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Omnicom: The Thesis Is Close To Shifting To Options

May 04, 2021 12:50 PM ETOmnicom Group Inc. (OMC)1 Comment


  • Omnicom has been on an incredible journey since the COVID-19 pandemic came, and made investors think advertising companies are dead.
  • Since my original Corona Discount article, OMC has delivered returns that by far outperform the overall market.
  • While the company has appreciated massively, potential growth ensures a continued, 9-10% potential future annual rate of return. I wouldn't necessarily invest here, but I see potential, nonetheless.
  • Omnicom remains a "BUY", albeit a careful one. Another 4-5% increase in share price is enough to make it a "HOLD" from this point onward.
AWXII - Day 1
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Omnicom (NYSE:OMC) is an investment I can look back upon with pleasure, given the RoR that's been delivered in around 12 months.

(Source: Omnicom Article)

I've consistently stayed positive throughout this company's recovery, for two simple reasons - valuation and fundamentals. While share price

This article was written by

Wolf Report profile picture

Wolf Report is a senior analyst and private portfolio manager with over 10 years generating value ideas in European and North American markets.

He is a contributing author for the investing group iREIT on Alpha where in addition to the U.S. market, he covers the markets of Scandinavia, Germany, France, UK, Italy, Spain, Portugal and Eastern Europe in search of reasonably valued stock ideas. Learn more.

Analyst’s Disclosure: I am/we are long OMC. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advice. It may be structured as such, but it is not financial advice. Investors are required and expected to do their own due diligence and research prior to any investment. Short-term trading, options trading/investment and futures trading are potentially extremely risky investment styles. They generally are not appropriate for someone with limited capital, limited investment experience, or a lack of understanding for the necessary risk tolerance involved. I own the European/Scandinavian tickers (not the ADRs) of all European/Scandinavian companies listed in my articles. Option Disclosure: May write a PUT for OMC within the next 72 hours.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (1)

A good, well researched article as usual - vintage Wolf Report. Particularly appreciate the update because I took a ,66% position in OMC about 2 months ago and am up 7% with a 3,5% yield. Until early March I was heavily invested in growth stocks to the likes of CRWD, CURI, FTCH, PLTR, CRM etc. I needed to rotate fast so sold all of the aforementioned down to small holding positions and used the proceeds to buy value stocks recommended by yourself. So I bought Aflac, more AT&T, Cardinal Health, more Citi, GD, more JNJ, LEG, Omnicom, PNW, PRU and SO. And do you know they have all been good, safe buys to a greater extent, giving my main portfolios more of a balanced look and better income to boot. TROW and Henkel are now on my radar. Once again thank you and please know what a help you have been in this crazy, volatile market!
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