Invest In The Best Media Companies With This Dynamic ETF (PBS)

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September 22, 2009 11:11am ETF BASIC NEWS NYSE:PBS

online-advertisingBrandon Clay From Invest With An Edge Writes “Traditional media has been in upheaval for over a decade. The shift of advertising dollars from print to online is continuing to affect newspapers, magazines, yellow


 pages, and more.  The Wall Street Journal blames the slowdown in online advertising growth on the economy, not underlying factors in their business model. If Fed Chairman Ben Bernanke is right about the U.S. pulling out of recession, we should see an uptick in online media growth. Here are a few ideas to to play the potential resurgence.”

“Back in July we discussed a new search engine: Bing. The brainchild of Microsoft (MSFT), Bing is actually a re-branding of MSN/Live search. Since its well-touted (and amply funded) launch, Bing has been eating into Google’s enormous search market share.  MSFT is dedicating a lot of resources to catch up with Google.   Microsoft made a smart move by focusing on search and search advertising. Growth dollars are there for the taking, especially with their new search deal with Yahoo,” Clay Reports.

“Yahoo (YHOO) recently made news when new CEO Carol Bartz downplayed the company’s search engine by saying, “We have never been a search company.” In context, Bartz was underscoring Yahoo’s efforts to build websites and communities while not focusing completely on search. She is is right about one thing: search is not the only place for online media growth. Consumers and businesses may use search engines to find things, but they spend most of their online lives at websites. Think Facebook, Twitter, DrudgeReport, and Yahoo. Bartz thinks building up those online assets will have a higher payoff that an improved search engine,” Clay Reports.

Clay Continues “This brings us to Google (GOOG).  Betting against the Googleplex hasn’t been a good move very often, and there’s good reason not to do it this year. Still holding 65% of the online search engine market, GOOG is also expanding its ad network to emphasize display advertising such as banners, videos and partner websites. Display advertising is Yahoo’s playground, but Google wants a slice of the pie as well.  The question is whether is they can do it well while maintaining their position in search advertising.”

If individual stocks are not your thing, check out PowerShares Dynamic Media (PBS). This ETF holds a mixture of traditional and new media companies.  Top holdings include Google, Comcast, News Corp, Viacom, and Disney.  PBS is up more than 40% this. We still like the prospects for online media.  (PBS) is an easy way to play this sector.

Visit Invest With An Edge: HERE

The investment (PBS) seeks investment results that correspond generally to the price and yield, before fees and expenses, of an equity index called the Dynamic Media Intellidex. The fund normally invests at least 80% of assets in common stocks of media companies. It may invest at least 90% of assets in common stocks that comprise the Media Intellidex. The Intellidex is comprised of 30 U.S. media companies. It is nondiversified.

TOP 10 HOLDINGS (PBS) ( 47.18% OF TOTAL ASSETS)  
 
Company Symbol % Assets
Comcast Corporation (CMCSA) 4.9
Google Inc. (GOOG) 4.82
HARTE HANKS INC (HHS) 3.18
Liberty Media Corporation (LMDIA) 5.26
  (NWSA) 4.8
The DIRECTV Group, Inc. (DTV) 5.23
TIME WARNER INC NEW (TWX) 5.17
VALASSIS COMMUN INC (VCI) 4.37
Viacom, Inc. B N/A 4.74
WALT DISNEY-DISNEY C (DIS) 4.71

 

 

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