Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Can The Roll-Up Strategy At MDC Partners Keep Rolling?

If you snooze in a bull market, you lose. I had intended to look into MDC Partners (NASDAQ:MDCA) back in the summer and didn't get around to it. The stock is up about 100% since then, which makes that a pretty expensive delay.

Although I don't think MDC Partners is going to double again over the next six months, I do think this stock has room to rise from here. I expect the company to continue to post organic growth well ahead of the industry average and identify acquisition opportunities outside North America that can expand the business further. The advertising industry has its ups and downs and this company remains on the outside of the ruling oligarchy,...

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