David Menlow Quotes (44 Quotes)

We love it. We think this will be one of the banner stocks of the fourth quarter.

It's a summer question mark. I have no idea what's preventing this market from getting off its knees.

Everybody knows it. It's the warm and fuzzy kind of stock and that is what people want.

Investors are feeling more bullish about the economy. We're running on very different fundamentals today.

Here's the reality for John or Jane Q. Public. If the stock prices at 125 and I want to buy 100 shares, I've got to write a check for 12,500. There's going to be a psychological disconnect for the average investor.

The market is not going to be so tolerant of this particular offering if it is perceived that there won't be any growth.

I think it will get a respectable pop. There's nothing but superlatives for this company.

The acute hospital sector does not have the sex appeal that people have been waiting for. Yet, it's a reliable sector that does not have across-the-board saturation.

This will give people the hope that Linux jumps in and topples Microsoft.

This is an enormous statement about the health of the IPO market. The worst of the market is behind us.

The IPO market is being considered a luxury now.

There has been a substantial decline in the perception of the IPO investor that everything is going to out OK. The supply that exists in the marketplace is really starting to weigh heavily on what is out there.

We've been calling for the IPO market to slowly dig itself out, and China Unicom puts muscle behind this statement.

The Emerge offering is very regionally specific for people in the Midwest who understand the cattle industry. The company will bring in other investors if it can prove to be a viable platform. Right now, it's more of a flash in the pan and derivative of the business-to-business concept.

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.

It'll do well at the opening. The problem is people just need to understand that these are stocks that are not going to gap up and just continue to run.

These companies are far more financially mature, and their value is for the most part understated. The market is finally getting it. It's a delayed reaction to how the IPO markets have progressed and improved over the past two years.

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.

Because it's a food stock, people have to understand that demand doesn't automatically translate into geometric gains for a company. They're still going to execute their business plan, which seems to be very solid.

We love the deal. It's going to be an institutional sweetheart.

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.

In spite of all the news about how the semiconductor market is in trouble, this is about what happens in the background. This is a field that has worked.

There's been a substantial decline in the perception of the IPO investor that everything is going to work out okay. The ones that are suspect are going to be ignored from here on out.

This in not necessarily a potential strong sector, but it is one that will get IPO investors interest.

We had too many issues that were in the system. It was too many offerings going through the revolving door at one time.

This is a market that has focused more on fundamentals rather than a flash in the pan. We are seeing reality versus perception.

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.

For the banker, this is a door opener. It's the beginning of many transactions to come.

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.

The door has been pried open for tech stocks, but it's not a welcome. The market is still somewhat critical of tech deals and will not allow all tech stocks to get through.

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.

The longer it takes Navarre to come to market with a filing, the greater the risk this window of bullish Internet opportunity will close.

I'm just a little bit concerned about, going forward, whether they can achieve a growth record that is going to have more of a thrust in the U.S. markets.

Just because a company has the capacity to take on debt does not mean that this is a perfunctory part of coming public. I just don't want to see all these debt-laden companies come out with money going right into the pockets of the private-equity firms, rather than for the benefit of the issuing company.

We see the health care sector percolating, or at the risk of quoting a pun, we see a heartbeat in the sector.

Institutions said, 'Maybe I'd consider it at 4,' and they try to put a deal together. They have to talk to corporate investors. They say, 'Here's the deal. What do you think' It's an active negotiation.

The deals have to be stronger now. It's less about perception and more about reality. This is different from what the market had been looking at.

It's an unfortunate way of making a distribution model.

It's a deal that we have liked from the beginning. Anybody who comes knocking on the door of Intel is going to get a lot of media attention and a lot of press.

The company appears to be growing at some rather staggering rates as far as their top line. The big question now is if the 39 percent increase in the value of company is warranted.

These are companies that lack the sponsorship for these underwritings. They come to market many, many months, if not years, before they should be coming public.

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.

Prudential will be the third jewel of the insurance crown.

The IPO market gives the outward appearance of a rebound but that is a false sense of confidence. The market is firming up and there are definitely upgrades but not all the signs are clear.