Albertsons IPO: All the Tasty Details

Jul 9, 2015, 2:58 pm EDT
Albertsons IPO: All the Tasty Details

Albertsons may not be the most exciting company out there, but it is the No. 2 grocery operator in the U.S. thanks to lots of dealmaking. And now the company wants to pump things up even more with an Albertsons IPO.

So, will investors bring a big appetite to the offering? Investors interest is tough to gauge at this point, because terms have yet to be set on the deal. However, the fact is that Albertsons is a solid operation and could see nice gains in profitability during the next few years.

The core strategy at Albertsons is something called the Operating Playbook, which allows for decentralized decision-making. Read 

Are We Actually Getting a Hostess Brands IPO?

Jul 7, 2015, 1:02 pm EDT
Are We Actually Getting a Hostess Brands IPO?

Hostess Brands LLC, the maker of popular snacks like Twinkies, had been looking to cash out via a sellout, but according to a report from Reuters, Hostess has had a change of plans.

At least for now, it appears, a Hostess Brands IPO is in the cards.

But will investors bite? Read 

Shopify, Fitbit Top List of Best IPOs in Q2

Jul 2, 2015, 11:45 am EDT
Shopify, Fitbit Top List of Best IPOs in Q2

All in all, IPO activity ramped up in the second quarter, which saw 70 deals come to market, according to Renaissance Capital. A key factor was the comeback in energy offerings as crude oil began to stabilize.

What’s more, there was some improvement in the biotech sector, which benefited from a rise in M&A activity.

Interestingly enough, the IPO market really started to heat up in June, which had 35 deals. It was actually the most active month since the August 2000, which was at the height of the dot-com bubble. Read 

Why the FIT Stock Rally Ain’t Over Yet

Jul 1, 2015, 12:15 pm EDT

Fitbit (FIT) stock has been on an absolute rampage since its red-hot IPO hit Wall Street less than two weeks ago. After pricing at $20 per share, the FIT stock price roared 48% higher on its first day of trading, closing just under $30.

Since then shares of the company — which is a leader in the wearable fitness product market — have generally continued a stubborn march higher, interrupted only by a brief pullback at the end of last week.

Although its only been public for the blink of an eye, it’s becoming clear to me — and many other investors, by the looks of it — that FIT stock is one of the most attractive growth opportunities in the stock market today. Here’s why it’s such a special company and why, even after the run-up, Fitbit stock is a buy. Read 

Match.com + Tinder = A Hot IPO for IAC (IACI)

Jun 25, 2015, 3:19 pm EDT
Match.com + Tinder = A Hot IPO for IAC (IACI)

IAC/InterActiveCorp (IACI) got plenty of love from Wall Street on Thursday, with shares up about 4% in late afternoon trading. At $80 and change, IACI is sitting at fresh all-time highs.

The impetus: IACI has announced plans for an initial public offering of Match Group, which includes online dating apps including namesake Match.com, as well as Meetic, OkCupid, OurTime and yes, hugely popular Tinder. The division also includes The Princeton Review and the Daily Burn.

IACI Chairman Barry Diller never falls in love with assets. During his 20-plus years at the firm, he has pulled off a variety of spinoffs, including Expedia (EXPE), HSN (HSNI), Interval Leisure Group (IILG) and LendingTree (TREE). The total value creation of the dealmaking has come to a whopping $44 billion. Read 

Take a Few Steps Back from Fitbit Stock (FIT)

Jun 25, 2015, 6:00 am EDT
Take a Few Steps Back from Fitbit Stock (FIT)

Before health and wearables star Fitbit (FIT) went public, I chatted on Fox Business about its prospects and called it a long-term hold at the time. Fitbit stock, which marked the fifth-biggest IPO of the year and had just been priced at $20 per share, has a lot to cheer about.

To sum it up, it’s a first mover in the growing “quantified self” market. As I mentioned then, 19 million people used wearables last year … and that number’s on track to explode to 196 million in a mere three years.

Sure, FIT will see competition from other players like Apple (AAPL) and its Apple Watch, but that doesn’t change the fact that it’s a popular consumer name and the leader of a growing market. Read 

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