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IB Net Payout Yields Model

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 Due to the delay in publishing some of the info is slightly outdated, but still useful) The Week of March 26 is chock full of IPOs with several of them providing interesting investment opportunities.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...

Rest Of World Shale Gas Potential Plunges

As the US shale boom produces a bounty of dry gas and now even oil, the promises of a shale gas revolution in Europe and China is fading quickly. It may still happen, but it might take a decade to develop different techniques as the methods that worked in the US clearly aren't going to work in places such as Poland where population density and harder rocks make it a more complex and costly endeavor. The shale boom had great promise in helping Poland and the rest of Europe lessen dependence on expensive Russian supplies. Instead, the Polish Geological Institute recently cut the estimated gas reserves by 85 percent. Now before even starting, major US corporations like Exxon Mobil (XOM), Chevron Corp (CVX) and ConocoPhillips (COP) are faced with doubts about whether the drilling will ever be feasible even if the gas does exist. This is a far cry from the scenario in the US where the technologies have already proven. Read full article at Seeking Alpha. Disclosure: Long COP. Pleas...