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  • 'Beat Up' Biotechs To Buy: Part 2 [View article]
    I have to admit thats not one I follow but I will check it out.
    Sep 23, 2011. 08:02 PM | Likes Like |Link to Comment
  • 'Beat Up' Biotechs To Buy: Part 2 [View article]
    I agree completely - hopefully the sales force can get that message out ...
    Sep 23, 2011. 08:01 PM | Likes Like |Link to Comment
  • Why Uranium Stocks Are Headed Higher [View article]
    Of course not, but as we said in the article, "For US investors, there are a few ways to play the theme on the reputable American exchanges."

    Check out stockmarketpundits.com or theinvestar.com for foreign uranium miner information.
    Sep 3, 2011. 03:36 PM | Likes Like |Link to Comment
  • 5 Blue Chip Oil Companies To Buy For The Dividends [View article]
    No problem...probably need to post the IRA tid-bit in all of our articles covering foreign companies. We included it in our European telecom dividend story, probably should make that a standard paragraph. Thanks Gardener.
    Aug 30, 2011. 07:09 PM | Likes Like |Link to Comment
  • 5 Blue Chip Oil Companies To Buy For The Dividends [View article]
    You all have good points. A is the choice as we assumed, for better or worse at this point, that the shares are held in an individual account. A are the higher tier of course, and trade at an ever so slight discount, but have much higher liquidity - which is important in today's market. Also, due to being held in an individual account, assuming everyone files a tax return they would be able to get that extra withholding back - foreign tax withheld. That is us being conservative to avoid penalties from not withholding enough, but it does bring up the argument of what a dollar in your hand today is worth or after April 15th!

    Now if the shares were held in a retirement account, then you would want to own the lower class to avoid the foreign tax as you would not be able to claim that on your tax return, to my knowledge.

    Hope that answers your questions!
    Aug 30, 2011. 12:25 PM | Likes Like |Link to Comment
  • Assessing Sirius XM's Competitive Landscape [View article]
    Don, cult was used in reference to SIRI shareholders who have held the shares for years and blindly followed management. Look at the chart from yahoo finance (finance.yahoo.com/q/ta...) that is blind faith and probably a guess or a hope all these years that the stock would recover. As has been mentioned before, we call them like we see them, and we would take the field over SIRI - so no not part of a Pandora cult.

    Does free work, yes - especially after you figure out the target audience and the actual business. Radio stations make money, Google makes money, and if Facebook does not already it will. All offer free service and pay via ads.

    Thanks for the english lesson, but when looking at companies at early stages (which that was a reference to going back to the early days of satellite radio) a lot of times your research and all the hard work boils down to nothing but a guess. This is because you can pick the best company, with the best financials and still not pick the company which ends up dominating the field due to technology changes, distribution deals, or just plain old luck.

    That sentence you pointed out was changed by the SA editors, I checked the article I submitted to them and it was in an area they performed editing in. It happens, even to the Wall Street Journal, Barrons and the like.
    Aug 18, 2011. 09:50 AM | Likes Like |Link to Comment
  • Assessing Sirius XM's Competitive Landscape [View article]
    MF, see our article on Zillow. Our point is that SIRI is not in a market position that is unassailable as many believe and that the market is of limited size - unless SIRI changes their pricing or can get consumers to listen over other devices like iPhone, Android OS, which is happening, but isn't that the same as Pandora...over Wi-Fi which all SIRI longs seem to hate so much from the comments?

    In our opinion, there are better ways to play this segment of the entertainment sector. Notice we have no holdings on either side of the argument, just an objective 3rd party view.
    Aug 17, 2011. 12:16 AM | Likes Like |Link to Comment
  • Assessing Sirius XM's Competitive Landscape [View article]
    It was not a lie, if in explaining it to us, the one year for on star was mixed up with sirius, ok...but not a lie or intended to mislead - the group did not renew, it is a small sample in relation to all of SIRI's targeted audience but one that is a key segment and the point of that was they did not renew, plain and simple.

    As far as our "agenda" see our profile or visit our website, it is all there for you to read. At the end of the day one has to ask is SIRI trading at a $7 billion market cap undervalued, fairly valued or overvalued? Our take is that at that market cap, with its current revs and EPS - and their growth factored in - the valuation is rich.

    How big do you think the satellite radio market is? Pretend that it is half the size of DirecTV, at about 12.5 billion. If you apply the same valuation as DTV to that, assuming that SIRI still has a monopoly on the premium radio, of 1.27x Revenues and you arrive at a market cap of 15.875 billion. Yes that is a double, assuming everything goes right and they are able to grow revenues from $3 billion to a fully saturated market at $12.5 billion. An awful lot of this upside is already priced into the stock. That is our opinion.
    Aug 16, 2011. 08:28 PM | Likes Like |Link to Comment
  • Assessing Sirius XM's Competitive Landscape [View article]
    Existing? And no, different programs for different people. It is amazing what content is given away for free these days as podcasts and the quality of them.
    Aug 16, 2011. 07:14 PM | Likes Like |Link to Comment
  • Assessing Sirius XM's Competitive Landscape [View article]
    They said they let both the satellite radio and on star lapse. These are middle to upper middle income, college educated people who would rather watch the sporting events on their digital television, see the concerts live in person and control what they listen to. And yes currently it is 3 months of service offered (not sure what it has been in the past or what XM previously offered on GM vehicles, but I do think BMW offers 1 yr trials now), but if this is this group of people who can afford the service but would rather buy other services SIRI has a problem. So if they did tell me wrong, ok, I guess giving 3 months of service away and receiving no revenue is better than 12 months.
    Aug 16, 2011. 07:12 PM | Likes Like |Link to Comment
  • Assessing Sirius XM's Competitive Landscape [View article]
    To say Apple does not compete with Sirius would be wrong. Look at the channels on Sirius XM, and you see the various genres, and even channels devoted to specific artists. If you are there to listen to the few artist channels, is it not hard to imagine spending $100 or less to buy the artists' albums or best songs and put them on an iPod? No, especially considering it would save money in the long run. Anything, ANYTHING, that consumes the entertainment time of the driver is a competitor to SIRI. If they are busy doing/listening to something else they probably won't buy premium radio.
    Aug 16, 2011. 06:34 PM | Likes Like |Link to Comment
  • Assessing Sirius XM's Competitive Landscape [View article]
    Both XM and Sirius were in the same boat not long ago, like those two companies they are spending money to bulk up in hopes that their spending money will make them money.
    Aug 16, 2011. 06:24 PM | Likes Like |Link to Comment
  • Zillow: Second Derivative Housing Play and Potential Short Sale [View article]
    interesting...and your county of residence probably already updated their database to show the add-on for your tax bill i bet! reassessment takes place once every 4 years in my state.
    Aug 12, 2011. 02:27 PM | Likes Like |Link to Comment
  • Zillow: Second Derivative Housing Play and Potential Short Sale [View article]
    Reminds me of that old saying along the lines of (and I paraphrase b/c I am sure it is not the exact quote as I go from memory) 'the market can remain irrational, far longer than one can remain solvent'
    Aug 12, 2011. 11:13 AM | Likes Like |Link to Comment
  • 5 Must Buy Chip Stocks for High Yield and Appreciation [View article]
    shock market...i like that...do you have a copyright on that? :)
    Aug 11, 2011. 11:41 PM | Likes Like |Link to Comment
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