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Stephen Faulkner

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  • Sirius XM: $3.59 And Rocking - Time To Run? [View article]
    he sure did ....
    May 16 10:17 AM | 0 Likes Like |Link to Comment
  • Sirius XM: $3.59 And Rocking - Time To Run? [View article]
    Ask them why they are valuing SIRI on PE and not EV / EBITDA like it should be evaluated with ;)
    May 16 10:16 AM | 0 Likes Like |Link to Comment
  • Sirius XM Testing New Highs On Volume [View article]
    Apricot target? Oh my God that sounds absolutely delicious... Put me down for two, please!
    May 16 02:00 AM | 2 Likes Like |Link to Comment
  • Sirius XM: Critical Importance Revealed In SEC Filing [View article]
    haha...
    May 16 12:44 AM | 0 Likes Like |Link to Comment
  • Sirius XM: Critical Importance Revealed In SEC Filing [View article]
    Take a look at LMCA after hours on news that Berkshire added to its stake in LMCA. You may be right, and I would not be surprised to see 3.75 as this continues to march forward.

    Market needs to stay strong, though.... just keep the SPY in the corner of your eye ;)
    May 16 12:19 AM | 0 Likes Like |Link to Comment
  • Sirius XM: Critical Importance Revealed In SEC Filing [View article]
    Actually if I'm ever out in Kohler / Sheboygan again I might take ya up on that! Glad to hear I've helped ya man :) !

    Take a peek at after hours LMCA ... might carry over into SIRI. Word has it Buffet bought more LMCA this past quarter. Once I have all the data I write up something on the institutional holdings in both companies and update some numbers that are getting a bit stale :)
    May 16 12:18 AM | 0 Likes Like |Link to Comment
  • Sirius XM: Critical Importance Revealed In SEC Filing [View article]
    My so sensitive? ;)

    It's content and relevant. Berkshire added to LMCA again apparently this past quarter. Perhaps it's time to write a cheeseburger article?
    May 16 12:15 AM | 2 Likes Like |Link to Comment
  • Sirius XM: $3.59 And Rocking - Time To Run? [View article]
    Hahah that guy fell off the face of the earth eh? Maybe he walked off a cliff while "sequestering one day at a time!"

    He was short SIRI at 2.40 and short AMD at 2.40. My guess is he got obliterated. People usually disappear when that happens.
    May 15 10:53 PM | 2 Likes Like |Link to Comment
  • Sirius XM: Critical Importance Revealed In SEC Filing [View article]
    Tough to tell because people will tell you LMCA trades at a discount to the sum of its parts.

    But if you feel SIRI is the majority of weight just take the % of SIRI that LMCA owns, multiply it by SIRI market cap, then divide that number by LMCA market cap.

    So let's say SIRI is 20 bil, LMCA owns 50%, and LMCA is worth 15 Bil (made up numbers here).

    20X .50 = 10 10/15 = .666666 SIRI would be 66.7% of LMCA.
    May 15 10:24 PM | 0 Likes Like |Link to Comment
  • Sirius XM: Critical Importance Revealed In SEC Filing [View article]
    It's all part of the same move, and it is being done in healthy fashion. Up, consolidate horizontally, up. This is preferable to a big pop right away. Gives it more strength. Notice how 3.39 was the top of an ascending triangle, and that 3.40 closing price started this next leg up? Was very clear :) Just glad it played out!
    May 15 10:16 PM | 0 Likes Like |Link to Comment
  • Sirius XM: $3.59 And Rocking - Time To Run? [View article]
    I believe that was Little Apple's article. Only about 2.5 mil shares tied up in in the money calls for May. May is a very weak month for options... June has far more. I got screwed in 2011 on covered calls I had at $2 in May. Lost out on all that gain from $2 to $2.40 or so. It was awful.
    May 15 09:42 PM | 0 Likes Like |Link to Comment
  • Sirius XM: $3.59 And Rocking - Time To Run? [View article]
    Wouldn't think so. Not enough shares tied up in options.
    May 15 09:00 PM | 0 Likes Like |Link to Comment
  • Sirius XM: Critical Importance Revealed In SEC Filing [View article]
    Well this is LMCA leveraging here, not really SIRI leveraging. I think the recent run up has to do with Q1 news and confirmation of buybacks as well as a permanent CEO in Meyer.
    May 15 07:49 PM | 0 Likes Like |Link to Comment
  • Sirius XM: Critical Importance Revealed In SEC Filing [View article]
    1 comes with 2 but 2 can come before 1. :P

    I doubt LMCA could RMT with those shares on margin.
    May 15 07:45 PM | 0 Likes Like |Link to Comment
  • Sirius XM: Critical Importance Revealed In SEC Filing [View article]
    Uncharted been rather quiet :)
    May 15 07:44 PM | 0 Likes Like |Link to Comment
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