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 

5 Home-Run IPOs to Watch for in 2015

Dec 17, 2014, 7:00 am EST
5 Home-Run IPOs to Watch for in 2015

As 2014 comes to a close, it’s time to ask ourselves: What will next year look like? Specifically for this space — what will the slate of 2015 IPOs look like?

After all, 2014 was a robust year for the IPO market. GoPro Inc (GPRO) took off like a rocket ship from the get-go. Zoe’s Kitchen Inc (ZOES) hit the Street as the fast-casual industry was heating up. And Alibaba Group Holding Ltd (BABA) went down as the biggest initial public offering ever.

There were some duds, too, of course. King Digital Entertainment PLC (KING), the developer behind the hit mobile game Candy Crush Saga, has seen its stock fall nearly 30% from its IPO in March. Similarly, Viggle Inc (VGGL), an application that rewards users for checking in when they watch TV, hasn’t done so well, with shares off a whopping 60% from their late April IPO. Read 

On Deck Capital Leads the Way With 5 New Stocks This Week

Dec 15, 2014, 12:36 pm EST
On Deck Capital Leads the Way With 5 New Stocks This Week

The year for new stocks is certainly ending on a strong note. Last week, Hortonworks Inc (HDP) spiked 65%, LendingClub Corporation (LC) jumped by 56% and New Relic Inc (NEWR) clocked a gain of 48%.

Although, as for the upcoming week, do not expect too much. There are only five new stocks on the calendar – and it looks like On Deck will be the only huge gainer.

And yes, after this week the IPO market will essentially go into hibernation because of the holiday and things will not get back into gear until at least mid-January. The reason is that it takes a couple weeks to launch the roadshows. It’s all pretty normal for the seasonality of the IPO market. Read 

Time to Put Money on the Momo IPO?

Dec 10, 2014, 2:29 pm EST
Time to Put Money on the Momo IPO?

Momo, which operates the No. 3 mobile-based social network in China, plans to launch its public offering tomorrow. The company expects to sell 16 million shares at a range of $12.50 to $14.50.

The Momo IPO will be listed on the Nasdaq under the ticker of “MOMO” and the lead underwriters include Morgan Stanley (MS), Credit Suisse Group AG (ADR) (CS), JPMorgan Chase & Co. (JPM) and China Renaissance.

Alibaba Group Holding Ltd (BABA), which already owns 21% of the company, plans to invest $50 million in the deal, and 58.com Inc (ADR) (WUBA) has agreed to purchase $10 million in shares. Read 

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