Dual tailwinds propel media stocks: OML, APO, QMS

Robert Frost

OC Funds Management

Exposure to the out-of-home media thematic, namely APN Outdoor (ASX:APO), oOh!Media (ASX:OML) and QMS Media (ASX:QMS), has proven to be extremely rewarding for investors throughout the 2015 calendar year. These stocks have each experienced ongoing positive share price momentum into December, posting double-digit gains for the month. Despite the strong share price performance, we remain attracted to these companies longer term. All three are benefiting from dual tailwinds, namely an increasing audience driven by a rising population that is increasingly ‘out and about’ (while competing mediums, such as television and print, face structural decline) and a strong revenue and margin uplift that comes from converting static billboards to digital billboards. (VIEW LINK)


1 stock mentioned

Robert Frost
Head of Investments
OC Funds Management

Robert was appointed Head of Investments in 2009 and has been a Portfolio Manager since joining OC Funds Management in 2001. Robert is also an Executive Director of parent company, Copia Investment Partners.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.