing company Express was
a
leveraged buyout at the top of the market. They have a lot of
debt and they're in a low gross margin business." Feb 19
"Graham Packaging's enterprise
value to earnings ratio was about 39, higher than competitors Ball Corp
(BLL.N) and Silgan Holdings Inc (SLGN.O), which are about 22 and 33,
respectively." Feb 12
Reuters
"(IPO) Executives continue to
think their companies are worth more than
investors do." Feb
11 USA TODAY
“Investors were hesitant about Terreno
Realty because it lacks an operating history” Feb
10
"People are saying it's a lousy market, but there's a huge quantity of
deals. The problem is that while investment banks are selling a
story to these companies, it's the individual investors who make up
their own minds. If these deals were just priced reasonably, it would
be a different situation." Feb
8 Washington Post
"QuinStreet has an established
business and may do well. The longer-term risk is how easy it is for ad
agencies and others to do what they doing. The problem they're
having with DeVry may be the canary in the coal mine." Feb
8 Wall Street Journal
Tesla battery-powered electric
'ferrari' IPO: "If they get the funding they need, from the IPO or
other sources, then I believe they might for a while show some decent
sales, but if the niche becomes big enough then the elephants will step
in, grow the market themselves and take the lion's share" Feb
5 Globe & Mail
QuinStreet: "the company's
growth is attracting some unwanted
attention." Feb
3 Investors.com
"Ironwood has potential as a
business, but the company is not being
'realistic'with its IPO price." Jan
29 Business Week
"IFM
Inv (CTC, Century 21 China) is branded and has
visibility,
they're a player in the market.
But people are afraid their income statement will be hurt" by the
tightening of China's monetary policy Jan 28 Reuters
"I think Friendfinder is
a case of going public or going broke. They're just too leveraged to
stay afloat." Jan
26 Business Week
“The Friendfinder IPO is hot,
but not in the IPO sense. The adult
subscriber base is decreasing. Recently, sales have been flat and the
company has had difficulty servicing its heavy debt load.” Jan 25
ABC news
“IFM's valuation is roughly in
line with much larger publicly traded
Chinese real estate services company E-House China Holdings Ltd, (EJ.N)” Jan 24
Reuters
“Telegent Systems Inc., a
Sunnyvale, California-based chipmaker for
mobile-TV devices, may be valued as high as $1.5 billion in a
future IPO” Bloomberg
"Investors shouldn't assume the busy week means the IPOs are good
ones. Only Symetra,
backed by Berkshire, is attractive for
investors. The true measures of the IPO market's health will come
later." Jan
22, USA TODAY
Buffett Boosts
Flowers, Berkowitz Pricing Symetra
IPO Jan 21
Bloomberg
"Symetra now has an estimated
price-to-book value of 0.85, 43%
less than the 1.5 multiple it would have based on the midpoint of the
2007 offering price." Warren Buffett to retain shares
“The fact that he (Buffett) is holding his stock is a definite plus, It
gives institutional investors a feeling of security.” Business
Week
Get a Desktop Pass!
Media Quotes
TV/Video Interviews