Three Step Approach to Social Media for Investor Relations

By Dennis Walsh, Vice President I recently moderated a webinar hosted by NIRI on social media strategies for investor relations. On the panel with me were David Jackson, CEO, Seeking Alpha; RJ Jones, Investor Relations Officer, Zillow; and Andrew Shapiro, Founder, President and Portfolio Manager, Lawndale Capital Management. The discussion made clear that professional investors…

How Investor Relations Can Support the Buy Side’s Investment Process

By Dennis Walsh, Vice President “Buy-side analysts truly value a company with a responsive investor relations program led by an informed IRO,” shares John Barr, Co-Manager of the Needham Growth Fund (NEEGX) and Manager of the Needham Aggressive Growth Fund (NEAGX). Most strategic investor relations programs aim to increase institutional ownership with new long-term shareholders.…

Shareholder on a Shelf: An Earnings Tradition

By Dennis Walsh, Vice President The Shareholder on a Shelf is a new tradition that has become the holiday gift of choice for IROs to their executive management teams. The story of the Shareholder on a Shelf is as follows: “Have you ever wondered how the SEC could know; If you’re naughty or nice in…

Sell-Side Coverage – A Small Cap’s White Whale?

By Dennis Walsh, Vice President I recently was interviewed for an article for IR Magazine titled, “Sell-Side Analysts: The Many and the Few.” The article discussed how some companies manage a full roster of covering sell-siders, while others struggle to maintain or attract just a few. In today’s market, it seems more common that IROs…

Time to Revamp the Quarterly Earnings Call?

By Dennis Walsh, Vice President & Director of Social Media And the Award for Best Quarterly Earnings Results Conference Call goes to…. Giving awards to recognize production of an earnings call may be a little premature, but several companies are spicing up what is generally considered an uneventful quarterly ritual by the investment community.  It…

The Greatest Social Media for Investor Relations Panel Ever*

By Dennis Walsh, Vice President & Director of Social Media *Okay, so I may be biased since I was the moderator, but this panel session at the NIRI’s 2013 Annual Conference had all the elements necessary to help IR professionals develop a strategy for using social media for IR. Attendees heard from David Urban, Director…

SEC Gives Social Media for IR Its Blessing

By Dennis Walsh, Vice President & Director of Social Media The SEC finally has provided guidance on the use of social media for investor relations. The guidance came in a report on its investigation to determine whether Netflix CEO Reed Hasting had violated Reg FD. In a Facebook status update on his personal account, Hastings…

What’s In/What’s Out for Investor Relations in 2013

By Jim Buckley We have once again laid out a tongue-in-cheek roadmap of what’s in and what’s out in investor relations, and more, for the upcoming year.   Hope you enjoy, and have a happy and successful 2013. What’s In What’s Out Crowdfunding Bootstrapping LiveStrong Lance Armstrong IntercontinentalExchange Deutsche Börse Debt ceiling Glass ceiling Cliff Clavin…

Social Media for Investor Relations for the Marketing/PR Professional

By Dennis Walsh, Senior Consultant & Director of Social Media It’s that time of year again: Back to School! For my first job out of college I worked as an educator.  This year, for “Back to School” season, I thought I’d step back into my teaching shoes.  The following is a quick lesson on social…

Confronting the Quarterly Quiet Period Dilemma

By Jim Buckley One of the investor relations issues that companies often struggle with is the “quiet period.” Here I’m not talking about the SEC mandated quiet period related to IPOs, other public offerings or around the release of lock-up agreements.  Those all have defined legal parameters and lines drawn around what companies can and…