MKM: Good Things Ahead For Internet Stocks In 2015

Barron’s, By Teresa Rivas | December 12th, 2014 (Read article)

On Thursday, RBC Capital Markets’ Mark Maheney wrote that he could name 10 reasons why internet stocks are poised for outperformance in 2015.

Today, MKM Partners Rob Sanderson is similarly optimistic, writing that he expects “a solid bounce-back year” for the internet sector.

Sanderson writes that the darlings of 2013—high-growth stocks leveraged to the mobile internet—have suffered year to date, as slower user metrics have investors questioning this thesis.