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The BEST OF programming on Sirius XM Radio (SIRI) may provide a shock jock solution for Sirius subscribers who love their Howard Stern, but express frustration on the days when Stern is on vacation, or when there are replays of the Stern show instead of a live show.

It is no secret that Howard Stern gets a lot of time off. After all, the King of All Media gets three day weekends thanks to a contract that allows him to take off every Friday. Last year, Sirius added Jay Thomas to the Friday morning slot on Howard 101 which provided a solution to the problem of no live programming on Fridays. The solution was great, and as a fan of Jay Thomas, I enjoy being able to catch him in morning drive. Jay already has an afternoon drive slot on Sirius Stars 102.

However, what is a fan to do when they want a topical shock jock show when Stern and the crew are on vacation? One potential answer is Opie and Anthony. Now for passionate Stern and O & A fans, the crossover idea may seem strange. After all, there seems to be no love lost between Stern and O & A, and that attitude permeates through to the core fans. However, there exists a large group of subscribers that simply want to be entertained, and their allegiance to one brand over another is not so strong that they will ignore a quality show in the absence of their usual listening.

Lately, the Stern channels have been running replays. With Stern getting married, and regularly scheduled vacations, fans have not received the live entertainment that they have come to love. Subscribers who have taken advantage of the BEST OF programming now have a solution in the form of Opie and Anthony from the XM line-up.

For O & A, this is an opportunity to shine, and a chance to expand their own audience. The duo have been putting on entertaining shows, and are likely getting a bit of exposure from frustrated Stern fans who are seeking something other than a replay to listen to. If you are into Stern, and sometimes want a change of pace, the BEST of programming offers a great way to keep your shock jock options open.

Position - Long SIRI

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This article has 54 comments:

  •  
    It goes down every day. Everyday has a new bottom! What I can see is just that!
    2008 Oct 09 02:32 PM | Link | Reply
  •  
    I bought a lifetime Sirius sub for Howard, but the show went rapidly downhill once he got there (just my opinion). Still a fan, but no longer a rabid one. Got XM in a Honda and became an O&A fan, and stopped even turning on the Sirius unit. I was happy to fork over the $150 to get O&A on a Sirius unit that was otherwise just collecting dust.

    So, pests and Howard fans need to unite and spread the word. Buy everyone SiriusXM for the holidays. There's something for everyone, now.
    2008 Oct 09 02:41 PM | Link | Reply
  •  
    Jay Thomas,Is a fantastic talent,He needs to turn it loose on fridays,as far as o&a don't insult the stern Fans,I swear its better to hear Howards,repeats,Than hear those fuking Idiots,bullshit their way through a morning show,I swear get a crew in their with Jay and watch the Audience GROW,AND GROW AND GROW,Remember Jay was the FIRST to be Hired buy Mel?Because he's very Funny and talented;Get a CREW of other funny people,and let him do his thing
    2008 Oct 09 02:52 PM | Link | Reply
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    I agree User 276461. Let o&a go and use the money to improve on other programming or cut costs. True Stern fans aren't going to listen to their no talent show anyway. Just an opinion. long siri.
    2008 Oct 09 03:10 PM | Link | Reply
  •  
    Why are posts removed on aregular basis?
    2008 Oct 09 03:13 PM | Link | Reply
  •  
    People say this stock keeps going down and down every day....
    Every day is a new bottom....
    Rtards... Look at almost every stock these days... Look at the major Markets summary.... almost all the major markets are losing 3% a day...
    Stop being so closed minded....Look outside the box... Siri is not the only stock going down.
    2008 Oct 09 03:18 PM | Link | Reply
  •  
    Oh look NASDAQ is down 50... The DOW dropped 1100 in 4 days+360pts today. SIRI is down 5 cents..... If i was a RTARD i would say SIRI sucks!

    2008 Oct 09 03:21 PM | Link | Reply
  •  
    Hey.... If GS goes belly up like Bear Sterns, I bet there will be a $1.20 rally in SIRI!!!!

    LoL (I'm dreaming)
    2008 Oct 09 03:23 PM | Link | Reply
  •  
    Just go to zero already and end this this fuckin horrible nightmare
    2008 Oct 09 03:43 PM | Link | Reply
  •  
    Hang in there hairpie.................. be that long till it runs up. Just wait a little longer for the dust and smoke to clear. killer.
    2008 Oct 09 03:53 PM | Link | Reply
  •  
    above........... won't be that
    2008 Oct 09 03:54 PM | Link | Reply
  •  
    Sirius' growth is tied to the auto industry. F is trading in penny stock range and GM is soon too follow. But keep buying SIRI folks, it's bound to come back any day now.
    2008 Oct 09 03:57 PM | Link | Reply
  •  
    I ARGREE WITH KILLERKAUL! WE HAVE TO STAY STRONG! DON'T FORGET ABOUT THE CASH FLOW AND THE CHRISTMAS SALES OF NEW UNITS AND SUBCRIBERS. I KNOW PEOPLE WHO START OUT WITH A UNIT IN THEIR CAR AND THEN BUY UNIT FOR THE HOME AND THEN THE BOOMBOX FOR YARD OR CAMPING. HANG IN THERE!!!
    2008 Oct 09 04:15 PM | Link | Reply
  •  
    This all sounds like miners talking to each other after a cave-in--the only basis for comment is hope.
    2008 Oct 09 04:21 PM | Link | Reply
  •  
    It's officially a recession at this point! Chapter 11 restructure on the way for SIRI...It is their easiest way out of this mess....no doubt about it!! Just a matter of time. Once Q4 numbers dissapoint watch for the announcement in January.
    2008 Oct 09 04:22 PM | Link | Reply
  •  
    all i can think about is how in need it to go up 6 times the current SP to get even, it was once worth a lottery ticket now its worth a pack of juicy fruit, its sickening.
    2008 Oct 09 04:22 PM | Link | Reply
  •  
    Everyone on here needs to buy a sub to siri and/or add extra stuff or another radio. End
    2008 Oct 09 04:24 PM | Link | Reply
  •  
    All SIRI long investors will be screwed beyond what you already have....My ego is not large enough to admit that I took a large bet and I lost BIG! Chapter 11 restructure on the way for SIRI...It is their easiest way out of this mess....no doubt about it!! Just a matter of time. Once Q4 numbers dissapoint watch for the announcement in January.
    2008 Oct 09 04:27 PM | Link | Reply
  •  
    mjm..

    You show your character (or lack of it). I see, you're the type of person who always looks for the easy way out. I wonder how many people you've f'd over in your life? Probably plenty...

    Any SIRI detractor = no one I would want to be in a trench with. Good luck to all of you in your shallow lives!
    2008 Oct 09 04:44 PM | Link | Reply
  •  
    Also...don't you people realize that ALL stocks are getting creamed right now? And are down just as much as SIRI? It's a major sell-off folks!!! Did you look? The Dow lost 678 today..now at 8579. Let me say that again for those who don't hear well. 8579!!!! Down from 11.5!!! a few trading days ago. If it werent't so high it would = a CRASH!! Or maybe it is even that just not in one day.

    So don't be do disappointed SIRI is at .40. The fact that they are even there means they will survive. Look. The manipulators had this plan in mind from the beginning. TARP? They were going to dismantle this market period--and now they have done it. Now, they are all going to rotate out of their stupid bonds and make a killing on these yard sale prices. Wake up!!! Look around.

    Remember. Jim Cramer said the Dow would hit 8500 only if the gov didn't pass the TARP. Duh. Jim Cramer's an idiot but he also is an insider so he know what his buddies were up to. Pimco, Black Rock, etc..Plus you've got all kinds of margin calls and fund unwinds..= forced selling (which the manipulators counted on). This has NOTHING to do with people losing faith in SIRI. It's people losing faith in the stock market. Period.
    2008 Oct 09 05:06 PM | Link | Reply
  •  
    Thanks for the advise sl62. 6000 shares out at 0.483 = 7060 shares back in at 0.41. Fingers crossed for a similar day tomorrow :) . Keep smiling folks.... it could be worse....... you could be holding GM stock ;(
    2008 Oct 09 05:15 PM | Link | Reply
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    •  • Website: http://www.yahoo.com
    WOW!!! This is good stuff. I think i will collect all of these thoughts from all the blogs since this stock has been going on its downward spiral and release the book and movie when this DOG has bounced back to $6-8. I dont see any bankrupcy here. Way too much income. Will we get rich tomorrow, probably not but if you buy now and reposition yourself for an upswing as i have done, the sun will come over the hills a little sooner. What have you got to lose at this point. Cant lose more than .40 a share. This is a Recession folks, hello! All doubters should look at the rest of the market and your blog here would probably apply to over half of the stocks out there today. This stock would not be manipulated if it wasnt worth something huge down the road. Dont think we'll get another downgrade so hang on.






    2008 Oct 09 05:15 PM | Link | Reply
  •  
    Hey i'm watching fast money.... and they just said that every time some one talks from the fed or the president the market goes down.... I just posted the other day that we should tape their mouths shut!!.. WOOT...

    sl62....
    I'm with ya on the whole market being down not just SIRI, (I posted it earlier),

    --->As killer would like to hear... I have a "bullet" to fire here soon!!

    (Not anything to harm myself, Only people who have been reading these posts for a while know what i'm talking about,[LoL])
    2008 Oct 09 05:28 PM | Link | Reply
  •  
    correct...

    More news flash. The whole, taking SIRI down related to the deal is no longer in effect. That's over and out. We now know GS's plan was to hit .50. SIRI is now just like any other stock getting kicked. God. Every stock has just been crushed. Across the board. Funds are unwinding to make margin calls, CDS issues or whatever. If they own any of your stocks, you lose the most. It's a rough time. You have to put your hip boots on and your rain coat whle the seas are rough. When the storm is over, you can dry off. Also, do you know how many 401K's are flooded right now? No one is immune from heavy losses until the fear subsides. Then we will see a snap back like a week ago. We went up 1000 in two days. This market will at some point do that and more because prices will be too silly cheap for the big money to avoid. Do you have what it takes to weather the storm???
    2008 Oct 09 05:35 PM | Link | Reply
  •  
    Bill Fleckstein, the man who supposedly predicted this credit wipeout (and notorious short seller) was just asked on Fast Money if he would be short right now. A: No. Q: Why? A: Because I don't want to get caught when the market suddenly turns.

    See...besides just plain redemption, which I do believe is high, there is also tremendous manipulation. Big money is making a killing on the way down and they've been doing it very methodically so as not to outright 'crash' the market. I was slightly wrong about big money making their years--I didn't think they would go this far--but here we are. So they are making a killing on the way down and will now make the second killing on the way back up--all just in time before the end o the year. Boom. They will be right back in track. Do you not believe this market couldn't have done this 11.5 to 8.5 move in one day? Yes they could have. But that would of course be counter productive. All hell would break loose and no one would make any money and you'd have people jumping out of windows, pandemonium. Instead, they did a methodical unwind and very soon the covering will begin. The targets were set ahead of time and it looks like they are going for 7700. Ironically (or not) that's the same low as in '03. I GUARANTEE you once the Dow hits that or something near it, the snap back will make all our heads spin.

    Just look at the sequence since the TARP vote. All the evidence is there. Very soon you will suddenly start hearing big money say Oh wait, now everything is OK--we now feel confident to get back in the market and that the gov and Fed have done all the right things!! rubbish....
    2008 Oct 09 06:10 PM | Link | Reply
  •  
    This is the worst article EVER.

    You can't listen to O & A online at work if you have sirius, even with the best of XM package. Do your research BEFORE you write an article.

    Also, Stern fans would rather listen to reruns then O & A!
    2008 Oct 09 06:10 PM | Link | Reply
  •  
    One last thing...just look at HOW this sell-off has happened. Very methodical. EVERY day we've sold off big (400 -700 points), the bulk of the move has happened in the last hour. Now, the last hour of trading is always known for potential high volitility, but just ask yourself? If there was just panic selling across the board, people jumping, giving up, etc......you would see it all day long--right from the beginning of trading. Every morning the futures would be down 500. Then the market would go down 800 points and just stay near there all day long (or as I said we would have lost 1500 a day or 2000 some days. Which is not what's happened. they wait until the last hour or even half hour and tank it 400- 500 points. Why? Because then the bell rings and it lets the little people (us) feel better that it's over. They get their major correction and gains going down, but they keep order in tact. What a scam...so don't worry. When they're done, we'll all start heading back up and in the long run this is much better for SIRI than just a linger over the next six weeks. SIRI will like most stocks now have the benefit of momentum--which is a plus.
    2008 Oct 09 06:31 PM | Link | Reply
  •  
    steii.................... I take it that this isn't your first time reading Tyler's articles here at Seeking Alpha as well as reviewing the comments relating to the connected article. If so, why do you show your ignorance by posting here as if you were reading the comments here for the first time. If you are............... here for the first time............... read the comments by Cos1000, Relmor, sl62, and163888. If you have read their comments well..................... it is evident that you have a level of ignorance that does not allow reasonable discourse. Please seek help. There are those out there with an unlimited amount of patience. Unfortunately ......................... I am not one of them. killer.
    2008 Oct 09 06:47 PM | Link | Reply
  •  
    Real Stern:

    Couldn't agree more. True Stern fans will NOT listen to those other chuckle heads...
    2008 Oct 09 06:50 PM | Link | Reply
  •  
    killer...

    you got your .40... good job man. you're locked and loaded....

    I have a little powder to put to work and I would do SIRI but have you seen LVLT? A great buy here. Check their chart for proof. I might just hit them up here instead. I'm very loaded up for the dog's ride.
    2008 Oct 09 07:00 PM | Link | Reply
  •  
    Why is SIRI not buying back its own shares or at least filing to do
    so?....might scare the .......out of the shorts.
    2008 Oct 09 07:06 PM | Link | Reply
  •  
    itsjust...

    I know you're kidding with your question...
    2008 Oct 09 07:16 PM | Link | Reply
  •  
    O & A are complete rip off artists, and no self-respecting fan would listen to them even if Howard went off the air. Fact is nothing on XM interests me except the NBA (which I don't know how Sirius lost that deal when they've had it for the past 2-3 years) and MLB which is not offered on the Best of XM. The rest of that package is garbage... Ellen Oprah, and O& A... gimme a break.

    I don't mind listening to the replays at all, plus I get a chance to listen to the other channels on Sirius. I did pay for 120+ channels and there's plenty to listen to in the meantime (NFL Radio for example)

    As for the stock price, I have no idea what's going on there. I am agonizing each week it walks towards zero.
    2008 Oct 09 07:20 PM | Link | Reply
  •  
    No comparison between X M and Sirius content . X M was only taken out to eliminate competition and acquire subs. Otherwise ,they file bankruptcy and someone with capital aquires them for cheap. This would have been the worst scenario for Sirius and the longs in my opinion. By the way ,Howard Stern is the reason Sirius still exists.O and A,Bob and Tom, give me abreak . They're terrible.
    2008 Oct 09 07:44 PM | Link | Reply
  •  
    OK,

    one last thing for today. for all the parochials who love to just show up and leave uneducated comments. If we take your scenario SIRIUSLY (which we don't) but imagining we would, I will bring up the SIRI short interest. Do any of you know what that is? I doubt it. I won't take the time to explain. But here's the point. With short interest at some of the highest levels ever (250M or maybe even over 300M when the second Sept number comes out--and who even knows how much naked, which is not in that number) where do you think that will be going (IF in your senario SIRI goes out of business)? Do you think they will just say Oh well and walk away shrugging their shoulders? This is where you don't think (and you don't even know). Believe it, I've said here before, when a company is failing you will know it by real rumors and company news (not by Doug or his A-hole uneducated writer conjecture pals), and the action on the stock before it's even announced--because Wall Street is not stupid like you--they want their money out BEFORE not after...And with such a heavy short interest on this stock, what do you think would happen to the stock price if all that started to unwind in a panic over rumors of failure? I know, you have no idea. A: It would sky rocket. You've never seen what happens to a REALLY failing company when shareholders know it is failing, I have. The heavy short position covers to get their money out before the BK and there is a big upside before the axe falls. So you see dummies, no matter what happens, you lose and anyone investing in SIRI down here wins--they will have time to recover their investment no matter what--guaranteed. You will just be sitting there with your finger up your nose because you don't know how it works. And that's of course the case your uneducated fantasy theory of failure--not the reality, not the facts. The reality is there IS NO failure for SIRI. Give me one intelligent, factually based reason they would, could or should--if you can. You can't. So go back into the cave (or chasm) in your head and live out your fantasies. Thank you.
    2008 Oct 09 07:46 PM | Link | Reply
  •  
    sl62..................... rest well. killer.
    2008 Oct 09 07:52 PM | Link | Reply
  •  
    HA!

    Ken Heebner just said on the air we're about to see maybe the biggest rally in his lifetime. Don't know who he is? Look him up. Have a pleasant evening.
    2008 Oct 09 07:58 PM | Link | Reply
  •  
    sub in Imus
    2008 Oct 09 08:09 PM | Link | Reply
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    How can you even consider O & A. Stern gets to go on vacation just like us. I get 4 weeks a year, and the longer I work for the same company the more I will get. He has been doing this long enough that he should get all that time off. He gives us almost 5 hours a day Mon. to Thur. Do I want to hear him on Fri. SURE. However...If I could get a 4 day week... Quit complaining and request they bring back the Friday show....Listen to Jay or God forbid.... Bubba (who for the most part is ok)
    2008 Oct 09 08:54 PM | Link | Reply
  •  
    sl62
    in response to your 6:10 comment....

    I'm not sure if your were covering this too or not....

    Isn't it ironic that the general markets are testing their lows from '03 at the same time SIRI is testing it's own lows of '03...

    Just pondering....
    2008 Oct 09 10:52 PM | Link | Reply
  •  
    I wan't to hear some more of Killers stories.....

    They make me feel better..... LmaO
    2008 Oct 09 10:52 PM | Link | Reply
  •  
    sl62,

    Love your insight & I agree with opinions.

    I've never thought BK was a REAL possibility for SIRI. HOWEVER, I've got to be honest, I'm getting concerned. I agree with you that the markets are just a scam right now and they will bounce back soon but SIRI doesn't have a reason to bounce back yet. We're counting on a good 4Q to show everyone what SIRI is capable of. Unfortunately, this economic scam all over the front page and TV has scared the hell out of average america. The #1 topic of conversation for average America is "is YOUR job safe?" The "consumer" is crawling up into the fetal position and not spending ANYTHING extra. They're cutting back on NEEDS like food and family entertainment. This does not look good for a luxury item like SIRI in this Q4.

    If there isn't a magic spell to put over America in the next 30 days that would bring back the confident consumer and stop job losses then Q4 is going to suck for everything not just SIRI. Hell, I wasn't even worried about all this BS about auto sales until now. GENERAL MOTORS CLOSING THEIR DOORS????? WHAT?? If it's BS rumor that's one thing, if it actually happens.........we're in more trouble than you think.

    If this Q4 and holiday season tank, the auto sales really do dry up, then factor in the churn ratio,,,,,,SIRI could be in jeopardy of not even hitting Mel's low ball number which would kill us for future estimates of growth and refinancing.... Where does the sp go then???? It can't get much worse.

    I also believe their sp is being manipulated, BUT, when/if that manipulation stops, where will the buying inserest come from???

    SIRI is still doing NOTHING to get their name out there for investors or MORE IMPORTANTLY CONSUMERS!!!!!!! Maybe they have a plan coming, I hope so but what the F are they waiting for. There is NO REASON to delay a new advertizing campaign because of reporting a bad Q3.

    Like I said, I appreciate your insight and knowledge of how the markets work and who's working them. My concern is now with the real possibility that our economy is in real trouble and what that would mean to SIRI.

    I look forward to you opinion.
    2008 Oct 09 10:54 PM | Link | Reply
  •  
    Well...
    I just read the Biggest changes in NASDAQ article......

    WOOT!!!!
    SIRI is on the good end of that!!!!!!

    Killer, I don't know if I will be able to fire any shots before we win!!! = (
    2008 Oct 09 10:57 PM | Link | Reply
  •  
    As I see it it has been a buying oppotunity for us in the last couple of days and I have done something that I feel will pay in the long run. I purchased 10,000 shares at .40 and will hold on to them until the supposed rally arrives. Long and crazy for SIRI.
    2008 Oct 09 11:41 PM | Link | Reply
  •  
    Don't know who Ken Heebner is? Can you say CGM FOCUS FUND? 10 year performance , Look up CGMFX. If Heebner says it, you can bank on it. Get your ducks in a row boys!!! ................ killer.
    2008 Oct 09 11:43 PM | Link | Reply
  •  
    Some interesting notes about today.
    The short interest is getting smaller. Thats good. But it needs to drop more. Since the criminals who run the show dont let us see daily numbers we will never know exactly when the turn in this stock will occur.
    Wild market swings usually indicate market bottoms. But this market may have many bottoms. This could be the bottom for a few weeks, or months. It could even be the bottom, this is one day and 700 points past exhastion in selling and shorting stocks. First days after the shorting ban lifted offered opportunities. This will subside as people take their profits(buy back). Sirius could benefit. My .35 price prediction almost hit today, to my shock. It hit .39 I believe, briefly. One more plunge like that and we will see .34.
    Might be a good buying point here. Id like to see resistance, but it hasnt offered any yet. It seems capable still of lower.
    2008 Oct 09 11:55 PM | Link | Reply
  •  
    Well T M B S. ...................... glad to help. I'm also very low on future ammo.................. unless I sell something, oh well, have wayyyyyyyyyyyyyyyyyyyy... too much in siri now for good investing sense. Boston 1........... good buy at .40. I feel we are running out of time. Next week could be up? Just a gut feeling. Run Blue Dog Runnnnnnnnnn. .... killer.
    2008 Oct 09 11:57 PM | Link | Reply
  •  
    O, and i think the market has further down to go. Too many people calling bottoms. Too many people thinking turn around. Not enough people wondering.....
    Might even be too obvious. But the market is exhausted, expect a minor rally, AT LEAST SOON. but thats so obvious, is it really worth mentioning. The question everyone here really wants to know, is is this stock bottoming soon, or later, or what.
    Ive felt the dread of the price drop, it feels like a bottom. I almost sold to rebuy lower, and I usually dont think that way.
    It feels very close to the bottom, Im going to stick with my not lower than .30 cent prediction.It will hold. Not enough time left for the shorters, they need volume. There were a few possible sellers of sirius today, but not many.
    2008 Oct 10 12:00 AM | Link | Reply
  •  
    sl62............... LVLT..... I've watched and briefly held this stock in the past. Is attractive, however, just plain out of cash until I sell something. Good luck on that. ... killer.
    2008 Oct 10 12:03 AM | Link | Reply
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    relmor............... hard to fault or question your logic. Good Luck. ... killer.
    2008 Oct 10 12:10 AM | Link | Reply
  •  
    Hoo hoo...I invented stocks and stock options. Tell 'em Fred!
    2008 Oct 10 01:29 AM | Link | Reply
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    •  • Website: http://www.yahoo.com
    One of two things will happen. The market will go up! or there will be a total meltdown in which your money will be worthless anyway. I say if you have cash, continue to buy all the way down in small amounts to better position for the upswing which is the probable thing to happen. Reposition lower and the light will shine a little sooner. Stocks are trading so low these companies could buy all their shares back, go private and have money left over. Its rediculous! We are close to the bottom if not there. But what do i know? Im not the analysts that steered us away from this disaster, but wait!...........They didn't! So who really knows? YOU!!! You know whats best for you. Peace and Good Luck to all. Lets make some money!
    2008 Oct 10 12:05 PM | Link | Reply
  •  
    I have also worried that siri might take the "easy way out" (BK) ......but hopefully Mel is too proud for that ........however , if this stock doesn't get above a dollar reasonably soon , then I do believe a 10-1 reverse split is on the horizon .......which , unfortunately creates more cushion to go down ........I saw that happen with conexant ........BUT conexant isn't bankrupt !!!!!! So , anything is preferable to bankruptcy .....and although a reverse split sucks big time ......at least , in time , there is a chance to come back .......with bankruptcy , we get wiped out .......... I prefer siri to just take off and never look back , but that event seems to be a very distant prospect ...........
    2008 Oct 10 07:39 PM | Link | Reply
  •  
    I'll tell you what, I'm a Stern fan and I almost agree. It bugs the sh!t out of me that I can't get anything live when Stern is not on. At least Friday has Jay and Bubba and that's good for me but I may have to bite the bullet and listen to O&A when Howard's not in. I don't think they're that great but they're good enough. I prefer live stuff...
    2008 Oct 12 04:55 PM | Link | Reply