Francis Gaskins
Francis Gaskins
healthy income people walk
People will just walk away if they don't have a healthy income statement.
areas demand goes oil opens price service supply
As the price of oil goes higher, the demand for their service increases. It opens up new areas of supply for them.
question
If they're profitable, they could go public. The question is, if they want to.
arbitrary face looks pricing
On the face of it, it looks like it should be shorted -- not bought. It's the most arbitrary pricing I've ever seen.
company four percent please points premium public surprised three whatever
I would be surprised if there were significant appreciation. Whatever the premium is, three or four points ... because 85 percent of the company is still going to be coming, there is not much they can do to please the public on the upside.
expect offering price
I would expect this offering to be oversubscribed and (the price range) raised,
chance deserve
It doesn't deserve to be public, and wouldn't have a chance if Peapod weren't already out there,
aol guys took
I think AOL took these guys to the cleaners,
business model work
If the business model doesn't work out, then it's bye-bye, Software.net.
guard investors year
Investors let their guard down in February, and they tightened it up as the year went on.
secondary sell serious
This is just a warm-up for a big secondary (offering). If they were serious about selling, they'd sell more than 6 percent.
aol companies company definitely fund general goes managers money pay prove public raising series theory
This is just another in a long series of companies which are raising public money to pay AOL and Yahoo, who end up being the real winners, ... If this company goes public, it will definitely prove my theory that fund managers in general do not read prospectuses.
bounds companies developed expanding grow help invested leaps leaves market niches protecting reap share small strategic understand
On a strategic basis, big companies often are invested in protecting their market share and expanding from a big base. This leaves small market niches to be developed by companies that can understand and help grow 'under the radar' market niches. If the 'undiscovered niches' grow by leaps and bounds then shareholders reap big rewards.
growth investing market rate segments
Their rate of growth is high. A lot about investing is getting in the market segments where the rate of growth is high.