I agree about Beaver's assertion that Emotion and Trading is not a good mix.
I too ask myself this question about GCN, am I falling in love with the stock. After many days and weeks following the company, listening to its news and doing my own independent research, I always come up with the same conclusion: GCN is undervalued, greatly!
- The P1 transaction is a good deal for both GCN and P1. Transaction fee plus advertising revenue with low cost base is a great business to be in.
- IPTV will be the next big thing on TV.
- China is a huge market and the Shanghai JV is just the start. GCN through Richard has built up a great contact list, more will come, watch this space.
As both 'angry' and 'basser' have done their own research, I am comforted with my own independent research that validates our arguments.
Don't take our word for it, only time will tell.
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