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Stephen Faulkner  

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  • An Examination Of The SiriusXM Connected Vehicle Business [View article]
    This is the madness that keeps me from writing much anymore. Really need these guys / gals who spend post after post whining about what amounts to $2 to just get out of the stock.

    Stock has hit $4 SEVERAL times since the call. Any limit sell should have been taken especially since the other day $4.01 was hit and $4 was on the bid.

    Please invest in a Greek bank.
    Aug 6, 2015. 12:01 AM | 4 Likes Like |Link to Comment
  • An Examination Of The SiriusXM Connected Vehicle Business [View article]
    "Wonder what Mr. Faulkner is thinking after his last write up and expecting the stock to break on up pretty nicely after the CC. I hope he writes another piece telling us his views soon."

    I made several comments here and elsewhere that individuals should be patient and wait for LMCA / K to catch up as it was trading at too much of a discount to how it has traded vs. SIRI historically.

    They're close enough now, but a week ago they were a good 10% apart.

    Takes time. It was a good quarter, and Q3 should be similarly good. It's undervalued here (and so is Liberty).
    Aug 5, 2015. 11:57 PM | 2 Likes Like |Link to Comment
  • Why I Sold Sirius XM After Earnings For A Zero Gain [View article]
    No, you posted when you sold SIRI and bought Pandora. SIRI was in the $3.70's and Pandora was over $17 at the time.
    Aug 4, 2015. 07:29 PM | 2 Likes Like |Link to Comment
  • Is Sirius XM Setting Up For A Significant Move? [View article]
    Why? Who cares where it goes between when you buy and when you sell?

    Wouldn't it be great if it went to 20 cents a share and SIRI was able to buy back 5 billion shares with $1 billion cash?

    And you held?

    And they posted EPS of $0.35 in a quarter?

    And the share price jumped to $40 a share?

    And instead of selling at $5 you sold at $40?

    Or would you rather it play around between $4 and $4.75 for a couple years and you sell at $5? Just so it all looks good from now to then?


    Yeah yeah I know LMCA owns 3.X billion shares and SIRI isn't gonna buy back 5 billion shares and the share price is not going to drop to 20 cents and ... but to want the share price to go up mid buyback when one has another two years to hold doesn't make one shred of sense.
    Aug 4, 2015. 05:23 PM | Likes Like |Link to Comment
  • Why I Sold Sirius XM After Earnings For A Zero Gain [View article]
    Well people would know more if they took the time to read / understand or simply do their own research and teach themselves without taking other's opinions into consideration.

    Don't worry about how much other people have made or lost.
    Aug 4, 2015. 05:17 PM | Likes Like |Link to Comment
  • Why I Sold Sirius XM After Earnings For A Zero Gain [View article]
    There's a guy that wrote an EXCELLENT article about this a few days ago. David in NV linked it below.

    Nobody commented on it though. It's so far above the typical "huh huh it's manipulated" comments or 100 comments attacking Crunching Numbers.

    Why spend time reading and understanding :

    http://seekingalpha.co...

    When that time can be spent shotgun blasting SIRI articles with useless commentary?
    Aug 4, 2015. 04:43 PM | Likes Like |Link to Comment
  • Why I Sold Sirius XM After Earnings For A Zero Gain [View article]
    All of this "manipulation" talk and trying to find reasons the stock went 1 penny this way or that every few hours is absolutely stupid.

    The constant commentary about what the stock does every day or every few hours is similarly stupid.

    Quick... better search the google headlines for a "reason" and make up an excuse! Right? It must be that basic. That trivial.

    Can't have anything to do with the severe discount to NAV LMCA / LMCK holds, the fact that those two tickers are nearly all SIRI, and the fact that it is currently, still, much cheaper to purchase SIRI by buying either of those stocks?

    Nah must be "the market."

    Funny how LMCA / K is bucking the market trend, isn't it?

    Or not funny at all. Perhaps taking time to educate yourselves in these issues instead of spouting off "manipulation" and "it's the market" or "weak hands!" every other comment would pay off?
    Aug 4, 2015. 04:39 PM | Likes Like |Link to Comment
  • Why I Sold Sirius XM After Earnings For A Zero Gain [View article]
    Prove what? Explain to me how two entities swapping the same shares back and forth "hold the price down"?

    It would not be great to prove it because it doesn't make any sense. Just like it wouldn't be great to prove that clouds are made of cotton candy.
    Aug 4, 2015. 03:46 PM | Likes Like |Link to Comment
  • Why I Sold Sirius XM After Earnings For A Zero Gain [View article]
    Why was it flat yesterday? Market closed down.

    Why was it down 6 days ago? Market closed up.

    Why was it up less than the market 4 days ago?

    Why was it down 5 days ago? Market closed up.

    Aug 4, 2015. 02:46 PM | Likes Like |Link to Comment
  • Is Sirius XM Setting Up For A Significant Move? [View article]
    Why would you be afraid of that unless you expect it to remain there until two years from now when you intend to sell?

    What, exactly, is there to fear if you intend to hold the stock for two years? Why not set an alert for $5 and do something else?
    Aug 4, 2015. 02:32 PM | Likes Like |Link to Comment
  • Why I Sold Sirius XM After Earnings For A Zero Gain [View article]
    Nope. Not that either.
    Aug 4, 2015. 01:37 PM | 1 Like Like |Link to Comment
  • Why I Sold Sirius XM After Earnings For A Zero Gain [View article]
    "Sirifair6, I like you also believe they are holding it down, I think they are using high speed computers, company "A" buys the shares and immediately sells them to company "B" for a half cent less holding down the price and frustrating retail into selling. the next day company "B" buys shares and sells them to company "A" for a half cent less so neither "A" or "B" lose money. Some will call me a conspiracy theorist but this is what I really feel is going on."

    You have absolutely no idea what you are talking about. Think about what you just typed.
    Aug 4, 2015. 01:12 PM | 5 Likes Like |Link to Comment
  • Is Sirius XM Setting Up For A Significant Move? [View article]
    Yes you posted similar 2 days ago just above this :

    "Siri has hit 4.00 about a dozen times in the past four months and sold off each time, all based on two quarters of excellent results and positive forecasts and upgrades by anaysts. So, who knows what it will take to finally get the price above 4.00 and start moving higher.If this is the price action to good news and a good market just think where the price will go if Siri doesn't meet anaysts forecasts or the market has that big correction many are forecasting."

    If this is torturing you, the stock is offering opportunity to exit at $4 per share over and over again.
    Aug 4, 2015. 10:29 AM | 2 Likes Like |Link to Comment
  • Is Sirius XM Setting Up For A Significant Move? [View article]
    This is the rate. This has been the rate. This will likely continue to be the rate.

    It's a long term issue, and should not be expected to yield much, if any, short term benefit.
    Aug 3, 2015. 11:43 AM | 1 Like Like |Link to Comment
  • Wi-Fi In Autos, A Sirius Problem [View article]
    "Until today, Sirius has been THE only alternative to terrestrial radio. That is changing."

    Why do you say things which you know are completely false?

    Today I have NUMEROUS alternatives to terrestrial radio that are NOT SIRI.

    CDs (though these are on the way out)
    USB / MP3
    Streaming (Spotify, Youtube, Pandora, insert 100's of other services that do the same thing here)

    And a software enabled dash stack is not going to change that. It simply moves the phone to a screen on the dashboard (as far as this issue is concerned, I realize it offers other options / connected vehicle services for instance)

    You are so wrapped around this idea that a software driven dash is going to destroy Sirius XM that you have these massive blinders on or something... (I'm giving you the benefit of the doubt that you are just poorly researched on this space or you are simply unable to see the periphery because you formed a thesis and are rejecting anything that disagrees with it...)

    I'd say you would do well to take a step back and re-evaluate this or at least take the time to research it more thoroughly but you have absolutely no need to do so as you have not taken and do not intend to take a position long or short this issue.

    You're dangerously close to falling into the trap of arguing with the perma bulls and trying to "open their eyes" so to speak to see your side. It would be much better to spend more time understanding the facts so that you do not make mistakes that cause false support to your thesis.
    Aug 1, 2015. 06:52 PM | 6 Likes Like |Link to Comment
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