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  • Liberty Media Will Do Nothing With Sirius XM [View article]
    There are such things as typos!! But thanks for the correction.
    Mar 16, 2012. 08:10 AM | Likes Like |Link to Comment
  • Liberty Media Will Do Nothing With Sirius XM [View article]
    It was part of the deal to save them including the loans, which has since been paid back. What % of your wealth would you give up in order to save your life?
    Mar 10, 2012. 07:26 PM | Likes Like |Link to Comment
  • Liberty Media Will Do Nothing With Sirius XM [View article]
    The "equity" was essentially worth zero. They were about to go under.
    Mar 6, 2012. 08:38 AM | Likes Like |Link to Comment
  • Liberty Media Will Do Nothing With Sirius XM [View article]
    I think you are wrong here. Liberty will have access to those NOLs if they consolidate SIRI at the 80% level
    Mar 5, 2012. 08:44 PM | Likes Like |Link to Comment
  • Liberty Media Will Do Nothing With Sirius XM [View article]
    They bought $2.5BN shares for $12.5K. Remember SIRI was on the cusp of bankruptcy at the time. Liberty gave them a lifeline. One of the best investments I have seen by one company to another in the past 20yrs.
    Mar 5, 2012. 08:42 PM | Likes Like |Link to Comment
  • Sirius Worth $3 Per Share - 40% Upside [View article]
    In this case the primary purpose is for large institutional ownership. It does make the stock easier to short though.
    Feb 24, 2012. 06:40 AM | Likes Like |Link to Comment
  • Sirius Worth $3 Per Share - 40% Upside [View article]
    "REVERSE SPLIT"
    Feb 24, 2012. 06:37 AM | Likes Like |Link to Comment
  • Sirius Worth $3 Per Share - 40% Upside [View article]
    YES! "Reverse SPLIT" Somehow the word was excluded when SA edited. Thanks for all the corrections.
    Feb 24, 2012. 06:36 AM | Likes Like |Link to Comment
  • Why Travelzoo's Shares Could Double [View article]
    look at Groupon's 1Q11 revenue growth rate. This is supportive of TZOO's ability to drive growth in Local Deals
    Jun 2, 2011. 04:10 PM | Likes Like |Link to Comment
  • A Sirius Play Ahead of Earnings [View article]
    See photo on tmtanalyst.com
    Apr 24, 2011. 08:01 PM | 1 Like Like |Link to Comment
  • A Sirius Play Ahead of Earnings [View article]
    Consensus net adds are 335K, which was in my write-up. Not sure what happened with the editing. 1.4 is the company guidance for the year.
    Apr 24, 2011. 08:00 PM | 1 Like Like |Link to Comment
  • A Sirius Play Ahead of Earnings [View article]
    Digger - I will wait until I see the impact, if any, from Japan.
    Apr 24, 2011. 02:31 PM | 1 Like Like |Link to Comment
  • A Sirius Play Ahead of Earnings [View article]
    Hey Gabe/thirty4, Kenn Registe here, tmtanalyst.com, and I manage my own money along with a few others, hence the word we. You are reading this incorrectly. Buy the stock into earnings to capture the upside, then sell right before the report. Just a trading call that has worked consistently. Reading really is fundamental. SA responses baffle me sometimes.

    Anita - shares could move up towards $2 by end of week I think. I actually wrote this article last week but SA published it this week so there was upside that we captured. I did not stress the Japan issue as much but keep an eye out for that. The shortage could be a real concern for sub growth in the next few quarters, particularly at Toyota.
    Apr 24, 2011. 09:15 AM | 1 Like Like |Link to Comment
  • CBS: Special $5 One-Time Dividend Likely? [View article]
    it is non-core, there are zero synergies with the rest of the assets in the portfolio. If they sell it they cannot just sit on the cash. There is no hole in the portfolio that they need to plug with an acquisition. So a dividend or a massive share repurchase is the only use I see.
    Apr 1, 2011. 05:51 AM | 1 Like Like |Link to Comment
  • Is Sirius XM Too Expensive? [View article]
    where are all the comments on this recent article that we wrote?

    seekingalpha.com/artic...
    Mar 16, 2011. 10:13 PM | Likes Like |Link to Comment
COMMENTS STATS
46 Comments
36 Likes