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Omnicom Group, Inc.

  • Richard Pzena Is Bullish on This Advertising Business

    By Anh HOANG - May 20, 2013 | Tickers: OMC, IPG, WPPGY

    Richard Pzena, the founder and the Co-CIO of Pzena Investment Management, is currently managing nearly $20 billion in total assets. He focuses on businesses which have recently seen earnings below their normal levels, and are trading at low prices compared to their normalized earnings power. In addition, the business should have tangible downside protection and management should have a sound plan for improving the company’s earnings.

    In the first more »

  • 5 Stocks Loved By This Oregon-Based Fund

    By Meena Krishnamsetty - May 10, 2013 | Tickers: ABT, MSFT, OMC, ORCL, PEP

    This Lake Oswego, OR based fund seems to have a good appetite for technology stocks, with Oracle (NASDAQ: ORCL) and Microsoft (NASDAQ: MSFT) being its two major holdings. The management team at Jensen Investment has also made a massive addition to their stake in Abbott Laboratories (NYSE: ABT). Let us take a closer look into the fund's top 5 positions. You can also compare this portfolio with that of more »

  • A Bargain in Advertising

    By Ted Cooper - April 10, 2013 | Tickers: OMC, IPG, WPPGY

    With the S&P 500 already up 9.5% (including dividends) after the first three months of 2013, bargains are becoming scarce. However, enterprising investors will find opportunity in industries that have not yet been given proper credit by the market.

    Advertising agencies are one such industry. Although some stocks in the industry have risen faster than the market, the industry is comprised of attractive businesses with strong long-term operating more »

  • Boost Your Returns With These Marketing Stocks

    By Shweta Dubey - April 8, 2013 | Tickers: LAMR, OMC, RLOC

    The melodramatic alteration in the way people watch media coupled with a slowdown in ad-spend due to gloomy economic conditions caused the advertising and marketing industry to suffer over the last four years.

    However, with the economic recovery underway, industry revenue has started increasing again, which warrants a positive outlook for upcoming years as this market adapts to the changing environment.

    I expect that this year will be a turnaround more »

  • A Bargain in Advertising

    By Ted Cooper - April 8, 2013 | Tickers: OMC, IPG, WPPGY

    With the S&P 500 already up 9.5% (including dividends) after the first three months of 2013, bargains are becoming scarce. However, enterprising investors will find opportunity in industries that have not yet been given proper credit by the market.

    Advertising agencies are one such industry. Although some stocks in the industry have risen faster than the market, the industry is comprised of attractive businesses with strong long-term operating more »

  • Boost Your Returns With These Marketing Stocks

    By Shweta Dubey - April 2, 2013 | Tickers: LAMR, OMC, RLOC

    The melodramatic alteration in the way how people watch media and slowdown in ad-spend due to gloomy economic scenario have caused Advertising & Marketing industry to suffer since last four years. However, with the economic recovery the revenues have started increasing again and it indicates a positive outlook for upcoming years, as this industry adapts to the changing environment. I expect that 2013 will be a turnaround time for the advertising more »

  • Professional Services and Going Public?

    By Boris Kreiman - March 28, 2013 | Tickers: ACN, BAH, OMC

    Professional services, once a staid solidly profitable white-shoe industry, has been upended since the two recessions of the 21st century and the implications of Sarbanes-Oxley regarding possible conflicts of interest. In white paper “The Seven MegaTrends of Professional Services,” Ross Dawson of Advanced Human Technologies highlights those challenges Professional services players, ranging from law firm Dewey LeBouf to management consultant Monitor Group founded by brand name Michael Porter, filed more »

  • Top 5 Advertising Companies Loved by Hedge Funds

    By Meena Krishnamsetty - January 30, 2013 | Tickers: FMCN, LAMR, NCMI, OMC, IPG

    Hedge fund activity is an essential indicator for individual investors to follow. On an aggregate level, the smart money’s sentiment can be used as a screening technique to determine which stocks are the best investments in a particular industry. At Insider Monkey, our empirical research shows that individuals who mimic hedge funds can beat the market by double-digits annually (see the details of our market-beating strategy here).

    S&P more »

  • This is as Close as it Gets to a Sure Thing

    By Ted Cooper - December 20, 2012 | Tickers: LAMR, OMC, IPG

    Investors usually make decisions more complicated than they need to be. The easiest way to be successful in the long run is to only buy into the 'obvious' situations. Obvious situations involve companies with durable competitive advantages trading at a high free cash flow yield. By high yield, I mean above 10%; great companies should not yield 10%, they should trade closer to 6% in most years. Luckily for the more »

  • The Advertising Sector: The Breakdown

    By Chris Hodge - October 17, 2012 | Tickers: FB, FMCN, OMC, IPG | Editor's Choice

    Advertising is as large a part of our modern society as anything. It may even be bigger than air. When someone starts selling "premium" air, I don't even know what will happen. But until then, I feel like getting into an industry that's everywhere at once. While a lot of advertising groups are either privately held or simply sections of a larger company, there actually is a niche more »

  • Can You Trust Your Stock Screener?

    By Chris Hodge - October 17, 2012 | Tickers: AFL, FMCN, OMC, IPG

    How do you find great stocks to invest in? I use a screener, personally. For the record, the most reliable screening method for stocks is still EDGAR. But for most of us, going through the literally thousands of available choices and reading all of the available information on each company is a bit of a headache. So we resort to stock screeners, where we can put in a set of more »

  • Is Omnicom a Good Stock to Buy?

    By Meena Krishnamsetty - October 10, 2012 | Tickers: FMCN, LAMR, OMC, IPG, WPPGY

    When economic growth starts to pick up, Omnicom Group Inc. (NYSE: OMC) might be one of the first companies to know. Advertising budgets typically get cut once businesses start encountering trouble, and rebound once they start believing that there is more customer demand to be satisfied. When enough businesses start coming to the same conclusion, it shows up at advertising agencies like Omnicom- explaining why the stock tends to react more »

  • Cyclical Events Dominate WPP’s Revenue

    By Peter Pham - September 7, 2012 | Tickers: OMC, SPY, IPD, TM

    The world’s leading advertising company, Ireland’s WPP, released its first half results for the current year.  While profits increased by 12% year over year, WPP reduced its annual growth forecast from 4% to 3.5%, based on the worry that American and Western European customers are becoming increasingly cautious with their marketing budgets.

    Revenues went up by 5.5% year over year to $7.8 billion.  However, WPP more »

  • 5 'Smart Money' Buy Ideas For 2012

    By Robert Fisher - January 13, 2012 | Tickers: AIG, ISCA, MRCY, OMC, SPLS

    This article takes a look at five stocks that appear in multiple guru portfolios, and that, on a discounted cash flow basis, are undervalued. While this doesn’t make them ‘bulletproof’, most of us take comfort in knowing that some highly regarded investors have taken the plunge and that shares are selling at a discount. We’ll see how these “guru” picks stack up to a competitor and gather insights more »

  • An Overview Of Richard T. Cunniff's Best Yielding Stock Holdings

    By DividendYields - January 8, 2012 | Tickers: BDX, GLW, OMC, RBA, WMT

    Here is an overview of Richard T. Cunniff’s best yielding portfolio holdings as of Q3/2011 (September 30, 2011). His portfolio has 35 stocks with a total worth of $3 billion. The Fund's investment objective is long-term growth of capital. In pursuing this objective, the fund focuses principally on common stocks that it believes are undervalued at the time of purchase and have potential for growth. His portfolio more »

  • Price The Market Part 10

    By Glen Bradford - December 9, 2011 | Tickers: CMG, JCP, NFLX, JWN, ORLY, OMC, RL

    Hi, my name is Glen Bradford and I decided to price all of the companies in the S&P500. Here we go!