Shorts Bet Against SIRI, But For Emmis and Entercom 50 comments
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Sirius (SIRI) reports earnings on Thursday. Wall Street does not know what to expect from this NASDAQ stock, which has had a rollercoaster of a ride this year.
The short position is rising, and currently stands at 4.7%. The price has been stable, but trade is thin. However, a number of related stocks - Emmis Communications (EMMS), Entercom Communications (ETM), and Cumulus Media (CMLS) have all been strong price performers in the past few days.
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The R/S will happen and Liberty will buy.
I am Siri Long and have a lot of shares been buying ever since it hit $ .11. I am holding because i know the stock will go up after 3Q again and Liberty will become a giant with owning Siri.
Companies like Dish, Comcast and Verizon will not be able to compete with the kinda of total package Liberty would be able to offer. It may take years but Liberty will gain a good market share over these competors.
I am truly Siri Long.
On Nov 04 02:09 AM SIRI-Doom wrote:
> Bye, the communist bitch will delete me... God bless you all...
On Nov 03 08:07 PM Pell wrote:
> Between the hedges I love this company, but face the facts without
> a huge push in value it will contiue to be traded daily as it has
> been for some time.
>
> The R/S will happen and Liberty will buy.
>
> I am Siri Long and have a lot of shares been buying ever since it
> hit $ .11. I am holding because i know the stock will go up after
> 3Q again and Liberty will become a giant with owning Siri.
>
> Companies like Dish, Comcast and Verizon will not be able to compete
> with the kinda of total package Liberty would be able to offer. It
> may take years but Liberty will gain a good market share over these
> competors.
>
> I am truly Siri Long.
Please keep pollution from contaminating this great site. You can start by restricting SIRI-Doom from all future access, as his stream of comments above completely reveals his motivation to impair the credibility of the site by continually providing misleading, inaccurate, heavily emotional and slanted rants that do absolutely nothing toward advancing the true value of the site - which should always strive to be a forum for commentary that provides meaningful input to those interested in the topics under discussion.
This is nothing new with SIRI-Doom: He/she has had a long and continuing history of misrepresentation - occasionally straying into slander (constantly calling Mel Karmazin a "crook" on a site such as Seeking Alpha is actionable for slander, in my opinion - and SA could even conceivably be held accountable for permitting this, as well).
For all these reasons, it would be a in the best interests of all involved - including Seeking Alpha - to have SIRI-Doom completely restricted from providing any more comments to the site.
SiriXM is a valuable company and in the obvious hands of Liberty or Dish it can be used to gain market share. And don't forget how the sports packages play out and the money that these companies have for R&D.
Just a prediction thats makes a whole lot of sense.
Experts also calling for lots of M&A in Media! But I said it first they said it today.
On Nov 04 02:33 AM Nator13 wrote:
> in your opinion.. if r/s is implemented, and malone/liberty buys
> up, what happens to us common? and does malone convert his preferred
> before or after takeover?
>
> On Nov 03 08:07 PM Pell wrote:
If you want a prime example of the power of this type combination of content and delivery - and what it can do to totally penetrate and eventually overwhelm and dominate the so-called competition - look no further than BLOOMBERG and how that vision led to the powerhouse we know today, from its infancy in the '80's.
It is much too early to be calling for reverse-splits, and the like, with the stock now on the threshold of substantial upside performance.
SIRI is projecting technical strength and risk/reward substantially favors holding long positions at this time, as the upside potential greatly outweighs downside exposure from current levels. A myriad of favorable options awaits Sirius XM into the future, and - in my opinion - it would be unwise and premature to contemplate any reverse split before this could be done from a total perception of strength and demonstrated company performance. These two criteria will be realized, but it will take a bit more time, as the revenue streams and penetration from developments only recently put in place come on stream and build.
But DO NOT CENSOR. You don't need to lread his comments at all. Just pass them.
Brandon and You have been misleading the rest of the longers on how a simple accessory like SkyDock is a subscriber boom machine. That is not the case and you know it. The same with Blackberry availability.
So one may say that although SiriDoom may not be as poetic he does have the right to be heard.
Sorry RAF. But sometimes you really show your true colors.
On Nov 04 07:24 AM R A F wrote:
> To the Seeking Alpha Editors and Legal Staff:
>
> Please keep pollution from contaminating this great site. You can
> start by restricting SIRI-Doom from all future access, as his stream
> of comments above completely reveals his motivation to impair the
> credibility of the site by continually providing misleading, inaccurate,
> heavily emotional and slanted rants that do absolutely nothing toward
> advancing the true value of the site - which should always strive
> to be a forum for commentary that provides meaningful input to those
> interested in the topics under discussion.
>
> This is nothing new with SIRI-Doom: He/she has had a long and continuing
> history of misrepresentation - occasionally straying into slander
> (constantly calling Mel Karmazin a "crook" on a site such as Seeking
> Alpha is actionable for slander, in my opinion - and SA could even
> conceivably be held accountable for permitting this, as well). <br/>
>
> For all these reasons, it would be a in the best interests of all
> involved - including Seeking Alpha - to have SIRI-Doom completely
> restricted from providing any more comments to the site.
The R/S takes away any leverage Liberty and Dish may use to bid lower based on the threat whether it be merited or not of delisting.
Malone already acted as a venture capitalist and loaned them money for the right to get a better look inside the company. R&D is very important for making this company great. They will only really take off when they offer SiriusXM products specifically to get SiriusXM Radio. Brand recognition. This company does not need Blaberrys or IPod or anything else. THEY NEED R&D MONEY.
Again RAF its text book and alll us longers win!
On Nov 04 07:59 AM R A F wrote:
> It's all about superb content and delivery. For those doubters -
> place an emphasis on CONTENT. Sirius XM's content is absolutely unmatched
> anywhere else and there is no doubt that users find this to be infinitely
> more interesting and easy to access than playlists and other so-called
> forms of competition. Couple this with fantastic clarity of audio
> and seamless availability wherever one travels, and you have an extremely
> powerful business model.
>
> If you want a prime example of the power of this type combination
> of content and delivery - and what it can do to totally penetrate
> and eventually overwhelm and dominate the so-called competition -
> look no further than BLOOMBERG and how that vision led to the powerhouse
> we know today, from its infancy in the '80's.
>
> It is much too early to be calling for reverse-splits, and the like,
> with the stock now on the threshold of substantial upside performance.
>
> SIRI is projecting technical strength and risk/reward substantially
> favors holding long positions at this time, as the upside potential
> greatly outweighs downside exposure from current levels. A myriad
> of favorable options awaits Sirius XM into the future, and - in my
> opinion - it would be unwise and premature to contemplate any reverse
> split before this could be done from a total perception of strength
> and demonstrated company performance. These two criteria will be
> realized, but it will take a bit more time, as the revenue streams
> and penetration from developments only recently put in place come
> on stream and build.
This is a simple business plan. I am a tru SiriLonger and would love to see Liberty take this to the next level. SiriusXM needs R&D money for product development for their own subscriber use.
On Nov 04 08:13 AM Scooterpod wrote:
> No r/s. Put in on your calendar for Feb 2010. Watch.
Just for fun- I looked---- Have no idea when this story was posted- or why someone would harp on Tuna when Cramer hasn't hit a call in years--- but--- If it's still within a year Tuna's made some pretty decent calls there.... The worst first:
DIS has only made it to 35 recently- so yeah he's $10 off yet.
GPI- hit $34 last week- so only a buck short...
TPX- actually hit $23 so a +$3 on that one and it's been 20 ish for a month or more now.
On Nov 03 05:12 PM dead elvis wrote:
Tuna Amobi's stock picks
Disney; with its strong fundamentals and leadership, could touch $45 within the next 12 months. Group 1 could reach $35, and Tempur-Pedic may hit $20 within a year
I am Siri Longer here so why do people ignore simple business strategy.
Or is this the wrong format for stating actual educated opinion? I am not insulting anyone with that statement but it is obvious.
People on here do not understand how high speed trading (Day Trading by Investment Firms) affect the progress of an upward trend to a penny stock and the simple fact that SIRIXM under its current model is incapable of funding any real R&D.
And finally for those like myself who use common sense, why would Liberty and Dish fight over who would loan SiriusXM money unless there was greater positioning benefit for future M&A.
Even all the experts within the media circle are stating there will be a lot of M&A within the sector.
All us longers benefit from these developments. Why is that so hard to understand unless there are shorter disquising themselves as longers trying to keep the price down?
Time will prove one of us to be in error. Let's leave it at that, okay?
Your right.
I should stop trying uncover people with alternative motives to help the naive. Its not my job.
On Nov 04 10:29 AM Scooterpod wrote:
> And why are you so hung up on making people see things your way?
> You believe what you wish, try not to "convince" everyone else that
> your way is the right way.
>
> Time will prove one of us to be in error. Let's leave it at that,
> okay?
Insulting people with whom you have no knowledge shows your immaturity. I have no motive whatsoever. I am where I am (long). And I know about daytrading, etc. My wife was worked at the CME and was directly involved with the development of their electronic trading platform and I have friends who day trade, etc. I'm not new to this, my friend so insulting me will neither get my goat nor cause me to recall my comments.
If you think my comments are hurting your investments, you have much, much larger personal issues that you should consider looking at.
Soap box off. We now return you to the regularly scheduled bickering.
On Nov 04 10:56 AM Scooterpod wrote:
> "I should stop trying uncover people with alternative motives to
> help the naive. Its not my job."
>
> Insulting people with whom you have no knowledge shows your immaturity.
> I have no motive whatsoever. I am where I am (long). And I know about
> daytrading, etc. My wife was worked at the CME and was directly involved
> with the development of their electronic trading platform and I have
> friends who day trade, etc. I'm not new to this, my friend so insulting
> me will neither get my goat nor cause me to recall my comments.<br/>
>
> If you think my comments are hurting your investments, you have much,
> much larger personal issues that you should consider looking at.
>
>
> Soap box off. We now return you to the regularly scheduled bickering.