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Stephen Faulkner  

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  • Sirius XM: Please Tell Me Again About The Big Bad Connected Car [View article]
    He's not going to leave. He may not continue to do new shows although I find that possibility to be doubtful. At the very least I'd expect him to licenses old shows for replays. Some of the best content is there anyways. The newer stuff really isn't as good. Just my opinion. I rarely listen anymore.
    Aug 17, 2015. 12:34 PM | 1 Like Like |Link to Comment
  • Sirius XM: Please Tell Me Again About The Big Bad Connected Car [View article]
    The numbers are in the quarterlies. You can do that on your own but feel free to post up the information here for others if you see fit
    Aug 17, 2015. 12:32 PM | 3 Likes Like |Link to Comment
  • Sirius XM: Please Tell Me Again About The Big Bad Connected Car [View article]
    Decades yes until mass acceptance and significant penetration in new models. Then they have to sell through the existing base.
    Aug 17, 2015. 12:29 PM | Likes Like |Link to Comment
  • Sirius XM: Please Tell Me Again About The Big Bad Connected Car [View article]
    I'd assume the buyback program is being run in planned fashion, not in a way where they start / stop it for reasons like daily fluctuations in price, unless those fluctuations meet predetermined boundaries.

    Plenty of sellers at $4. Fewer each day but certainly not exhausting them.
    Aug 17, 2015. 10:23 AM | 1 Like Like |Link to Comment
  • Sirius XM: Please Tell Me Again About The Big Bad Connected Car [View article]
    It's expected SIRI will use up its NOLs. This is a good thing. Not something bad.
    Aug 17, 2015. 08:48 AM | 1 Like Like |Link to Comment
  • Sirius XM: Please Tell Me Again About The Big Bad Connected Car [View article]
    Price would likely be similar if the company had not bought back any stock and instead did not take on debt / hoarded cash. Buybacks done properly should not drive SP up or down shorter term. It's more an EV issue than a market cap issue.

    Won't get a dividend. Not until / unless LMCA needs cash or the buyback program reaches a stopping point and then it is a "maybe."

    Buy reason would be your opinion of current and future value based on expected company performance and efficacy of the current buyback program / whether they are / have been buying at a discount or a premium to expected future valuations.

    I can give you reasons to buy or sell here. Different perspectives. For instance considering my last few articles about $4 resistance, selling / trading against my long options near $4 has been profitable, and rolling those profits into additional purchases below the 50 day MA should work well long term.

    It'll have to break $4 with some force, though, to see the next leg up ... $5-$6 wouldn't be out of the question as a target if it did. Eventually "sell / short near $4" stops working, and I find that scenario more likely than "buy near $3.65" ceasing to work. Company is doing quite well.
    Aug 17, 2015. 08:03 AM | 2 Likes Like |Link to Comment
  • Sirius XM: Please Tell Me Again About The Big Bad Connected Car [View article]
    The thing is this wifi stuff is nothing new, but for some reason people think it is. It's just, essentially, another phone stuck in the car. Just another connection to the network... no different than taking the phone people already have and pressing the hot spot button.

    All it does is put that in the dash, at an additional charge per month. It's not all that exciting.

    Threat to SIRI comes from driverless cars, decades away. Once the driver becomes a passenger, the driver is no longer limited to passive activities such as listening to radio, and can do other things with their hands / eyes. It's too far away, and will be seen coming long long long before it gets here.
    Aug 17, 2015. 07:39 AM | 6 Likes Like |Link to Comment
  • An Examination Of The SiriusXM Connected Vehicle Business [View article]
    "Promises, promises. ;-)"

    http://bit.ly/1hmp0yt
    Aug 6, 2015. 09:23 PM | 1 Like Like |Link to Comment
  • An Examination Of The SiriusXM Connected Vehicle Business [View article]
    SIRI is not a part of $DJI. It's tied to QQQ.
    Aug 6, 2015. 07:39 PM | Likes Like |Link to Comment
  • An Examination Of The SiriusXM Connected Vehicle Business [View article]
    Markets closed up yesterday from their previous close.

    SIRI fell.

    Last three days have not agreed with you.

    SIRI does not always move the exact same as the market, but you do always blame "the market" when it is down. I'll give you that.
    Aug 6, 2015. 06:50 PM | Likes Like |Link to Comment
  • An Examination Of The SiriusXM Connected Vehicle Business [View article]
    So with 52 shares you won't put in a $4 limit order but you intend to sell at $4 per share....

    But just in case it goes to $4.01 you want to stare at the screen and hope and pray you can perhaps time the sale and pick up another 52 CENTS if you can get a $4.01 sell order in and taken vs. doing anything else other than staring at the penny up and down movement all day?
    Aug 6, 2015. 06:43 PM | 3 Likes Like |Link to Comment
  • An Examination Of The SiriusXM Connected Vehicle Business [View article]
    Should have been easy. Limit sell good until cancelled $4 per share.

    Stock hits $4 bid $4.01 ask, means every $4 ask was filled.

    Done.


    And it hit $4.01 the other day so unless one did NOT have their order in at that time, there is no way their shares would not sell.
    Aug 6, 2015. 06:37 PM | 2 Likes Like |Link to Comment
  • An Examination Of The SiriusXM Connected Vehicle Business [View article]
    Netflex. The Bowflex machine with internet streaming built right in.

    It's the next SIRI killer.
    Aug 6, 2015. 12:04 AM | 4 Likes Like |Link to Comment
  • 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
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