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Stephen Faulkner  

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  • Sirius XM Might Be Due For A Breakout [View article]
    Nothing has changed. I do post more often on the siriusbuzz.com forums if you want to look there.

    I just suggested buying 3.68. It could go lower, but eh, here looks good enough to me.
    Jul 6, 2015. 11:54 AM | Likes Like |Link to Comment
  • Sirius XM: Explaining The 1 Cent 'Miss' In Q1 Earnings [View article]
    Greg you recently asked me if I was concerned about auto sales possibly declining and I answered you there.

    The answer is no, again. Doesn't matter if it's some guy at Barclays who thinks maybe X will happen or Y will happen or your personal concern that auto sales may have peaked.

    Doesn't even make sense that a driverless car would reduce car sales anyways. So they are going to make them and not sell them? Sounds silly to me.

    Who the hell looks 20 years out in tech anyways? Anything like that doesn't happen overnight. One can reconsider each year. Not a big deal. Why worry about 20 years out NOW?
    Jul 2, 2015. 05:35 PM | Likes Like |Link to Comment
  • Sirius XM settles major-label suit over old songs [View news story]
    If you're not sure then you will want to do research (if at all interested in the stock and going long or short.)

    I can assure you that what you believe here is not even close to being true... so I am not sure where you came up with this idea. Even the most simple glance at diluted totals from before the buyback and then to now will show significant reduction... a simple glance. Any investor in any company should understand how to read these numbers as they are fairly important, especially if you are investing in a company that has a significant portion of strategy in share repurchases.

    Just throwing things out there like "he" is holding it down and when "he is ready" "he" will let it go up and that "he" is riding the gravy train (how you ride some gravy train on a stagnant share price is beyond me....) is not productive conversation.

    Though I see such comments often from people (not just on SIRI). It's always "they" are holding it down. "They" are controlling the price. "They" will "let it go up" when "they" want....

    At some point people look beyond the "magical man in the sky" stuff and try to understand things on a more realistic / scientific level. Thank "God" too... or else we'd be dancing around praying to a little tiki man as people got polio and died instead of understanding that it isn't "he" or "they" almighty but rather something that has a more sensible explanation.

    Or maybe it IS "he" controlling the markets? God himself? After all, those who believe say nothing happens anywhere without God's will... from wars to murders to .... stock prices. SIRI dropping yesterday was because God wanted it to. Maybe God is making John Malone do it, and God wants everyone to lose money and wants John Malone to ride a gravy train, so to speak?

    I'm rambling but eh, there's a point in here somewhere.
    Jun 30, 2015. 02:07 PM | 1 Like Like |Link to Comment
  • Sirius XM settles major-label suit over old songs [View news story]
    John Malone is the controlling holder and thus your sarcastic comment actually has some merit.
    Jun 26, 2015. 07:35 PM | Likes Like |Link to Comment
  • Sirius XM settles major-label suit over old songs [View news story]
    Thank you Scott :) I may have one coming soon... just need to decide if this charge will hit in Q2 or 3 before I write.
    Jun 26, 2015. 06:54 PM | Likes Like |Link to Comment
  • Sirius XM settles major-label suit over old songs [View news story]
    Yet you own the stock. Your last comment said you believe something "illegal" is going on.

    Yet you own the stock...
    Jun 26, 2015. 02:01 PM | 1 Like Like |Link to Comment
  • Sirius XM settles major-label suit over old songs [View news story]
    Also what makes you think that someone would pay nearly a nearly 50% premium to market price for SIRI? Especially if you believe it would be unable to get over $4 without an entity paying such a premium?

    "Current management behaves like caretakers for Malone of a museum with no new exhibits. Or maybe I should have said a cemetery."

    And yet, that is the management that runs the company. If you hold shares, and believe this, why do you continue to hold shares? As a share holder you are along for the ride and can get off at any time you like by selling your shares. Why "ride" if the ride is on a clear path and you are unhappy with it?
    Jun 26, 2015. 12:52 PM | 4 Likes Like |Link to Comment
  • Sirius XM settles major-label suit over old songs [View news story]
    The company doesn't need to be sold. If it needed to be sold then Liberty would sell it.

    Or do you mean "I would like them to sell this, so I can get $5 to $6 per share quickly" ?
    Jun 26, 2015. 12:45 PM | 3 Likes Like |Link to Comment
  • Sirius XM settles major-label suit over old songs [View news story]
    How are you stuck at $5.50? You mean you bought this at $5.50 and rode it down to a nickle and a waiting still to break even?

    Good lord...
    Jun 26, 2015. 12:43 PM | 4 Likes Like |Link to Comment
  • Sirius XM: Explaining The 1 Cent 'Miss' In Q1 Earnings [View article]
    But it's not a utility.
    Jun 25, 2015. 04:32 PM | Likes Like |Link to Comment
  • Sirius XM: Explaining The 1 Cent 'Miss' In Q1 Earnings [View article]
    If new auto sales slow then people are simply retaining existing cars for longer. All that matters going forward is penetration in new cars and that should remain somewhat static.

    So long as those retaining their cars already have approximately the same amount of penetration across the board as what is going into new cars, it's just about a wash.

    There's also the added bonus of lower costs for installs as a total.

    Can say well yeah but this is a negative and that is a positive and blah blah blah but there is a point (soon) that it's just a big churning ball with a slow trickle of additions and modest price increases.
    Jun 24, 2015. 06:59 PM | Likes Like |Link to Comment
  • Sirius XM: Explaining The 1 Cent 'Miss' In Q1 Earnings [View article]
    I don't really care about auto sales. All that new auto sales are (more and more as time goes on) are a way to get radios into vehicles and pushed through the used channel.

    I don't celebrate higher new sales and won't really mourn declines. It mattered in 2009 because there was no sizable used base... but now the used base is big enough and will especially be so in 2-3 years.

    Besides there is no guarantee that in 2-3 years auto sales will have peaked. People been saying they are due to peak since they started increasing after the drop around 2009...

    They'll peak someday. That's ok :)
    Jun 23, 2015. 06:49 PM | Likes Like |Link to Comment
  • Sirius XM expands revolving credit to $1.75B [View news story]
    Well that's good :)
    Jun 21, 2015. 08:36 PM | Likes Like |Link to Comment
  • Sirius XM expands revolving credit to $1.75B [View news story]
    The stock has moved considerably over the years on good news.

    Unless you're talking about it jumping up double digit percentages on every new auto number release or "record subscribers" per quarter release... then yeah it doesn't jump on news like that (but it shouldn't).

    If you bought with HS you are still underwater then?
    Jun 20, 2015. 06:32 PM | Likes Like |Link to Comment
  • Sirius XM expands revolving credit to $1.75B [View news story]
    So your investment is based around Howard Stern?
    Jun 20, 2015. 10:46 AM | Likes Like |Link to Comment
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