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Market to Companies: No Tolerance for Spending

05/07/14 - 02:39 PM EDT

Market to Companies: No Tolerance for Spending The combination of high valuation, no or low profitability and high spending are no longer getting a free pass in this market. Beware of the rotation. It is powerful and will give you whiplash if you dig in your heels and focus on the fundamentals...

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Two Acquisition Winners: Post Holdings and Zebra Technologies

05/06/14 - 02:15 PM EDT

Two Acquisition Winners: Post Holdings and Zebra Technologies 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....

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The IPO Risk-Factor in the Market

05/06/14 - 01:23 PM EDT

The IPO Risk-Factor in the Market 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...

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Botox at the Center of Recent Healthcare M&A Flurry

04/24/14 - 11:07 AM EDT

Botox at the Center of Recent Healthcare M&A Flurry How wrinkle reduction is at the crux of the recent M&A frenzy....

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Is the robust IPO market affecting the broader indices?

04/10/14 - 03:53 PM EDT

Is the robust IPO market affecting the broader indices? 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...

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The Momentum Tell and the Yellen Timeline

04/10/14 - 02:47 PM EDT

The Momentum Tell and the Yellen Timeline Talk about whiplash. Yesterday's surge upward was met today with, well, a selloff. So, what gives? What's happening here.

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Under Armour is cheap! (yes, I said cheap)

03/27/14 - 06:26 PM EDT

Under Armour is cheap! (yes, I said cheap) This junior growth name still has much room to run based on market potential and new roll-outs.