Janco Partners Believes Sirius XM Is Now a Cash Flow Growth Story 81 comments
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By Brandon Matthews
Murray Arenson of Janco Partners has resumed coverage of Sirius XM Radio (SIRI) with an ACCUMULATE rating and a price objective of .80., stating a belief that Sirius XM has in fact turned away from a subscriber growth story to a cash flow growth story that stems from Sirius XM posting four consecutive quarters of positive adjusted EBITDA. Mr Arenson was also impressed with the statement from Sirius XM that .70 of every incremental dollar of revenue now falls to the bottom line given its fixed cost infrastructure.
Mr. Arenson also cited growing cash flows, a return to positive subscriber growth, incremental revenue additions, lower operating expenses, extended debt maturities and overall balance sheet improvements. He also noted the value of the company’s attempts to capitalize on the certified pre-owned auto market.
Under Janco’s rating system, an accumulate rating is defined as:
The Company possesses solid fundamentals, above average growth opportunities and/or is expected to outperform the market averages by 5-20% over the longer term. In addition, in the Analyst’s opinion, there is only a moderate risk of long-term capital loss even if there is potential for short-term trading volatility due to specific event risk.
Position: Long SIRI
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This article has 81 comments:
Long SiriusXM
Is it any surprise that analysts and credit rating companies are now revising their estimates for the company and its potential? It is certainly probable that additional upgrades of this sort will be seen in coming weeks and months and SIRI should reflect this strength into and through 2010.
Brandon will you be summarizing the interview with Tuna Amobi from last night?
Sorry I missed it, I have a 17 month old who was a lil pain in the rear last night, gettin his molars.
Pell....you can listen to it at your leisure...its available for replay...
www.blogtalkradio.com/....
show number 14
its also available on iTunes
Sirius stock(ing) stuffers start now!
Can someone please give a summary on all points. I am anxious to hear both sides. Can't wait till I get home from work.
Sorry to be a pain just curiousity is killing me.
On Nov 12 11:21 AM Pell wrote:
> Connorport did you catch the interview? RAF? Between the hedges?
>
>
> Sorry to be a pain just curiousity is killing me.
But aren't you somewhat concerned on who owns the other 97.98% shares and how they are the ones being manipulated?
And yes I agree good news.
Kinda weird, huh?
On Nov 12 12:35 PM Pell wrote:
> Always like your factual comments as it relates to real effects on
> S/P.
>
> But aren't you somewhat concerned on who owns the other 97.98% shares
> and how they are the ones being manipulated?
>
> And yes I agree good news.
Your short interest tally above- was it recent (after CC) or for the period ending 10/30???
Nasdaq report showed 10/30 being 76,695,880 shares short- that's a decrease of 5,495,000 from 10/15 ----but can't find a number to show how that adjusted AFTER the CC...and these tidy little upgrades....
Shorts are certainly covering consistently- that's good!--but the slow steady retreat reduces the change of a hell fire short squeeze- man- I like those!!!
$2,340 per penny move- Today's a good day- Thanks SIRI!!!
Noone here seems to be concerned with the fact that this stock is obviously being manipulated daily. If you own why sell if you were short you bought (more than half of the recent shorters did) if you wanna play day trader good for you, but with 3.9 billion shares outstanding this all can't be blamed on those scenerios.
Although its seems like there may be light with 27 million shares traded today thus far and a gain of more the $ .03. And it seems like it is holding rather than the usual up and down spike chart all day.
What is your opinion?
On Nov 12 12:46 PM connorport wrote:
> Im only talking about short interest. Those shares are stagnant and
> not having any affect on SP. The higher the % of float, the more
> the stock is being doubted. It seems right now the only ones doubting
On Nov 12 12:53 PM 1more4me wrote:
> Connrport,
> Your short interest tally above- was it recent (after CC) or for
> the period ending 10/30???
> Nasdaq report showed 10/30 being 76,695,880 shares short- that's
> a decrease of 5,495,000 from 10/15 ----but can't find a number to
> show how that adjusted AFTER the CC...and these tidy little upgrades....
>
> Shorts are certainly covering consistently- that's good!--but the
> slow steady retreat reduces the change of a hell fire short squeeze-
> man- I like those!!!
>
>
> $2,340 per penny move- Today's a good day- Thanks SIRI!!!
On Nov 12 09:44 AM Pell wrote:
> RAF, Brandon, Between the hedges, please give a summary on Tuna Amobi's
> interview on Satwaves last night. Please give all sides of the interview,
> no hilights please.
>
> Sorry I missed it, I have a 17 month old who was a lil pain in the
> rear last night, gettin his molars.
Of course we would not expect anything else but a true evaluation of everything that was said no matter if it was good bad or indifferent.
I'm sure there were some tough questions as far as a Q & A goes.
So why no article? Or for that matter not even a comment?
Just wondering!
I would really appreciate your opinion of the interview when finished.
On Nov 12 01:55 PM R A F wrote:
> Pell - I was out last evening and unable to hear the interview so
> I plan to listen to the replay on www.blogtalkradio.com, as
> Brandon has suggested above. SIRI is on the verge of strengthening
> further and it appears this is now "all systems go" for improvements
> through yearend and into 2010.
On Nov 12 02:08 PM Pell wrote:
> Thanks RAF.
>
> I would really appreciate your opinion of the interview when finished.
>
The stock has already started to have some pull back today. But I agree overall we will see improvement.
I base my S/P increase prediction on improving auto sales and new contracts signed between manufacturers and SiriXM, the R/S followed by a sell or merger with Liberty which allows the company to show its true potential with a higher per share price to start, less available shares to borrow or play with and most importantly liquidity provided by Mr. Malone and his balance sheet to improve Branding, Marketing and R&D. And finally it is a superior product with great programming that kicks the crap out of free radio and worth a lousy $12 a month.
You see that is where you and I differ and although I do appreciate and sometimes learn form your comments it is the empty thoughts below that sometimes bother me and no one else questions.
And please do not spew the same about the SKYDOCK. SiriXM needs its own Branding and its owns new technilogical advances for the specific use of SIRIXM Subscribers, not as a choice for an IPHONE or IPOD.
So please give a legitimate response and back it. I will give you credit (Even though you don't need my credit). But it would just be nice to see.
On Nov 12 02:10 PM R A F wrote:
> Technical update - quick and dirty: SIRI is strengthening further
> with action today - upside gap and more tendency to hold gains without
> pullbacks at this time. Bottom line - it is quite probable that prior
> zones of resistance near .70 will be broken on the upside in coming
> weeks, and when the last significant high at .78 is ultimately tested
> and broken (as appears probable over the intermediate term) potential
> will be reaffirmed toward 1.25 to 1.50 around mid 2010.
On Nov 12 02:34 PM Pell wrote:
> Always on your page RAF but when you make the unfounded comments
> below it kinda of bothers me. Great use of the english language but
> based on what?
>
> The stock has already started to have some pull back today. But I
> agree overall we will see improvement.
>
> I base my S/P increase prediction on improving auto sales and new
> contracts signed between manufacturers and SiriXM, the R/S followed
> by a sell or merger with Liberty which allows the company to show
> its true potential with a higher per share price to start, less available
> shares to borrow or play with and most importantly liquidity provided
> by Mr. Malone and his balance sheet to improve Branding, Marketing
> and R&D. And finally it is a superior product with great programming
> that kicks the crap out of free radio and worth a lousy $12 a month.
>
>
> You see that is where you and I differ and although I do appreciate
> and sometimes learn form your comments it is the empty thoughts below
> that sometimes bother me and no one else questions.
>
> And please do not spew the same about the SKYDOCK. SiriXM needs its
> own Branding and its owns new technilogical advances for the specific
> use of SIRIXM Subscribers, not as a choice for an IPHONE or IPOD.
>
>
> So please give a legitimate response and back it. I will give you
> credit (Even though you don't need my credit). But it would just
> be nice to see.
Bend over shorts - here it comes!
On Nov 12 03:00 PM between the hedges_ wrote:
> RAF: I just shined my shoes, and I'm ready to give the shorts a
> Kiwi injection.
Sorry for all the grief previously given.
So I am the money guy and you are the tech guy. You find ways to say the S/P will go up due to great ideas and technology and I speculate how the price will go up based on financial logic.
Both have their merits and actually compliment each other.
So together we agree great long hold. You believe due to the product as do I but I also stress where I think the money is going to come from and how the S/P will be effected.
Your belief is the S/P will go up due to technology and you don't care how it gets there, I say it will go up and predict how it gets there.
I got it and will now view you comments more carefully.
On Nov 12 02:52 PM R A F wrote:
> Pell - The difference in approach is that you are addressing fundamentals
> of the company and I am a technical analyst - assessing the behavior
> of the stock and making projections based upon longer term formations
> that have been created over varying time spans. As a technical analyst,
> the basis for my projections are proprietary and based upon many
> years of experience with charting, graphing, and drawing inferences
> as to the likelihood of followthrough into the future based upon
> these interpretations. This is all subjective and by no means ever
> a certainty - but when I put out projections of the sort mentioned
> today - my past experience leads me to believe there is a relatively
> high degree of certainty they will be attained. At a minimum - you
> can probably rely on the direction and tone of these projections,
> without taking the absolute targeted objectives as a given. In the
> end, it is up to you to decide if you want to go with this - or not
> - as you wish.
>
> On Nov 12 02:34 PM Pell wrote:
You sure these wasn't any faulty parachutes in your past?
On Nov 12 03:45 PM between the hedges_ wrote:
> Siri Doom/Pell: Your metamorphisis into Siri GLORY is underway. It
> is a mere matter of time as there is absolutely nothing holding this
> company back. Credit unfrozen. Auto rebound. Sky Dock. Litany of
> other innovative award winning products underway. You have obviously
> gone from hating Sirius - Siri Doom - (caterpillar or worm) to neutral
> - Pell - (cocoon) to soon Siri Glory ( a beautiful butterfly). You
> have to be loving Mel's options growing ever more and ever more so
> profitable as you sit in front of your home computer on your laid
> off butt.
But until we see over a $1 and holding prior to 4Q, I still say the R/S is an option that may be used, especially if aquisition discussions are taking place.
On Nov 12 03:47 PM between the hedges_ wrote:
> RAF - Kiwi is the black polish that we use to shine our lovely jump
> boots. When you take your jump boot and kick it up the short's butt,
> that is a Kiwi injection!
"Maffei was particularly bullish on Sirius XM Radio Inc. (SIRI), in which Liberty acquired a stake through an emergency financing deal the company provided for the satellite radio provider last spring when it was on the verge of bankruptcy.
"Sirius is the best investment Liberty has ever made," said Maffei, noting that a warrant to buy a 40% stake in the company that Liberty got in the deal for $12,500 is now valued at around $1.7 billion.
"Sirius has a monopoly position that was legally obtained through the merger [of Sirius and XM], and it has 18 million paying subscribers, many of which are addicted to the product," he said.
siri very long!!!
"is to not do anything remotely truthful because the truth is so against your view, that it's important to create a new truth, to develop a fiction."
"one strategy to keep a stock price down is to spread false rumors to reporters he described as "the Pisanis of the world".
These are old quotes on record from Jim Cramer...(imagine what he says in private)........He is just so blatant about his strategy now......He doesn't need reporters...He has his team of writers that work for him to spread false rumors....This is they guy that so many people trust? ....Unbelievable.
Tuna's key points:
SKYDOCK not the savior, at best a clever application that can help people hear about SRIXM. Not a revelant hit to subscriber growth. May help retention.
This is a $1 stock with still questions. NO positive cash flow yet.
Ad campaign will help negative concerns about the company. But can they manage the cost "hole in your pocket" Balance the cost against potential benefit. It can go too far and not be profitable.
Buy back is out of the question and equity is substancially diluted.
The certified pre owned market will not be a substantial source of new subscription.
My bet is they will do the R/S in the next 6 mos or less. They don't have time. Catch 22. Doing the split will open up possibility of companies to buy shares who are restricted.
Not Pell's words but confirmed Pell's ideas.
BRANDON BE A MAN AND REPORT THE FACTS.
Can I finally get my props RAF and Between the ass cheeks?
I love this stock and understand where it is going and it has now been confirmed by the best media analyst in the country.
I am still long but for the right reasons.
In 2001 the company had 57.46 million shares outstanding and today have 3.815 billion. That is an average growth rate of share issuance of 82.09% per year over the last 8 years or 6,539%.
During this time they have racked up $-4.344 Billion in negative free cash flow so it has cost them $228 in free cash flow to gain each subscriber that they have.
Its bad enough that they have set the world record in diluting their shareholder base percentage but they also saw fit to borrow $3.316 Billion during those 7 years in question.
The question is how are you going to pay back $3.316 billion in Long term debt with negative free cash flow?
The answer to this question is to first fire all the management and replace them with bean counters to clean up the mess. The product is amazing and the fees are reasonable but will the company ever stop issuing shares to finance the company?
The company may have 19 million subscribers but they have yet to turn a profit and have never shown that they know how to.
I have been analyzing companies for the last couple of decades and have never seen such a terrible management run a company into the ground faster then this management has.
The solution is get rid of management and put Dr. Malone in charge and have him do a reverse split of 1 for every 50 and concentrate on two things = getting rid of the debt and turning a profit.
The share count is insane and so is the debt level averaging out to about $175 per subscriber.
The company has one of the most amazing and unique products on earth, but it must be run as a business and not as share certificate printing business.
I love the company and would love to invest in it someday but you can't argue with the numbers as "numbers don't lie, only people do"
Disclosure : No position long or short in SIRI
The Fine Print: As Registered Investment Advisors, we see it as our responsibility to advise the following: We do not know your personal financial situation, so the information contained in this communiqué represents the opinions of Peter “Mycroft” Psaras, and should not be construed as personalized investment advice.
It should not be assumed that investing in any securities we are investing in will always be profitable. We take our research seriously, we do our best to get it right, and we “eat our own cooking,” but we could be wrong, hence our full disclosure as to whether we own or are buying the investments we write about.
He predicts and recommends R/S in the next 6 mos.or less. It would most likely benefit with added investors who can not or will not buy this stock at this time.
You make me sick after listening to that interview and misleading good people on this site without ever writing an article immediately after the interview.
My comments for weeks were right on the mark unless however you wish to go against Tuna Amobi and state that you are smarter. Oh yeah you did when you asked him if he new about the add campaign which he chuckled and said yes.
Brandon is a fraud!!!!!!!
We all need to hang on and hope management does what is best for us.
Peter I googled you and definately respect your opinion even though is mirrors mine.
I was boooed by idiots for making the same comments about the dilution of shareholder equity.
On Nov 12 08:55 PM Pell wrote:
> Connorport I hope you listened as wellbecause I respect your opinion.
> RAF throw those charts out the window.
>
> We all need to hang on and hope management does what is best for
> us.
>
> Peter I googled you and definately respect your opinion even though
> is mirrors mine.
>
> I was boooed by idiots for making the same comments about the dilution
> of shareholder equity.
And I take back the chart comment I do respect your trend analysis.
But c'mon do you honestly respect Brandon for not coming clean after that interview?
Did you listen to it?
On Nov 12 09:22 PM Pell wrote:
> No way selling, I'm holding.
>
> And I take back the chart comment I do respect your trend analysis.
>
>
> But c'mon do you honestly respect Brandon for not coming clean after
> that interview?
>
> Did you listen to it?
But c'mon give me credit for being correct on what direction this company needs to take to be successful.
Admit the SKYDOCK wasn't what you predicted it would be.
And seriously the interview was on Satwaves and Brandon is a reporter on Satwaves, he absolutely has the responsibility to report the facts of the intrview.
I was right on with predictions.
And did you all hear Brandon question Tuna if he was aware of the ad campaign? Tuna chuckled and said yes. Brandon's creditability is shot in my mind.
You could tell that Brandon and his co host were surprised Tuna wasn't overly positive when answering their questions. Almost speachless.
If you listened to the interview then you know Brandon's true colors.
How don't you comment on an interview which was presented on your site? Where's the article.
Probably needs time to twist the facts.
I am truly SIRILONG and as I said in the past THE VOICE OF REASON!
These tactics come across as childish and a cry for attention - a persona that I am sure you will wish to avoid, if you think about it.
I would suggest you limit your remarks on this site to your own - valid and constructive viewpoints - presented one time only (to avoid site pollution) - and then observe and absorb the views of others.
The company has accomplished a great deal in recent months - and you have to give credit to management for this. All well advised steps are being taken to ensure the health and growth of Sirius XM into the future - and your views to the contrary are just that - only your (minority) views. To keep shouting "I told you so" in the face of the steady path of strengthening that the company is now on just strikes the majority of participants on this site as annoying, dead wrong, and very reminiscent of old "SIRI-Doom".
Be a man and admit the truth. Brandon was dead wrong for not reporting on an inerview sponsered by his site.
Give me a thumbs up instead of the constant thumbs down, because you finally know the truth about me.
I know what I am talking about, my approach may be flawed but my facts are strong.
This is a great stock to hold, but the upside is not with the SKYDOCK.
Brandon's comments should now be taken with a grain of salt, no worshiped like a god. If that embarreses you and the other zombies so be it.
But now is the time to be your own man. Take the chance and be a man.
Call out Brandon for not reporting or writing an article about the best media analyst in the country giving him the opportunity to field questions.
Some people in here depend on Brandon's word and now he is not giving the entire picture.
A DISGRACE!!!!!!!!!!
On Nov 13 08:25 AM R A F wrote:
> Pell - Eight out of the last eleven posts are from you - essentially
> saying the same (negative) things over and over. This is no way to
> gain credibility or effectively make your point. You have to realize
> - this site is for the exchange of credible information and all participants
> are then freely able to draw their own conclusions as to the value
> of data and comments presented. Everyone on this site has had the
> opportunity to review the entire Amobi interview - just as you and
> I did - and there is no need for you to be essentially screaming
> in their ears about your own conclusions and how you had predicted
> everything in advance.
>
> These tactics come across as childish and a cry for attention - a
> persona that I am sure you will wish to avoid, if you think about
> it.
>
> I would suggest you limit your remarks on this site to your own -
> valid and constructive viewpoints - presented one time only (to avoid
> site pollution) - and then observe and absorb the views of others.
>
>
> The company has accomplished a great deal in recent months - and
> you have to give credit to management for this. All well advised
> steps are being taken to ensure the health and growth of Sirius XM
> into the future - and your views to the contrary are just that -
> only your (minority) views. To keep shouting "I told you so" in the
> face of the steady path of strengthening that the company is now
> on just strikes the majority of participants on this site as annoying,
> dead wrong, and very reminiscent of old "SIRI-Doom".
Google him and learn.
SATWAVES is pure propaganda all the time....They are just as guilty in my mind as thestreet.com.....just from the other side of the road, and less influential...If Tuna would've said some "crazy talk" like the SKYDOCK selling worldwide, selling millions this holiday season....Brandon would've written 10 articles...instead his article for today "Mega Media Merger! SIRIUS XM radio to buy SIRIUS XM radio" and wonders if this is the deal of the century...I stopped reading at that point!!!What about TUNA!!!!!!
I am long SIRI, and want the best for the company....But I am not a SIRI advertiser...I like to read the truth from others...not just Propaganda! I have to say, I feel Pell is one of the few on this blog that speaks the truth and has real opinions. Many others should just copy and paste "great article Brandon", "You are absolutely right Brandon" etc....If anyone has a different opinion than the "great all knowing Brandon" they get thumbs down....Or better yet, they are called a "paid short" or something else....
.
I know my comments are over the top concerning the lack of an article but it annoys me that people are so easily influenced or do they actually work for SATWaves?
Hey don't 4get thumbs up for us both. LOL
Enjoy reading unbiased opinions.
On Nov 13 09:11 AM Jerrold Williams wrote:
> Ok, It's Friday.....Up, Up, and away we go SIRI!!!!Let's get to $.70
> today!!!!You can do it!
On Nov 13 09:49 AM PROTECT AND SERVE 0310 wrote:
> PELL...........Does your mother know your on her computer?
I forsee the below numbers getting smaller and smaller.
This site reaches over 10,602 monthly people, of which 9,662 (91%) are in the U.S. The site is popular among a young adult, largely male crowd.
91% young adults now makes me realize why so much inexperience here.
By the way there are 1.6 billion internet users.
As for the few really annoying whiners on this site - just scroll up above and they will immediately come into focus - why not just grow up and find something more productive to spend your lives with. Trying to run down the credibility of Brandon Matthews and Satwaves is really idiotic - as this site under Brandon's direction has done more to accurately bring significant information pertaining Sirius XM than all other sites put together. Brandon has been correctly leaning in the right direction all the way up from the lows - and you few crybabies are still whining about inconsequential things - negatives that exist only in your imagination. Take a look at the site "pollution" caused by a handful of these idiots by scrolling up through all the comments above and 95% of the readers of this information will immediately see what I mean.
See above what Tuna said about SKYDOCK when Brandon posed the question on his thoughts. Better yet I'll just paste it below.
SKYDOCK not the savior, at best a clever application that can help people hear about SRIXM. Not a revelant hit to subscriber growth. May help retention.
RAF and Brandon care to say you know more tha Mr. Amobi who is nationally known for his evaluation of media stocks. Its ok though that he say the stock is worth a $1. Of course that had nothing to do with the S/P increase.
The S/P only increased because of Brandon, RAF and the SKYDOCK. Oh I forgot also the 10,000 visitors to Satwaves monthly.
Please stop already it getting more and more embarassing.
I am SIRILONG for the right reasons and the Voice of Reason!!!!
By the way did you hear Tuna chuckle at Brandon when Brandon asked if heard about the upcoming ad campaign. How funny and embarrassing was that?
Oh my does the number 1 media analyst in the country know about an ad campaign!!!!!!!!!! Brandon you were trying so hard to find some sort of twist or spin on Mr. Amobi's words it was hysterical to listen.
C'mon everybody you got to go listen to that interview.
I am not ruining Brandon's creditability, he did that all by himself by ignoring and not reporting what Mr. Amobi said on his site.
What is the big deal it is still a great stock but just for different reasons than Brandon and RAF reported. Thats all not a big deal.
We are all still gonna make money off this stock. Lets be thankful for that people.
On Nov 13 02:30 PM Pell wrote:
> For those who believe they are more qualified than Tuna Amobi to
> evaluate media stocks, GET A LIFE!
>
> See above what Tuna said about SKYDOCK when Brandon posed the question
> on his thoughts. Better yet I'll just paste it below.
>
> SKYDOCK not the savior, at best a clever application that can help
> people hear about SRIXM. Not a revelant hit to subscriber growth.
> May help retention.
>
>
> RAF and Brandon care to say you know more tha Mr. Amobi who is nationally
> known for his evaluation of media stocks. Its ok though that he say
> the stock is worth a $1. Of course that had nothing to do with the
> S/P increase.
>
> The S/P only increased because of Brandon, RAF and the SKYDOCK. Oh
> I forgot also the 10,000 visitors to Satwaves monthly.
>
> Please stop already it getting more and more embarassing.
>
> I am SIRILONG for the right reasons and the Voice of Reason!!!!
Go SIRIXM!
On Nov 13 03:01 PM connorport wrote:
> He may be an evaluator but he is not retired. The guys who really
> know do not report about stocks or anything because they are laying
> on a beach somewhere with a ton of dough. This is his job. He speculates
> for the most part just like most analysts do. Do i take word for
> word what anyone says? "NO!!" I take my word only and try to use
> the tools and ideas i have around me to make a solid decision. Its
> my money and ultimately i am responsible for tripling it or losing
> it. Noone here ever claims to know it all or we would have been warned
> to bail out of SIRI before she sank like the titanic. Monday and
> Tuesday should be up days if history repeats itself. Should see institutional
> buying going on and well as institutional selling. Some hedges have
> bought in at around .30 and usually liquidate half of what they have
> when the stock is doubled up to eliminate any risk in a stock whatsover.
> We can only hope the buys are stronger and the upward movements this
> week will keep us moving in positive territory.
Include in those that run down the huge impact of the SKYDOCK...Tuna Amobi..senior media and entertainment analyst for S&P! Oh...but the above posters' credentials are better I suppose..(check the top 100 prize by the screen name)
As far as annoying ....Let me tell you what is annoying! I come here to read insightful realistic opinions on SIRI, and all I get from you and others here is...."Great Article Brandon", SIRI is trading on technical strength, blah, blah,..Everything is positive...blah, blah....Nothing but SPAM!!! Senior Media analysts at S&P, Tuna Amobi is inconsequential?! Report the truth Brandon M!!!! don't pick and choose!!!
For those that want "brainless" hype of SIRI, with no thought behind it. Go to satwaves.com...where Brandon can delete what he doesnt agree with, like he will pretend like the Tuna interview never happened. Seekingalpha is linked on Etrade, so I expect non-biased journalism not meaninlgess hype!!!If I'm whining then I won't say what I think you do to this Brandon guy....you must be his wife!!!below is an example of brainless "spam like" hype.....
"Fascinating times for Sirius XM and holders of SIRI – all very favorable and exciting. The company can develop in many alternative ways, blah, blah, blah....
Above quote is her latest response to a Brandon article posted today on satwaves.com..I bet it will get 100 thumbs up! ..Yet I whine if I want the truth rather than baseless hype?!!!
I demand the truth!...I have to take SIRI-DOOM's line,,,I'm annoyed by a bunch of "paid bloggers" hyping SIRI...and when someone challenges the main hype leaders' opinion...we are called idiots? Brandon, write the facts about Tunas interview! or do you feel he is inconsequential like your above colleague? Why does RAF defend you so much? are you the same person or are you his/her boss...or other relationship?
......Go ahead scroll and see who is just a repetitive hype blogger trying to get the braindead to invest on hype rather than hearing all sides and opinions......I am long SIRI,...But I will critique thestreet.com, motleyfool, satwaves.com or anyother site when they aren't reporting truth about SIRI!!!
Good day!!!
My frustration was with the lack of integrity by not reporting, commenting or writing an article by Brandon on this interview. I do however really on information available and hope there is some creditability behind it.
I now find that a person who I thought was creditable is not.
However I still believe in RAF Trends. But RAF stop scaring me by trying to justify what Brandon did or did not do.
This site is open for us SIRILONGERS to share information whether it be good or bad. We should never hide information. We are here to support each other. Not everyone had the time to listen to Mr. Amobi's interview and relied on Brandon to discuss since it was his event on his site. But he chose not to because pass points made by him were contradictory to Mr. Amobi's views. He should have stood up and said he disagrees with Mr. Amobi or admit he learned something from Mr. Amobi. Not ignore the situation.
Jebim te miku!
All readers of this site will decide where credibility is found and where there is nothing but hot air from the usual suspects.
Dismissed, Jerrold - Like all "ten percenters" you have washed out and are now on the bus heading home.
On Nov 13 03:25 PM Jerrold Williams wrote:
> For the poster above who is trying to Hype the impact of the SKYDOCK,
> Keep in mind that on Aug 21, 2009. The height of the rumor of the
> skydock release, SIRI was trading at $.78. Since its actual release
> and non-impact on the retail level. The stock at this time is down
> about $.10 from that pre-release level; Even after a great 3rd quarter
> report. (we all can twist numbers to say what we want)
> Include in those that run down the huge impact of the SKYDOCK...Tuna
> Amobi..senior media and entertainment analyst for S&P! Oh...but
> the above posters' credentials are better I suppose..(check the top
> 100 prize by the screen name)
> As far as annoying ....Let me tell you what is annoying! I come here
> to read insightful realistic opinions on SIRI, and all I get from
> you and others here is...."Great Article Brandon", SIRI is trading
> on technical strength, blah, blah,..Everything is positive...blah,
> blah....Nothing but SPAM!!! Senior Media analysts at S&P, Tuna
> Amobi is inconsequential?! Report the truth Brandon M!!!! don't pick
> and choose!!!
>
> For those that want "brainless" hype of SIRI, with no thought behind
> it. Go to satwaves.com...where Brandon can delete what he doesnt
> agree with, like he will pretend like the Tuna interview never happened.
> Seekingalpha is linked on Etrade, so I expect non-biased journalism
> not meaninlgess hype!!!If I'm whining then I won't say what I think
> you do to this Brandon guy....you must be his wife!!!below is an
> example of brainless "spam like" hype.....
>
> "Fascinating times for Sirius XM and holders of SIRI – all very favorable
> and exciting. The company can develop in many alternative ways, blah,
> blah, blah....
>
> Above quote is her latest response to a Brandon article posted today
> on satwaves.com..I bet it will get 100 thumbs up! ..Yet I whine
> if I want the truth rather than baseless hype?!!!
>
> I demand the truth!...I have to take SIRI-DOOM's line,,,I'm annoyed
> by a bunch of "paid bloggers" hyping SIRI...and when someone challenges
> the main hype leaders' opinion...we are called idiots? Brandon, write
> the facts about Tunas interview! or do you feel he is inconsequential
> like your above colleague? Why does RAF defend you so much? are
> you the same person or are you his/her boss...or other relationship?
>
>
> ......Go ahead scroll and see who is just a repetitive hype blogger
> trying to get the braindead to invest on hype rather than hearing
> all sides and opinions......I am long SIRI,...But I will critique
> thestreet.com, motleyfool, satwaves.com or anyother site when they
> aren't reporting truth about SIRI!!!
> Good day!!!
I'll leave you with some wisdon below
"If everyone is thinking alike, then somebody isn’t thinking.’
— George S. Patton
You are dismissed!!!I'm glad to not be in the 90% that just follows the leader...
On Nov 13 09:52 PM Satwaves wrote:
> I just wrote 2 articles last week on Tuna, Tunas new report, and
> provided live coverage as well...on satwaves...seeking alpha picks
> up what they want...I have no control over that.