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Gannett (GCI)
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Author Gannett (GCI)
HenryTo
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PostPosted: Sat May 13, 2006 12:06 pm    Post subject: Gannett (GCI) Reply with quote

For subscribers who haven't read Bill's latest article on GCI, I recommend you do - and at least twice:

http://www.marketthoughts.com/members/zs20060511.html

What I haven't done much research on at this point is this: Where is future growth going to come from? Through acqusitions? Can they continue to achieve organic growth more than GDP + inflation? Is this a potential double merely because of current valuations or can this be a potential triple or quadruple based on higher-than-expected 10% to 12% growth to the bottom line in the next few years?

Bill: Got any answers? Very Happy I will also look into this stock more this weekend.

Thanks,

Henry
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rffrydr
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PostPosted: Sun Apr 01, 2007 8:12 pm    Post subject: Reply with quote

Life over as we know it:

http://svextra.com/blogs/gmsv/2007/03/life_as_we_know_it_is_over.html

Meanwhile back in China newspapers are growing.
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rffrydr
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PostPosted: Sun Mar 04, 2007 11:50 am    Post subject: Reply with quote

Financial Times now tapping into "TV" budgets:


http://www.poynter.org/content/content_print.asp?id=119285&custom=
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rffrydr
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PostPosted: Mon Feb 19, 2007 12:52 pm    Post subject: Reply with quote

We've found a floor:

http://stockcharts.com/h-sc/ui?s=GCI:$SPX&p=W&b=5&g=0&id=p54333586877
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rffrydr
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PostPosted: Sat Jan 27, 2007 8:50 am    Post subject: Reply with quote

LA Times, pioneer in web prescence, has refocused this focus. Now a webpage (conglomerate of) first, newspaper second:

http://www.latimes.com/news/la-ex-oshea24jan25,1,6202735.story

Question: immediacy trumps depth?
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rffrydr
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PostPosted: Mon Nov 06, 2006 8:25 am    Post subject: Reply with quote

Internet NOT killing newspapers. On the contrary:

http://biz.yahoo.com/ap/061106/google_ads.html?.v=5
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rffrydr
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PostPosted: Wed Jul 19, 2006 7:50 am    Post subject: Reply with quote

The Wall Street Journal is opening its front page to advertisers. Journal executives refer to the ad space -- a lower corner -- as the "jewel box." Selling what one ad executive called "beachfront real estate" will give the newspaper millions more dollars in annual revenue at a time when newspapers are losing readers and advertisers to online competitors. But the move could backfire if readers feel that ads intrude on journalism's sacred ground, said David Sklaver of media agency KSL Media. "Sometimes putting ads where readers don't want them is, in a way, like being spammed," he said. (The New York Times, free registration required)
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rffrydr
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PostPosted: Mon Jun 05, 2006 9:59 am    Post subject: Reply with quote

Consider the source, Donald Trump with hair. I'm inclined to heavily discount most of most of what this guy says. He's an embarrassment on the court, he clearly had no clue about naked shorting yet had alot to say about it and the tone of this seems to be he's just outright scared.

The newspapers have em and for now are gonna keep em.
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HenryTo
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PostPosted: Sun Jun 04, 2006 2:21 pm    Post subject: Reply with quote

Mark Cuban on newspapers and other print media. Warning: His post isn't pretty:

http://www.blogmaverick.com/entry/1234000390073713/
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HenryTo
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PostPosted: Fri Jun 02, 2006 9:01 am    Post subject: Reply with quote

GCI got downgraded by MS today and the stock is holding up well. I can't help but seem to think that we are getting close to a buying point here.

http://finance.yahoo.com/q/ud?s=GCI
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nodoodahs
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PostPosted: Sat May 13, 2006 1:53 pm    Post subject: Re: Gannett (GCI) Reply with quote

HenryTo wrote:
Where is future growth going to come from?
At some point I try not to overanalyze. Management has found growth in earnings and revenues for 10 years while the internet was "killing" newspapers ... so I can have confidence they'll be able to find it and I'll trust them to do. Pardon me, I was channeling Munger for a minute, there ...
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PostPosted: Sat May 13, 2006 1:06 pm    Post subject: Reply with quote

Newspapers are NOT dinosaurs. As long a people shop locally and buy different thins in different quantities advertising will be focused locally. And, so far, there's nothing close to a substitute for paper.
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