Roll on Madison Ave.
I don't have a huge number of reasons to gloat on the stock selection front (as our upcoming Global Monthly may illustrate), but I'm still happy with the decision to load up on advertising-related names when I see things like this. Vonage ranks third again in US web impressions, losing out only to consumer finance and online DVD rentals, and beats the pants off SBC. Oh, and lest I forget, Firefox had nearly 2.7m visitors to the site in March. I wonder what Mozilla's global advertising budget is?