In his article, Josh Shatkin-Margolis contends search lacks persuasion and is wasted on convincing consumers that they are making the right decision. He couldn't be more wrong.
Saturday, 30 April 2011
Um, No, Search Is Not The 'Worst' Form of Advertising
In his article, Josh Shatkin-Margolis contends search lacks persuasion and is wasted on convincing consumers that they are making the right decision. He couldn't be more wrong.
Why You Should Invest In Guns, Funeral Homes, And Colleges (CPLA, RGR, SCI, TSFAX, MORN, LZ, BRK, A, NEU)
NEW YORK (TheStreet) -- The Russell 2000 Index of small companies is hitting new highs, heightening awareness of Capella Education(CPLA), Sturm, Ruger(RGR), Service Corp.(SCI) and other stocks, says Jonathan Moody, manager of the Touchstone Small-Cap Core Fund(TSFAX).
The $199 million mutual fund has returned 10.4% this year, putting it in Morningstar's(MORN) 34th percentile for small-blend funds. Over the past year, the fund has risen 22%, also better than two-thirds of its rivals.
Welcome to TheStreet's Fund Manager Five Spot, where America's top mutual fund managers give their best stock picks and views on the market in a five-question format.
Why should investors chase small-cap stocks if they are hitting new highs?
Moody: When we look at the overall equity space, equities are way undervalued relative to bonds. Cash on corporate balance sheets today is at 50-year highs. A lot of companies are going to have a hard time showing organic growth, so they are going to put that cash to work by buying smaller companies. Most of that M&A will occur in small to mid-sized names.
For-profit education stocks have come under a lot of scrutiny from the government, so why do you like Capella?
Moody: Capella is a best-in-class operator. It's about an $800 million company with around $200 million in cash. It generates a nice amount of cash flow. And when we look at their student profile, we see that about 80% of their students are at the graduate level. That means they are probably already employed and going back to school to get advanced degrees to increase their earnings. We also like the fact that they are 100% online so it's almost like a publishing model where they have high incremental returns on capital.
Why is now a good time to own gunmaker Sturm, Ruger?
Moody: We like Sturm, Ruger because management there has done a phenomenal job in transitioning that company to lean manufacturing. That's important for the company because it increases their ability to manufacture new products. If you look at the most recent quarter, about 29% of their sales came from new products. Last year, it was 25%, so they are doing a good job generating nice amounts of cash and returning that excess cash to shareholders.
The funeral-services business is fragmented and plagued by unsuccessful roll-ups. Why should an investor want own Service Corp. -- or be in that space at all?
Moody: Service Corp. is one of the largest players in the death-care business. What we like about them is that they have been facing a declining death rate, but the fact of the matter is that 65-and-older is the fastest age group in America. So, eventually, Service Corp. will benefit as the death rate ticks up, and it has in the last few quarters. We like that it is generating a huge amount of cash with about a 9% free cash flow yield. They are taking that excess cash flow and buying back stock and delivering. They are very well-positioned.
Everybody is talking about Lubrizol(LZ) because of the big Berkshire Hathaway(BRK-A) purchase, but you like its competitor NewMarket(NEU).
Moody: We have owned NewMarket for some time. They are a close competitor to Lubrizol. It's an oligopoly, so the pricing is stable. They make lubricant-fuel additives that are used in engine oils and transmission fluids and things of that nature. Despite the price of the stock being bumped up when Berkshire bought Lubrizol, NewMarket has a long way to go. It's generating a tremendous amount of cash. They are buying back stock. They just increased their dividend by 36%. It's a very well-run company, and management seems to run it in a very shareholder-friendly way.
This post originally appeared at TheStreet.
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IKEA: Tetris
Create more space
Advertising Agency: Raynet-Ogilvy, Shenyang in the Liaoning, China
Creative Director: Shangkui Jin
Art Director / Copywriter / Illustrator: Shuang Xie
Published: March 2011
Find a creative new logo for your company at StockLogos.com. Customization is free.
Source: http://adsoftheworld.com/media/print/ikea_tetris
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Friday, 29 April 2011
Banking on a New Business Model
How an online party glassware company saved its business by revamping how it goes to market. 
Source: http://feedproxy.google.com/~r/entrepreneur/latest/~3/u4JlGMebQ2c/219530
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Media Decoder: Is There a Ford (News Conference) in Your Future?
Ford owners find themselves in front of the camera as part of the automaker's new ad campaign.
Source: http://feeds.nytimes.com/click.phdo?i=fe853a287cab28016140f54d56954c99
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Sony Says PlayStation Hacker Got Personal Data
The company said an ?unauthorized person? had obtained information, possibly including credit card numbers.
Source: http://feeds.nytimes.com/click.phdo?i=8eb3a832d519886670b1b4baa73e78b7
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Advertising: For All Those Who Aren?t on the Royal Guest List
All sorts of marketers, whether they?re selling kitchen staples, posters or pizza, are capitalizing on the royal wedding. For some consumers, it has gone a bit too far.
Source: http://feeds.nytimes.com/click.phdo?i=784c63118ad7a1f41ba1250aa76dbf42
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The Media Equation: War, in Life and Death
Tim Hetherington and Chris Hondros, who were killed last week covering the fighting in Libya, used their cameras to communicate the human suffering of war.
Source: http://feeds.nytimes.com/click.phdo?i=02c4792943b22972a526cbdc1d9c1116
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Thursday, 28 April 2011
AdLab in Snapshots
Explore the visual side of AdLab's archives with Blogger's cool newly released Snapshots view.
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Old Spice, New Ad
The new Old Spice guy is a bit like Chuck Norris and a bit like James Bond meeting Indiana Jones. You don't fully enjoy danger if you smell like fear... Well done WK! You can get some insights about the...
Source: http://feedproxy.google.com/~r/Adverblog/~3/uo5SWBPueFc/004473.htm
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Interview Series V7 - Oscar Erlandsson
Up next in our interview series is Oscar Erlandsson, Strategy Director at multi-award winning agency Lowe Brindfors in Sweden. Q1. What is the number one thing about your job that gets you out of bed in the morning? How things...
Source: http://feedproxy.google.com/~r/Adverblog/~3/HzTeplFKMQc/004471.htm
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The Hard Sell: Lucozade Sport
'The boundary between sport and art is torn down with a vigour unmatched since Bobby Charlton toured China with the Bolshoi in 1972'
In a warehouse, a bold experiment is taking place. This gritty urban space ? hired for the night by Lucozade ? is playing host to a performance that will harness for the first time the powers of boxing, rapping and pop-punk drumming. Yes, the boundary between sport and art torn down with a vigour unmatched since Bobby Charlton toured China with the Bolshoi in 1972. The drumming is by Travis Barker, skinsman of Blink-182. He's a 35-year-old millionaire with his own fish taco franchise, but when the call came from Lucozade to kick down the walls, he leapt on the opportunity like a man with a debut solo album to promote. He is joined on raps by Mr 2010 Tinie Tempah, and by Irish boxer Katie Taylor on punchbag.
Finding the right words to describe the output of these stars' combined energies is difficult: punchy hip-hop? Pop-punk-pugilism? Three very different disciplines that might loosely be defined as cool, lumped together for the sake of shifting a drink formerly branded as "body fuel"? It may be this last description that's the most pertinent. It's fair to say that the suspicion has prevailed for some time that, despite the advertising, it's not only elite athletes who drink Lucozade Sport. That kids spotted tugging on the bottles at bus stops have not just completed a triathlon. What this advert does, through the medium of cross-discipline performance, is to show that, really, we're all athletes. She might be a boxer, he might be a drummer, you might be a bloke with an Xbox and his hands down his pants, but we all need energy. And where better to find it than in a bottle with its own teat?
See the ad here
guardian.co.uk © Guardian News & Media Limited 2011 | Use of this content is subject to our Terms & Conditions | More Feeds
Source: http://www.guardian.co.uk/tv-and-radio/2011/apr/23/the-hard-sell-lucozade-sport
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Soon All Shoppers Will Be Mobile Shoppers
The entire digital marketing world is quickly converging on mobile -- and for good reason. That's because the mobile phone is quickly becoming Americans' favorite shopping partner.
Source: http://feedproxy.google.com/~r/AdvertisingAge/LatestNews/~3/HeLXdPcGRjQ/post.php
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Amarin Bookshops: Toilet
You're better off with a book.
Advertising Agency: McCann Worldgroup Bangkok, Thailand
Creative Director: Chinnawut Awakul
Art Director: Winna Kiao-On
Copywriter: Arnicknard Krobnoparat
Illustrators: Ploy Lumthong, Tripuck Supawattana
Published: February 2011
Learn how to do great ads like this on Creative Pro.
Source: http://adsoftheworld.com/media/print/amarin_bookshops_toilet
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Wednesday, 27 April 2011
Last Day for Staff at Modernista Is Friday
After more than a decade as a force in the Boston ad market, indie agency Modernista is now officially closing its doors. The last day for staff will be this Friday, and Founder and Executive Creative Director Gary Koepke plans to wind up client business by May 15. 
Source: http://feedproxy.google.com/~r/AdvertisingAge/LatestNews/~3/GN9BpQLBiJM/article.php
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