ValueClick is one of the largest pure Internet marketing firms. While competition is strong and management is less-than-stellar, ValueClick's price, excellent business model, and potential to be acquired make it a tepid buy.
Sequoia's (Ruane, Cunniff & Goldfarb) Q1 portfolio has been filed. New or increased positions include OMC, MA, BER, GOOG, KALU, MGA, KFT, GGG, CAT, VMC, AXP, WMT, BRKb, etc.
Omnicom is the world's largest integrated marketing and advertising firm. It's size and talent, along with strong financial performance, make it a solid MFI pick.
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