A market rally from the close-down and rebranding of hundreds of brokerages will result in short-term gains in outdoor screen signage, indoor large-format digital and sheetfed decor and display, and even business forms.
Property/casualty and life insurance are negative until late '10 when the next merger—and new names—cycle builds print buys. MetLife (-23 percent), Prudential (-9 percent), State Farm (-2 percent) and others will combine or be acquired by foreign insurers and banks.
Vincent Mallardi, C.M.C., is a the chairman of the Printing Brokerage/Buyers Association International (PBBA) and is a Certified Management Consultant in the paper, printing and converting industries. He is also an adjunct professor in economics. Contact him via email at vince@pbba.org