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.


Liked What You Read? Join Equities.com and Connect With Your Favorite Financial Experts FOR FREE! Members of Equities.com gain access to our leading financial news and content, active social investment community, proprietary research tools including the 2014 Small-Cap Stars, E.V.A. reports and more.

Results for aapl
Family Investor
2 Sep 14 18:25:12
Market and Meaning – The Week Ahead http://t.co/tI6wOp06Bx $GLUU $GTAT $AAPL $AMZN $INVN $SPY #ISIS #Ukraine
Michael Hurt
2 Sep 14 18:24:39
RT @IBDinvestors: Apple, Home Depot Security Breaches Boost Security Stocks http://t.co/u6e4msRbte $FEYE $AAPL $HD $TGT $PANW http://t.co/y…
Bryan Ferraro
2 Sep 14 18:24:11
RT @IBDinvestors: Apple, Home Depot Security Breaches Boost Security Stocks http://t.co/u6e4msRbte $FEYE $AAPL $HD $TGT $PANW http://t.co/y…
Johnny Trades
2 Sep 14 18:24:08
@IBDinvestors $AAPL better think about partnering with a security company to help manage this problem
Johnny Trades
2 Sep 14 18:22:33
@CNBC This might sound cruel but great way for $AAPL to say you don't need our old iCloud you need our new secure device. Android better
PaulVolcker
2 Sep 14 18:21:28
RT @NickatFP: $AAPL http://t.co/cG9SljwbyD
Zeeshan Shah
2 Sep 14 18:21:22
RT @carlquintanilla: "One rumor is that the Apple logo on the back of the #iPhone6 will light up when notifications arrive" $AAPL http://t.…
BP
2 Sep 14 18:20:48
@businessinsider c'mon will you let go of it. Charts acting so bullish and you are writing articles on no news!! $aapl
John Michael
2 Sep 14 18:20:37
RT @IBDinvestors: Apple, Home Depot Security Breaches Boost Security Stocks http://t.co/u6e4msRbte $FEYE $AAPL $HD $TGT $PANW http://t.co/y…
Evener Investment
2 Sep 14 18:20:35
RT @IBDinvestors: Apple, Home Depot Security Breaches Boost Security Stocks http://t.co/u6e4msRbte $FEYE $AAPL $HD $TGT $PANW http://t.co/y…
Darlene S Williams
2 Sep 14 18:20:26
RT @IBDinvestors: Apple, Home Depot Security Breaches Boost Security Stocks http://t.co/u6e4msRbte $FEYE $AAPL $HD $TGT $PANW http://t.co/y…
Forex Update
2 Sep 14 18:20:05
RT @IBDinvestors: Apple, Home Depot Security Breaches Boost Security Stocks http://t.co/u6e4msRbte $FEYE $AAPL $HD $TGT $PANW http://t.co/y…
DCarsonCPA_MA
2 Sep 14 18:15:59
RT @IBDinvestors: Apple, Home Depot Security Breaches Boost Security Stocks http://t.co/u6e4msRbte $FEYE $AAPL $HD $TGT $PANW http://t.co/y…
DCarsonCPA_CATX
2 Sep 14 18:15:59
RT @IBDinvestors: Apple, Home Depot Security Breaches Boost Security Stocks http://t.co/u6e4msRbte $FEYE $AAPL $HD $TGT $PANW http://t.co/y…
Dean Carson CPA
2 Sep 14 18:15:59
RT @IBDinvestors: Apple, Home Depot Security Breaches Boost Security Stocks http://t.co/u6e4msRbte $FEYE $AAPL $HD $TGT $PANW http://t.co/y…
Dean Carson CPA
2 Sep 14 18:15:59
RT @IBDinvestors: Apple, Home Depot Security Breaches Boost Security Stocks http://t.co/u6e4msRbte $FEYE $AAPL $HD $TGT $PANW http://t.co/y…
Dean T.Carson II CPA
2 Sep 14 18:15:59
RT @IBDinvestors: Apple, Home Depot Security Breaches Boost Security Stocks http://t.co/u6e4msRbte $FEYE $AAPL $HD $TGT $PANW http://t.co/y…
Bidness Etc
2 Sep 14 18:15:22
Bidness Etc looks at the impact on the cloud computing space after Apple iCloud service get hacks http://t.co/sWwgTU09sR $AAPL $IBM
Investors.com
2 Sep 14 18:15:10
Apple, Home Depot Security Breaches Boost Security Stocks http://t.co/u6e4msRbte $FEYE $AAPL $HD $TGT $PANW http://t.co/yRPkzMuho5
Marco DiPompeo
2 Sep 14 18:15:09
RT @carlquintanilla: "One rumor is that the Apple logo on the back of the #iPhone6 will light up when notifications arrive" $AAPL http://t.…
Ken
2 Sep 14 18:14:32
RT @BettyInTheLoop: Apple says iCloud not breached for hacked actors' photos $AAPL http://t.co/HByHQEiala http://t.co/SjRiMFZlXy
C Guy
2 Sep 14 18:14:31
$AAPL introduces iSingularity - BULLISH RT @RudyHavenstein Supermassive Black Hole would be disastrous for entire US – study
Gordon Ben Gekko
2 Sep 14 18:06:49
RT @BettyInTheLoop: Apple says iCloud not breached for hacked actors' photos $AAPL http://t.co/HByHQEiala http://t.co/SjRiMFZlXy
Livermore's Lounge
2 Sep 14 18:04:14
“@361Capital: All Time New Highs Today: $AAPL $BRK.B $NVS $GILD $AMGN $UNP $CELG $LYB $CNI $BMO $PSX $WMB http://t.co/B8h480RU1S” RT
BUZZ Just-In
2 Sep 14 18:03:00
Gain from movement in these buzzing assets $SPX Dow Jones $FB $Nasdaq $AAPL http://t.co/Ox8QGkVtrR
Nick
2 Sep 14 18:02:24
$AAPL http://t.co/cG9SljwbyD
Wall Street News
2 Sep 14 18:01:18
$AAPL: Apple Denies iCloud Breach http://t.co/IIVTMAvR7C http://t.co/j7ZolNn1eZ
TweakTown
2 Sep 14 17:59:46
Apple says its iCloud service was not breached in celebrity photo leak (by @MHatamoto) $AAPL http://t.co/FPaMNt2Xum http://t.co/nQtfU6WZno
DM
2 Sep 14 17:58:43
RT @BettyInTheLoop: Apple says iCloud not breached for hacked actors' photos $AAPL http://t.co/HByHQEiala http://t.co/SjRiMFZlXy
Zolbayar M
2 Sep 14 17:58:27
RT @BettyInTheLoop: Apple says iCloud not breached for hacked actors' photos $AAPL http://t.co/HByHQEiala http://t.co/SjRiMFZlXy
Karen Kirshner
2 Sep 14 17:58:12
Apple iPhone 6 won't have sapphire screen, report says http://t.co/on9NdYBSPJ #IBDBlogs via @IBDinvestors $AAPL $GLW $GTAT
Andrew Kirisits
2 Sep 14 17:57:40
RT @ValaAfshar: 9.9.2014 $AAPL http://t.co/yujjJP0olc
Betty Liu
2 Sep 14 17:56:56
Apple says iCloud not breached for hacked actors' photos $AAPL http://t.co/HByHQEiala http://t.co/SjRiMFZlXy
Christopher W. Haick
2 Sep 14 17:56:46
Apple iPhone 6 won't have sapphire screen, report says http://t.co/tiq7M3Tvv1 #IBDBlogs via @IBDinvestors $AAPL $GLW $GTAT #haick #stocks
Bosco
2 Sep 14 17:55:22
In other words, a real win-win-win model MT Why $AAPL’s mobile-payments system might actually work http://t.co/dUeTDeqWHU via @qz
wendy rocklein
2 Sep 14 17:53:56
Apple partners with credit card companies for iPhone wallet http://t.co/94w5a8VDVt $AAPL $V $MA $AXP
Chris Veros
2 Sep 14 17:53:53
RT @carlquintanilla: "One rumor is that the Apple logo on the back of the #iPhone6 will light up when notifications arrive" $AAPL http://t.…
Carolyn B Miciano
2 Sep 14 17:52:14
Guide to non-directional Options strategies http://t.co/lsYqHTgQj6 $AAPL $GOOGL $PCLN
YourPersonalTrader
2 Sep 14 17:51:18
$AVGO NCHi, YPT pick off EPS @$38 to $85 /1yr as $AAPL #iphone play via http://t.co/W8ChtHjgMA | $SPY $QQQ $FB $TWTR http://t.co/Mtl9yHpPaR
d
2 Sep 14 17:51:07
$AAPL mobile wallet unveiling next week sounds like a @blockchain @BitPay system. Should be interesting.
Bosco
2 Sep 14 17:49:19
MT $AAPL iPhone 6 alone will boost China’s exports by 1% http://t.co/KrAbgAeeqp via @qz
Time2Trade
2 Sep 14 17:46:05
Looking like $AAPL the trade of next 100 days, but the trade of 2015 will be $FB $GILD $TSLA $GOOG $AMZN .
Kawashima  Takashi
2 Sep 14 17:45:44
RT @WSJ: Apple is being criticized for its security after Jennifer Lawrence and other celebrities were hacked. http://t.co/DeJ1oNXHtB $AAPL
SusieGybz
2 Sep 14 17:45:44
RT @kittiwat: หุ้น $AAPL new high ละครับ ต้อนรับการเปลี่ยนแบต iPhone 5 เอ๊ย.. การมาของ iPhone 6 http://t.co/Aon6wBi17g
Brian Nichols
2 Sep 14 17:42:17
1 iPhone 6 Feature That Could Cause Headaches for Facebook $AAPL $FB http://t.co/Owf7PcSgli via @themotleyfool
live to surf
2 Sep 14 17:41:52
Still some bullish set-ups intra-day. tight stop buy ~103 or a break higher $AAPL chart https://t.co/96d9368vY9 via http://t.co/Aom15rLuKz
Stock Market Monitor
2 Sep 14 17:40:52
$AAPL: Apple Inc says iCloud was not breached in celebrity photo hack http://t.co/2WhRNo1vMZ http://t.co/mCCCv6CWKk
Stock Wire
2 Sep 14 17:39:28
Apple Inc says iCloud was not breached in celebrity photo hack $AAPL http://t.co/HadG9aTmKx
The Street Mentor
2 Sep 14 17:37:44
Take a online trading course with us. One-on-one custom mentorship https://t.co/9zt8qX7v2T $FB $AAPL $TWTR Peeps.
AlphaBeta
2 Sep 14 17:37:43
@SecBarbie @briankrebs LOL very clever ... but missed a big opportunity to include $goog $aapl $fb etc enzymes in the centre however.
				
				
By  +Follow October 16, 2013 6:40AM
Share:

Comments

 

blog comments powered by Disqus

About us

Equities.com is the most advanced interactive online social ecosystem for the financial industry, serving as a resource center and next-generation communication platform that connects self-directed investors with public issuers, market experts, and professional service providers and vendors. Registered members can leverage our exclusive proprietary research tools such as the Small-Cap Stars, which outperformed 90% of all small-cap mutual funds, and robust do-it-yourself E.V.A. research reports. The Equities.com Issuer Dashboard is the ideal tool to communicate and manage investor awareness campaigns to the investment community, as well as to access valuable resources to help your company grow.

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