Showing posts with label Omnicom. Show all posts
Showing posts with label Omnicom. Show all posts

Sunday, January 26, 2014

Seeking Alpha: Can The Roll-Up Strategy At MDC Partners Keep Rolling?

If you snooze in a bull market, you lose. I had intended to look into MDC Partners (MDCA) back in the summer and didn't get around to it. The stock is up about 100% since then, which makes that a pretty expensive delay.

Although I don't think MDC Partners is going to double again over the next six months, I do think this stock has room to rise from here. I expect the company to continue to post organic growth well ahead of the industry average and identify acquisition opportunities outside North America that can expand the business further. The advertising industry has its ups and downs and this company remains on the outside of the ruling oligarchy, but competitive wins and a focus on interactive marketing could make it a more serious challenger in the coming years.

Read the full article here:
Can The Roll-Up Strategy At MDC Partners Keep Rolling?

Thursday, August 26, 2010

WPP Group And The Real Mad Men

An investor should probably expect an earnings release from London's WPP Group (Nasdaq:WPPGY) to sound pretty encouraging. After all, this is the world's largest integrated marketing services company and a major player in ad creation, brand strategy and public relations. Nevertheless, it seems like investors are a little cautious on this "Big Six" advertising company, as worries about the health of the European and American consumer swirl around the markets. 

The Quarter that Was
All in all, WPP Group posted a solid first half result. Revenue rose more than 3% as reported, and was up nearly 3% on an organic basis, with almost 5% organic growth in the second quarter. The company saw a rather solid result in North America (up 5.8% on a like-for-like basis), while local revenue grew strongly in the Asia Pacific/Latin America/Eastern Europe segment before currency movements rendered that largely moot. Europe, though, was a notable laggard. All in all, WPP Group basically met expectations with its revenue performance, with well-balanced growth across all major categories.


Click below to continue on to the full article:
http://stocks.investopedia.com/stock-analysis/2010/WPP-Group-And-The-Real-Mad-Men-WPPGY-IPG-OMC-F-PG0826.aspx