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Bill Simpson  

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  • Philadelphia Energy Solutions Is Just Another Overvalued Oil Refining IPO [View article]
    there is no exposure here to 'oil shale basins'. that makes no sense.
    Aug 10, 2015. 04:25 PM | Likes Like |Link to Comment
  • Sunrun IPO Reveals Both The Good And Bad In Solar Investments [View article]
    doesn't appear you grasp the securitization biz model..that's the debate here. with the biz model they'll show larger Q losses at this stage the better their quarterly installation growth as they front the '20 year lease' upfront costs.
    Aug 2, 2015. 05:15 PM | 1 Like Like |Link to Comment
  • Kornit: Near-Term Growth Deceleration Will Lead To Re-Rating [View article]
    Thanks for the nice trading opportunity long. keep coming out with stuff like this on ipos please.
    Jun 16, 2015. 03:52 PM | Likes Like |Link to Comment
  • IPOs: When Do You Buy? [View article]
    must have had too many characters cut off a few tickers. IN should be INCR. ADPT one of my faves over past year should be on there too.

    Oh and huge mistake to sell quickly, best gains are made on mispricings that you hold for upside targets, trying to grab 50 cents on day one is a fools errand. you want he big points, not the pennies.
    May 31, 2015. 12:24 PM | Likes Like |Link to Comment
  • IPOs: When Do You Buy? [View article]
    I've made a good living for 16 years buying ipos in the aftermarket, usually day 1. It isn't remotely gambling if you know what you're doing. Pull up a chart of say SEDG and hundreds of others over the years. ipos early have vast potential of mispricing on open, all that is ever mentioned however are the mispricings to the upside and all the 'hot' ipos that drop. PLAY/GLOB/TWOU/INGN/IN... look at adpt chart)/VWR/HQY/PAHC/PRAH etc...I love articles that continue to tell people to not buy ipos until they've 'seasoned'. I've been in this niche doing exactly what this article says not to do for 16 years now. Requires work on the front end on valuation and it requires discipline, but consistently some of the best overall gains in the stock market come from buying ipos early, day 1 or so. I like FTAI currently quite a bit.
    May 31, 2015. 12:21 PM | Likes Like |Link to Comment
  • Community Healthcare Trust: An Excellent Undervalued REIT [View article]
    Actually very common structure to acquire assets on/around ipo, see it all the time. One reason why you get the yield discount....these types can be very good mid-term plays if they execute. balance sheet is solid for growth as well. execution is key, but potential is there. I'm long some.
    May 31, 2015. 12:13 PM | Likes Like |Link to Comment
  • INC Research: A Biopharma Derivative With A Bright Future [View article]
    INCR won't be public 2 years from now, they'll get bought out. Yo Joe, sector is a play on the huge worldwide growth in pharma/biopharma trials. There is a pretty decent barrier to entry for a startup here, so far different from IT services. INCR will be bought sooner than later, probably somewhere closer to 30 than 20. was a no brainer in teens, way market going may get to reload there again.
    Jan 31, 2015. 04:47 PM | 2 Likes Like |Link to Comment
  • Sientra: A Breast Implant Pure-Play With A Technologically Superior Implant, Initiating Bullish [View article]
    Like it as well, expected much better action post ipo as it is in a spot that should be working. Lot of these been tough longs, I like WK as well which just hit a new low Friday. been tough action in 2015 thus far for 2014 ipos. Some good ones at attractive valuations, need better technical action in them though.
    Jan 31, 2015. 04:43 PM | Likes Like |Link to Comment
  • This One Time Everyday Health Bear Has Gone Bullish [View article]
    With you...using any lockup expiry weakness to build a position in the fund,.
    Sep 16, 2014. 08:26 PM | Likes Like |Link to Comment
  • Aspen Aerogels: Severe Margin And Financial Worries Surround This Recent IPO [View article]
    clean balance sheet post ipo fyi.
    Jun 17, 2014. 06:14 PM | Likes Like |Link to Comment
  • Borderfree Poised To Add Gains Post IPO [View article]
    Like it a lot as tech ipo of 2014 imo as far as chance of being long term winner. Wish it would have hit a few points lower though,,,,still may. Very good article.
    Mar 25, 2014. 02:46 PM | Likes Like |Link to Comment
  • With Unique Sales Model And Strong Positioning, Inogen IPO Could Be A Breath Of Fresh Air [View article]
    Got lost with all the biotech isn't a biotech. back to back 50% revenue growth in 2012/2013 with expanding gross and operating margins. I like it quite a bit, think it got thrown in with the bio junk.

    btw, why are you recommending all these bio ipos? I don't understand that at all, most of them will end up solidly single digits.
    Feb 17, 2014. 01:09 PM | Likes Like |Link to Comment
  • Why Investors Should Care Less About The IPO [View article]
    cash flows look much better than GAAP losses...still in the red, not nearly as much though.
    Jan 23, 2014. 02:25 PM | Likes Like |Link to Comment
  • Cypress Energy Partners: IPO Could Flow Nicely Uphill [View article]
    broke pricing early and reversed. was impressed how it moved back through pricing early and added 20.10 with stop. we shall see.
    Jan 15, 2014. 01:19 PM | Likes Like |Link to Comment
  • Cypress Energy Partners: IPO Could Flow Nicely Uphill [View article]
    think it breaks if prices in range fwiw. we shall see.
    Jan 14, 2014. 06:45 PM | Likes Like |Link to Comment