BlackBerry's Gross Margins And Z10 Shipments Support Bullish Case

Shares of BlackBerry (BBRY) displayed historically little volatility after the cell phone producer released its fourth quarter results for its fiscal 2013 before the market open on Thursday. Shares initially spiked up to trade with gains of around 6% before gradually falling back during the trading day to close the day with a small loss of less then 1%.

Fourth Quarter Results

BlackBerry generated fourth quarter revenues of $2.68 billion, down 36% on the year before. Revenues fell 2% compared to the third quarter, and missed consensus estimates of $2.82 billion.

While revenues missed consensus estimates, the company reported very strong gross margins. Gross margins came in at 40.1%, up 660 basis points on the year, and up even 970 basis points compared to the third quarter. The extent of the margin improvement compared to last year is impressive as revenues fell by little over a third over the past year.

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icksilver: Shareholders Applaud Barnett Shale Asset Sale

Shares of Quicksilver Resources (KWK) rose sharply in Monday's trading session, trading with gains of up to 39%. The independent oil and gas company on Friday announced the sale of a 25% interest in Barnett Shale assets to TG Barnett Resources LP, a subsidiary of Tokyo Gas.

Shares gave up some of the gained ground towards to session end and closed the day with gains of 15.5%, to close at $2.60 per share.

The Deal

Quicksilver Resources announced that it has agreed to sell a 25% interest in its Barnett Shale oil and gas assets. Quicksilver will receive $485 million from TG Barnett Resources, and the firm will remain the operator of the assets.

The companies furthermore announced that future capital requirements will be shared proportionally to each party's working interest in accordance with applicable operating agreements.

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Dell - Shareholders Are The Winners If 3 Fight For 1

The battle for Dell (DELL) continues as major Wall Street titans get personally involved in a buyout frenzy for the troubled global information technology company. So far in 2013, shares have already returned some 42% as Michael Dell, Stephen Schwarzman and Carl Icahn all got involved in the battle for the company, making competing offers for the business.

Michael Dell's And Silver Lake's Offer

Halfway through January, rumors surfaced that founder Michael Dell in combination with a private equity firm were to make a bid for the company. Two weeks later things got official when the founder and current CEO and Chairman, together with Silver Lake teamed up to make an offer for the company.

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PolyOne: Sell-Off After Resin Divestiture Creates A Long-Term Entry Opportunity

Shares of PolyOne Corporation (POL) fell 1.8% in Monday's trading session. The provider of specialized polymer materials and associated services and products announced the sale of its non-core Resin assets. Shares continued to slip, trading with losses of a similar percentage in Tuesday's trading session.

The Deal

PolyOne announced that it has agreed to sell its vinyl dispersion, blending and suspension resin activities to Mexichem S.A.B. for $250 million in cash.

The activities were part of PolyOne's Performance Products and Solutions business. While the deal has a short term dilutive effect, the company stresses that the deal is consistent with the company's mix improvement strategy which has delivered significant shareholder value already in recent years. CEO and Chairman Stephen D. Newlin commented on the deal:

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West Corporation - Incentives Remain Aligned In This Highly Levered Public Offering

West Corporation (WSTC) made its public debut on March 22. Shares of the company, which provides technology-driven communication services, ended their first trading day with losses of 5.7% at $18.86 per share. Shares have traded around the $19 level ever since, closing Tuesday's trading session at $19.02 per share.

The Public Offering

West Corporation is a leading provider of technology driven communication services. The company provides multiple services including conferencing, collaboration services, emergency communications, business process outsourcing and interconnect services. By offering this broad range of services, West Corporation is able to provide high quality and reliable communication services for its clients

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Marin Software: Sentiment Remains Strong For Cloud-Based Company

On Friday, Marin Software (MRIN) made its public debut. Shares of the provider of internet advertising services ended their first trading day with gains of 16.1% at $16.26 per share. Shares initially rose to highs of $19.95 at the start of the trading day, but gradually lost terrain to end its opening day with much more modest gains.

After a slight correction in Monday, shares have rebounded on Tuesday, currently exchanging around $17 per share.

The Public Offering

Marin Software has developed and provides a cloud-based digital advertising platform which helps advertisers to improve their business revenues by providing optimized solutions. Marin's Revenue Acquisition Management platform measures the effectiveness of advertising campaigns and helps to optimize advertising budgets of its clients.

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Model N - Remain On The Sidelines After An Almost 50% Jump

Last week, Model N (MODN) made its public debut on Wednesday the 20th of March. Shares of the company, which provides revenue management solutions for the life science and technology industry, ended their first trading day with gains of 28.9% at $19.97 per share. Shares have traded around the $20 level ever since, currently exchanging hands around $19 per share.

The Public Offering

Model N is a provider of revenue management solutions aimed to maximize revenues for its customers. The company offers key functions including pricing, contracting, incentives and rebates to maximize revenues through its web-based platform which works in the cloud as well as on traditional platforms.

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