Candygram

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Introducing Broken Candy for IPO Investors

We are very happy to be launching our new “Broken Candy” service to the market. It’s been a long-running request from many of our members and associates. With close to 1000 companies now in our database there is more than enough to work with in terms of finding some fallen angels that are worthy of further attention. Exploiting…

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First 2016 IPO Candy Folio Updates

As we start 2016 it’s a good time to review and update all our positions in the folio. We’re eliminating quite a few and adding some new names. Generally we are hanging on to many of our best performers. First some new additions: Pure Storage (PSTG) is gaining share rapidly in the enterprise storage market….

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Updating the IPO Candy Folio

It’s been a volatile August and the world continues to change, sometimes it feels like it’s doing so at a faster pace! That means it’s a good time to update the IPO Candy Folio which to remind you is long only so we are limited in terms of how defensive we can be there. (We’re…

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IPO Candy June Folio Update

As we exit June and head into the summer we made a number of adjustments to our IPO Candy Folio. We’re also providing a link to a sheet where you can see the holdings if you’re interested. This isn’t a permanent solution but we’ll find an easier way for you to see what’s in it…

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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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