Out Fox The $treet

After an ad tech IPO opened up over 100%, will the other recent ad tech IPOs now rocket higher? Last week, the developer of an automated decision-making platform focused on digital advertising named Rocket Fuel ( NASDAQ: FUEL     ) had a fantastic day, suggesting that other ad tech stocks could finally perk up. Prior to this IPO surge, the whole sector had been seen as a major failure with disappointing offerings over and over. Rocket Fuel was probably the catalyst for recent surges in sector stocks of Tremor Video ( NYSE: TRMR     ) and Marin Software ( NYSE: MRIN     ) . Both stocks have traded horribly since recent IPOs, but the huge rally by Rocket Fuel might signal a major shift in sentiment in the sector. Read the full article here . Disclosure: Long FUEL and MRIN. Please read the disclaimer page for more details. 

The below infographic from Teradata (TDC) highlights why Stone Fox Capital has become increasingly bullish on ad-tech firms thought the results have been negative so far. The data-driven suggests that CMOs will outspend CIOs by 2017. Encouraging signs for firms such as Millennial Media (MM) , Tremor Video (TRMR) and even Marin Software (MRIN) . All of these firms will benefit from an increasing shift of advertising dollars to digital mediums where marketing analytic will be increasing important. Read more from Teredata here . Disclosure: Long MM and TRMR. Please review the disclaimer page for more details. 

Small Cap Insight Any time a stock falls 50% shortly after an IPO one has to wonder if the market isn't offering a bargain now. Currently the IPO process is so subjective to market forces and short-term market momentum that a stock can move 50% in either direction irrationally. Typically the process of deriving the offering price is built for obtaining a reasonable price though it usually leaves money on the table for those buying at that price. In the case of Marin Software ( MRIN ) , investors at the IPO price haven't seen much to smile about as the stock peaked at nearly $20 on the opening day and has done nothing but drop to $10 in the three months that it has been public. Read the full article at Seeking Alpha. Disclosure: Long MM. Please review the disclaimer page for more details.