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Don Dion
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Don Dion (donalddion@gmail.com, @DRDInvestments) is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, FL. and Williamstown, MA., a family office focused on managing a long/short hedge fund, real estate assets and various other financial assets for the Dion family.... More
My company:
DRD Investments, LLC
My blog:
fidelityadviser.com
My book:
The Ultimate Guide to Trading ETFs
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  • IPO Lockup Expiration - Sientra Inc. - 4.27
    • April 27, 2015 concludes the 180-day lockup period for SIEN, developer of medical aesthetics products, specifically silicone gel breast implants.
    • At this point, SIEN's major pre-IPO shareholders will have a first chance to sell their holdings, likely flooding the market and temporarily depressing SIEN's share price.
    • Research shows abnormal negative returns of ~(5%) in a window of approx. one week prior to the lockup expiration event.
    • Given SIEN's growth, these insiders could be ready to take profits; investors should be ready for a short sale.
    • Additional analysis here.
    Tags: SIEN
    Apr 23 9:02 PM | Link | Comment!
  • IPO Quiet Period Expiration - GDDY - 5.11
    • The 25-day quiet period on GDDY ends May 11, 2015, allowing the firm's IPO underwriters to publish reports and recommendations on 5.12.
    • GDDY provides domain registration and web-hosting services in the United States; IPO underwriters include Citigroup, JPMorgan, Morgan Stanley, Barclays, Deutsche Bank, and others.
    • Recent research shows above-market returns in the (-5, +2) days surrounding a firm's quiet period expiration, particularly for tech firms like GDDY, with influential underwriters.
    • We suggest investors consider buying into GDDY ahead of the event, for full gains.
    • See here for additional details.
    Tags: GDDY
    Apr 23 12:46 PM | Link | Comment!
  • IPO Quiet Period Expiration - KRNT - 4.27
    • Kornit designs, manufactures and sells commercial and industrial printing solutions for the garment, textile and apparel industries.
    • The 25-day quiet period on Kornit ends 4.27, allowing its IPO underwriters, including Barclays, Citigroup, Needham, and others a first chance to publish reports and recommendations on April 28.
    • This event usually leads to an uptick in the price of shares, particularly for firms like Kornit, who've had a successful IPO and have performed well since.
    • We suggest investors consider buying KRNT ahead of the event for full gains.
    • See full article for details.
    Tags: KRNT
    Apr 23 12:45 PM | Link | Comment!
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