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Richard Saintvilus

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  • 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 07:08 AM | 1 Like Like |Link to Comment
  • Sirius XM: Focus And Discipline Is Required [View article]
    Well written, Stephen!
    Feb 17 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 There's little value in following the short interest in a bi weekly basis as it's old and outdated and simply news reporting from what is usually a data point 9 or 10 days old.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 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 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 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 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 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 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 10:14 PM | Likes Like |Link to Comment
  • Sirius XM : Liberty Media's Offer Is Attractive Despite $3.68 Offered [View article]
    Stephen -

    On bright side, once SIRI becomes a wholly owned subsidiary of Liberty, we can talk more about the direction of satellite radio and the impact of the connected car. There won't be anymore stock price discussions and what SIRI's short position is. Queue up your LMCA coverage :-)
    Jan 4 07:56 PM | Likes Like |Link to Comment
  • Sirius XM : Liberty Media's Offer Is Attractive Despite $3.68 Offered [View article]
    Stephen -

    "Ceiling" is a matter of speaking and is not to be taken literally. The fact still remains, Liberty is taking this company out from under everyone's noses. Those that believed (including you) SIRI was the next ... Netflix and Apple ... meaning it was "going to the moon," has to rethink those expectations.

    Good luck to everyone and happy new year!

    And don't forget, shortly after I said $2.15 was a ceiling, the stock did fall to around $1.70. But why let facts get in the way, right?
    Jan 4 02:23 PM | Likes Like |Link to Comment
  • Sirius XM : Liberty Media's Offer Is Attractive Despite $3.68 Offered [View article]
    Ozzy -

    Why would it be a bloodbath when we know there's a $3.68 ceiling? The bloodbath was prevented when SIRI shares were halted late yesterday afternoon - albeit after market close. But by Monday everyone would have had time to digest what this news really means. SIRI's valuation is not being raised per se - it's just an equity swap. Betting on a short squeeze here is asking for a bit too much.
    Jan 4 08:50 AM | Likes Like |Link to Comment
  • Apple Isn't Dead [View article]
    Ashraf -

    "Buybacks are a nice gimmick to split the pie among fewer players, but Wall Street prefers "growth" :-)"

    As an Intel investors, are you seriously saying this? Is that not what Intel has done the past three years, while producing little to no growth? Can you explain why, then, is Intel up 30% this year?

    Ashraf, I've always liked your articles. But I struggle at times to find any real consistency.
    Dec 26 09:46 AM | 14 Likes Like |Link to Comment
  • Apple Isn't Dead [View article]
    Ashraf -

    "If I'm right, this isn't the end of Apple the company (it's certainly not dead) but Apple the stock is no longer interesting either from a short or a long perspective."

    What do you think Carl Icahn sees in Apple? How about David Einhorn? They've doubled their stake in AAPL in the past 6 months. In fact, Icahn recently published a note suggesting how Apple can get to $1200 per share in three years. Do you suppose he believes the stock is still interesting?

    I'm not saying you're wrong. But it's disappointing that you've made no mention of China Mobile and the potential effect of 760 million new customers over the next couple of years. You've cited the usual mantra of "no large iPhone" yet ignore the likely entry into wearables and higher-margin businesses like payment services.

    "Apple Isn't Dead...."

    The headline is $182 old. It would have worked best when shares were at $385.

    Thanks for the article.
    Dec 26 07:02 AM | 7 Likes Like |Link to Comment
  • Sirius XM: $4.25 By January? Was I Wrong? [View article]
    Chunga -

    You are giving a simple response to what is really a much complicated issue.

    "Let's take Russia for example ($0) debt. US (over $10 trillion or something ridiculous like that)."

    Last I checked Russia has plenty of issue, including anti-gay legislation. I would argue that the US is more progressive in that area as well as other social freedoms.

    But "debt" itself is not inherently bad. There's quite a bit of leverage that can actually play to the debtors advantage. And there's also an issue of national security that a countries debt helps preserve.

    I'm going to give you a "simple" example: with the trillions of dollars that the US owes China, I believe it's in China's best interest to maintain labor/export peace with the US. On that note, it's not our issue to judge companies like Apple for hiring Chinese workers at any wage as long as it meets that countries labor standards.

    "US I just don't know how they will be always able to continue to raise the debt ceiling"

    The debt ceiling really has nothing to do with what corporations should or are allowed to do. Here, again, you are talking about entirely separate things that require different explanations - far beyond what I care to discuss.

    "Ok but Sirius is fixing their debt. The US debt continues higher without an end. SIRI's completion also holds debt."

    Let's agree to disagree on that one. But suffice it to say, the US has not gotten itself in a situation where it couldn't get out of. The last five years was a perfect example of that.
    Dec 19 12:13 PM | Likes Like |Link to Comment
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