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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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 http://www.gaskinsco.com/

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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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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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 http://www.metropcs.com/ (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 http://en.wikipedia.org/wiki/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) http://www.simcere.com/english/about/about.asp 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 http://www.superioroffshore.com/ (DEEP) with a $130mm IPO. This Subsea services to oil/gas comapny gets a Grade/score, C+, 7 from Mr. gaskins. With energy http://www.bloomberg.com/energy/ so hot, find out why this company may not.



PCS, SCR, DEEP, COMV, DVR, HOGG, OII

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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:
CardioMEMS (SENS0
Cinemark Holdings (CNK)
EDENOR (END)
Ocean Power Tech (OPTT)
OceanFreight (OCNF)
Orexigen (OREX)

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