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Tag Archives: My two cents’ worth

IPO in the midst of Japan’s earthquake

March 11, 2011 – 12:35 pm

Our prayers go out for the Japanese people after the massive quake and tsunami. From the Wall Street Journal page live-blogging the quake comes one small vignette that may amaze investor relations colleagues: Calbee, a snack food maker that is 20% owned by PepsiCo, had its IPO today on the Tokyo Stock Exchange. The WSJ [...]

By Dick Johnson | Posted in Industry Blogs, Investor Relations | Also tagged CEOs, Crisis communication, Investor Relations, IPOs, My two cents' worth, presentations | Comments Off

Tax goodies for investors

December 17, 2010 – 2:38 pm

I’ve been holding my breath until Congress came to grips with not raising taxes – and I can exhale, now that “the Bush tax cuts” have been signed (once again) by a president. George W. Bush and Barack H. Obama – who’d have thought it? Three cheers for compromise, bipartisanship and not shooting our economy in the [...]

By Dick Johnson | Posted in Industry Blogs | Also tagged Capital gains, Congress, Dividends, Investor Relations, M&A, My two cents' worth, Obama, Taxes | Comments Off

Gridlock? Not the end of the world

November 2, 2010 – 9:00 pm

Of the talking heads on the airwaves and op-ed pages, George Will is one of my favorites – for his insights and the way he offers opinions calmly, without shouting. I appreciate two things Will said on Sunday about the US midterm elections. Regarding GOP gains in Congress possibly causing gridlock in Washington, which many pundits greatly [...]

By Dick Johnson | Posted in Industry Blogs | Also tagged Congress, Financial crisis & recession, Investor Relations, My two cents' worth, Obama, Politics, Regulation | Comments Off

Not on the agenda

November 2, 2010 – 8:25 am

At a breakfast meeting this morning of a few colleagues in the NIRI Kansas City chapter, topics ranged widely over investor relations how-tos, idiosyncracies of sell side relationships, and so on. One subject that didn’t come up: The Election. Maybe it tells you something. Either we’re all so sick of political ads, or politics itself – [...]

By Dick Johnson | Posted in Industry Blogs, Investor Relations | Also tagged Congress, Investor Relations, My two cents' worth, Politics, Regulation | Comments Off

Funny thing about …

October 1, 2010 – 7:37 am

October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, and February. - Mark Twain, American humorist, 1894 At a NIRI meeting last night in Kansas City, I commiserated with a friend over dinner about the state of the economy. [...]

By Dick Johnson | Posted in Industry Blogs, Investor Relations, Stock market | Also tagged Financial crisis & recession, Investor Relations, My two cents' worth, Regulation | Comments Off

The American way

July 2, 2010 – 8:03 pm

Going into Fourth of July weekend, a friend who has helped raise capital for privately owned businesses – and a couple of public companies – offered his theory about why capital isn’t flowing into enterprises that could reignite our economy. There’s “plenty of money” sitting in private equity funds and other investors’ stashes, this serial [...]

By Dick Johnson | Posted in Industry Blogs | Also tagged CEOs, Congress, Investor Relations, My two cents' worth, Obama, Private equity, Recession, Regulation, Taxes | Comments Off

Let’s think about year-end

July 1, 2010 – 12:23 pm

Arrival of the second half, naturally I think, sets investors and investor relations people to thinking about year-end. We’re halfway through 2010, so we begin to ask, “What will the outcome of this year be, in earnings and other accomplishments? … or in disappointments?” As an IR person in the US, I’ve always seen Fourth [...]

By Dick Johnson | Posted in Industry Blogs, Investor Relations | Also tagged annual reports, earnings, Forecasting, Investor Relations, My two cents' worth, Year | Comments Off

Sell in May & go away?

May 28, 2010 – 11:01 am

Among old Wall Street sayings, “Sell in May and go away” holds special attraction. A strategy for a worry-free summer, a way to reduce risk amid seasonal doldrums, a vacation from busyness. Ahhhhhh … For investor relations, alas, “go away” doesn’t completely apply. There is, of course, second-quarter reporting. A few meetings. Always the potential [...]

By Dick Johnson | Posted in Industry Blogs, Investor Relations | Also tagged earnings, institutional investors, Investor Relations, My two cents' worth, Wall Street | Comments Off

It’s not about ‘flash crashes’

May 20, 2010 – 3:28 pm

Well, that kind of day in the market takes your breath away! The Dow down 3.6%, broader indices like S&P 500, NASDAQ or Russell 3000 off even more. Not much fun today in investor relations – or capital markets as a whole. We’re officially in “correction” territory now, though not a bear market. The analysts, pundits [...]

By Dick Johnson | Posted in Industry Blogs, Investor Relations, Stock market | Also tagged Bear market IR, Investor Relations, My two cents' worth, Regulation, Short sellers | Comments Off

Thanksgiving thoughts

November 25, 2009 – 11:01 pm

In the USA, we celebrate Thanksgiving today. The tradition has less to do with thanking each other for kindnesses extended than it has to do with thanking our Maker for the grace and mercies He extends. It’s a time for counting our blessings.
Avi Ifergan, an asset manager in Israel, shared good thoughts on thanksgiving a [...]

By Dick Johnson | Posted in Industry Blogs | Also tagged Gratitude, institutional investors, Investor Relations, My two cents' worth, Thanksgiving, value investing | Comments Off