Seeking Alpha
View as an RSS Feed

Richard Saintvilus  

View Richard Saintvilus' Comments BY TICKER:
Latest  |  Highest rated
  • Microsoft's Cloud-First Mentality Is The Brilliance Of Satya Nadella's Vision [View article]
    Benjamin --

    "That's what Wall Street likes these days. Go figure."

    Not necessarily. It all doesn't happen in a vacuum. Investors seem smart enough to appreciate the reason for the respective events. That's as important as the result itself.
    Apr 24, 2015. 05:05 PM | Likes Like |Link to Comment
  • Why SunTrust's Trading Business Will Boost The Stock To $50 [View article]
    You're welcome, Evane. This is a well-diversified regional bank to keep an eye on, especially until interest rates become more favorable.
    Apr 24, 2015. 05:02 PM | 1 Like Like |Link to Comment
  • Microsoft's Cloud-First Mentality Is The Brilliance Of Satya Nadella's Vision [View article]
    Nadella has made Wall Street forget the lost decade Microsoft suffered under the leadership of Steve Ballmer. I think that's the most important aspect here. His presence alone is worth $3 to $5 per share to the stock price.
    Apr 24, 2015. 02:09 PM | 1 Like Like |Link to Comment
  • Microsoft's Cloud-First Mentality Is The Brilliance Of Satya Nadella's Vision [View article]
    Exactly, Tech46. This makes MSFT stock somewhat of a no-brainer.
    Apr 24, 2015. 12:35 PM | Likes Like |Link to Comment
  • Microsoft's Cloud-First Mentality Is The Brilliance Of Satya Nadella's Vision [View article]
    Thank you, Brian. It's incredible how quickly MSFT has become a legitimate cloud player. Once the cloud run rate grows to 10% of rev the P/E will have to (or must) expand some, right?
    Apr 24, 2015. 09:52 AM | Likes Like |Link to Comment
  • Sirius XM Short Interest Continues To Hit New Lows [View article]
    Thanks for the article, CN!
    Apr 23, 2015. 09:17 AM | Likes Like |Link to Comment
  • Sirius XM: Focus And Discipline Is Required [View article]
    Stephen -

    "You look ... angry lol."

    The new pic was at the request of my "publicist."

    I'm actually smiling on the inside. There's nothing like being an active participant in the stock market today.
    Feb 19, 2014. 07:08 AM | 1 Like Like |Link to Comment
  • Sirius XM: Focus And Discipline Is Required [View article]
    Well written, Stephen!
    Feb 17, 2014. 12:18 PM | Likes Like |Link to Comment
  • Sirius XM: Short Interest Rapidly Falling While Liberty's Triples [View article]
    Stephen -

    Thanks for the article. It's interesting that it's about short interest data. Only a few months ago, you said this:

    "The short interest things are an unfortunate remnant from when I started writing. There's little value in following the short interest in a bi weekly basis as it's old and outdated and simply news reporting from what is usually a data point 9 or 10 days old. Useless, worthless, and a waste of time to dig around in unless there is a massive change or a clear trend (for which SIRI has none with regards to SI)."

    http://seekingalpha.co...
    Jan 28, 2014. 06:49 PM | Likes Like |Link to Comment
  • Liberty Proposal To Buy Sirius XM Loaded With Non-Issues [View article]
    CN -

    "After the smiling, summer type of pic, this one looks like you have turned glum about the market."

    I'm actually pretty bullish about the market. But I call the new pic a "brand adjustment." And there's going to be a renewed focus within my analysis. No more "play time."
    Jan 22, 2014. 06:13 PM | Likes Like |Link to Comment
  • Liberty Proposal To Buy Sirius XM Loaded With Non-Issues [View article]
    CN -

    "Is that why you are no longer smiling in the picture?"

    Nah, it was just time for a change. My followers have had mixed feelings about my new mug. They don't know whether to sell their investments or call the police :-)

    Anyway, as far as trading Sirius is concerned, the stock will likely be range bound until these uncertainties are removed. Depending on your vantage point, shares won't get too high, given the $3.68 "ceiling." And they won't get too low, given $3.68 "floor." And I believe this plays right into the hands of Liberty. It buys them time to decide what they want to do with Sirius and/or their cable ambitions.
    Jan 22, 2014. 01:09 PM | 1 Like Like |Link to Comment
  • Liberty Proposal To Buy Sirius XM Loaded With Non-Issues [View article]
    CN -

    Thanks for the article. It's both a travesty and extremely disappointing that Sirius XM (it appears) has absolutely no leverage here. With Liberty already a majority owner, Sirius experiencing slowing growth - not to mention several new rivals - Beats by Dre, Rdio - and so on. There is no barrier to entry. And with Pandora and iTunes Radio doing so well, Sirius' content - as great as it is - no longer matters.

    All of that said, I believe this is the best case scenario and Sirius will continue to offer its service. The question is, how does its future (long or short term) impact investors? Clearly there's been a huge shift in investors' expectations - albeit forcibly. Then again, expectations were unrealistic to begin with.
    Jan 22, 2014. 07:32 AM | Likes Like |Link to Comment
  • As Expected, Sirius Reports 2013 Subs And 2014 Guidance [View article]
    CN -

    "It's the self-pay sub growth that's more important to me at this point, and I'm disappointed that it's missing."

    You've hit the nail right on the head. And I've said the same thing in my story this morning published on TheStreet. http://bit.ly/1cBvKl6
    Jan 8, 2014. 01:51 PM | Likes Like |Link to Comment
  • As Expected, Sirius Reports 2013 Subs And 2014 Guidance [View article]
    Good article, CN. Way to stay focused and ignore the sideshow. Execution seems to have been a forgotten story here. I'm surprised that even at 52 times earnings, some (including Nader) still believes that 6% revenue growth somehow deserves a higher multiple. These are, nonetheless, interesting times.
    Jan 8, 2014. 12:45 PM | Likes Like |Link to Comment
  • Sirius XM : Liberty Media's Offer Is Attractive Despite $3.68 Offered [View article]
    Joseph -

    Do you mean the Nets or the actual Celtics themselves?
    Jan 4, 2014. 10:14 PM | Likes Like |Link to Comment
COMMENTS STATS
6,912 Comments
14,805 Likes