Veronis, Suhler, Stevenson Media 100 Index:
Dec. 27, 2002
|
The media investment bank Veronis, Suhler, Stevenson last week rolled out a media index -- something needed for quite awhile, if professional fund managers are correct. The VSS 100 Index covers a dozen subsectors of media, with stocks weighted by share price. Year-to-date, the stocks that make up the index are down about 5 percent collectively -- a much better performance than the S&P 500's 23 percent decline.
|
Symbol
|
Stock
|
Segment
|
Dec. 27 close
|
Dec. 31, 2001
|
YTD Change
|
|
|
ADVO INC |
Advert. & Mkting |
$32.92
|
$43.00
|
-23.4%
|
|
|
CATALINA MARKETING |
Advert. & Mkting |
$18.07
|
$34.70
|
-47.9%
|
|
|
GREY GLOBAL GROUP |
Advert. & Mkting |
$604.00
|
$666.75
|
-9.4%
|
|
|
HARTE-HANKS |
Advert. & Mkting |
$18.29
|
$18.78
|
-2.6%
|
|
|
INTERPUBLIC GR OF COS |
Advert. & Mkting |
$13.62
|
$29.54
|
-53.9%
|
|
|
LAMAR ADVERTISING |
Advert. & Mkting |
$33.44
|
$42.34
|
-21.0%
|
|
|
OMNICOM GROUP |
Advert. & Mkting |
$62.90
|
$89.35
|
-29.6%
|
|
|
OPINION RESEARCH |
Advert. & Mkting |
$5.60
|
$6.64
|
-15.7%
|
|
|
SPAR GROUP |
Advert. & Mkting |
$3.08
|
$1.79
|
72.1%
|
|
|
R.H. DONNELLEY |
Advert. & Mkting |
$28.61
|
$29.05
|
-1.5%
|
|
|
TELETECH HOLDINGS |
Advert. & Mkting |
$7.61
|
$14.33
|
-46.9%
|
|
|
VALASSIS COMMUNICATIONS |
Advert. & Mkting |
$28.59
|
$35.62
|
-19.7%
|
|
|
WEST CORPORATION |
Advert. & Mkting |
$16.60
|
$24.94
|
-33.4%
|
| |
|
Advert. & Mkting average
|
-17.9%
|
|
|
PENTON MEDIA |
B2B media |
$0.71
|
$6.26
|
-88.7%
|
|
|
PRIMEDIA |
B2B media |
$2.13
|
$4.35
|
-51.0%
|
| |
|
B2B media average
|
-69.8%
|
|
|
ACXIOM |
Business info. svces |
$15.41
|
$17.47
|
-11.8%
|
|
|
BARRA |
Business info. svces |
$30.69
|
$47.09
|
-34.8%
|
|
|
CHOICEPOINT |
Business info. svces |
$38.99
|
$38.02
|
2.6%
|
|
|
CORPORATE EXEC BOARD |
Business info. svces |
$32.51
|
$36.70
|
-11.4%
|
|
|
DUN & BRADSTREET |
Business info. svces |
$34.48
|
$35.30
|
-2.3%
|
|
|
EQUIFAX |
Business info. svces |
$22.59
|
$24.15
|
-6.5%
|
|
|
FAIR ISAAC & CO |
Business info. svces |
$41.78
|
$42.01
|
-0.6%
|
|
|
FIRST AMERICAN |
Business info. svces |
$21.95
|
$18.74
|
17.1%
|
|
|
GARTNER |
Business info. svces |
$9.00
|
$11.69
|
-23%
|
|
|
IMS HEALTH |
Business info. svces |
$15.49
|
$19.51
|
-20.6%
|
|
|
INTERACTIVE DATA |
Business info. svces |
$14.95
|
$14.14
|
5.7%
|
|
|
MOODY'S |
Business info. svces |
$41.63
|
$39.86
|
4.4%
|
|
|
PROQUEST |
Business info. svces |
$19.60
|
$33.91
|
-42.2%
|
|
|
QUINTILES TRANSNATIONAL |
Business info. svces |
$12.00
|
$16.05
|
-25.2%
|
|
|
THE THOMSON CORP. |
Business info. svces |
$26.23
|
$29.66
|
-11.6%
|
| |
|
Business info. svces average
|
-10.7%
|
|
|
SCHOLASTIC |
Consumer books |
$34.81
|
$50.33
|
-30.8%
|
|
|
THOMAS NELSON |
Consumer books |
$10.07
|
$11.10
|
-9.3%
|
| |
|
Consumer books average
|
-20.1%
|
|
|
MARTHA STEWART LIVING |
Consumer magazines |
$10.15
|
$16.45
|
-38.3%
|
|
|
MEREDITH CORP CL B |
Consumer magazines |
$40.35
|
$35.65
|
13.2%
|
|
|
PLAYBOY ENTERPRISES B |
Consumer magazines |
$10.20
|
$16.89
|
-39.6%
|
|
|
READER'S DIGEST ASSOC. |
Consumer magazines |
$14.72
|
$23.08
|
-36.2%
|
| |
|
Consumer magazines average
|
-25.2%
|
|
|
CABLEVISION NY GRP CL A |
Cable, satellite TV |
$16.60
|
$47.45
|
-65%
|
|
|
CHARTER COMMUNIC. A |
Cable, satellite TV |
$1.19
|
$16.43
|
-92.8%
|
|
|
COMCAST SPECIAL STOCK |
Cable, satellite TV |
$22.27
|
$36.00
|
-38.1%
|
|
|
COX COMMUNIC. CL A |
Cable, satellite TV |
$28.47
|
$41.91
|
-32.1%
|
|
|
ECHOSTAR |
Cable, satellite TV |
$21.97
|
$27.47
|
-20.0%
|
|
|
GEMSTAR-TV GUIDE INTL |
Cable, satellite TV |
$3.19
|
$27.70
|
-88.5%
|
|
|
HUGHES ELECTRONICS GM CL H |
Cable, satellite TV |
$10.50
|
$15.45
|
-32%
|
|
|
INSIGHT COMMUNIC. |
Cable, satellite TV |
$12.22
|
$24.16
|
-49.4%
|
|
|
LIBERTY MEDIA CORP A |
Cable, satellite TV |
$8.45
|
$13.79
|
-38.7%
|
|
|
MEDIACOM COMMUNIC. A |
Cable, satellite TV |
$8.75
|
$18.26
|
-52.1%
|
|
|
PEGASUS COMMUN CORP CL A |
Cable, satellite TV |
$1.26
|
$10.41
|
-87.9%
|
|
|
RCN |
Cable, satellite TV |
$0.60
|
$2.93
|
-79.5%
|
| |
|
Cable, satellite TV average
|
-56.3%
|
|
|
CAREER Educ. |
Educ. & training media |
$40.46
|
$34.28
|
18.0%
|
|
|
DEVRY |
Educ. & training media |
$16.17
|
$28.45
|
-43.2%
|
|
|
Educ. MANAGEMENT |
Educ. & training media |
$38.07
|
$36.25
|
5.0%
|
|
|
ITT Educ.AL SERVICES |
Educ. & training media |
$23.36
|
$18.43
|
26.7%
|
|
|
JOHN WILEY & SONS - A |
Educ. & training media |
$23.11
|
$23.03
|
0.3%
|
|
|
MCGRAW-HILL |
Educ. & training media |
$59.95
|
$60.98
|
-1.7%
|
|
|
PROVANT INC |
Educ. & training media |
$0.12
|
$0.55
|
-78.2%
|
|
|
SYLVAN LEARNING SYS INC |
Educ. & training media |
$15.99
|
$22.07
|
-27.5%
|
| |
|
Educ. & training media average
|
-12.6%
|
|
|
ACTIVISION INC |
Entertainment |
$14.01
|
$26.01
|
-46.1%
|
|
|
AOL TIME WARNER INC |
Entertainment |
$12.44
|
$32.10
|
-61.2%
|
|
|
ELECTRONIC ARTS INC |
Entertainment |
$51.50
|
$59.95
|
-14.1%
|
|
|
FOX ENTERTAINMENT GROUP |
Entertainment |
$25.34
|
$26.53
|
-4.5%
|
|
|
GAYLORD ENTERTAINMENT CO |
Entertainment |
$20.49
|
$24.60
|
-16.7%
|
|
|
METRO-GOLDWYN-MAYER INC |
Entertainment |
$13.13
|
$21.90
|
-40.0%
|
|
|
MARVEL ENTERPRISES INC |
Entertainment |
$8.64
|
$3.80
|
127.4%
|
|
|
PIXAR |
Entertainment |
$53.29
|
$35.96
|
48.2%
|
|
|
VIACOM INC NON-VOT B |
Entertainment |
$40.30
|
$44.15
|
-8.7%
|
|
|
WALT DISNEY CO THE |
Entertainment |
$16.01
|
$20.72
|
-22.7%
|
|
|
WORLD WRSTLNG ENTRTNMNT |
Entertainment |
$8.31
|
$13.15
|
-36.8%
|
| |
|
Entertainment average
|
-6.9%
|
|
|
ALLOY INC |
Consumer Internet |
$11.15
|
$21.53
|
-48.2%
|
|
|
CNET NETWORKS INC |
Consumer Internet |
$2.65
|
$8.97
|
-70.5%
|
|
|
DOUBLECLICK INC |
Consumer Internet |
$5.75
|
$11.34
|
-49.3%
|
|
|
OVERTURE SERVICES INC |
Consumer Internet |
$28.61
|
$35.43
|
-19.2%
|
|
|
YAHOO! INC |
Consumer Internet |
$16.58
|
$17.74
|
-6.5%
|
| |
|
Consumer Internet average
|
-38.8%
|
|
|
DOW JONES & CO INC CL CM |
Newspapers |
$42.55
|
$54.73
|
-22.3%
|
|
|
E.W. SCRIPPS CO CL A |
Newspapers |
$75.62
|
$66.00
|
14.6%
|
|
|
GANNETT CO INC |
Newspapers |
$70.85
|
$67.23
|
5.4%
|
|
|
JOURNAL REGISTER CO |
Newspapers |
$17.48
|
$21.04
|
-16.9%
|
|
|
KNIGHT-RIDDER INC |
Newspapers |
$61.77
|
$64.93
|
-4.9%
|
|
|
LEE ENTERPRISES INC CL B |
Newspapers |
$32.56
|
$36.37
|
-10.5%
|
|
|
MCCLATCHY COMPANY CL A |
Newspapers |
$56.40
|
$49.83
|
13.2%
|
|
|
MEDIA GENERAL CL A |
Newspapers |
$59.15
|
$47.00
|
25.9%
|
|
|
NEW YORK TIMES CO CL A |
Newspapers |
$44.51
|
$43.25
|
2.9%
|
|
|
PULITZER INC |
Newspapers |
$44.70
|
$51.00
|
-12.4%
|
|
|
TRIBUNE CO |
Newspapers |
$44.47
|
$37.43
|
18.8%
|
|
|
WASHINGTON POST CO CL B |
Newspapers |
$718.29
|
$530.00
|
35.5%
|
| |
|
Newspapers average
|
4.1%
|
|
|
CLEAR CHANNEL COMM |
Radio |
$37.38
|
$50.91
|
-26.6%
|
|
|
COX RADIO |
Radio |
$22.66
|
$25.48
|
-11.1%
|
|
|
EMMIS COMMUNIC. CL A |
Radio |
$20.86
|
$23.64
|
-11.8%
|
|
|
ENTERCOM COMMUNIC. |
Radio |
$45.87
|
$50.00
|
-8.3%
|
|
|
SPANISH BRDCSTNG SYS A |
Radio |
$7.25
|
$9.89
|
-26.7%
|
|
|
WESTWOOD ONE |
Radio |
$37.59
|
$30.05
|
25.1%
|
| |
|
Radio average
|
-9.9%
|
|
|
ACME COMMUNICATIONS INC |
Television |
$7.28
|
$6.74
|
8.0%
|
|
|
BELO CORPORATION CL A |
Television |
$21.11
|
$18.75
|
12.6%
|
|
|
FISHER COMMUNICATIONS |
Television |
$52.20
|
$44.00
|
18.6%
|
|
|
GRAY TELEVISION INC |
Television |
$9.87
|
$13.88
|
-28.9%
|
|
|
HEARST-ARGYLE TV INC |
Television |
$22.93
|
$21.56
|
6.4%
|
|
|
LIBERTY CORP (THE) |
Television |
$36.61
|
$41.15
|
-11.0%
|
|
|
PAXSON COMMUNICATIONS CP |
Television |
$2.05
|
$10.45
|
-80.4%
|
|
|
SINCLAIR BROADCAST |
Television |
$11.65
|
$9.46
|
23.2%
|
|
|
UNIVISION COMMUNICATIONS |
Television |
$24.94
|
$40.46
|
-38.4%
|
|
|
YOUNG BROADCAST. CL A |
Television |
$12.00
|
$17.95
|
-33.1%
|
| |
|
Television average
|
-12.3%
|
|
