logo
Sign in or Register

Already a member?

Sign in

Or sign in with your account on:

Not a member yet?

Register
    

 


6 Marketing Services Stocks in an Age of Mobile Advertising

By  +Follow October 16, 2013 6:40AM
Share:
Tickers Mentioned:

The AMC series Mad Men has garnered enormous popularity since its debut in 2007, a fact that is attested to by the 170 nominations and 67 awards the show has won throughout the course of its existence. The show’s portrayal of the advertising industry in the early 1960’s has won over viewers with lush costumes and set design, well-written dialogue, carefully crafted plot, and its willingness to address many of the vexing social issues of the time.

But Mad Men is also interesting in that it portrays an industry that is in many ways looks completely unrecognizable in its current format. These changes can at least in part be tracked by following technological developments over the past decades, which makes it all the more curious that Mad Men premiered the very same year as one of the most consequential consumer technologies of the new millennium, the iPhone.

The debut of Apple’s (AAPL) iPhone dramatically changed the landscape of the tech sector by shifting all of the focus onto mobile devices, transforming them into an enormous and growing market, one in which dominant tech firms of old like Microsoft (MSFT) and Dell (DELL) have quite visibly struggled to keep up with. But ripple effects of the increasing all-importance of mobile technology can be seen in other sectors and industries as well, and advertising is no exception.

Indeed, Sunil Gupta of the Harvard Business Review recently wrote that “mobile ad budgets in the US are expected to increase from $2.3 billion in 2012 to almost $11 billion in 2016.” Mobile has forced advertisers to adapt to a new set of parameters, but has also allowed for newer and better ways for them to reach audiences.

The smartphone is becoming an ideal point of convergence for a number other technological trends that have also been of consequence for advertisers. Phones and tablets are slowly but surely displacing PCs and laptops, and allow consumers to bring their social media and streaming content with them wherever they go. Furthermore, mobile devices allow advertisers unique opportunities to both collect more data on their audiences, and to use this data to target consumers on a more granular, individual level.

At the same time, tech companies whose revenues are so dependent on this technology that they themselves are responsible for, such as Google (GOOG) , Facebook (FB) , as well as Apple, typically do much of their own pitching by themselves. A look at publicly-traded companies operating in the marketing services industry bears this out.

The marketing services stocks who are today trading selling their shares on the market have all been forced to adopt to the new mobile landscape, but their businesses have not yet been taken over by it by any means. Furthermore, all of these companies have enjoyed an excellent year in 2013, and have seen their stock prices increase as a result.

The following six companies have been selected from the marketing services industry based on their yearly performance, and market-cap (small and above):

Clear Channel Outdoor Holdings Inc. ($CCR) –

Clear Channel is the well-known operator of billboards and the myriad other forms of outdoor advertising signage that populates the American landscape. Based in San Antonio, Texas, the company owns and/or operates some 650,000 advertising displays throughout the country, including most recently the digital billboards that are becoming increasingly ubiquitous in major cities like Los Angeles. Shares are trading for $9.23 each, up more than 31 percent in 2013.

Constant Contact Inc. (CTCT) –

The Massachusetts-based constant contact is a $702 million company that provides a variety of marketing services to small businesses and non-profits. Though it is perhaps best known for its email and social media-based products, the company provides other services such as online surveys and smartphone-based rewards/membership programs. Shares are currently trading for just shy of $23, having gained 61 percent on the year.

Harte-Hanks Inc. (HHS) –

Harte-Hanks is a $560 million company that provides digital and multi-screen marketing services to consumer and business-to-business advertisers throughout the world. Harte-Hanks also offers database marketing, communications management, website design, and direct mail services. Shares are trading for $9, up 55 percent in 2013.

Millennial Media Inc. (MM) –

The $520 million Millenial Media is the only company on this list whose business is specifically devoted to mobile advertising. The company helps advertisers with mobile banner displays and videos, as well as the collation and analysis of data collected from social media and GPS coordinated, and also helps advertisers judge the success of their campaigns. It is also the only company on this list that has fared poorly this year, with shares off nearly 50 percent to $6.50 a piece.

National CineMedia Inc. (NCMI) -

The $1 billion company operates a “digital in-theatre media network” in the United States that includes digital displays in theatres, as well as the advertisements that moviegoers will see on the screen before the movie. The company has presence on nearly 40,000 screens in over 1,500 theatres throughout the country. Shares are selling for $18.80, up nearly 40 percent in 2013.

Valassis Communications Inc. (VCI) -

The $1.14 billion Valassis is the dominant force in mail advertising, with its shared mail products that show up in your mailbox in the form of reams of colorful, newspaper-textured advertisements for numerous products, especially grocery stores, restaurants, and drug stores. The company also offers digital products, be they in the form of information management or digital coupons and reward cards. The company has had a good year with shares currently trading for $30.30 on a gain of nearly 22 percent.

DISCLOSURE: The views and opinions expressed in this article are those of the authors, and do not represent the views of equities.com. Readers should not consider statements made by the author as formal recommendations and should consult their financial advisor before making any investment decisions. To read our full disclosure, please go to: http://www.equities.com/disclaimer


Liked What You Read? Join Equities.com as a contributor and get eyeballs on your content FOR FREE!

Results for aapl
binaryoptionsocial
30 Jun 15 07:07:13
Our $EURUSD Report is out. Take a look at http://t.co/1t6Jpo4T7T <- $EURJPY $AAPL $GOOGL $TSLA $SPY #Forex #futu… http://t.co/XG5hVFJGig
binaryoptionsocial
30 Jun 15 07:06:47
#toptickertweets $AAPL $SPY $JUNO $FB $CELG $NBG $DAX $TWTR $SPX $AMZN #sentiquant 20150630 10:00:07:223 http://t.co/XG5hVFJGig
Max
30 Jun 15 07:06:45
when $SPY was going up $AAPL broke 125.. and now $SPY is going down testing 206.20 and $AAPL moves up lol
selling_theta
30 Jun 15 07:06:38
$AAPL starting to perform, but futures still can't bounce.
Clark Joseph Kent
30 Jun 15 07:06:10
Sold my $AAPL weekly calls 5 minutes too early. #TimingIsEverything.
News As It Happens
30 Jun 15 07:05:27
RT @CNBCnow: Appeals court upholds 2013 decision finding Apple liable for conspiring with publishers to raise e-book prices - DJ • $AAPL
Money News 24h
30 Jun 15 07:05:12
Appeals court upholds 2013 decision finding Apple liable for conspiring with publishers to raise e-book prices - DJ • $AAPL …
TheStreet
30 Jun 15 07:04:49
RT @TheStreetTech: How Apple Music Could Overthrow Spotify as the World's Largest Streaming Service $AAPL http://t.co/ik4mcgz8UD http://t.c…
binaryoptionsocial
30 Jun 15 07:04:17
RT HomeDayTrading: $AAPL posible short 124.90 http://t.co/v9diqZYoKU #traders #trading #daytrading #intradia #nyse #nasdaq #scalping bo…
binaryoptionsocial
30 Jun 15 07:04:16
$AAPL posible short 124.90 http://t.co/v9diqZYoKU #traders #trading #daytrading #intradia #nyse #nasdaq #scalping bosocial
parkland
30 Jun 15 07:04:16
@JustinPulitzer @jimcramer @RedDogT3 @RiskReversal US Consumers = higher for $FB $AAPL n $NFLX.. lets see..
TalkMarkets
30 Jun 15 07:04:16
#Apple Inc. Way Ahead Of #Samsung On Vital Counts $AAPL $SSNLF http://t.co/JUENLpZl1M
Bullet Trader
30 Jun 15 07:04:09
$SPY $ES_F $AAPL Email with picks, targets and stops just sent. Long above 207.32 See performance and trades at our site
NBC fan
30 Jun 15 07:03:42
CNBCnow: Appeals court upholds 2013 decision finding Apple liable for conspiring with publishers to raise e-book prices - DJ • $AAPL
Fabcara
30 Jun 15 07:03:37
RT @ThomasrossRoss: $AAPL Stocks are now getting back progressively.
Sanjiv Moré
30 Jun 15 07:03:11
RT @CNBCnow: Appeals court upholds 2013 decision finding Apple liable for conspiring with publishers to raise e-book prices - DJ • $AAPL
Philipp Kainbacher
30 Jun 15 07:02:43
RT @CNBCnow: Appeals court upholds 2013 decision finding Apple liable for conspiring with publishers to raise e-book prices - DJ • $AAPL
thomas ross
30 Jun 15 07:02:11
$AAPL Stocks are now getting back progressively.
ClassicManWouz
30 Jun 15 07:02:11
RT @CNBCnow: Appeals court upholds 2013 decision finding Apple liable for conspiring with publishers to raise e-book prices - DJ • $AAPL
Sergio Gambarelli
30 Jun 15 07:02:07
$AAPL - Why Twitter Inc. Is Investing Heavily In Artificial Intelligence http://t.co/Bo93PiAjJ0
The Cardiac Kid
30 Jun 15 07:02:05
$AAPL - Why Twitter Inc. Is Investing Heavily In Artificial Intelligence http://t.co/48Wn9iXgwV
Эрдэнэбаатар
30 Jun 15 07:02:04
$AAPL - Why Twitter Inc. Is Investing Heavily In Artificial Intelligence http://t.co/T4h0qLTP0x
TI
30 Jun 15 07:02:03
$AAPL - Why Twitter Inc. Is Investing Heavily In Artificial Intelligence http://t.co/gaVKa2R3Bb
ProTradersNews
30 Jun 15 07:02:02
$AAPL: Fitbit Sales Keep Pace, Un-Phased by Apple Watch: http://t.co/4SSgqFYKKW
Artiom Barski
30 Jun 15 07:02:01
$AAPL - Why Twitter Inc. Is Investing Heavily In Artificial Intelligence http://t.co/ytu8d6dlTB
Live Stock News
30 Jun 15 07:01:56
$AAPL - Why Twitter Inc. Is Investing Heavily In Artificial Intelligence http://t.co/WHKNVT9ERh
matt collom
30 Jun 15 07:01:55
$AAPL - Why Twitter Inc. Is Investing Heavily In Artificial Intelligence http://t.co/MARiRx4VbF
ADVFN France
30 Jun 15 07:01:53
$AAPL - Why Twitter Inc. Is Investing Heavily In Artificial Intelligence http://t.co/WNa9iiXpxu
Solo traders
30 Jun 15 07:01:49
$AAPL - Why Twitter Inc. Is Investing Heavily In Artificial Intelligence http://t.co/Rv0UKnqiMB
Dave
30 Jun 15 07:01:36
@canuck2usa $AAPL trying
Jose Pastrana
30 Jun 15 07:01:34
$AAPL - Why Twitter Inc. Is Investing Heavily In Artificial Intelligence http://t.co/WADn4dRFuW
CNBC Now
30 Jun 15 07:01:24
Appeals court upholds 2013 decision finding Apple liable for conspiring with publishers to raise e-book prices - DJ • $AAPL
Kevin Orukel
30 Jun 15 07:01:13
$AAPL - Why Twitter Inc. Is Investing Heavily In Artificial Intelligence http://t.co/15tLFX6qgj
Rob Cox
30 Jun 15 07:00:52
What will be the first song on $AAPL's new #Beats1 "radio" station? Beatles, Taylor Swift, Minor Threat, Buggles? https://t.co/OzAc58Y5Xz
Mike Lim
30 Jun 15 07:00:12
Our $EURUSD Report is out. Take a look at http://t.co/WL9odAxW3z <- $EURJPY $AAPL $GOOGL $TSLA $SPY #Forex #futures
Equity Sense
30 Jun 15 07:00:11
Our $EURUSD Report is out. Take a look at http://t.co/Ed0Rh50Gwz <- $EURJPY $AAPL $GOOGL $TSLA $SPY #Forex #futures
AAPL Stock Alerts
30 Jun 15 07:00:10
Have Apple And Beats Created The Future Of The Music Business? http://t.co/n2xOaVB5nT $AAPL
Gavin Martinsson
30 Jun 15 07:00:09
Our $EURUSD Report is out. Take a look at http://t.co/kUNT0UHQcI <- $EURJPY $AAPL $GOOGL $TSLA $SPY #Forex #futures
Chayton Falke
30 Jun 15 07:00:08
Can you #heat a cup of #water in the microwave? Then you can #learn to #trade $AAPL for #free http://t.co/TaineO9g63
ClosingBell
30 Jun 15 07:00:08
Highest rated in the past week: $MU $AAPL $FB $NKE $BKFS https://t.co/esqNms1Oix #stocks
Sentiquant
30 Jun 15 07:00:06
#toptickertweets $AAPL $SPY $JUNO $FB $CELG $NBG $DAX $TWTR $SPX $AMZN #sentiquant 20150630 10:00:07:223
Miguel A. Ferreira
30 Jun 15 07:00:02
Good news for $P today, http://t.co/3I1D8NcdND $AAPL @AppleMusic
Don
30 Jun 15 06:59:36
$AAPL gaining steam, markets still lightly selling off $SPY $QQQ
Bidness Etc
30 Jun 15 06:59:33
Google Rolls Out Update For Hangouts On Apple iOS http://t.co/2VgIf0Vfar $GOOG $AAPL http://t.co/3D61o15rn9
David Jarvis
30 Jun 15 06:59:30
RT @SquawkStreet: Cramer's STOP Trading $FIT and $AAPL, Taylor Swift album we all want is available exclusively on Apple
ProVesting
30 Jun 15 06:59:03
$AAPL $GOOGL: MyEcheck Inc (OTCMKTS:MYEC) Introduces &#8220;e&#8221; Mobile Commerce: http://t.co/btLZHu2IhR
BreakingStocksNews
30 Jun 15 06:59:02
$FIT $AAPL: Fitbit Inc (FIT) Outperforms Apple Watch In Sales: Bloomberg Slice ...: http://t.co/yQ8FRJgzgS
Todd Smith
30 Jun 15 06:58:24
RT @SquawkStreet: Cramer's STOP Trading $FIT and $AAPL, Taylor Swift album we all want is available exclusively on Apple
Fabcara
30 Jun 15 06:58:14
RT @TheStreetTech: How Apple Music Could Overthrow Spotify as the World's Largest Streaming Service $AAPL http://t.co/ik4mcgz8UD http://t.c…
Sourcingstocks.com
30 Jun 15 06:58:11
MorningWord 6/30/15: Another $AAPL Turnover http://t.co/v1rY1RUfor
				
				
By  +Follow October 16, 2013 6:40AM
Share:

Comments

 

blog comments powered by Disqus

 

 Today's Must Reads

Microsegmentation: The Future of Cybersecurity?


How this Playboy Playmate Became a Better Stock Trader Than You

Long Term Rates Are On The Up…What’s Next?

The Modern Web: So Many Ways to Invest in Wireless Mobile Stocks

It's Time for the Rest of the Country to Legalize Weed

 

Do you expect a 10% correction by the end of 2015? in Equities.com Polls on LockerDome

About us

Equities.com is an advanced financial data portal and social network designed to connect self-directed investors with the world’s most innovative startup and small cap companies. Through our in-depth coverage of small cap markets, comprehensive research and stock valuation reports, state of the art issuer products, and world class events, Equities.com provides the social tools and insight that drive tomorrow’s investment relationships and opportunities.

Market Data powered by QuoteMedia.
Copyright © QuoteMedia. Data delayed 15 minutes unless otherwise indicated. Terms of Use.

Login or Register

LOG IN