Out Fox The $treet

The recent weakness in advertising technology-related IPOs has reached a level where other firms will likely delay IPO plans. Typically, companies don’t go public when pricing below the original mid-point, yet the sector has seen several IPOs price anyway. Even worse, these stocks have performed badly after pricing, further compounding the problem. While Bloomberg suggests the online ad dominance of Google (NASDAQ: GOOG ) is the leading cause of the more » Disclosure: Long TRMR. Please review the disclaimer page for more details. 

One of the biggest reasons given for overlooking the recent IPOs of video ad-technology firms has been the threat of competition especially from Google ( GOOG ). Stocks from Marin Software ( MRIN ) to Tremor Video ( TRMR ) to last week's IPO of YuMe ( YUME ) have suffered due to market misconceptions of weakness . In the case of Tremor Video, the company reported smashing Q2 2013 results that easily crushed analyst estimates signaling that competition exists, but no different than it has been in its nearly decade of existence. Tremor Video is a leader in providing technology-driven video advertising solutions enabling brand advertisers to engage consumers across internet-connected devices such as smartphones and tablets. The company along with the sector is surging as the availability of high-speed broadband network infrastructure capable of video consumption grows on a daily basis. Read the full article at Seeking Alpha. Disclosure: Long TRMR. Please revie...