Google IPO – Just One of History’s Most Exciting Tech IPOs

Aug 19, 2014, 12:27 pm EDT
Google IPO – Just One of History’s Most Exciting Tech IPOs

Ten years ago, Google (GOOG) pulled off a tech IPO that would end up returning more than 1,000% — a virtual advertisement for anyone thinking about investing in tech IPOs. Since then, Google has grown by leaps and bounds, no longer “merely” a search company, but a tech firm that has its hands in many cookie jars, from smartphones to e-commerce to driverless cars.

But while GOOG is a clear winner now, the picture was much cloudier before the Google IPO.

Back in 2004, it was far from clear whether search would turn into a huge market, not to mention there was competition from the likes of then-giant Yahoo (YHOO) and Microsoft (MSFT). Plus, some of Wall Street was just a little concerned about co-founders Larry Page and Sergey Brin, who were … well, kind of kooky. Read 

Alibaba IPO – 3 Ways The Company Is Hyping the Deal

Aug 18, 2014, 1:52 pm EDT

Even though the IPO market remains strong, there is still concern that the upcoming Alibaba IPO may not gin up much demand. Let’s face it, the company is much less known in the U.S. than other operators like Twitter (TWTR) and Facebook (FB).

So to deal with this, the company has been taking some actions to make the deal more attractive. #1 – Crackdown on Fake Goods

Perhaps the biggest move to hype the Alibaba IPO, according to a post in The Wall Street Journal, is the crackdown on the selling of fake and unauthorized goods on its main online platforms, Tmall and Taobao. Read 

Noodles & Company Gets Cooked After Earnings

Aug 15, 2014, 3:29 am EDT
Noodles & Company Gets Cooked After Earnings

Noodles & Company (NDLS), which operates a chain of fast-casual restaurants, had one of the most successful IPOs back in 2013, with the first-day return of about 104%.

Since then, though, NDLS has been on a rough ride, including a grueling 16 drop on Thursday after earnings%. The year-to-date return is now a miserable -41%. Overall, the trashing of NDLS stock is yet another example of how hyped IPOs can easily get scorched.

So what exactly happened at NDLS that made investors so unhappy? Well, the growth rate is decelerating. In the second quarter, revenues only came to $99.5 million — Wall Street was expecting $102.9 million. There was also a drop in adjusted profits, which went from $4 million, or 13 cents per share to $3.7 million or 12 cents per share. Read 

KING Stock – Or, Why You Should Never Buy and Hold Game-Makers

Aug 13, 2014, 12:14 pm EDT
KING Stock – Or, Why You Should Never Buy and Hold Game-Makers

Since the launch of its hyped IPO back March, King Digital (KING) has been mostly a nightmare for investors. The offering was priced at $22.50, as the company raised about $500 million. But now KING stock is at a lowly $13.79, thanks in large part to a 25% drop after earnings.

Might there be a bargain here? Well, King stock is definitely cheap, with its price-to-earnings ratio at only 7X. But investors might still want to still hold off. KING Earnings

The company, which is the developer of the hugely popular Candy Crush Saga mobile game, is experiencing a deceleration in its growth path. For the second quarter, revenues came to $593.5 million, which was below the Wall Street consensus of $605.7 million. Bookings were also weak, with a 5% drop-off from the first quarter to $611 million. Read 

Twitter Stock: TWTR Still Has a User Problem

Aug 12, 2014, 2:06 pm EDT
Twitter Stock: TWTR Still Has a User Problem

Since reporting its blow-out quarterly report, Twitter (TWTR) has lost some steam. True, part of this is normal profit-taking, but there may also be some real concerns.

The main issue plaguing the company? User growth.

No doubt, TWTR showed encouraging momentum in the second quarter. MAUs (monthly active users) jumped by 24% on a year-over-year basis to 271 million (the sequential growth rate was an impressive 6.3%). Read 

The Hottest IPO Deals After the August Break

Aug 11, 2014, 1:47 pm EDT
The Hottest IPO Deals After the August Break

It’s going to get fairly quiet here at the IPOPlaybook — at least through early September or so. There’s nothing to get alarmed about. A quiet period toward the end of summer is normal for the new stocks market, as many traders go on vacation.

Actually, when things get started again, it looks like the activity will continue to be robust. True, biotech deals look a bit overdone, but investors still have a hunger for quality deals. Just look at some of the recent IPOs like GoPro (GPRO), El Pollo Loco (LOCO) and Mobileye (MBLY).

OK, so what are the offerings to expect after the August break? Well, based on recent filings, there are some interesting new stocks to consider. Read 

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