3Vote!
SeekingAlpha Software Stocks (Free subscription) | 12 hours ago
Zachary Scheidt submits: As equity markets continue to march higher, and investors are still willing to commit capital to growth opportunities, a number of small companies are seizing the opportunity to sell stock and raise permanent capital. I can’t disagree with the strategy, as the liquidity window may only be open for a short time (at current prices), but a few deals have raised...
3Vote!
SeekingAlpha Software Stocks (Free subscription) | 12/01/2009
Zachary Scheidt submits: Over the summer and into the fall, growth stocks have seen their share prices rise sharply as a violent shift from pessimism to optimism encouraged risk taking. Arguably, many of these growth companies had been unfairly punished as the economic crisis created opportunity for some, and was simply not as bad as expected for others. However, the unbridled buying...
3Vote!
SeekingAlpha Retail Stocks (Free subscription) | 11/25/2009
Zachary Scheidt submits: Black Friday is coming – that dreaded day when consumers look for bargains, and retailers stay open from dawn (or pre-dawn) to dusk in a day that could make or break sales goals for the entire year. Investors are shopping for bargains as well, and many are looking for quality stocks on sale. The problem with buying something at a cheap price, is that unless...
5Vote!
SeekingAlpha.com (Free subscription) | 11/24/2009
Zachary Scheidt submits: Much attention has been given to gold lately, and rightfully so. The yellow metal is often an excellent proxy for inflation, and can be a strong indicator of investor sentiment. As investors become more risk averse, they look for “hard assets” that are likely to hold their value regardless of what happens to other asset classes. Unfortunately, there...
7Vote!
SeekingAlpha.com (Free subscription) | 11/20/2009
Zachary Scheidt submits: Sometimes it takes quite a bit of time for a relevant theme to mature. This year we have been bullish on fertilizer stocks such as Intrepid Potash ( IPI ) and Potash Corp of Saskatchewan ( POT ). The trade has been a bit lonely from June through mid-November as a weak economy has dampened demand for fertilizer products. In January, the ZachStocks Growth Model...
3Vote!
SeekingAlpha Software Stocks (Free subscription) | 11/19/2009
Zachary Scheidt submits: What happens when investors expect perfection from the companies they are invested in? Chances are, those expectations will eventually be disappointed and investors can realize that the level of confidence is unrealistic. This appears to be the case with Salesforce.com ( CRM ) which traded 4% lower in early trading yesterday after announcing earnings Tuesday...
6Vote!
SeekingAlpha.com (Free subscription) | 11/18/2009
Zachary Scheidt submits: Shares of Wuxi PharmaTech Inc. ( WX ) are trading sharply higher after the company announced a strong third quarter. The company grew revenue by 10% over last year for a total of $70.0 million while adjusted earnings per share grew 32% to $0.24 per share. More importantly, the company is increasing its guidance for the year which is giving investors confidence...
3Vote!
SeekingAlpha Energy Stocks (Free subscription) | 11/17/2009
Zachary Scheidt submits: Suntech Power Holdings ( STP ) traded sharply higher yesterday morning after the company announced that they would be opening a manufacturing facility in Arizona. The China-based solar panel maker has managed to remain profitable this year despite a difficult environment for solar manufacturers. The expansion move instilled investor confidence as positive news...
3Vote!
SeekingAlpha Retail Stocks (Free subscription) | 11/13/2009
Zachary Scheidt submits: Green Mountain Coffee Roasters ( GMCR ) was down sharply Thursday morning after announcing earnings Wednesday night. While the revenue and profit numbers for the fourth quarter (the company operates with a September year end) showed considerable growth, the stock (which is featured in the Retail Fail quarterly sector report ) had been priced for perfection and...
3Vote!
SeekingAlpha Retail Stocks (Free subscription) | 11/12/2009
Zachary Scheidt submits: One of the more successful IPOs over the past few weeks has come from Vitamin Shoppe Inc. ( VSI ). The stock was offered to investors at $17.00 and began trading on October 28. Underwriters included JPMorgan Chase ( JPM ), Bank of America ( BAC ) / Merrill Lynch, and Barclays Plc. ( BCS ). The stock traded sharply higher out of the gate, closing its first day...
3Vote!
SeekingAlpha Software Stocks (Free subscription) | 11/11/2009
Zachary Scheidt submits: The company that allows you to “start learning a new language in less than 5 minutes” is having trouble communicating its message to Wall Street. During the third quarter Rosetta Stone Inc. ( RST ) booked revenue of $67.2 million and earnings of $0.29 per share. The result showed growth over the same quarter last year, but failed to revive investor...
3Vote!
SeekingAlpha Retail Stocks (Free subscription) | 11/08/2009
Zachary Scheidt submits: Investors in Blue Nile Inc. ( NILE ) are cheering the third quarter earnings release. For the period ending September 30, the company grew revenue by 2.4% and turned in earnings of $0.17 per share. The profit represented 13% growth over the same period last year as the company noted specific strength in bridal jewelry and international sales. Any consumer discretionary...
5Vote!
SeekingAlpha.com (Free subscription) | 11/03/2009
Zachary Scheidt submits: The market melt-down caused a significant decline in the number of IPO transactions over the past two years. While a typical year used to include more than 200 major offerings, there were less than 50 such offerings in 2008 and so far I count 44 major transactions for 2009. However, the pace of deals has picked up as markets once again offer liquidity, and private...
3Vote!
SeekingAlpha Software Stocks (Free subscription) | 11/01/2009
Zachary Scheidt submits: Stanley Inc. ( SXE ) traded sharply higher Friday after reporting earnings for the fiscal second quarter. ZachStocks featured SXE last month noting that the company’s government contracts would likely drive growth in earnings. Investors are quickly competing to buy shares after the announcement which not only showed strong growth for the quarter, but included...
3Vote!
SeekingAlpha Software Stocks (Free subscription) | 10/30/2009
Zachary Scheidt submits: This week LogMeIn Inc. ( LOGM ) reported earnings for the first full quarter that the company was public. The stock has been a rousing success with the initial investors receiving stock on July 1 at a price of $16. Initially, the stock began trading near $20 for a 25% initial premium to the deal price. As is usually the case, the stock backed off a bit once the...
