The bottom line? We haven't seen a huge amount of M&A this year, but it always key to recognize the winners when they come....
As a follow-up to my previous post, am including a more in-depth analysis of the aftermarket performance of IPOs. As has been noted, plaguing the markets year to date has been the bloodbath in the momentum names--particularly names with no earnings. One thesis regarding the pain in these names is the simple law of supply and demand. Simply put, there is just too much supply....Just look at these aftermarket returns...
How wrinkle reduction is at the crux of the recent M&A frenzy....
There has been a lot of debate of late about whether some of the pain in the so-called momentum names in the last month has something to do with growth money coming into the IPO space...
Talk about whiplash. Yesterday's surge upward was met today with, well, a selloff. So, what gives? What's happening here.
This junior growth name still has much room to run based on market potential and new roll-outs.
Even after a lackluster quarter, future remains bright for FedEx
Transitions, if believed, allow investors to look through short term disruption
The news that Hertz is spinning off its equipment rental business reinforces why it remains the best positioned in the car rental group
Just over one year ago, when Allergan stood at about $115, worries abounded, causing the stock to drop to the low $80s by the middle of 2013, as the overall equity market continued to roar. This underperformance spooked many investors, but that low was a huge opportunity, as the stock has posted a stellar run ever since, now at new highs at over $130. I bring this up now because many are talking about a bubble in biotech, particularly given surges from recent IPOs.