Millennial Media

  • One IT company That Is Still In The Doghouse

    By usman iftikhar - August 19, 2013 | Tickers: AAPL, GOOG, MM

    Millennial Media (NYSE: MM), one of the leaders in mobile advertising and data, has announced plans to acquire Jumptap, a leader in mobile performance advertising.Currently, Jumptap has more than 20 data partnerships and processes more than 2 billion ads per day.

    The acquisition will strengthen the position of Millennial Media as a clear market leader among independent mobile advertising providers. The pro forma combined market share will be 28 more »

  • Millennial Media Gets Cheaper

    By Mark Holder - August 15, 2013 | Tickers: AOL, GOOG, MM

    Another quarterly report and another major selloff of the Millennial Media (NYSE: MM) stock. Investors not reading the report would probably suspect that the leading independent mobile advertising company released earnings that didn’t meet estimates. The nearly 19% loss on top of an 8% loss on the day earnings were released undoubtedly must’ve been due to extremely negative numbers.

    The sell off was actually caused by a couple more »

  • 4 Stocks to Play the Mobile Ad Market

    By Chris Moore - August 14, 2013 | Tickers: FB, GOOG, MM, YELP

    Facebook’s (NASDAQ: FB) recent earnings release confirmed one thing that investors have suspected all along: mobile is the future. More precisely, monetized mobile is the future, which usually means serving quality ads to mobile devices. Facebook isn’t the only company to be interested in tackling this monumental task, with competitors ranging from tech giants Google (NASDAQ: GOOG) all the way to smaller niche competitors like Yelp (NYSE: YELP more »

  • Millennial Media: Cheapness in Mobile Advertising?

    By Brian Sanders - August 12, 2013 | Tickers: CTCT, FB, GOOG, MM, VCI

    Within the information technology sector, the marketing services niche is a very active part of our world today. Certain companies have truly proved themselves in the current environment and have rewarded shareholders, while others seemingly have not been able to handle the competition. Companies like Facebook (NASDAQ: FB) and Google (NASDAQ: GOOG) among many others have indirectly put Millennial Media (NYSE: MM) under fire.

    Current market

    Facebook has grown to more »

  • 3 Advertising Tech Stocks to Load up On

    By Mark Holder - July 16, 2013 | Tickers: MRIN, MM, TRMR

    Much has been made about the absolute failure of the recent advertising-related tech IPOs. As a prime example, the last week of June had one of the worst IPO pricing weeks in history. In fact the pricing conditions were so bad that for the first time in 15 years, five IPOs priced below the original suggested midpoint on the same day. Guess which stock led the weakness on that day more »

  • 3 Tech Stocks to Buy on the Taper Tantrum

    By Mark Holder - June 24, 2013 | Tickers: FIO, INVN, MM

    As the Federal Reserve hints at tapering the bond buying program over the next year, cyclical stocks including technology should become interesting buys. Tech stocks have underperformed the market rally over the last year as investors have piled into high yielding stocks as bond yields hit extremely low levels. Now that money should flood out of those stocks and bonds into growth stocks.

    The main reason the Fed would stop more »

  • How This Tech Stock Will Profit From Mobile-Ad Growth

    By Vladimir Zernov - June 16, 2013 | Tickers: FB, GOOG, MM

    More than 1 billion people access the web on their mobile devices today. This is the reality that advertisers have to deal with. Tablet use is growing faster than smartphones. By 2015, more people will access the Internet on mobile devices than on PCs.

    In this environment, advertisers try to get as much as they can from mobile. Companies like Millennial Media (NYSE: MM) help advertisers succeed in mobile. The more »

  • Two Companies Yahoo Should Buy Instead of Tumblr

    By Mark Holder - May 31, 2013 | Tickers: MM, YHOO, YELP

    After snatching up Tumblr and now on the prowl for Hulu, Yahoo (NASDAQ: YHOO) should instead buy some established growth companies. At the end of last year, Yahoo suddenly became cash rich after cashing out of a large investment in Alibaba. The company is now using the cash to buy well-known growing brands, but will it work?

    Yahoo is following in the footsteps of the Facebook purchase of Instagram for more »

  • Workday Is Worth How Much?

    By Mark Holder - March 14, 2013 | Tickers: MM, CRM, NOW, WDAY

    Demand for software companies that cater to business clients remains strong, but not enough workdays exist in a year to make Workday (NYSE: WDAY) attractive at current market multiples. The company went public in mid-October at highly unappealing multiples that left limited upside ever since.

    The provider of enterprise cloud-based applications for customers to manage critical business functions trades at around 25 times fiscal year 2014 (ending January 2014) revenue more »

  • How to Play the Yahoo! Acquisition Rumors

    By Brian Nichols - March 13, 2013 | Tickers: MM, OPEN, YHOO, YELP, ZNGA | Editor's Choice

    Far too often retail investors hurry and buy a stock when whispers of an acquisition occur, but then return losses when the acquisition never materializes or when the buyout price is less than investors expect (i.e., Clearwire). Now, investors are looking to another high-profile company that is in the market to acquire, but the question remains, who will Yahoo (NASDAQ: YHOO) acquire and should investors chase the speculation?

    What more »

  • Short Squeeze? Yes, Please!

    By Kyle Campbell - February 21, 2013 | Tickers: HLF, MM, NFLX, SIRI

    Have you ever made pre-formed biscuits from one of those vacuum-sealed containers? You know, the ones you squeeze and squeeze until that sudden, startling POP? Well, a good short squeeze can give you that same feeling -- except your portfolio gets a nice jolt as well.

    Netflix (NASDAQ: NFLX) is the perfect example of a short squeeze. After a number of gaffes and PR nightmares shook the market’s confidence in more »

  • Tuesday's After-hour Movers: What’s Moving These Stocks?

    By Brian Nichols - February 20, 2013 | Tickers: DMD, GDOT, MM, P

    Yesterday's after-hours trading had a slew of big-time movers that made their jumps for a variety of reasons. I'm looking at these stocks to determine why each traded with such volatility, hopefully identifying some value in the process.

    For Once, this Stock is Trading Higher

    After losing more than 50% of its value over the past year, Green Dot (NYSE: GDOT) traded higher by more than 16% during more »

  • Dell and a Tale of Two Mobile Stock Baskets

    By John Fisher - February 5, 2013 | Tickers: BIDU, DELL, GOOG, KEYN, MM, QIHU, YHOO, ZAGG

    It's kind of sad to see Dell (NASDAQ: DELL) being taken private and like an elephant, leaving the pack of public hardware and software companies, to go die in the forest alone and away from its companions that would otherwise stand in a circle around it, mourning it, until it finally expires.

    This is what's happening to some of the old pillars of the Internet renaissance such as more »

  • 6 Mobile Companies On The Move

    By John Fisher - January 14, 2013 | Tickers: ADBE, BCOV, FB, MM

    As smartphones and tablets rapidly replace desktop computers as the most popular means of accessing and interacting with complex data, apps are quickly replacing websites as the portals to this data.  The companies that are focused on building the underlying infrastructure for the next generation of app development stand to benefit enormously from this revolution.  There are obviously several categories of these companies: Companies that build the tools which enable more »

  • Not Enough Workdays to Make This Stock Attractive

    By Mark Holder - December 28, 2012 | Tickers: BNNY, MM, PRLB, SPLK, WDAY

    Demand for software companies that cater to business clients remains strong, but not enough workdays exist in a year to make Workday (NYSE: WDAY) attractive at current market multiples. The company went public in mid-October at highly unappealing multiples that leave limited upside for the retail investor buying now.

    The provider of enterprise cloud-based applications for customers to manage critical business functions trades at around 20x 2013 revenue targets. A more »

  • The Mobile Ad Gold Rush

    By Ryan Gilbert - November 22, 2012 | Tickers: FB, GOOG, K, MM, P

    There’s no doubt that the race for mobile advertising is becoming the next California Gold Rush. Mobile advertising currently represents 1% of the $500 billion advertising industry. And with average forecasts calling for the industry to double domestically by 2015, companies are racing to find the best way to pan for gold.

    Google (NASDAQ: GOOG) is currently the leader in mobile ad revenue, holding 18.4% of the market more »

  • These Stocks are Doing Better than the Market

    By Federico Zaldua - November 12, 2012 | Tickers: EXPE, MM, CRM, ULTA

    As I explained in a post on my blog Warren Trades, I think that the best investment decisions come from combining a solid fundamental thesis with a strong technical picture or constructive price action. In other words, I study fundamentals of each company, but I need confirmation that the stock is performing better than the overall market in terms of its price action. In this article I detail four stocks more »

  • These Stocks are Set to be Systemically Rewarded by Mobile

    By John Fisher - September 4, 2012 | Tickers: AAPL, BIDU, FB, GOOG, MSFT, MM, QIHU, YNDX, ZAGG

    As market participants, we usually talk about systemic risk but rarely talk about systemic reward. We can consider systemic reward as the potential for massive growth and construction of new revenue and innovation for a particular sector that is largely unanticipated.

    Mobile has taken many by surprise as mobile apps have become the new 'websites' and mobile devices the new 'laptops'. Some companies such as Apple (NASDAQ: AAPL) and Google more »

  • Is This Mobile Ad Company Going Places?

    By Brandy Betz - August 13, 2012 | Tickers: AAPL, GOOG, MM

    Global mobile ad spending will reach $6.43 billion this year, according to a recent study from research firm eMarketer. The firm predicts a 96.6% spending increase in the U.S. alone, which would account for $2.29 billion of the global total and push the nation to the forefront of shelling out mobile moolah. The surge forward is impressive, but worldwide mobile ads will still account for only more »