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Brad Alvarez

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  • Congratulations Sirius XM Shareholders: Now, What's Next? [View article]
    lol
    Jan 6 08:12 PM | Likes Like |Link to Comment
  • Did The Market Screw Up Ford's Dividend Announcement? [View article]
    If Europe fails we have a massive credit crisis, and Ford gets hammered. Sure they won't fall as bad as GM, that's because they are a much better company than GM, and the U.S. government isn't a massive investor in Ford like they are in GM.

    You really don't understand beta do you. Over the last 5 days, Ford is down 9% while the S&P is down 2.5%. Ford will drop more than most others in the S&P 500 if Europe does go ""kaboom"" (your term, not mine)
    Dec 19 04:37 PM | Likes Like |Link to Comment
  • Did The Market Screw Up Ford's Dividend Announcement? [View article]
    If Europe fails, ford is going much lower than $9. Imagine the insane credit tightening that would happen. Guess how people buy cars? With credit. Also Ford gets a significant size of revenue from Europe, and they are already losing money over there even without Europe failing.
    Dec 18 03:12 PM | Likes Like |Link to Comment
  • Did The Market Screw Up Ford's Dividend Announcement? [View article]
    Well obviously, but the markets opinion can differ
    Dec 15 11:12 PM | Likes Like |Link to Comment
  • Did The Market Screw Up Ford's Dividend Announcement? [View article]
    I wouldn't consider $760M that small of a dividend in this type of environment.
    Dec 15 07:26 PM | Likes Like |Link to Comment
  • The Student Debt Bubble [View article]
    Changing policy is much easier than changing culture. Plus, I believe that college is the answer. It's the same kind of thinking back in the 19th century that primary or secondary education aren't the answer, and that one should get to work instead.

    The ideas and education that can be exchanged and attained in college is secondary to none. The structure needs to be changed, but not the idea that nearly everyone should attend.
    Dec 15 05:02 PM | 2 Likes Like |Link to Comment
  • The Student Debt Bubble [View article]
    I believe that parents who would do anything to send their kids to the best school are doing it for their kids, not the sticker.

    Other than that, I'm not going to get in a pointless political argument with you.
    Dec 15 03:39 PM | 4 Likes Like |Link to Comment
  • Employment Report: 3 Million Jobs And Counting [View article]
    Financial analysis should be made non-partisan, and you fail miserably on that requirement.
    For example, I'll quote you here. "U.S. economy that it has been able to grow in spite of all the headwinds it has faced: massive and wasteful "stimulus" spending, a 25% increase in federal spending as a percent of GDP, a wrenching housing market collapse, a big increase in regulatory burdens, great uncertainty over the future course of monetary policy"

    You were just saying how 3M private sector jobs have been created then you use this regulatory burden crap? Private sector job growth recovered faster this recession than it did under the Bush Admin, and the growth rate of the private sector is around the same that it was during the boon years of 2005-2006. All with this massive 'regulatory burden' you vaguely speak of.

    Stimulus spending. Not a single person can honestly say that the stimulus spending put downward pressure on the economy. It's like this headline would make sense to you. "Stimulus spending causes US economy to dip into a second recession" Have you seen all the non-partisan reports of the jobs that it saved/created?

    Uncertainty in monetary policy. You must of badly misspoke here and mean to have said fiscal policy. The fed has actually been responsible here, reacting swiftly to events and making it pretty clear on what their plans are. i.e. zero percent interest rates until mid 2013, you don't get more forward looking than that
    Dec 3 09:05 AM | 6 Likes Like |Link to Comment
  • The Long And Short On Sirius Radio (Part 2) [View article]
    Interesting, I am not a subscriber and don't have any first hand experience with their music selection. I imagine their must be some repetitiveness, but hopefully not nearly to the extent of terrestrial radio.
    Nov 20 06:21 PM | Likes Like |Link to Comment
  • The Long And Short On Sirius Radio (Part 2) [View article]
    Probably because no one has ever seen them. I have never seen a Sirius ad, which is not a good thing.
    Nov 20 06:20 PM | Likes Like |Link to Comment
  • The Long And Short On Sirius Radio (Part 2) [View article]
    Considering that will be their first price increase in 3 years, and a relatively modest increase of 12%, I'm not too worried about long term churn numbers because of price increase. I believe Churn to be more dependent on how well Sirius 2.0 rolls out in the future
    Nov 18 01:38 PM | 1 Like Like |Link to Comment
  • The Long And Short On Sirius Radio (Part 2) [View article]
    Do you know what the data plans will look like in the future? No. What if phone tech becomes so advanced that the capacity for data explodes and the costs fall like crazy? What if major metropolitan areas introduce city-wide wi-fi that car drivers could tap into, making satellite radio look expensive and would be required to have very, very good content to stay relevant? NONE of this you or I know, that's why I listed cheaper substitutes as a THREAT, not something that will mostly likely happen
    Nov 17 02:56 PM | Likes Like |Link to Comment
  • The Long And Short On Sirius Radio (Part 2) [View article]
    I searched the word 'platform' in all earnings calls back to Q4 2009 and couldn't find any mention of converting to an all-XM platform, could you find it and quote it?

    "We are in the final year of construction of the Sirius-6 satellite. With the launch of that satellite in the fourth quarter of 2011 we do not expect another satellite launch until we approach 2020. As we've said before, satellite expenditures are expected to decline by about $200 million from 2010 to 2012." - Q3 2010 earnings call

    Obviously this has moved back from Q4 2011 to Q1 2012.

    In another earnings call Karmazin mentioned how this satellite will work for both XM and Sirius listeners, I don't see why they would launch a satellite with both the capabilities when they're about to switch to all XM.
    Nov 17 02:14 AM | Likes Like |Link to Comment
  • The Long And Short On Sirius Radio (Part 2) [View article]
    They could be, i was just making a point on how they will have money to deliver to shareholders
    Nov 17 01:10 AM | Likes Like |Link to Comment
  • The Long And Short On Sirius Radio (Part 2) [View article]
    By looking at the cost of Pandora and Sirius. Tough to do I know. Pandora One costs $36 a year.
    Nov 17 12:46 AM | Likes Like |Link to Comment
COMMENTS STATS
53 Comments
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