David Menlow
David Menlow
investor shift wholesale
There's been a wholesale shift in investor mentality.
delivery issue looking market moving perception promise reality versus
Our issue here is controlling delivery of voice-based data. This is nothing revolutionary ... but the market is moving from back to perception versus reality and looking at what promise do (the companies) have.
company complain continue people stock vehicle view
People have to understand: As a shareholder, in general, they don't have any say in the company. People complain about it, but those who like what the company does will continue to view the stock as a vehicle for profits.
cut investing public visible
You have to cut to do well now and show the investing public that there is a visible cut.
breathe point
We like the company, we like what they do, everything about it is great, but at some point you can't breathe too well at 43,000 feet.
change definite market seeing
We are seeing a definite change in market sentiment.
distrust financial parent safe vein viewed
There is a vein of distrust in the marketplace for many big deals. They are viewed not as a safe haven, but a financial bailout for the issuers and the shareholders of the parent company.
energy favorite leadership looking market odds sector sleeping
We are looking for the energy sector to be the odds on favorite for market leadership that could reawaken the sleeping IPO giant.
assets companies divisions investing looks public work
Underperforming assets are not going to work in the marketplace. Spin-offs used to be desirable. Now it looks like companies want to give to the investing public divisions that they can't do anything with.
bottle caught company dictate lightning love price problem tremendous
You have to love the company itself. It caught lightning in a bottle and is a tremendous company. But where we have a problem is that emotionalism will now dictate the price of the stock.
care health heartbeat quoting risk sector
We see the health care sector percolating, or at the risk of quoting a pun, we see a heartbeat in the sector.
aftermath amount continues higher left might money move sector start
As the sector continues to get hot, valuations start to move higher, so the amount of money the NYMEX would get is probably going to be higher in the aftermath of ICE. But there might not be as much left for investors.
branch given individual job liked lower offering olive pressures pricing range seen
Personally, I would have liked to have seen it priced at the lower end of the range as an olive branch to the individual investors. But I think they did a superb job pricing it, particularly given the pressures they were under with an offering of this size.
caught guard opening
We were caught off guard by the opening premium.