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  • What's Wrong With Sirius XM?  [View article]
    CN,
    I am beginning to believe the SiriusXM Management team does not care about their company stock price. It seems the low balling forecast of income year over year and lack of definitive buyback information, vague leveraging talk along with all the other broad answers every earnings call really hurts the stock price. SiriusXM is larger now and fundamentally doing better than its ever done, has less outstanding shares floating than two years ago, over a $1 Billion in cash, higher revenue and a new Howard Stern deal yet the stock is worth less today than two years ago. All of these great things happening at the growing company and Management is lowballing or not saying anything. An argument could be made that SIRI stock is seriously undervalued now.
    Feb 12, 2016. 01:42 AM | Likes Like |Link to Comment
  • Will The Fed Bail Out The Bulls This Week?  [View article]
    Janet is in over her head, the last time the Fed raised rates in economic uncertainty we landed in the greatest recession in our history. The illusion that unemployment is low doesn't take in account of those who dropped out of the market, retired early or not making living wages. The housing market sales are done in large part by investors selling to investors. Wages are stagnant, housing prices are stagnant except in boutique markets and politics and economic policy are abysmal. Global Financial policy can't be set because no one can count on the USA to have logical political or economic policy or even fruitful discussion. If the Fed keeps raising rates I see a Moody's credit downgrade in 6 months. We have no inflation but the Fed is touching rates it can only be to punish Wall Street at the expense of our economy.
    Jan 25, 2016. 06:49 PM | 1 Like Like |Link to Comment
  • Google: Sundar Pichai's Very Good Call  [View article]
    Truth is the perception that Apple's buyers are elitist is farthest from the truth, it is like saying only elitist vote Republican. The majority of Apple products are bought by poor financial planners spending a dime but earning a nickle. Apple shareholders are benefiting from the large market share in Asia and the pennies on the dollar labor to manufacture their products. Android/Google are king of sales and Apple though a cash cow has a lot of enemies specifically Xiaomi. Xiaomi takes part of Apple's market share everyday and a Xiaomi IPO is soon to come. Everyone is looking to take a bite out of Apple, the forbidden fruit. Apple has to charge exorbitant prices for their products to compete with the sales of Android it is a business decision to keep Apple EBITDA relevant or else the hemorrhaging of market share would be a glaring red flag.
    Oct 31, 2015. 10:38 PM | Likes Like |Link to Comment
  • Why Sirius XM Is Heading To $3.50  [View article]
    It is amazing that SiriusXM is still enormously profitable and still growing subscribers BUT the naysayers are saying the sky is falling. Nothing has changed since the $4.50 price targets of many analyst except SiriusXM has resumed share buybacks. SiriusXM will cover, this is not a correction the downturn has been shown across the market and not just limited to Siri. Imo when the SiriusXM stock starts to move higher due to these buybacks a major squeeze will result---- all great news for SiriusXM longs. I predict over $4.00 by 3Q 2014.
    Apr 28, 2014. 05:50 PM | 1 Like Like |Link to Comment
  • Is Apple About To Crush Sirius XM?  [View article]
    The Apple iPhone market is slowly dying, Android is picking up more market share everyday. Apple is reeling they need a new revenue stream, Sirius does not, they only have to keep growing organically. iRadio is nothing new, NPR is nothing new and is available already for free via internet stream. This is the same old competition SiriusXM has been successfully dealing with for years. Apple, Pandora and Spotify the "independents" weaken each other so the clear front runner will win. 1.4 Millions subs is the equivalent more than $20 Million a MONTH in additional revenue. Men lie, women lie, numbers don't SiriusXM is seriously undervalued with a lot of pent-up upward momentum.
    Mar 28, 2014. 12:30 PM | 12 Likes Like |Link to Comment
  • Sirius XM Struggles To Add Subscribers  [View article]
    CN,
    I take it you will most of the time if not all the time write negatively regarding SIRI no matter how well the stock does. Usually you can find some objectivity but how can you say SIRIUSXM is struggling to bring in subs if they brought in over 1.5 Million paid subscriptions 2013 that's potentially $26 Million in NEW revenue a MONTH. I think if you brought in $26 Million a month on a new revenue stream you would be called successful, why the double standard? SiriusXM is pegged to do the same this year, this is positively growing the business not struggling.
    Feb 20, 2014. 02:03 PM | Likes Like |Link to Comment
  • Liberty Media Short On Time Warner - What That Means In Sirius XM Deal  [View article]
    I never base my opinions on others. I'm speaking from a deal metrics point of view. The downward movement in the LMCA stock would dictate more negotiations. SiriusXM's board would not be handling their fiduciary responsibilities accepting the deal at this time at Liberty's current bid.

    "You gotta talk to the big boys to see the direction"

    I can't talk to the big boys in most of my investments so I pay attention to the trends lines, filings, add in a couple speculative stocks and with my consistency hopefully just maybe I will be one those big boys one day:)
    Feb 16, 2014. 12:40 AM | Likes Like |Link to Comment
  • Liberty Media Short On Time Warner - What That Means In Sirius XM Deal  [View article]
    Spence,
    We are talking Cooperman and all the minority shareholders, from what I can gauge the deal is dead at $3.68. Malone also likes public opinion, he has a lot of subscription revenue. I hope this thing gets done quickly because all this talk is only holding both stock prices back.
    Feb 15, 2014. 08:56 PM | Likes Like |Link to Comment
  • Liberty Media Short On Time Warner - What That Means In Sirius XM Deal  [View article]
    I think many believe the Liberty SiriusXM deal was only about TWC, it was not. Liberty has always wanted SiriusXM outright and they have always wanted the NOLs, the bid to move to 100% was always coming. IMO Liberty saw SiriusXM in a small weakness period and knows the price is going to break north in the near future so they wanted to obtain the minority share of SiriusXM as cheap as possible thus the $3.68 bid. Malone is a master leverage negotiator and he hated to lose TWC. It would have been a win win to get 100% of SiriusXM and the capital needed to acquire TWC in one swoop. IMO the thriftiness of Malone I think killed the TWC deal as if Liberty would have bid anything north of $4.18 for the rest of SiriusXM, they would have 100% of Siri and closed the TWC deal. All are good companies. My guess is SiriusXM and Liberty will hash things out somewhere north of $4.00 and your new position in whatever Liberty conglomerate will appreciate sharply as well. Malone is a winner, he's made enough money.....it's only the thrill of the sport now and land purchases for Malone.
    Feb 15, 2014. 08:43 PM | Likes Like |Link to Comment
  • Sirius SAC Drops 19% - Or Did It?  [View article]
    The customer retention dig is old news though Brother.
    Feb 14, 2014. 03:49 PM | 3 Likes Like |Link to Comment
  • Sirius SAC Drops 19% - Or Did It?  [View article]
    Another negative CN article. I love the bold title so if one does not know what SAC is you would think being down 19% is a bad thing. Crunch your writing style is apparent.. recycling old news with a negative spin, with a few true numbers and calling it objective.
    Feb 14, 2014. 01:28 PM | 10 Likes Like |Link to Comment
  • Sirius XM Ended The Year On A Sour Note  [View article]
    The Liberty takeover offer put Siri stock in limbo so until there is a definitive answer as to the outcome, the stock will be stagnant in the area of $3.68. Any type of stagnation or negative publicity regarding SIRI and the negative articles will appear by the likes of CN, it's his business model. Currently SIRI has a lot of upward momentum and once this takeover is done or not done the share repurchase will be back in full swing and a pop over $4.00 maybe even new high will be seen. The good thing is SiriusXM is a prized cash cow of a company with a huge NOL dowry and very healthy fundamentals. In my opinion the takeover bid announcement by Liberty was meant to put negative pressure on SIRI the timing was very strategic in keeping the price low around YE numbers. Liberty can realistically place whatever value they want on the +50% shares they own with each increased bid to SiriusXM Liberty makes money.
    Feb 12, 2014. 12:47 PM | 1 Like Like |Link to Comment
  • How Much Should Liberty Offer For Sirius XM?  [View article]
    Spencer,
    I had a couple of questions regarding the NOLs. Do you know the total NOLs that SiriusXM can use per fiscal year? I am wondering why they are not using more NOLs toward revenue now. Would it be possible for a buyer to structure the exhaustion of the NOLs in the purchase agreement? I appreciate it.
    Jan 28, 2014. 11:22 PM | Likes Like |Link to Comment
  • The Magic Of Sirius XM  [View article]
    Well if we are basing the validity of your points written in your many, many negative articles written on SiriusXM during the rocket ride to $4.18, you were wrong stating the sky was falling and your followers missed some huge profits IF they place value on your negative analysis of SiriusXM. So based on historical data that we know to be true your analysis of SiriusXM is flawed and at the very least could cause your readers some profits trading SIRI.

    "Not really. My imagination won't take me that far."

    Imagination is what brought us SATRAD and subscription commercial-less radio. Imagination is what prompted Malone to invest in SiriusXM initially, at the time of Malone's investment it could not have been based on fundamentals.

    "none of it is needed for the company to continue to grow the FCF per share."

    Precisely what I have been saying SiriusXM does not need anything to continue growing FCF per share. Are you willing to wager that the 52 week High of SIRI will not be higher after Q1 04' on record?
    Dec 5, 2013. 08:54 PM | 3 Likes Like |Link to Comment
  • The Magic Of Sirius XM  [View article]
    The only hard to forecast unknown with SiriusXM is their recent Agero acquisition BUT I trust Malone and his acquisition expertise. Right now Sirius has had a minor downturn and is holding stagnant so this presents negative authors with the opportunity to write negative articles for whatever personal gain imo looking for clicks building a pied piper following. I'm hoping the shorts see this slow downturn as a buying opportunity when they cover it will be extra momentum upward in a quick move upward that is surely to come to SirusXM soon.

    Crunch you're really starting to sound lame bro, hate is a weakness...relax and let it go.

    SiriusXM has yet to get it's 5 minutes of fame, at some point in the near future the SiriusXM brand will be known by most North Americans, Canadians and a good percentage of Latin America. The conversion rate may fluctuate but the customer pool and penetration rate will be immense and revenue will keep increasing aggressively. Can you imagine if SiriusXM was able to partner with internet providers from China, Brazil, Mexico, UK or India and then sold internet radio memberships to anyone purchasing internet access from the foreign internet providers and or anyone within the country's internet domain suffix?...SiriusXM is still evolving and the stock will continue to appreciate, it wont happen ALL at one time nor all in one year but it will be very profitable for ALL who invest in SiriusXM.
    Dec 5, 2013. 12:36 AM | 6 Likes Like |Link to Comment
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