Comments for OMC - Stockpickr! Your Source for Stock Ideas

Comments for OMC

Added By	Comments	Type	Date Added
barrons3	Ad agencies as a group, however, are reeling from both the changes in the industry and the severity of the global recession. Interpublic Group (IPG), WPP Group (WPP.UK), Omnicom Group (OMC) and Publicis (PUB.France) continue to restructure as a result of shrinking revenue and profits. While the worst may be over for the agencies, the environment is still risky enough that investors may be wise to focus on other segments of the ad world. As Larry Haverty, veteran retailing and entertainment analyst and manager of the Gabelli Global Multimedia Trust, puts it: "I'd prefer to bet on the companies selling stuff, rather than those specializing in the art of trying to sell stuff."	Love	September 12, 2009
barrons3	It's no wonder, given the prevailing sentiment, that media stocks collectively trade for less than half their 2007 peak, and that best-in-class outfits, such as Omnicom (OMC), Walt Disney (DIS), News Corp. (NWSA), the parent of Barron's publisher Dow Jones, and Comcast (CMCSA) are as cheap, based on earnings and cash flow, as they have been in two decades. Still, it is courageous to argue that traditional media largely control their destiny, that consumer eyeballs still have value and that businesses will continue spending money to reach those eyeballs, even if they spend in different, more targeted ways in the digital era.	Love	July 18, 2009
barryg9999	#1 advertising network	Love	July 24, 2008
shelford288408	failing to realize their opportunities with weak marketing comms brands	Hate	December 20, 2007
brian_hsbc	strong free cash flow generator, consistent results, excellent capital allocator, benefits from complimentary relationship to emerging internet advertising market, US presidential election, Euro soccer, '08 Olympics to benefit results next year, generating incremental revenue internationally, particularly in emerging markets	Love	November 22, 2007
stockerblog	P/E is 20.7, the PEG is 1.62, and the yield is 1.1%.	Love	July 20, 2007
mark_d_thompson	Employee Stock Purchase Plan	Love	April 26, 2007
DogBones	Best of Breed in the advertisig sector. But too expensive.	Love	February 28, 2007