David Sterman

Analyst Articles

For every Amazon.com (NASDAQ: AMZN) or Priceline (NASDAQ: PCLN), you’ll find many more examples of web-based business that failed to live up to their promise. Companies like WebVan, Pets.com and eToys.com were once worth hundreds of millions of dollars, yet failed to survive the eventual dotcom shakeout.  Others have managed… Read More

There’s a simple pattern that applies to most major financial acquisitions. The company getting acquired surges in value when the deal is announced, as the purchase price must be high enough to please the sellers of that business. And the company that is making the purchase often sees… Read More

There’s a simple pattern that applies to most major financial acquisitions. The company getting acquired surges in value when the deal is announced, as the purchase price must be high enough to please the sellers of that business. And the company that is making the purchase often sees… Read More

The past 18 months have been a great time for investors to pursue IPOs. Many companies have seen strong demand for their newly issued shares, and in many instances, their valuations are now two or three times higher than what bankers envisioned. But investors haven’t responded quite so warmly to… Read More

“We’re facing a $32 billion market opportunity.” In late February, investors were greeted with that message as Uni-Pixel (NASDAQ: UNXL) interim co-CEO Carl Yankowski kicked off the quarterly conference call. Actually, that massive dollar amount gets a mention on almost every one of the company’s conference calls. And analysts, along… Read More

“We’re facing a $32 billion market opportunity.” In late February, investors were greeted with that message as Uni-Pixel (NASDAQ: UNXL) interim co-CEO Carl Yankowski kicked off the quarterly conference call. Actually, that massive dollar amount gets a mention on almost every one of the company’s conference calls. And analysts, along… Read More

From late December to mid-January, airline stocks made another move higher, thanks to expectations of another banner year in 2014. It’s been quite a run for the major carriers such as Delta Airlines (NYSE: DAL) and United Continental Holdings (NYSE: UAL), which have surged more than 600% and 900%, respectively,… Read More

Six months into his new job, Zynga’s (NASDAQ: ZNGA) CEO Don Mattrick had reason for concern. He took over management of the company from founder Mark Pincus in July 2013, and by January 2014, had little to show for it. Shares were trading roughly flat from six months prior, and… Read More