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David Wren

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  • Sirius XM: The Ultimate Subscription Model [View article]
    Well yes I am a newbie to Sirius. That is why I posted the question. Does the fact that they are willing to give subscriptions cheaply to retain customers concern you? Can it spread enough to pressure margins and the free cash flow that everyone is so excited about? Valid questions in my mind.
    Nov 30 10:46 PM | Likes Like |Link to Comment
  • Sirius XM: The Ultimate Subscription Model [View article]
    http://bit.ly/19aRobR

    Just search the subject and you will find multiple forums with people claiming they have negotiated super cheap prices and encouraging others to do the same.
    Nov 30 04:24 PM | Likes Like |Link to Comment
  • Sirius XM: The Ultimate Subscription Model [View article]
    I have 0 capital invested into SIRI. When I heard that the company gave us the subscription for dirt cheap, I was skeptical of the business. Read this article, asked a question based on what I have heard. Did not expect people to get worked up...
    Nov 30 04:15 PM | 1 Like Like |Link to Comment
  • Sirius XM: The Ultimate Subscription Model [View article]
    Yes, I made that up completely in hopes I could drive the stock price down through my comments on Seeking Alpha....

    Call the company about your subscription and threaten to cancel unless you get a lower price. If this does not work, I will indeed be the imbecile.
    Nov 30 04:04 PM | Likes Like |Link to Comment
  • Coca-Cola Stays Flat With Limited Upside [View article]
    "In September, the company fell from its 13-year hold as the world's most valuable brand, falling behind Apple (AAPL) and Google (GOOG), according to Interbrand"

    We'll have to keep a close eye on AAPL and GOOG stealing market share in the beverage industry.....?
    Nov 29 10:31 PM | 3 Likes Like |Link to Comment
  • Sirius XM: The Ultimate Subscription Model [View article]
    Once the free trial ended in multiple family cars, we called to cancel the service. Sirius ended up giving us the service for $5 a month, in three different cars. My uncle said he even bargained them down to $2. I know this is a spreading case, so should it concern investors? Also curious, do the auto companies pay for the "free" trial, or is it actually given for free by Sirius?
    Nov 29 09:59 PM | Likes Like |Link to Comment
  • Clean Energy Fuels: The Important CNG/LNG Distinction And What It Means For Investors [View article]
    Very true. I know we've been believers for a while now. Yes, the company is still very speculative, but it is well positioned to achieve their goals.
    May 21 01:01 PM | 1 Like Like |Link to Comment
  • Clean Energy Fuels: The Important CNG/LNG Distinction And What It Means For Investors [View article]
    Not as much of a 'longshot" and "speculation" any more. Plenty of contracts signed and future revenue streams continue to build
    May 21 12:37 PM | Likes Like |Link to Comment
  • Armour Residential: A High-Risk mREIT With A Monthly Dividend [View article]
    Any thoughts about JMI? Aren't they owned by ARR??
    May 7 03:55 PM | 1 Like Like |Link to Comment
  • The Risky Truth About Apple's Dividend [View article]
    This MIGHT be an issue if Apple were to stop inventing and selling things and just pay out their cash. Highly unlikely though... Seems like just another AAPL article with no real info
    May 3 06:53 PM | Likes Like |Link to Comment
  • Aflac Is Ready To Soar [View article]
    Great article. I'm a new follower of the stock, and looking to buy. One thing I am wondering though: does management want to/have plans to try and grow more internationally other than Japan? I didn't see anything about it in their recent conference call, so I wasn't sure if their plan is to stay put or try and expand any time soon.
    Apr 30 02:18 PM | Likes Like |Link to Comment
  • Waiting Patiently For A Blue Chip REIT Pullback [View article]
    What are your thoughts on DLR today after reporting Q1? Ive been wanting to get into the REITs for a while, and this has been on the top of my watch list
    Apr 26 09:47 AM | Likes Like |Link to Comment
  • Procter & Gamble Earnings Show Significant Challenges Ahead [View article]
    I don't see #2 and 3 as a big headwind. Fed policy will likely stay the same for a few more years, making the valuations ultimately appropriate. The market will also stay questionable. While the defensive names might seem overpriced, it might be the new norm with the current fed policy and global economies.
    Apr 25 09:27 AM | 1 Like Like |Link to Comment
  • Heard during Procter & Gamble's (PG -4.8%) earnings call: 1) The company admits some missteps in emerging markets by expanding too quickly in key product areas. 2) On market share, while U.S. and China look strong, execs admit that it has pockets around the world where it's slipping. Beauty and skin care is mentioned as an under-performing category. 3) Competitive launches by rivals seem to have impacted results, but the company maintains new innovation (pet care, Duracell, etc.) will help it take back market share. 4) P&G sees buying back $6B in stock this year, at the high end of its previous forecast. (webcast[View news story]
    The stock was up over 20% YTD before today's decline...
    Apr 24 07:54 PM | Likes Like |Link to Comment
  • Coach Delivers On All Fronts [View article]
    Bought below $50 because I thought I could make a quick buck. Now I'm thinking ill hold for the long haul after this earnings report. STILL undervalued!
    Apr 23 09:39 AM | Likes Like |Link to Comment
COMMENTS STATS
120 Comments
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