5 Best New Stocks of 2014

Dec 30, 2014, 12:30 pm EST
5 Best New Stocks of 2014

It was a banner year for new stocks. In all, 268 companies came public and the average return was about 21%. This compares to a 13% gain in the S&P 500 and a 15% gain in the Nasdaq Composite.

Of all the new stocks that hit the market, there were 24 that posted gains of more than 100%. Interestingly enough, only five of these were tech operators. Biotech was particularly strong — 18 deals in that sector returned more than 100%, more than in any other sector.

No doubt, the market for new stocks was far from perfect. Consider that 18 offerings lost more than half their value. As for the worst deal, it was Amedica (AMDA). The company lost 87% for the year. Read 

More of the Best IPOs for 2015

Dec 23, 2014, 2:51 pm EST
More of the Best IPOs for 2015

Last week, InvestorPlace’s John Divine wrote up a post on next year’s expected hot IPOs. He provided excellent coverage on companies like Airbnb, Spotify, Xiaomi, Box and Uber. And if these companies do pull off their IPOs, it will mean a flood of newly minted large-cap stocks.

But what about the smaller deals? They might not get all the attention that other IPOs do, but there’s no shortage of smaller-name IPOs that could do well. The fact is that the market is fairly healthy right now and investors are warming up to riskier offerings.

For example, Hortonworks (HDP) and New Relic (NEWR) launched successful IPOs last week even though both companies have less than $100 million in annual revenues and continue to post substantial losses. Read 

BABA: Should I Buy Alibaba Stock? 3 Pros, 3 Cons

Dec 22, 2014, 11:29 am EST
BABA: Should I Buy Alibaba Stock? 3 Pros, 3 Cons

It’s been a nice run for shareholders in Alibaba Group Holding Ltd (BABA). Since launching is $22 billion IPO in September, the shares have posted a sizzling return of 60% to $109. This puts the valuation at $271 billion, which is above the valuations of Amazon.com, Inc (AMZN) and eBay Inc (EBAY) — combined.

Consider that some of the world’s best investors have taken big positions in Alibaba stock. They include Third Point’s Dan Loeb, the Soros Fund’s George Soros, Tiger Management’s Julian Robertson and Appaloosa Management’s David Tepper.

So should you join them?  Well, to see, let’s go over the pros and cons: Read 

Dave & Buster’s Stock: Still More Fun Ahead

Dec 18, 2014, 12:08 pm EST
Dave & Buster’s Stock: Still More Fun Ahead

When Dave & Buster’s Entertainment, Inc. (PLAY) came public back in early October, I wrote up a bullish post in the IPOPlaybook. My conclusion: “[I]t looks like Dave & Buster’s is getting in the growth phase, as seen with the nice improvement in comparable store sales. All in all, the Dave & Buster’s IPO could provide more fun for investors.”

Well, the company did not disappoint. PLAY stock is now more than $25, up more than 45% from its offering.

But is it still a good buy? Read 

Hadoop Goes Public: 5 Things to Know About the Hortonworks IPO

Dec 18, 2014, 10:40 am EST

In case you missed it, Hortonworks (HDP) filed for an IPO on November 10 and, just over a month later, burst onto the Nasdaq. HDP stock began trading last Friday and, now that the dust has settled, we thought it could be worth taking a quick look at just what you missed.

Here’s the scoop on last week’s head-turning Hortonworks IPO.

1. What Is Hadoop? The first step to understanding the Hortonworks IPO is to understand Hadoop, which is an open-source software used to store and process big data. Large and expensive data warehouses — think Oracle (ORCL) or Teradata (TDC) — used to be the go-to places for housing big data. But Hadoop is an open-source software that spreads data over lots of commodity servers, meaning it’s cheaper, scalable, better suited for unstructured data — aka data that wouldn’t fit neatly into an Excel spreadsheet — and faster for processing. Read 

On Deck Capital: Big IPO for Small Biz Lender

Dec 18, 2014, 9:35 am EST
On Deck Capital: Big IPO for Small Biz Lender

On Deck Capital Inc (ONDK), which operates an online lending platform, pulled off a hot public offering. The company priced 10 million shares at $20 each, above the expected range of $16 to $18. So far in today’s trading, the On Deck IPO is up about 39%.

On Deck’s stong performance should not be a surprise. Just last week another online lender, LendingClub (LC), also staged a successful deal. Its shares have since gained 80% from the $15 IPO price.

But if you dig into the details, both companies are actually quite different. LC operates a marketplace that connects borrowers and lenders for consumer loans. Essentially, the lenders bid on the loans and LC takes no credit risk. On Deck Capital, on the other hand, funds its loans directly and relies on debt facilities and securitizations. ONDK also focuses on small businesses, with loan amounts that range from $5,000 to $250,000. Read 

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