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Posts by Patrick Gallagher

Is your most important IR content underperforming?

We are involved in a lot of investor presentations here at Dix & Eaton. We may be building the first one for an IPO company, undertaking a refinement of a company’s investible story and the presentation of that information, or helping to prepare for a major event or transaction. We also look at a lot of non-client presentations just to see the variety of story-telling and style.  

For most public companies, the investor presentation is probably the most important single piece of information on the IR website. According to the Cision/PR Newswire Shareholder Confidence 365 survey, “PowerPoint-based investor presentations are the top content hunted by Wall Street.” 

The problem is that the vast majority of these documents are a compromise. They are created as…

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3 easy ways to improve investor engagement on your IR website

It seems safe to say any investor relations professional would agree that the purpose of the investor relations website is to tell the company story and provide user-friendly, one-stop access to essential investor information.

You want your IR website to be the first place where a prospective investor goes to better understand the company and its value proposition.

In reality, however, many IR departments fall short of these aspirations due to a risk-avoidance mindset and miss opportunities to provide important content in more useful and compelling formats.

As corporate video producer Vern Oakley of New Jersey-based Tribe Pictures told IR Magazine, “In a regulated field like IR, people are waiting for someone to lead, to test what can or can’t be done. It’s a…

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4 things you thought you knew about Seeking Alpha that are wrong

The U.S. Securities and Exchange Commission brought a slew of enforcement cases last week against three penny-stock biotech companies and several stock promotion firms and their hired writers for publishing hundreds of fraudulent stock-touting articles between 2011 and 2014. The articles appeared on numerous investment news sites, most prominently on Seeking Alpha, the popular crowd-sourcing investment platform.

The SEC investigation uncovered multiple “pump and dump” schemes that “left investors with the impression they were reading independent, unbiased analyses on investing websites while writers were being secretly compensated for touting company stocks.”

For the biotech CEOs ordering up the fake stories, “…stock promotion, not drug development, was priority…

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6 steps for IR under the new Trump trade paradigm

President Trump’s campaign promise to recast America’s international trade relations in an aggressively protectionist mold has prompted many public companies to add new risk factors to their regulatory filings—and probably some new talking points for discussions with analysts and investors.

The president wasted no time in withdrawing the U.S. from the Trans-Pacific Partnership (TPP), scheduling meetings to begin renegotiating the North American Free Trade Agreement (NAFTA), and slamming Mexico, China, Japan and Germany for their trade and currency practices.

Although major business and agricultural groups had lobbied to salvage the TPP and warned about the dangers of withdrawing from NAFTA, Trump brushed aside these concerns along with 200 years of economic…

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Will the ‘Trump rally’ turn the passive investing tide?

Will 2017 be the year “the empire strikes back” in the war between active management and passive investing? 

Passive funds won the asset share battle again in 2016, as investors pulled a net $358.8 billion out of U.S.-based actively managed mutual funds in the 12 months to the end of November 2016, while pouring $479.8 billion into passive funds, according to Morningstar. Over the last three years, investors have moved more than $1 trillion into index funds.

The money has followed index funds’ razor-thin fees and years of outperformance. But that advantage is not a given. “Both investment philosophies have enjoyed multiple and sustained periods of outperformance over the past 30 years,” notes Daniel Farren, a Boston Partners senior portfolio analyst, among others,…

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