"Everyone has a plan 'till they get punched in the mouth" - Mike Tyson

April 01, 2014

Mobile marketing? Yes please

Mobile marketing is becoming more important than regular web marketing because you're generally out and about when using the mobile web.  There are some companies here with good technicals, small floats and a products to compete in this space.

We'll start with this HHS.  Albeit VERY late, they are building a biz around web marketing.  Also they pay a 3.8% dividend with plenty of cash to cover it in the near term.

There's a kicker here.  In their last call they mentioned their strongest segment was call center support for Blue Cross due to Obamacare enrollment.  They expect that business to be strong until Q4.  

That strength could drive the stock over the next quarter or two and give us a call option on the web marketing biz while paying us to wait.  That sounds pretty damn good to me.  Finally, notice the chart is displaying a monster head and shoulders bottom with consistent accumulation thus far in 2014.


Marchex main business is a mobile advertising and call analytics platform.  This thing just left a monster double bottom pattern and recently re-tested the breakout via a sharp gap down.  Thus far, buyers have shown up.


MKTO offers software for web marketing management.  A sharp falling wedge is breaking with bullish momentum divergences on the most recent lows.  This may only be worth a trade to the 50D with all the distribution recently piling up.


VOCS is another one with software that allows you to manage social media marketing campaigns.  It recently broke a sharp two year down trend.  While there is plenty of resistance above, there are only 20 million shares floating with 10% short.



I have no positions here, but they are all under consideration. I don't think you can go that wrong with any of them here and now, but HHS and MCHX are the most intriguing.  Good Trading!

Reminder:

All ideas shown on this blog represent the authors opinion based on the data available.