Q: Hi 5i Team - In an answer to a recent question re Illumine you mentioned that many other advertising companies are doing better and posting improved guidance. Could you provide the names of a few of these along with what would be your top two or three picks in this field. Thanks.
5i Research Answer:
TTD is doing very well, both stock wise and with fundamentals. It would be our favourite. Valuation is quite high, however. PERI is doing fine and is quite cheap. OMC does not have the same momentum as the others but is cheap and growing.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in TTD.