David Sterman

Analyst Articles

Now that the dust has settled on the widely heralded IPO for Alibaba (NYSE: BABA), investors have a clear sense of the company’s powerful market presence. Its $200 billion market value makes it the world’s fifth largest TMT (technology, media and telecom) company after Apple (NASDAQ: AAPL), Google (NASDAQ: GOOGL),… Read More

I’ll bet Charles Swoboda would like Wall Street to make up its mind. Over the past few years, the investment community has repeatedly shifted its view of his company, Cree (NASDAQ: CREE).  Four years ago, many were convinced that Cree was on the cusp of explosive growth thanks to its… Read More

In the early months of President Obama’s first term, there was a great deal of talk about the need to invest in clean energy to reduce our reliance on oil imports and create jobs. Indeed, billions were earmarked for various clean energy initiatives, though those funds mostly have dried up in… Read More

In the brief history of social media stocks, history is repeating itself. Both Facebook (NASDAQ: FB) and Twitter (NASDAQ: TWTR) stumbled badly after much-hyped IPOs. And both are now gaining meaningful traction, cementing their roles as powerful platforms for the global ad market.  Of course, we now know how wrong… Read More

In the brief history of social media stocks, history is repeating itself. Both Facebook (NASDAQ: FB) and Twitter (NASDAQ: TWTR) stumbled badly after much-hyped IPOs. And both are now gaining meaningful traction, cementing their roles as powerful platforms for the global ad market.  Of course, we now know how wrong… Read More

Nearly a decade ago, the best thing going for McDonald’s (NYSE: MCD) was its 90% stake in Chipotle Mexican Grill (NYSE: CMG). But the burger chain decided that burritos weren’t in its future, and it spun off its stake in 2006 in an IPO.  Since then, shares of… Read More

Nearly a decade ago, the best thing going for McDonald’s (NYSE: MCD) was its 90% stake in Chipotle Mexican Grill (NYSE: CMG). But the burger chain decided that burritos weren’t in its future, and it spun off its stake in 2006 in an IPO.  Since then, shares of… Read More

When CommVault Systems (NASDAQ: CVLT) was founded roughly 25 years ago, corporations were only beginning to grasp just how hard it would become to manage far-flung internal networks. CommVault initially had modest hopes of delivering a few key software tools, on a platform known as Simpana, that could help IT… Read More

When CommVault Systems (NASDAQ: CVLT) was founded roughly 25 years ago, corporations were only beginning to grasp just how hard it would become to manage far-flung internal networks. CommVault initially had modest hopes of delivering a few key software tools, on a platform known as Simpana, that could help IT… Read More

When it comes to investing in pharmaceutical and biotech stocks, which can often be risky, traders need to focus on three key themes.  First, a company should have ample cash on hand so investors need not worry about imminent dilution from a fresh issuance of new shares. Second, a company… Read More

When it comes to investing in pharmaceutical and biotech stocks, which can often be risky, traders need to focus on three key themes.  First, a company should have ample cash on hand so investors need not worry about imminent dilution from a fresh issuance of new shares. Second, a company… Read More