Candygram
January IPO Candy Folio Update
Today we made a few changes to the IPO Candy Folio to close out the first month of the year. Two deals we like priced today – Shake Shack and Spark Therapeutics but the pricing and aftermarket reaction has been stunning. So we will have to wait on those and consider them when the hype…
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IPO Candy Folio Updates December 2014
As we wrap up the month and the year we made some adjustments today (December 15th) to the IPO Candy Folio of stocks. For more information see our IPO Candy Investment page. New Names QLIK – This is a BI software company. We like their new QlikSense desktop analysis tool and think it will add…
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Chewy Filings in a Scary Market
While some firms are delaying their IPO in the face of volatile and uncertain near-term stock markets the parade of new filings continues on. Each week or so we sift through the flour to find the sweet bits – the ones we plan on doing more work on and covering during and after the process….
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Second Quarter 2014 IPO Candygram
It’s been a solid Q2 for the IPO market which added 83 new names to our IPO Candy universe. (Q1 produced 67 new names for a total of 150 so far in 2014!) The breakdown based on sector came to – Healthcare (22), Technology (16), Energy (13), Finance (11), China (10), Industrial (6) and Consumer…
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Setting up for some IPO fireworks
As the IPO market presses into the July 4th holiday the calendar remains full and hot deals are being pulled forward. We’ve highlighted the ones seeing the strongest demand. Banks will want to price as much as possible this week before investors begin shift to the beach mode and just be checking in from their…
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Thick IPO Blotter for Week of June 17
It’s hard to believe there are 13 IPO transactions schedule to price in the next few days. But here they are. So far Foresight Energy (FELP), Viper Energy (VNOM), and Markit (MRKT) are being whispered about as being the best ones. We’ll be finding out soon as about 1/2 are scheduled to price tonight and…
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IPO Blotter for Week of May 19th
The IPO market continues to move along albeit in a slightly lower gear. This week we start with seven companies in active marketing and hoping to price before the holiday weekend. After Memorial Day we will be in the often tepid Summer IPO market but the period from June to mid-August can be productive, especially…
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IPO Candygram is back and richer than ever!
After a hiatus the IPO Candygram is being reintroduced using a much richer recipe – more carmel, deeper chocolate and a thicker chewy nougat center. When we started IPO Candy in 2009 the IPO market was nascent. Everything fit on a page or two and we could produce a Candygram every month. Now however we…
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IPO Blotter and Cheat Sheet Week of April 13
It’s been a volatile time in the IPO market the past few weeks. We went from boom times to buyer beware in a hurry. The calendar is still fairly active. We left Paycom Software on the list even though there was word going around on Friday that they had pulled their deal. Leju provides real…
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IPO Blotter and Cheat Sheet March/April
UPDATE: This deal moved up to Tuesday – The Rubicon Project offers Advertising Automation Cloud, a scalable software platform that powers and optimizes a marketplace for the real time trading of digital advertising between buyers and sellers. The company sells its solution through direct sales team. Founded 2007, HQ Los Angeles, CA. Corium creates specialty…
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