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Latest  |  Highest rated
  • Pfizer's Zoetis Fair Valuation [View article]
    The open market means on the IPO or in the IPO aftermarket. There is no 'rights offering' to PFE shareholders.
    Jan 28 10:51 PM | Likes Like |Link to Comment
  • Pfizer's Zoetis Fair Valuation [View article]
    ZTS initially expects to pay quarterly cash dividends $0.065 per share, 1.1% annualized at $23.50, the price range mid-point.
    Jan 28 11:32 AM | Likes Like |Link to Comment
  • Pfizer's Zoetis Fair Valuation [View article]
    It's a carve out.
    Jan 28 11:31 AM | Likes Like |Link to Comment
  • Pfizer's Zoetis Fair Valuation [View article]
    $3.6 billion of new debt slapped on Zoetis. 100% of the debt proceeds going back to Pfizer.
    Jan 28 11:29 AM | Likes Like |Link to Comment
  • IPO Preview: LipoScience [View article]
    LPDX priced at $9, down from a price range mid-point of $14.
    Jan 25 10:03 AM | Likes Like |Link to Comment
  • IPO Preview: Bright Horizons Family Solutions [View article]
    BFAM priced at $22, above range.
    Jan 25 10:02 AM | Likes Like |Link to Comment
  • IPO Preview: CyrusOne [View article]
    Priced at $19, above range. At $21.69 it's a 3% minimum distribution. 68% payout ratio.
    Jan 18 11:04 AM | Likes Like |Link to Comment
  • IPO Preview: Norwegian Cruise Line Holdings [View article]
    Priced at $19, above range. Current fleet is 11 ships. 3 ships on order & an option on a 4th.
    Jan 18 10:50 AM | 1 Like Like |Link to Comment
  • IPO Preview: SunCoke Energy Partners, L.P. [View article]
    Priced at $19, range bottom.

    At $18.27 pays 9%. Payout ratio 59%, room to increase payout.

    Minimum distribution $53 million. Projected 2013 earnings, $90 million.
    Jan 18 10:47 AM | Likes Like |Link to Comment
  • IPO Preview: USA Compression Partners, LP [View article]
    Priced at $18
    Jan 15 10:49 AM | Likes Like |Link to Comment
  • Cisco Targets Ruckus Wireless; Avoid New IPO [View article]
    Yes, RKUS has done very well. It's a good thing we revised our opinion with this comment (above).

    "Upon digging deeper it looks like RKUS's niche focus combined with the growing Wi-Fi market may be ok for RKUS."
    Dec 28 03:43 PM | Likes Like |Link to Comment
  • IPO Preview: Sprott Physical Platinum & Palladium Trust [View article]
    Priced at $10
    Dec 19 12:04 PM | Likes Like |Link to Comment
  • IPO Preview: Silver Bay Realty Trust [View article]
    SBY priced at $18.50
    Dec 14 10:47 AM | Likes Like |Link to Comment
  • IPO Preview: Silver Bay Realty Trust [View article]
    Price range mid-point is $19.
    Dec 13 03:35 PM | Likes Like |Link to Comment
  • IPO Preview: SolarCity [View article]
    +30%; it's the 'Elon Musk' bounce, apparently he wasn't about to have a botched IPO on his record.
    Dec 13 11:18 AM | Likes Like |Link to Comment
COMMENTS STATS
820 Comments
171 Likes