The Green Dollar

Digital media

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Further thoughts on digital media

Digital media preferences: Consideration: high speed Internet Better mobile information access option: IPod does not support Microsoft silverlight, making browsing e-paper difficult unable to download full paper to browse on iBooks software. Like PDF version For promo news and ads: housewives and women News feed versions good for business people only: usually in their 30s … Continue reading

Blackrock: Profile

Blackrock is focused on companies that

1. have individual stock specific catalysts to release additional value

2. benefit the most from an improvement in the macro environment, through either higher oil prices or increased industry capital expenditure.

3. oil services

(Backdrop of oil price driven earnings revisions is a positive one, there are many company-specific factors to highlight even in flat price environemnt. Companies that are low-cost producrs and have strong resource positions, and high impact exploration programmes that are attracting value.)

For more information, contact:
Robin Batchelor, MD, portfolio manager and joint chief investment officer of blackrock's natural resources equity team, or Poppy Allanby: fund manager of Blackrock's natural resources equity team.