THE BULL MARKET ISN’T OVER. 
IT’S CHANGING. 
We believe three types of companies 
are likely to thrive.
Organic Revenue 
Generators 
Companies that can increase sales without 
spending a lot on hiring or capital equipment.
Organic Revenue 
Generators 
CONTENT/MEDIA 
About 10 Major Media Companies Control 
95% OF PAID 
GLOBAL 
CONTENT1 
1. Sour...
Organic Revenue 
Generators 
E-COMMERCE 
Online sales as a % of total retail sales2 
2. Source: Citi Research, Euromonitor...
Efficiency Vendors 
Companies that sell efficiency or 
productivity to other firms.
Efficiency Vendors 
BIG DATA MANAGEMENT 
Annual global Internet traffic may surpass a 
ZETTABYTE 
of data by 2016. That’s ...
Efficiency Vendors 
JUSTIFIED MIDDLE MEN 
“Justified middlemen” are intermediaries who can lower 
total transaction costs ...
Innovators 
Companies whose inventions take costs 
out of a process, or that have built a 
better mousetrap.
Innovators 
ROBOTICS 
From 2013 to 2016, 
the operating stock of 
industrial robots alone 
may grow more than 
20% 4 
4. S...
Innovators 
HYDROFRACKING TECHNOLOGY 
The U.S. and Canada may 
need to build more than 
30,000 
MILES 
of gas pipeline. 
E...
Access “The Bull Market Isn’t Over. It’s Changing.” 
white paper for a deeper dive, or our compelling 
infographic for a q...
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The Bull Market Isn't Over. It's Changing.

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Find out which 3 types of companies we believe are likely to thrive.

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The Bull Market Isn't Over. It's Changing.

  1. 1. THE BULL MARKET ISN’T OVER. IT’S CHANGING. We believe three types of companies are likely to thrive.
  2. 2. Organic Revenue Generators Companies that can increase sales without spending a lot on hiring or capital equipment.
  3. 3. Organic Revenue Generators CONTENT/MEDIA About 10 Major Media Companies Control 95% OF PAID GLOBAL CONTENT1 1. Source: OppenheimerFunds Research.
  4. 4. Organic Revenue Generators E-COMMERCE Online sales as a % of total retail sales2 2. Source: Citi Research, Euromonitor, April 2013. Estimates may not be achieved. 6.5% 10.6% 4.1% 9.6%
  5. 5. Efficiency Vendors Companies that sell efficiency or productivity to other firms.
  6. 6. Efficiency Vendors BIG DATA MANAGEMENT Annual global Internet traffic may surpass a ZETTABYTE of data by 2016. That’s 250 billion DVDs worth of data, or 36,000 YEARS of HD video3 3. Source: http://blogs.cisco.com/news/the-dawn-of-the-zettabyte-era-infographic/. Projection may not be achieved.
  7. 7. Efficiency Vendors JUSTIFIED MIDDLE MEN “Justified middlemen” are intermediaries who can lower total transaction costs by sourcing and distributing high volumes of products to a widely dispersed customer base.
  8. 8. Innovators Companies whose inventions take costs out of a process, or that have built a better mousetrap.
  9. 9. Innovators ROBOTICS From 2013 to 2016, the operating stock of industrial robots alone may grow more than 20% 4 4. Source: International Federation of Robotics, World Robotics 2013: Industrial Robotics. Projection may not be achieved.
  10. 10. Innovators HYDROFRACKING TECHNOLOGY The U.S. and Canada may need to build more than 30,000 MILES of gas pipeline. Enough to circle the world 1.2 times5 5. Source: INGAA Foundation, “Natural Gas Pipeline and Storage Infrastructure Projections Through 2030,” October 2009. Projection may not be achieved.
  11. 11. Access “The Bull Market Isn’t Over. It’s Changing.” white paper for a deeper dive, or our compelling infographic for a quick overview of key data on where to find growth. Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested. Carefully consider fund investment objectives, risks, charges and expenses. Visit oppenheimerfunds.com, call your advisor or 1.800.225.5677 (CALL-OPP) for a prospectus with this and other fund information. Read it carefully before investing. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes and geopolitical risks. Emerging and developing market investments may be volatile. Due to the recent global economic crisis that caused financial di fficulties for many European Union countries, Eurozone investments may be subject to volatility and liquidity issues. Investments in securities of growth companies may be especially volatile. Value investing involves the risk that undervalued securities may not appreciate as anticipated. Small and mid-sized company stock is typically more volatile than that of larger, more established businesses, as these stocks tend to be more sensitive to changes in earnings expectations. It may take a substantial period of time to realize a gain on an investment in a small or mid-sized company, if any gain is realized at all. Diversification does not guarantee profit or protect against loss. These views represent the opinions of OppenheimerFunds, Inc. and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of May 14, 2014, and are subject to change based on subsequent developments. Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc. 225 Liberty Street, New York, NY 10281-1008 © 2014 OppenheimerFunds Distributor, Inc. All rights reserved. SKC000.052.0814 September 2, 2014

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