We are initiating coverage of the Internet Advertising sector with BUY ratings on Amazon, The Trade Desk, Facebook, and Twitter, and HOLD ratings on Google, Snap, and Pinterest. It pays to be selective in today's environment. Our proprietary surveys are supportive of the ad environment through early 2Q, particularly at TTD and AMZN and we think can be a critical part of investor's mosaics. TTD in incredibly well-positioned as they hit an inflection point in connected TV advertising, and AMZN's move to one-day retail is the beginning of another disruptive journey for retail.
Enjoying This Commentary? There's More to Love
Subscribe to MediaVillage to receive email alerts featuring the latest content on advertising, media/TV, and marketing strategies and trends, including exclusive The Myers Report research findings.