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Stephen Faulkner

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  • Sirius XM: Right On Track For A Break Towards $4 Per Share [View article]
    Man, I had written you off for dead when you were posting this stuff back in 2012 around $1.80 Pete and then disappeared when it moved from that to $3 per share later in the year! Glad to see you're still kicking!

    I think...

    "Canada owns this company and will never let it go."

    Yes, very glad lol. It's Canada's fault! They have their sticky little maple syrup covered hands in everything! HAHA!
    Jul 16, 2014. 10:40 AM | 9 Likes Like |Link to Comment
  • Sirius XM: Caught Between Apple, Google, Amazon And A Hard Place [View article]
    " I'm glad they didn't listen to me."

    I'm sure they discussed it at length!
    Jun 30, 2014. 04:28 PM | 9 Likes Like |Link to Comment
  • Sirius CFO Discusses Subscribers And ARPU - What Are The Implications? [View article]
    You do know those are very different types of "satellites" compared to the SIRI satellites, yes? They are planned for much lower orbit and coverage area will be "small" (think 20 mile radius, similar to a high powered cell tower).

    I have a cousin who is involved with this stuff, and they are meant to act similar to a cell tower for areas that do not have internet / developing nations and such. These things will not be thousands of miles in the air like the SIRI sats.

    Anyways, I don't think you understand what you write about sometimes. You just ... I dunno... you just write stuff. Remember when we talked last year (assuming this person writing for Wall Street Playbook is the site's owner, Richard Saintvilus). You mentioned you got it completely wrong on SIRI in 2012 because you got too caught up / stubborn in your position. Seems you are doing the same thing again. I'm not so sure it matters to you but I think you need to calm down a bit and think about some of the things you are saying / writing about.
    Jun 9, 2014. 09:32 AM | 9 Likes Like |Link to Comment
  • Why You Should Buy Sirius XM's Dip [View article]
    Not in my opinion. Like I said it's up 60% today over the course of those 2 years, even considering the recent pullback. Following my strategy of adding at or under the 50 day has paid off handsomely, and leverage through using options have multiplied those gains considerably.

    You should read my articles. Might learn something! :)
    May 13, 2014. 09:59 AM | 9 Likes Like |Link to Comment
  • This Bull Is Dead Wrong On Pandora [View article]
    "Spends 1/2 the time trying to make Rocco look wrong. "

    To be fair, when Rocco wrote here, Rocco spent 100% of the time making Rocco look wrong.

    Jan 2, 2014. 09:05 AM | 9 Likes Like |Link to Comment
  • Sirius XM: After $4 Billion, Where's The Growth? [View article]

    You are very much against buybacks and SIRI has a long term commitment to significant expenditure on buybacks. They have been extremely clear with their objective.

    You keep posting how you don't like what the company is doing, and while I can't tell you what to do with your money I'll ask a simple question...

    Why do you remain invested in a company where you so vehemently disagree with what it is doing?
    Nov 8, 2013. 12:25 PM | 9 Likes Like |Link to Comment
  • SIRI Faces 'Sirius' Resistance [View article]
    Neal is using SIRI pricing pre-merger as resistance for the combined company. Weekly chart 10 years out will show 5/06 to 2/07 to have significant activity in this area (say, $3.75 to $4.25 or so).

    Then again, that was half the current company and without LMCA in the picture.

    This article is unfortunately just the usual cut and paste stuff investors in SIRI have to hear over and over again... used to hawk the "Stock Traders Daily" newsletter.

    "However, the stock is up 117% over the last 2 years, and according to the Stock Traders Daily trading report, also trading very close to long-term resistance."

    Come on... really? According the the Stock Traders Daily trading report? My suggestion would be to steer clear of such newsletters.
    Sep 20, 2013. 03:55 PM | 9 Likes Like |Link to Comment
  • Sirius XM Does Not Need To Raise Prices [View article]
    "This is the business of writing and blogging - things are made up from time to time. Otherwise, you are just a reporter. That ain't fun :-)"

    I think that's a problem. My understanding is that things are not supposed to be "made up?"
    May 30, 2013. 02:04 PM | 9 Likes Like |Link to Comment
  • The Outlook For Sirius XM's Average Subscription Fee [View article]
    Are you guys kidding with this computer generated stuff? Your price target formula says if I DOUBLE current revenue per subscriber that the stock's price target is only $4.40, less than 2x what your price target is at $134 per sub.

    So let me get this straight. If Sirius XM brings in DOUBLE the revenue (MRF will absorb the increased costs of royalties) and other costs stay the same, SIRI will not even be worth twice as much as it currently is.

    Do you see why this is absurd?

    You guys write some ok articles but man ya have to lose that silly interactive price target thing unless you're going to make it reasonable....
    Apr 30, 2013. 07:34 PM | 9 Likes Like |Link to Comment
  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    I'm am very confused at the idea of entering a short with a 5 year horizon... you even stated that tech is notoriously dangerous to be in long term. I agree and it goes both ways with the danger on that, short or long.

    Just be careful...
    Mar 4, 2013. 01:42 PM | 9 Likes Like |Link to Comment
  • Sirius XM Customer Dis-Service [View article]
    It's just very strange. Have continued calling here. Each time, straight through to a human being. Sometimes it's someone sounding Indian, sometimes it's someone sounding American.

    1 866 528 7474

    Say "customer service" and boom... done. No hold, and this is exactly what I have experienced every single time I have called over the years I have been a subscriber.
    Dec 31, 2012. 05:46 PM | 9 Likes Like |Link to Comment
  • Sirius XM: Reflections For The Weekend [View article]
    "how do you know they are buying above the share price? Where is that information please?"

    Forward contract, strike price $2.15, on top of which they pay fees. The fees are unknown, so it is only fair to say they are paying $2.15 per share for 302 million shares. They have also purchased shares on average price of around $2.13 immediately after they announced the first forward contract. This data is all readily available in their public announcements as well as the SEC form 4 data for their acquisitions.

    You can dig for their announcemnts. At this point they have been discussed all over the place, so there are tons of sources. Unless the share price of SIRI is over $2.15 when they close on 7/6, the fact is quite simple... they will be paying "above share price."

    "They DID say that they would not pay more than 2.15 ergo, a CAP."

    No, they absolutely did not state this. There is 'speculation' about this, and some authors / writers use this as a "fact" in their articles, but neither the company nor a representative of the company has ever stated this. Other people's articles are not sources. You, Me... we're "guys down the street" and certainly can be quoted for opinion but these blogs and opinion pieces are NOT a credible source to quote from as "fact." I will happily place a gentleman's bet with you on this one. I'll dye my hair orange and change it to my profile picture (for three days) if I am wrong, as well as posting an article around the statement with an admission of "wrong" linking to you and your article. If you're wrong, you merely admit it and post a link to my article, no orange hair. Fair? To be clear, I am saying they did NOT state / say, etc., that they would not pay more than $2.15 a share for Sirius XM. I also maintain that since their forward contract has a strike of $2.15 per share, and closes on July 6th, and because that $2.15 strike has added fees, that they are actually set to pay MORE than $2.15 per share for Sirius XM in the coming weeks. You in on this? Keep in mind the burden of proof would be on you, and we can give it a week for you to come up with said proof.

    It's unfortunate, Regarded Solutions, that you have taken so much offense to my questioning some of your reasoning in a recent article of yours, that you have decided to lower yourself to comments such as the one above, among others. There's absolutely no reason to be hostile on here. I'll gladly answer questions, comments, etc, and I'm happy to engage in discussion.

    Also, I can't dump SIRI. I'm in cash, and I have never shorted a stock in my life (and likely never will)... I don't hold SIRI at the moment, though you can be sure I will be following them, and adding when and if I am comfortable.
    Jun 29, 2012. 05:26 PM | 9 Likes Like |Link to Comment
  • The Kool-Aid Is Evaporating For Sirius And Pandora [View article]
    At what price do you suggest those who short SIRI and P cover? Or, instead, what "P/E" multiple as that seems to carry considerable weight in your analysis?

    You have been carrying short since Aug 1st at $3.30 on SIRI. Not sure of your short point on P. SIRI trade is up 4% in 10 weeks. Considering you say SIRI is stil a short at $3.17, I would assume you are looking for a much lower price?

    Always good to understand the opposite trade :) For me it's a strong buy in this area, but would be a sell in the higher $4's.

    I can't argue with a short P position.
    Oct 10, 2014. 08:18 PM | 8 Likes Like |Link to Comment
  • Sirius XM: A Strong Sell [View article]
    Good enough to see all viewpoints. Not all authors follow a stock closely and some will just do a sort of drive by analysis and move on to the next.

    It's good to see the perspectives of those who do, though, to understand how the stock may look to the passer by :)

    I feel like most of these types of articles come out as a stock drags low, and at some of the best buy points. Similarly you'll see a lot of "drive by buys" when a stock is topping out.
    Jul 14, 2014. 09:10 PM | 8 Likes Like |Link to Comment
  • Sirius XM: A Strong Sell [View article]
    We'll see after Q2 and reaction. :) Going to have to be a good quarter coupled with certain things happening EOY.

    I think a revisit to last year's highs is a pretty sure bet, though.
    Jul 14, 2014. 09:06 PM | 8 Likes Like |Link to Comment