Archive for July, 2011

Why Dunkin’ Donuts’ IPO Success Is Good News for KKR

Friday, July 29th, 2011
Why Dunkin’ Donuts’ IPO Success Is Good News for KKR

We are accustomed to initial public offerings (IPOs) of newer companies originating from venture capital funds. Dunkin’ Donuts (DNKN) represents the other breed of IPO: An established company originating from a private equity fund. Dunkin’ Donuts’ stock was offered at the top price of its range ($19 per share), began trading on Wednesday (July... »

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It’s Time to Shift From Political to Fundamental Analysis

Tuesday, July 26th, 2011
It’s Time to Shift From Political to Fundamental Analysis

The U.S. political process is producing messy, noisy machinations, taking critical decision-making down to the wire. “What could go wrong” scenarios are popular and scary. However, all this is a sign of a “normal” political decision-making process — not of failure. For investors, the congressional vacillations (and investment price gyrations) offer opportunity – both... »

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Choosing Among Tech’s 4 Horsemen

Friday, July 8th, 2011
Choosing Among Tech’s 4 Horsemen

The tech horse race continues to have shifting obstacles and track conditions. Among the four biggies – Apple (AAPL), Google (GOOG), Amazon (AMZN) and Microsoft (MSFT) –, what comes next? Are there clear winners emerging? Can all four win, in their own way? Or will each become an also-ran as some new tech firm... »

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Here Come the Earnings Reports – Expect Positive Surprises (Again)

Wednesday, July 6th, 2011
Here Come the Earnings Reports – Expect Positive Surprises (Again)

The second quarter earnings are about to be reported. Will they be disappointing due to that period’s economic slowdown? Don’t expect it. Analysts have made their adjustments, and it looks like earnings growth will have continued. The graph below shows what’s happened… This article is posted on SeekingAlpha.com »

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