Monday, October 1, 2007

As Dow Hits 14,000 IPOs Hit Stride Again

Week of October 1, 2007

BioHeart (BHRT) biotech for heart damage treatment: C, 6
China Digital TV (STV) digital television access systems in China: C+, 8
Constant Contact (CTCT) on-demand email marketing solutions: C, 6
MAP Pharma (MAPP) inhalable drugs for asthma: C, 6
Merrion Pharma (MERR) oral dosage forms of drugs: C, 6

IPOs that did very well in the IPO aftermarket the last half of the September 2007 quarter. VMware (VMW) B, 10. lululemon athletica (LULU) B-, 8. WuXi Pharma Tech (WX) B-, 9.
E-House (China) (EJ) B-, 9

Go to Mr. Gaskins Website for more details!

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Wednesday, September 5, 2007

Interview With William Tighe, President, Kodiak Energy

Kodiak Energy (KDKN) is an oil and gas company creating a portfolio of North American assets that offer not only immediate production and cash flow but growth through exploration . Potential for significant growth . Upside through developing a large CO2 resource . Near-term production and cash flow. About Kodiak Energy

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Friday, August 3, 2007

Recap of This Weeks Wall Street IPO Market

In this cast Mr. Gaskins provides an update on recent new issues. The following companies are covered: NOTE: Mr. Gaskins exclusive grade and rank for each issue.

Amedica (AMCA) a developer of orthopedic spine & joint implants: C, 6
Concho Resources (CXO) an oil and gas sector play, C+, 7
Dolan Media (DM) print & online media company for the legal industry: C+, 7
Genpact Limited (G) manages business processes: C+, 7
NanoDynamics (NDMX) develops technology for clean energy & infrastructure: C, 5
Sucampo Pharma (SCMP) creates proprietary drugs based on prostones: C, 6
Virtusa (VRTU) provider of offshore IT technical services: C+, 8

Monday, July 30, 2007

IPO Market Continues Unfazed

There were eight new issues this week that Mr. Gaskins has reviewed and provided his expert grade and ranking. To learn more about Mr. Gaskins and his analysis please visit the website

This week’s podcast covers BladeLogic (BLOG) a firm developing data center automation software. Grade: C+, rank 7. Next is ImaRx Therapeutics (IMRX) who creates blood clot therapies; C, 6, lululemon athletica (LULU) An apparel sector company focused on yoga-inspired apparel: B-, 8.

In technology we find Monotype Imaging (TYPE) a developer of text imaging solutions: C+, 7 and Perfect World (PWRD) A China online 3D video game company: B-, 8 finally, Voltaire Ltd. (VOLT) for server/storage switching and software solutions: C+, 6.

Rounding out the week are; Rex Energy (REXX) operating in oil & gas drilling: C+, 7 and Validus Holdings, (VR) a property catastrophe reinsurance company: C+, 7

In this cast there is also an update on the recent IPO of private equity firm Blackstone (BX)

Tuesday, July 17, 2007

10 IPOs Hit Wall Street - Firms Net Over $5 Billion: AIRV, DHC, EBTX, HGG, IMRX, LIMC, MF, NZ, OWW, SGLP

This week Mr Gaskins got busy with 10 new issues to cover. As usual, he provides his analysis as well as proprietary grade and rank. For more details on the analysis please visit the website

This the following companies are covered:

Airvana (AIRV) an infrastructure company in the mobile broadband sector: Grade B-, Rank 9 Dice Holdings (DHX) the long popular technology and finance career website: B-, 8 Encore Banc (EBTX) a bank holding company out of Texas & Florida: C+, 7 hhgregg (HGG) an online retailer of video/audio/appliances/etc: C+, 7

ImaRX Thera (IMRX) who produces therapies for blood clots: C, 6 Limco-Piedmont (LIMC) providing services in aerospace maintenance: C+, 6 MF Global Ltd. (MF) a broker of exchange-listed futures and options: C+, 8 Netezza (NZ) manufacturer of data warehouse appliances: B-, 8
Orbitz Worldwide (OWW) a leading online travel search service: C+, 7 SemGroup , L.P. (SGLP) operating in crude oil midstream services: C+, 7

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Friday, June 22, 2007

Blackstone Hits The Street!

Blackstone (BX), Fortress (FIG), private equity carried interest tax issues, the China opportunity, who's next?

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Blackstone Hits The Street!

Blackstone (BX), Fortress (FIG), private equity carried interest tax issues, the China opportunity, who's next?

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Saturday, June 16, 2007

Blackstone IPO reaching Fever Pitch

This week Mr Gaskins provides deeper insight on Blackstone Group L.P. (BX) the major private equity play for investors.

Also covered is BioFuel Energy (BIOF) C, 7 a firm building five ethanol plants. AND BWAY Holding (BWY) C+, 7 who is in the business of manufacturing rigid metal & plastic containers.

For more information on assigned grade and rank see the website

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Thursday, June 7, 2007

Highest Rated IPOs to Date Poised to Hit Market (BAGL) (FBCM) (INFN) (YGE) (RGDX) (STAR) (LLNW)

IPO Hardball's Francis Gaskins presents a solid crop of upcoming IPOs this week. The list below also includes his unique Grade and Rank for each company. For more details please visit the website and subscribe.

If coffee is the morning drug of choice, then the choice of accompaniment is the bagel. Einstein Noah Restaurants (BAGL) offers three brands of bagel specialty and received the following grade and rank C, 6.5 FBR Capital (FBCM) is the REIT subsidiary of financial powerhouse Friedman Billings C+, 6

Technology is also on the rise with the following:
Infinera Corp (INFN) a photonic-based optical networking firm B-, 8 Limelight Net (LLNW) who delivers rich media over the Internet B-, 8.5 and Starent Networks (STAR) a multimedia infrastructure company providing services for mobile B-, 8

Rounding out the group is:
Response Gtncs (RGDX) who provides diagnostic tests for cancer C, 5.5 and Yingli Green Energy (YGE) makes vertically integrated photovoltaic products B-, 8

Related companies mentioned in this podcast are:

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Thursday, May 31, 2007

Blackstone (BX) currently scheduled for week of June 18

NOTE: all casts provide both a grade and rank. Please visit the website for more details. In this week's cast Mr. Gaskins provides analysis of: Amicus Thera (FOLD) a clinical-stage pharmaceutical Company. C, 6 Jazz Pharma (JAZZ) a firm providing neurological and psychiatric products: C, 6.5 and rounding out the field is LDK Solar (LDK) who produces multicrystalline wafers for solar cells B-, 8

Other companies mentioned are: (BGS) (CLNE) (GLRE) (HLCS) (RRR) (SIRT)

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Thursday, May 24, 2007

Forget Private Equity Here Come the IPOs - BGS, CLNE, GLRE, HLCS, RRR, SIRT, LIMS

This week Mr Gaskins provides analysis of a solid group of IPOs. Each analysis provides his grade and rank. Be sure to visit the IPO Desktop website for details and become a member.

First on deack is B&G Foods (BGS) a company in the shelf-stable food products business: Gade C+ and rank 7. Clean Energy Fuels (CLNE) is developing technology for natural gas & alternative fuel for vehicles: C+, 7. Greenlight Capital (GLRE) provides property & casualty reinsurance: C+, 7. Helicos BioSci (HLCS) creates genetic analysis technologies: C, 6

RSC Holdings (RRR) is in the equipment rental business: C+, 7. Rounding out the list are a pair of companies that provide labratory information managment systems: Sirtris Pharma (SIRT) C, 6. and STARLIMS (LIMS) C+, 7

Mr Gaskins aslo provides a brief update on last week's IPOs (CLR) (CSUN) (COMV) (EURX) (TTGT) (TRS)

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Thursday, May 17, 2007

Exclusive IPO Analysis - More China Solar - Publisher TechTarget and Seven More (CAIU) (CSUN) (CLR) (ENOC) (EURX) (PODD) (SKH) (TTGT) (TRS)

For the week May 14th, 2007
Almost twice the crop of last week Mr. gaskins had his work cut out for him. Unfortunately for this round, there are no stellar buys only average offerings. Mr. Gaskins provides is usual grade and rank as seen below.

First is CAI International (CAIU) C+, 7 a container freight company offering leasing & management. Next up is another in a series of China solar cell firms, China Sunergy (CSUN) C+, 7

Continental Resources (CLR) C+, 7 is in the energy sector providing oil & gas production and exploration services. EnerNOC (ENOC) C+, 7 manages & reduces electricity consumption for commercial and industrial companies.

Almost expected are this week's pharmaceutical companies. Eurand NV (EURX) C, 7 specialty pharma. Insulet Corporation (PODD) C, 7 providing an insulin infusion system for diabetics. In the related health care sector Skilled Health Group (SKH) B-, 7 is a company providing long-term health care services.

Rounding out the week is the along waited TechTarget (TTGT) C+, 7 a publisher providing related IT buyer/seller services and TriMas Corporation (TRS) C+, 7 a global mfg conglomerate.

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Wednesday, May 9, 2007

IPO Market Deals Five New Entries (ACM) (BIOD) (JMP) (PINN) (TTPY)

This week Mr. Gaskins features analysis of six IPOs. Provided are his grade and ranking for each.

First is Aecom Technology (ACM) a firm providing consulting to government and commercial clients. with a grade and rank of B- and 8. Biodel (BIOD) is a biopharma company coming in with C and 6.

JMP Group (JMP) a boutique investment bank debuts as C+ and 7. Pinnacle Gas Res (PINN) offers natural gas exploration services C+ and 7. Solera Holdings (SLH) is a software and services company serving auto claims sector C+ and 8. Lastly there is TomoTherapy (TTPY) who develops cancer radiation systems C+ and 8.

Also mentioned in this cast are: (FLR) (IBKR) (JEC) (KBR) (SLH) (URS)

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Friday, May 4, 2007

AMC Suspends IPO in Hungry Investor Market - Interactive Brokers Goes Dutch and Wins

For the week ending May 4th 2007 Wall Street seems to have forgotten all about "market conditions" and keeps pouring out the IPOs. Investors are hungry again and one great example is Interactive Brkrs (IBKR) out of Greenwich, CT: The company took advantage of theor dutch auction. However Mr. Gaskings could only justify a grade and ranking of B-, 8 Included in this weeks analysis is a a comparison with NYMEX Holdings (NMX) CBOT Holdings (BOT) Chicago Merc (CME) InterconExchng (ICE) and International Sec Exc (ISE)

Rounding out the field for this week is Acorn International (ATV) who operates Chinese infomercials and direct mail; receiving a C+ grade and 7 rank. Cavium Networks (CAVM) Who provides semi-conductors for networks: C+, 7 - Qiao Xing-Mobile (QXM) a mobile handset maker: C+, 7 - NeurogesX (NGSX) in the biopharma pain management sector: C, 6 -

AMC Entertainment (AC) operates 411 theaters through their AMC & Loews brands: C+, 7 A comparison with Regal Entertainment (RGC) and Cinemark Holdings (CNK)

Published jointly by and StreetIQ

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Tuesday, April 24, 2007

Are Today's IPOs Making the Grade? Nine to Consider

For the week of April 23, 2007

Mr. Gaskins keeps the bar firmly high for 2007 IPOs. With market conditions seemingly better the companies coming to market just keep rolling on. But will investors find great opportunity with these offering? Gaskins presents his analysis if recent offerings and those just around the bend.

Companies listen in this report are as follows; noting their grade and IPO Hardball rank.
CardioMEMS (SENS) a wireless sensors for cardiovascular systems company: C+, 8

Cinemark Holdings (CNK) who operates 392 movie theaters: C+, 7

EDENOR (END) a large electricity distribution company in Argentina: C+, 7

EndoCeutics (ENCX) who develops hormones for cancer & endocrine disorders: C, 5

OceanFreight (OCNF) a startup shipper seeking to acquire ships: C+, 6

Ocean Power Tech (OPTT) an energy company developing technology to pull electricity from ocean waves: C, 6

Orexigen (OREX) who is developing central nervous system disorder treatments: C, 7 Pharmasset (VRUS) creating hepatitis, HIV oral therapeutic treatments: C, 6

Vaughan Foods (FOOD) a regional food processor and packager: C, 5

Also covering in this cast is a recap of last week's prospects (PCS) (DEEP) (SCR)

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Tuesday, April 17, 2007

IPO Market Keeps Buzzing! Metro PCS Leads with $1B IPO

For the week of April 16 IPO MetroPCS Communications (PCS) leads off with an impressive $1 billion IPO. This wireless communication service company has been waiting for the right moment to hit Wall Street. Will the promise of new 3G features make this cell play the right one? Mr. Gaskins provides the following analysis and rating: Grade/score, B-, 8

A trio of smaller IPOs show that Pharma and Energy are still hot. Simcere Pharmaceutical (SCR) has a $210mm IPO. This company is is a double play for those interested in China as well as Pharma. But listen to the analysis and hear why this company rates: Grade/score, B-, 8

The last company for this week's analysis is Superior Offshore International (DEEP) with a $130mm IPO. This Subsea services to oil/gas comapny gets a Grade/score, C+, 7 from Mr. gaskins. With energy so hot, find out why this company may not.


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Wednesday, April 11, 2007

IPO Hardball! Weekly Analysis and a Review April 9, 2007

This week Mr. Gaskins provides analysis of Comverge (COMV) a company that increases grid reliability for the utility industry.

Description of Business:
Load management, demand response systems for utilities to increase available electric capacity through reduced energy consumption during periods of peak energy demand . Markets itself as a 'clean energy alternative' but that is somewhat of a misnomer, because COMV is in the business of providing grid management & demand response systems . As a result of investments in Virtual Peaking Capacity (VPC) programs (see below), revenue from COMV's Alternative Energy Resources Group has represented an increasing percentage of total revenue, growing from 7% of total revenue for the year ended December 31, 2004 to 52% of total revenue for the year ended December 31, 2006.

Strategic alliance with Air Products and Chemicals, who has (APD) as a stockholder. The alliance for developing business models to jointly recruit large commercial and industrial customers of Air Products as participants in COMV's Virtual Peaking Capacity (VPC) programs;

For the week of April 16, 2007 Mr Gaskins will be covering the following:
MetroPCS Communications (PCS)
Simcere Pharmaceutical (SCR)
Superior Offshore International (DEEP)

For the week of April 23, 2007 Mr Gaskins will be covering the following:
Cinemark Holdings (CNK)
Ocean Power Tech (OPTT)
OceanFreight (OCNF)
Orexigen (OREX)

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Tuesday, April 3, 2007

IPO Hardball! Weekly Analysis and a Review of Last Week

This week's IPO analysis is on Veraz Networks (VRAZ) a provider of softswitches for communication providers.

Mr. Gaskins also provides alaysis of last weeks IPOs
Aruba Networks (ARUN) a secure data wireless networking firm, Capital Product Partners L.P. (CPLP) a shipping vessel partnership, eTelecare Global Solutions (ETEL) a voice-based business outsourcing company, Super Micro Computer (SMCI) a high performance servers company, SenoRx (SENO) who spcialzes in medical devices, Flagstone Reinsurance (FSR) who operates property and casualty reinsurance, and GSI Technology (GSIT) creating SRAM integrated circuits.

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Tuesday, March 27, 2007

IPO Hardball! Weekly Analysis - Big Week for IPOs and a Review of Last Week

This cast starts with a review of last week's IPOs and their performance. The following show: Company (ticker), IPO size, % change from IPO price, sector, grade, and score.

CastlePoint (CPHL) $89mm, +11%
property/casualty insurance/reinsurance: C+, 7

Cheniere Energy Partners (CQP) $283mm, +3.5%
LP for LNG terminal in Louisiana: C+, 7

Glu Mobile (GLUU) $84mm, flat
Publishes games for mobile telephones: C+, 7

And Blackstone filed a private equity IPO

This weeks IPOs include:

Aruba Networks (ARUN), $72mm
secure data wireless networking: C+, 8

Capital Products L.P (CPLP) $236mm
shipping vessel partnership: C+, 7

eTelecare Global (ETEL) $74mm
voice-based business outsourcing: C+, 7

Flagstone Reinsure (FSR) $175mm
property and casualty reinsurance: C+, 7

GSI Technology (GSIT) $58mm
SRAM integrated circuits: C+, 6

SenoRx (SENO) $66mm
medical devices: C, 8

Super Micro (SMCI) $84mm
high performance servers: B-, 7

Other companies mentioned in this cast are: (ARUN) (AXP) (BX) (CPHL) (CPLP) (CQP) (CSCO) (CY) (DELL) (ETEL) (EXLS) (GLUU) (GSIT) (HPQ) (IBM) (JNJ) (MOT) (SENO) (SMCI) (TWX) (WIT)

Friday, March 23, 2007

IPO Hardball! Weekly Analysis - The Blackstone Group L.P.

The Blackstone Group L.P. $4 billion proposed IPO; proposed symbol (BX)

The Blackstone Groupis a leading global alternative asset manager and provider of financial advisory services. One of the largest independent alternative asset managers in the world, with assets under management of approximately $78.7 billion as of March 1, 2007. The alternative asset management businesses includes management of corporate private equity funds, real estate opportunity funds, funds of hedge funds, mezzanine funds, senior debt vehicles, proprietary hedge funds and closed-end mutual funds. Also provides various financial advisory services, including mergers and acquisitions advisory, restructuring and reorganization advisory and fund placement services.

This cast also mentions Fortress Investment Group (FIG)

Tuesday, March 20, 2007

IPO Hardball! Weekly Analysis - This Weeks Roundup and Blackstone Comments

This week Mr Gaskins looks at CastlePoint (CPHL) is a Bermuda holding company organized to provide property and casualty insurance and reinsurance business solutions, products and services primarily to small insurance companies and program underwriting agents in the United States. Tower Group Inc. (TWGP) is the sponsor for Castle's IPO

Cheniere Energy Partners (CQP) is a limited partnership formed in November 2006 by Cheniere Energy, Inc (LNG) Cheniere Energy Partners has been authorized to list its common units on the American Stock Exchange under the symbol CQP. The partnership will develop, own and operate the Sabine Pass liquefied natural gas receiving terminal under construction in western Cameron Parish, La. Other energy related IPOs so far this year include Duncan Energy Partner (DEP) Legacy Reserve (LGCY) MV Oil Trust (MVO) Targa Resources (NGLS)

Glu Mobile (GLUU) is a leading global publisher and developer of more than 100 casual and traditional games for the mobile market based on third-party licensed brands. Competitors include Electronic Arts Inc. (ERTS) and THQ Inc. (THQI)

Also hear comments about private equity firm Blackstone's potential IPO.

Data on last weeks IPOs are as follows: FCStone Group (FCSX) +30% BigBand Network (BBND) +28% Tongjitang Chinese Medicines (TCM) -2.5%

Friday, March 16, 2007

IPO Hardball! Observations From Prior Six Months

Of the 105 IPOs from October 20, 2006 through March 9, 2007, the average gain was 16% For the 10 companies in the tech sector, the average gain was 12%
Going into their IPOs Four were profitable AeroVironment (AVAV) IPG Photonics (IPGP) Opnext (OPXT) and Mellanox Technologies (MLNX)

Six were unprofitable Clearwire (CLWR) Guidance Software (GUID) Isilon Systems (ISLN) (SLRY) Sourcefire (FIRE) and Switch and Data (SDXC)

Tuesday, March 13, 2007

IPO Hardball! Weekly Analysis - This Weeks Roundup and Review of Last Week

Follow-on analysis of Clearwire Corp. (CLWR) a wireless broadband company, Sourcefire (FIRE)
involved in network security, and Xinhua Finance Media Limited (XFML) a Chinese business and financial news corporation.

Discussed this week: BigBand Networks (BBND) who provides network platforms for cable operators and telephone companies. Competitors include Cisco Systems, Inc. (CSCO) Motorola Inc. (MOT)

FCStone Group (FCSX) a commodity risk management consulting firm. FCSX operates as an integrated FCM (futures commission merchant), which is an organization which assists primarily middle-market customers inoptimizing their profit margins and mitigatingcommodity price risk..

Photowatt Tech (PHWT) a company that designs, manufactures and sells photovoltaic solar cells & modules. Photowatt competitors include Suntech Power Holdings Co. Ltd. (STP) and SunPower Corporation (SPWR)

Tongjitang Chinese Med (TCM) is a specialty pharmaceutical company in China involved in modernized trad Chinese medicine. The flagship product, Xianling Gubao, is the leading
traditional Chinese medicine for the treatment of osteoporosis in China

Wednesday, March 7, 2007

Update: IPO Analysis of Fortress Investment Group

Fortress Investment Group LLC (FIG) is a global alternative asset manager. The company earns management fees based on the size of funds, incentive income based on the performance of our funds, and investment income from principal investments in those funds . Founded in 1998 . Assets under management (AUM) have grown from $1.2 billion as of December 31, 2001 to $29.9 billion as of September 30, 2006.

Monday, March 5, 2007

IPO Hardball! Weekly Analysis (CLWR) (XGML) (FIRE) (OCGI)

This is the first full IPO Hadrball podcast. This week the following firms are covered.

Clearwire (CLWR) The Business builds and operates next generation wireless broadband networks that enable fast, simple, portable, reliable and affordable Internet communications.

Xinhua Finance (XFML) The business acquired companies to build an integrated platform of media products and services . Outlets reach an estimated 210 million potential television viewers, a potential listening audience of 33 million people, and the readers of leading magazines and newspapers.

Sourcefire (FIRE) The business is a leading provider of intelligence driven, open source network security solutions that enables customers to protect their computer networks in an effective, efficient and highly automated manner.

OncoGenex (OCGI) The business is a biopharmaceutical company committed to the development and commercialization of new cancer therapies that address treatment resistance in cancer patients. Product candidates are being developed to block the production of specific proteins associated with the development of treatment resistance which OGXI believes will increase survival time and improve the quality of life for cancer patients.

Wednesday, February 28, 2007

Orig Hardball! Concept Post

Back to basics. It's all about the financials Alien Technology (RFID), Chart Industries (GTLS), CHG Healthcare (CHGH), Crystal River (CRZ), GeoMet (GMET), WNS Holdings (WNS), July 24week