Initial Public Offerings (IPO)
Guess what's back in vogue, the wild rush of buying an IPO. This is usually reserved to investors who are highly coveted, so usually not you and me. However, a little unknown tip is that you can call your brokerage firm and ask if there is a process for you to sign-up or participate in IPOs. You might be surprised that some of your favorite companies and their products have recently gone public. Check out these IPOs:
Showing posts with label IPO. Show all posts
Showing posts with label IPO. Show all posts
Wednesday, July 27, 2011
Wednesday, July 13, 2011
New Tech Titans, Double Dips, & Don't Label Me...
New Tech Titans
The technology field is definitely active as social networking, gaming, movies, and music continue to seamlessly weave themselves into our daily lives. It's time to refresh your memory on the new tech titans on the block. First off, Facebook leads the charge with their recent announcement of new features: (1) group chat, (2) new designs, & (3) video chat. Many people can't wait for the day this stock IPO's or goes public. Next is Google, who is offering Google+ a competing social network site and chomping at the bit for more targeted advertising. And then there is the simplicity of Netflix. Netflix is now streaming throughout many homes on a regular basis and they are betting that you will stick around even as they raise prices. Sorry to break the news but Netflix prices are going up for everyone...will you pay up?
Other hot technology firms are Linked In, Pandora, Zynga, Square, and others which are changing the way we interact, watch movies, and listen to music. Then we have Groupon which could be potentially be valued ar roughly $20 Billion dollars when they IPO, or become a public company. The question often asked is “Do You Remember The Technology Bubble?” and is it happening all over again. I do believe that some of these firms are legit, but I think a few won't be as popular as they are today. Stay tuned for further posts as I tackle which technology stocks will survive the digital renaissance.
Double Dip??
The economy may be suffering from a really bad hangover that was worse than we originally thought. Financial stocks, housing stocks, and high levels of consumer debt make you wonder if we've learned anything at all from the 2008 crisis. I just don't have the feeling that we are out of the woods yet and I've been cautious for quite awhile. I don't think I am alone anymore as there have been rumbling about more stimulus...is there Quantitative Easing on the horizon, well the Fed might think so. Can you say QE3
The technology field is definitely active as social networking, gaming, movies, and music continue to seamlessly weave themselves into our daily lives. It's time to refresh your memory on the new tech titans on the block. First off, Facebook leads the charge with their recent announcement of new features: (1) group chat, (2) new designs, & (3) video chat. Many people can't wait for the day this stock IPO's or goes public. Next is Google, who is offering Google+ a competing social network site and chomping at the bit for more targeted advertising. And then there is the simplicity of Netflix. Netflix is now streaming throughout many homes on a regular basis and they are betting that you will stick around even as they raise prices. Sorry to break the news but Netflix prices are going up for everyone...will you pay up?
Other hot technology firms are Linked In, Pandora, Zynga, Square, and others which are changing the way we interact, watch movies, and listen to music. Then we have Groupon which could be potentially be valued ar roughly $20 Billion dollars when they IPO, or become a public company. The question often asked is “Do You Remember The Technology Bubble?” and is it happening all over again. I do believe that some of these firms are legit, but I think a few won't be as popular as they are today. Stay tuned for further posts as I tackle which technology stocks will survive the digital renaissance.
Double Dip??
The economy may be suffering from a really bad hangover that was worse than we originally thought. Financial stocks, housing stocks, and high levels of consumer debt make you wonder if we've learned anything at all from the 2008 crisis. I just don't have the feeling that we are out of the woods yet and I've been cautious for quite awhile. I don't think I am alone anymore as there have been rumbling about more stimulus...is there Quantitative Easing on the horizon, well the Fed might think so. Can you say QE3
Tuesday, March 25, 2008
March Edition: URB in 60 seconds
March flew by and Easter was alot earlier than it has been in a long time. But the markets didn't disappoint and here are some things that are on my mind as we move into April. (no particular order):
Phillip Morris break-up: Yeah I know cigarettes are almost a thing of the past. You can’t even smoke in a bar/club…thank goodness for my clothes, hair, and lungs. But a new target is in sights for the tobacco industry. With less restrictions, tobacco companies are growing overseas and fueling growth for these companies. Now this is an industry that often gets labeled as a "sin" or "vice" stock/industry...no arguments from me but once Phillip Morris (NYSE: MO) spins of Phillip Morris International (NYSE:PMI) it will be off to the races. With double digit growth in the pipelines, many hope this will be a cash cow like its poppa in the US. There are some concerns with how the spin-off will be taxed so I won't be jumping in before that.
said.
WiMAX - Think wireless radio and other devices anywhere you go. Some say this new technology that provides wireless access acrosss metropolitan cities will be the wave of the future. Does this mean goodbye to Satellite Radio...we'll see. A number of big players are onboard, Intel, Sprint, Time Warner, Comcast, and Clearwire to name a few.
Private Equity Firms don't play nice - After getting my heart crushed by private equity (JC Flowers & others) dissing Sallie Mae (NYSE: SLM) and all my gains, these guys are at it again. Private equity firms just dissed Clear Channel and sent the stock spiraling down...guess the contracts just weren't written that tight in the first place!
Rebound in Financials and Mortgages - This rally spurned by the "life preserver" handouts by Ben Bernanke caused a rally on these stocks. But this is short lived in my opinion. Remember, consumer confidence is still very low, banks are still getting downgraded, and the housing situation is till a mess.
Federal Reserve Intervention - Nuff said on this topic, throw me a life preserver, playa.
Kenyan IPO – Safaricom (SCOM.NR) A good friend gave me the heads up on this telecom giant in Kenya. The window for the IPO opens March 28 and it should be interesting across many fronts. The IPO is priced to get a large local participation across the East African countries...not just Kenya. And like my idol Warren Buffet preaches, go with something you know. And after my trip to West Africa last year, I know that mobile phones are the hottest commodity in emerging markets (okay maybe not the hottest, but close). With costs being cheaper to put cellular towers up instead of wired phone lines many emerging countries are embracing cell phone. And with the ability to send someone minutes (almost like exchanging them as currency) this will be the backbone of technology growth across the world. But let's focus on Safaricom... its got the backing of Vodafone who is 40% stakeholder...which isn't a weak amount. And it has an 80% marketshare!!! Yeah take a minute to let that settle. I would be all over this like white on rice, but my brokerage firm said that they may not have access to this IPO, but note Morgan Stanley is a playing a role as a transaction advisor so if you can get in on through Morgan...make it happen.
Phillip Morris break-up: Yeah I know cigarettes are almost a thing of the past. You can’t even smoke in a bar/club…thank goodness for my clothes, hair, and lungs. But a new target is in sights for the tobacco industry. With less restrictions, tobacco companies are growing overseas and fueling growth for these companies. Now this is an industry that often gets labeled as a "sin" or "vice" stock/industry...no arguments from me but once Phillip Morris (NYSE: MO) spins of Phillip Morris International (NYSE:PMI) it will be off to the races. With double digit growth in the pipelines, many hope this will be a cash cow like its poppa in the US. There are some concerns with how the spin-off will be taxed so I won't be jumping in before that.
said.
WiMAX - Think wireless radio and other devices anywhere you go. Some say this new technology that provides wireless access acrosss metropolitan cities will be the wave of the future. Does this mean goodbye to Satellite Radio...we'll see. A number of big players are onboard, Intel, Sprint, Time Warner, Comcast, and Clearwire to name a few.
Private Equity Firms don't play nice - After getting my heart crushed by private equity (JC Flowers & others) dissing Sallie Mae (NYSE: SLM) and all my gains, these guys are at it again. Private equity firms just dissed Clear Channel and sent the stock spiraling down...guess the contracts just weren't written that tight in the first place!
Rebound in Financials and Mortgages - This rally spurned by the "life preserver" handouts by Ben Bernanke caused a rally on these stocks. But this is short lived in my opinion. Remember, consumer confidence is still very low, banks are still getting downgraded, and the housing situation is till a mess.
Federal Reserve Intervention - Nuff said on this topic, throw me a life preserver, playa.
Kenyan IPO – Safaricom (SCOM.NR) A good friend gave me the heads up on this telecom giant in Kenya. The window for the IPO opens March 28 and it should be interesting across many fronts. The IPO is priced to get a large local participation across the East African countries...not just Kenya. And like my idol Warren Buffet preaches, go with something you know. And after my trip to West Africa last year, I know that mobile phones are the hottest commodity in emerging markets (okay maybe not the hottest, but close). With costs being cheaper to put cellular towers up instead of wired phone lines many emerging countries are embracing cell phone. And with the ability to send someone minutes (almost like exchanging them as currency) this will be the backbone of technology growth across the world. But let's focus on Safaricom... its got the backing of Vodafone who is 40% stakeholder...which isn't a weak amount. And it has an 80% marketshare!!! Yeah take a minute to let that settle. I would be all over this like white on rice, but my brokerage firm said that they may not have access to this IPO, but note Morgan Stanley is a playing a role as a transaction advisor so if you can get in on through Morgan...make it happen.
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