Chris S

Is Online Advertising Heading Off a Cliff?

I wouldn't go so far to say that the online advertising market won't be affected by the downturn. The largest buyers of ads online are autos and financials, neither of which are doing particularly well right now.

That said, I do think that certain plays are a steal right now, specifically SCOR, VCLK, and OMTR. Plays that enable a company to get more out of the dollars they do invest online seems like they would do well when everyone starts to penny-pinch. All three have been beaten hard by the markets recently and can be picked up on the cheap.