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Showing posts with the label BNNY

IB Net Payout Yields Model

Is the Fresh and Organic Food Rally Over?

After a huge rally over the last couple of years, has the stock market lost interest in the organic food sector? As the market hits multi-year highs, organic grocery sector market leader Whole Foods Market  (NASDAQ: WFM ) is down 10% from all-time highs and The Fresh Market (NASDAQ: TFM ) has plunged the last couple of months. The stock that hit $65 in August has fallen all the way to nearly more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Not Enough Workdays to Make This Stock Attractive

Demand for software companies that cater to business clients remains strong, but not enough workdays exist in a year to make Workday  (NYSE: WDAY ) attractive at current market multiples. The company went public in mid-October at highly unappealing multiples that leave limited upside for the retail investor buying now. The provider of enterprise cloud-based applications for customers to manage critical business functions trades at around 20x 2013 revenue targets. A more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Analyzing The Millennial Media IPO

Several interesting IPOs went public this week. The leading ones include mobile advertising provider Millennial Media (MM) and Annie's (BNNY) , both soaring over 100% from the IPO price at one point. While the organic bakery market is interesting, in this article I wanted to focus on the rapidly growing mobile advertising market. This space became more appealing recently with the great results posted by Velti (VELT) a few weeks back. Now with the IPO of Millennial Media, the sector now offers a couple of good investment options. Millennial Media The company is the leading independent mobile ad network provider. Its technology, tools, and services help developers maximize their advertising revenue, acquire users for their apps, and gain insight about their users. The company has a proprietary tech and data platform known as MYDAS, that determines which ad to deliver in real-time. Read the full article at Seeking Alpha. Disclosure: Long VELT. Please review the disclaimer page ...

Interesting IPOs This Week

 (note: This article was originally submitted to Seeking Alpha. Due to the delay in publishing some of the info is slightly outdated, but still useful) The Week of March 26 is chock full of IPOs with several of them providing interesting investment opportunities. Naturally the key being the pricing terms and the ability to get in on the IPO or in the after market at a reasonable price. A perfect example was yesterday's IPO of Annie's (BNNY) . The stock priced at $19 and opened over $31. Though it closed near $36, investors in the after market saw very little of the gains today and face a ton of risk. Not an ideal combination. In a lot of cases, the key to IPO stocks is to just follow and wait for opportunities in the future. Remember that most of these companies coming public have bright futures. Its just a matter of matching up the valuation with the growth opportunity. Unlike existing public stocks, investors haven't had an opportunity to listen to the executives via qu...