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Thanks for the info. It seems to me that these services don't have a very wide "moat" (i.e. competitors could provide similar options fairly easily, driving down the margins). Thus JCOM will likely see its 40% margins cut in the future.
Any other opinions?
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Yeah, I own this stock and it's performed very well for me.
The Fools like it (
5 stocks we like ) it's in the IBD 100 and I have it rated as signifigantly undervalued. It's revenue has grown dramatically each year for the last 5 years.