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  • A Closer Look Into The Sirius Acquisition From Agero [View article]
    Duke -

    "why did the seller sell the business?"

    It's often for the same reason that most home-owners sale their homes - to cash out and move on to the next great idea. Or management might have realized that they have maximized what they can effectively get out of that business. Or as you are implying, in reference to Apple, it could be that they don't wish to fight.

    In either case, it's left up to Sirius to harvest what value it can get out of the acquisition. I have no idea what their plans are. But Agero doesn't hurt Sirius chances of fighting Apple. The real question is, how does it help?
    Sep 25 07:50 AM | 1 Like Like |Link to Comment
  • Cisco Has At Least 11% Short-Term Upside [View article]
    "Cisco announced favorable earnings for the 2012 fiscal fourth quarter. "

    Is this a typo?
    Aug 28 06:13 PM | Likes Like |Link to Comment
  • SoundExchange Sues Sirius XM For $100 Million - Should You Care? [View article]
    Way to cover it CN. Well done, as always!

    Cheers!
    Aug 27 05:02 PM | 1 Like Like |Link to Comment
  • Microsoft Should End The Steve Ballmer Experiment [View article]
    Well, what do you know.... they listened.
    Aug 25 08:42 AM | Likes Like |Link to Comment
  • More Misinformation About The Sirius XM Share Buyback [View article]
    CN -

    I think you have finally outdone yourself. This is your best work yet. I appreciate the time that you have put into this. After this article I don't think anyone can argue that you are indeed the authority on Sirius - although I don't believe it was ever a debate. You've been criticized as a "bear" for stating facts. Well, sometimes facts are hard to swallow. But they are good for us.
    Jul 30 07:37 AM | 1 Like Like |Link to Comment
  • Sirius XM: $4 Per Share In 2 Weeks, Who's Taking Bets? [View article]
    All, I appreciate those that have pointed out my reference to 68% of buybacks that are left. We've recently discussed the possibility of Sirius increasing the buyback program as soon as this one is completed. The correct outstanding number is 36% when factoring that $1.3 billion have already been taken off the market.

    However, we believe that the company will buy an additional 30% (or so) - my guess is 32%. Sirius' earnings growth and free cash-flow growth supports this. Company's are know to look for ways to increase their EPS metrics. I don't believe that Sirius will be the exception, especially in the heels of improving churn and ARPU.

    In my opinion, the additional re-purchase of 32% will help steer the focus away from revenue, (which may begin to slow) and places more emphasis on subscriber and FCF growth.

    Sorry for the confusion.
    Jul 25 12:23 PM | Likes Like |Link to Comment
  • Dump Sirius XM Ahead Of Earnings? [View article]
    Sirius Fun -

    You are mentioning the headline, not what the article actually said. If you read it again, you will see that we were right on target and never wavered from the $4 projection.

    Regarding Cameron, if you are referring to Richard Saintvilus, he's made no gripes about it. Writing under a pseudonym is what many writers here on Seeking Alpha do. But I don't think it take away from their content.

    Good luck!
    Jul 23 11:58 AM | Likes Like |Link to Comment
  • Dump Sirius XM Ahead Of Earnings? [View article]
    dwdallam -

    "Buy and hold" isn't the only way to make money."

    Excellent call! This is exactly what we remind our readers on http://bit.ly/15dwkSi who have never traded before. Once we teach them how to do it by giving them our trading alerts, they are hooked.

    That said, we also believe in buy-and-hold. We have several large positions that we never touch. But there are plenty of money-makers out there and Sirius is definitely one of them.

    Register an account here: http://bit.ly/15dwkSi and we'll prove it to you!
    Jul 23 11:19 AM | Likes Like |Link to Comment
  • Microsoft Should End The Steve Ballmer Experiment [View article]
    thenoffya -

    "So when somebody with an MBA that has been studying a company says that the company will earn x dollars in the future, that's not predicting the future?"

    No, it's not. In the the financial world, the terms to use are "projections" based on "outlook" and "guidance" that the company has provided. You make it sound as if they are telling us who will win the super bowl in 2018.

    "Sure, they have more information than I do, or you do, or most anyone else waking up out of bed, but that doesn't imply any more correctness on their ability to predict what's going to happen."

    What else does it imply? If someone has more information and is therefore more knowledgeable, I think it implies more inherent accuracy than those without the information. Are they right 100% of the time, no. But that's not enough to undermine their profession otherwise every weatherman in America should be fired.

    "You stated yourself that MSFT didn't correctly predict what they would earn this quarter. How can you expect anyone else to be right?"

    First, I expect MSFT to know their business better than anyone - thus the premise of this article. Second, it's not about being "right" - it's about demonstrating an ability to execute. And MSFT (Ballmer) has not shown this ability for more than a decade.
    Jul 22 03:45 PM | 1 Like Like |Link to Comment
  • Is Nokia Still Dead Or Will It Outlive BlackBerry? [View article]
    Jacob -

    I didn't say you were contradicting yourself. I was pointing out the irony that I was now coming to Nokia's defense from a long time supporter. And I was suggesting that the company deserved credit for numbers that (in my opinion) were better than "blah."
    Jul 22 03:36 PM | Likes Like |Link to Comment
  • Is Nokia Still Dead Or Will It Outlive BlackBerry? [View article]
    doggie -

    "I'm right and you're wrong... AGAIN."

    [Announcer voice] Now, Tell him what he's won Johnny!
    Jul 22 03:33 PM | 1 Like Like |Link to Comment
  • Microsoft Should End The Steve Ballmer Experiment [View article]
    thenoffya -

    "It's about predicting the future."

    Here again, you make it sound as if they are gypsies with a crystal ball. They are not attempting to "predict" the future. They are often MBA's who cover the companies they report on based on conversations they've had with management of these companies and market trends.

    They are the ones asking the questions on the conference calls and at press conferences. They are not like you or anyone else who might make up out of bed and "throw a dart" at a number - thinking you might be right.

    To suggest that they are attempting to "predict the future" is disrespectful to their profession. And the idea that each time a company falls short of expectations is the fault of the analysts is tiring.

    You can make all of the excuses for Microsoft that you want, that is your right. But after you take a financial analysis or statistics course, you will learn to separate Wall Street analysts and the job they perform from crystal ball-toting gypsies. I assure you.
    Jul 22 02:23 PM | 3 Likes Like |Link to Comment
  • Is Nokia Still Dead Or Will It Outlive BlackBerry? [View article]
    doggie -

    You're entitled to your opinion.

    "PERIOD. End of story"

    Do people still say that about things of which they have no clue?
    Jul 22 01:47 PM | 2 Likes Like |Link to Comment
  • Microsoft Should End The Steve Ballmer Experiment [View article]
    thenoffya -

    It's not average people that are just trying to predict the future. These are educated groups, typically with an MBA. And these are not extreme projections from one end to the other, but a consensus of many who in the past, have gotten Microsoft projections right.

    So it seems as sour grapes to suddenly criticize their credentials. Let's not forget, many of these targets were based on Microsoft's own guidance, which the company also missed. And I don't buy into the notion that "analysts are wrong more than they are right." Besides, what does that have to do with Microsoft's brutal performance?
    Jul 22 01:28 PM | 1 Like Like |Link to Comment
  • Is Nokia Still Dead Or Will It Outlive BlackBerry? [View article]
    doggie -

    "One could almost argue the growth of the Lumia isn't taking sales from anyone, they are simply growing into the smartphone markets overall growth."

    That's nonsense. The market is a pie. If one grows, another's portion shrinks. It's simple economics. BlackBerry lost share in the recent quarter, while Apple, Google etc. gained share - as did Nokia. So I stand by my "inference" that Nokia stole share from BlackBerry.
    Jul 22 01:23 PM | 1 Like Like |Link to Comment
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