Seeking Alpha

mlongj » Comments » Highest Rated |

Sort by:
Latest comments | Highest rated
  • Negative Media Attacks Plague Sirius XM Radio [View article]
    In reality, the negative news opens yet another wonderful buying opportunity at this time. Sirius will not go much farther down from here. S&P analyst estimate of value is over 5 billion with a target of 1.00. This did not happen by accident...it happened because the fundamentals are improving daily. When the auto data comes out this week, as Brandon has stated, there will be a reverse of this downward momentum. There is simply no positive news out to counter the recent articles by the Street, until today, of course. I think this is another great buying opportunity as bankruptcy is not on the table. All of the articles have been based on "polls", which as we all know can be made to read how the pollsters want it to be read. Remember when Sirius was under .10? Well, if they didn't file bankruptcy then, they are not about to do it now. As Brandon relates in the article, Liberty will not let Sirius fail...there is just too much upside potential going forward.

    Keep the faith! Sirius over a dollar by years end!

    Long SiriusXM
    Sep 29 07:03 am |Rating: +15 -4 |Link to Comment
  • SIRIously Positive Quarterly Auto Sales [View article]
    Just as many have expected, a RISE in subscriptions going into the 3Q. Cash for Clunkers did have a positive impact on the numbers. It is good to see the analysis hit the press this morning by Brandon! Excellent job of exposing the reality that we shareholders have been feeling was true; until today there was no data to support the idea that Sirius is going to show positive growth this quarter.

    Thanks for your tireless efforts Brandon!

    Long SiriusXM
    Oct 04 10:09 am |Rating: +9 0 |Link to Comment
  • Sirius XM: A More than Viable Stock [View article]
    Sirius has weathered the proverbial storm since February. I was holding this stock and averaged down to .202 from 3.25 as it plunged to a nickle. I have since sold my position for a very nice profit last week, but still have a few shares to add to as the 3Q approaches. (This process took over 14 months, so patience had to be employed).

    I do not see the media becoming less aggressive on the attacks about this company. Sirius' success is a big threat to many in the media, especially the NAB. It is no surprise to see negative articles continue even after the financial questions have been put to rest. Nevertheless, Sirius will trade sideways for a period and then begin to push higher. There are challenges coming in the next few weeks, such as the delisting letter that is certain to generate some negative articles. There will be some auto sales numbers out this week which should be good for Sirius, but the media will turn this into a negative when they ponder how auto sales will increase without the Cash for Clunkers boost. Like I said, there are many opportunities to place a cloud of doubt on this company. But the reality is that this monopoly is getting all of the ducks in line for the next level, whatever it may be. And rest assured that Mel is going to come out of this looking like a hero. Sirius has not come back from the grave of .05 to .70 because it is going to fail. Quite the contrary, Sirius is going to be a huge success going forward. Liberty may one day own this company, but the relationship is going to get better and better for Sirius in the mean time. Now is a great time to begin accumulating the shares on any dips, but be mindful that time is really running out on this opportunity, and soon Sirius will be over the dollar mark.

    Long Sirius XM
    Aug 30 20:08 pm |Rating: +9 0 |Link to Comment
  • How Do Banks Look? [View article]
    Never argue with an idiot! They will drag you down to their level and beat you with experience.

    Citi will be around for many years to come.


    On Dec 25 11:44 AM BIG-MONEY wrote:

    > CITIBANK IS BEYOND HELP. Citibank has been closed and it is just
    > going through the system to get as much money from SUCKER INVESTORS
    > as they can. CITIBANK HAS OVER ONE TRILLION DOLLAR OFF BALANCE SHEET
    > LOSSES. Citibank has a $500,000,000,000 FIVE HUNDRED BILLION DOLLAR
    > SECRET LOAN FROM THE FED that a Federal judge said it must be disclosed
    > and the Fed and Citibank and others appealed the opinion. That is
    > a SECRET FEDERAL FUND OF TWO TRILLION DOLLARS. Citibank claim to
    > have paid $20 billion back and they had to FLOAT STOCK TO DO IT.
    > Citibank is BROKE AND CLOSED. LOLLIPOP investors are keeping the
    > doors open but the SUCKERS WILL CLOSE VERY SOON.
    Dec 25 18:21 pm |Rating: +8 -9 |Link to Comment
  • Positive Cash Flow Signals New Era for Sirius XM [View article]
    Positive cash flow signifies many things. First and foremost is the future ability to tackle the billions in debt owed. Secondly, is the ability to advertise on a national scale. Sirius is going to be able to do both soon. Mel stated the advertising campaign will be the biggest in SatRad history and kicks off on November 15. Personally, I can't wait to see these ads, right before Christmas. It is really brilliant what Mel has achieved in the past 18 months. A miracle, if you really examine the facts, has been accomplished. The SP will go up from here along with periods of consolidation, but up nonetheless. The advertising will bring on more subs which in turn will make the debt issues begin to disappear in the future. This seems to be the biggest question mark for investors. Namely, can Sirius get in a position to not only make a profit but also pay back the debt owed after 2011. It certainly seems likely if the company is able to continue increasing subs and decreasing costs. In February neither of these seemed feasible, but today is a different day indeed! The advertising campaign, according to Mel could not be affected until the debt issues and the merger were complete. This was due simply to the fact the company had no extra money. Now that the FCF has become a reality, the sky is the limit. Everyone knows the power of advertising and with the backing of Direct TV along with the numerous connections Mel has in the entertainment community, one can feel assured that these ads will be "First Class" when they hit the air on November 15! This is only possible because Sirius has turned the corner on many negative issues which has plagued it in the past 18 months. If Sirius can increase subs to over 20 million (a question of when and not if really), due to increased advertising, it is easy to see where the money for paying the debts will come from. All of this amounts to one of the most remarkable recoveries in the history of business, and for those who have "hung in there" through it all are on the verge of being made whole again. It is an exciting time for Sirius!

    Long SiriusXM
    Nov 07 09:12 am |Rating: +8 -1 |Link to Comment
  • On The Street's Sirius Bashing - Will They Never Learn? [View article]
    Newman--wonderful article!

    It is obvious the blatant attempt to slam the company. The company is continuing to do what has been put out by Mel and management. This type of turnaround just takes time and now that Sirius has essentially bought some extra time...it is just a matter of time before the SP is made whole again. There certainly is no love lost between thestreet and Sirius, but at this point the negativity expressed does not add up to the facts surrounding this "growing" company.

    Long SiriusXM
    Nov 16 08:42 am |Rating: +7 -1 |Link to Comment
  • Blackberry Finally Gets Sirius [View article]
    Jerrod,

    Although you make some valid points in your post, the use of the word "liar" is a bit extreme. There are agreements "partnerships" in place between Sirius and many other companies including Apple. Otherwise there would be no application for the iPhone. It just can not get done without both sides coming to the table and agreeing to go forward. IF there were no partnership, there would be no products with both companies names associated. So, liar is a bit far fetched. Brandon allows both sides of the issue to express their feelings, and in doing so illuminates the various concerns surrounding the company. Brandon does a great service to those investors in SIRI, despite being rather bullish on most articles. His bullishness does attract those like Siri Doom to comment in the opposite direction which allows us all to profit from the information. In my opinion, those that post the same thing over and over "protest too much" as Shakespeare most eloquently stated. Nevertheless, for those that can "read between the lines" it is a wonderful outlet to glean valuable information about the company. Brandon is tireless in keeping us informed, and Siri Doom is tireless in his warnings concerning the stock. Both have value, but only if the information is checked. Hope and fear is Brandon and Siridoom in a nutshell. I generally have found Brandon to be more accurate in his information than SiriDoom as I do the homework necessary to navigate this stock and make money. However, there have been times when Doom has called it correctly on the SP movements. I think the truth is somewhere in the middle which is a positive in my opinion because if even half of what both put out is true it seems to add up to a better future for the company going forward. The days of uncertainty are passing for the company and it will be around in some form or fashion long after you and I are gone. In the meantime, use these boards to create the "pros and cons" list necessary to make an informed decision---nothing more...nothing less. Those that decide to use the word "liar" so blatantly lose credibility the moment the word hits the board. There are other, more civilized ways to question a comment or an article on any issue. Most of the points you make concerning Brandon being a liar are questionable at best, and I am sure Brandon does not intentionally post deceptive articles...just more hopeful ones to compete with the avalanche of negative articles on the other side.

    Thanks for the opportunity!

    Long SiriusXM
    Oct 31 10:26 am |Rating: +7 -2 |Link to Comment
  • Sirius Earnings Preview: The Worst Is Over [View article]
    Certainly the 3Q will be an impressive show of improvement for a company that was at the door of BK in February. The debt which has been the biggest issue is pushed back and will give the company a couple of years to realize the opportunities for growth going forward. There are strategic partnerships that have been established between Sirius and other companies (ie: Audiovox, Apple, Liberty etc) which will show a positive return over time. So, there are many more plusses than minuses at this time. No matter what the results of the call are, the bottom line is the company is much better positioned today than it has been since the merger. Unfortunately, the majority of shareholders are in this for a quick profit on a day to day basis. Without any good news that has some substance the SP will continue to languish. However, as we get nearer to the actuality of what has transpired in 3Q the SP will go upward...to what level I am not sure...but it will increase from .6 for sure. Emotion seems to be what is driving the price per share at this point as the health of the fundamentals can still be questioned and are on a daily basis. However, Mel has proven himself to be one that "under promises and then over delivers"; so, I would anticipate this is the time for the "over delivers" at this 3Q. There has been plenty of time to solve many of the problems facing SIRI and the upcoming call will reveal all the hard work that has been done in the past 6 months. If this is not the case, the bashers may have some legitimate concerns about the RS. Of course, everyone must do their own research and choose accordingly; but the reality is that this company will be in existence long after all of us are dead and gone.

    Long SiriusXM
    Oct 21 18:41 pm |Rating: +7 -1 |Link to Comment
  • Sirius XM Bulls Anticipate Positive Q3 Results [View article]
    This should be a very positive 3Q for SiriusXM.

    Buy! Buy! Buy!

    Long SiriusXM
    Oct 05 07:17 am |Rating: +7 -4 |Link to Comment
  • New XM SkyDock Offers Sirius Investors Nice Profit Margin  [View article]
    RAF

    You are absolutely right! Any pullbacks at this point are great buying opportunities. It hit .65 on friday, but I think it will still go a bit lower in the coming week. I also think it could very well be the last pullback we see before the 3Q call. It is just too risky to sell at this time. We all know that Sirius can go over a dollar at any moment as we approach November. Vongage is a great example of just how fast a stock under a dollar can climb on good news; Sirius will be similar in my opinion. Only about 6 more weeks left to accumulate at under a dollar, if that. No chance of ever being delisted! The reverse split is not as bad as some have made it out to be, and if it is needed to make compliance after a year...so be it. Sirius has proven itself to be a viable investment opportunity since February. If it wasn't a good investment it would have already gone bankrupt...but I don't believe that was really ever in the equation. Siri Doom, you should buy back in this week on the pullback and stay in until the 3Q call. It might make you a bit happier come Christmas time!

    Keep the faith!

    Long SiriusXM
    Sep 13 09:33 am |Rating: +7 -2 |Link to Comment
  • Satellite Radio Has Found the Key to Success [View article]
    How sweet it is!

    Long SiriusXM
    Dec 22 06:57 am |Rating: +6 -1 |Link to Comment
  • Is Citi the Ideal Speculation Play? [View article]
    Cramer has been pumping Citi for some time now. He has been telling people to buy all the way up to 5.40 and back again. At 3.56 it would stand to reason he would continue to recommend this company. Citi will be around for years to come in one form or another.
    Dec 15 17:00 pm |Rating: +6 -1 |Link to Comment
  • Sirius: The Next Great 'Crisis' and Some Forgotten Facts [View article]
    Great Article on Sirius! This is a great synopsis of what has transpired over the past 18 months. It is refreshing to see an article which illuminates the continual challenges being faced by this company with respect to the negative bias of MS media. However, Sirius is turning the corner and will be posting its first profit in Q4. These are exciting times for the company and its shareholders.

    There does seem to "always" be something which keeps the SP down, but those days are also numbered. It will be interesting to hear what Cramer has to say when they do, in fact, post a profit for Q4; that is if he says anything at all.

    Keep the faith!

    Long SiriusXM
    Dec 06 14:35 pm |Rating: +6 0 |Link to Comment
  • RBC on Sirius: Past, Present, Future [View article]
    The most exciting comment in the article appears to be, "He acknowledges the potential for Sirius XM to utilize positive free cash flow to eliminate much of its debt, well in advance of their maturities, by highlighting the current 18 month window in which the company has no debt issues coming due from January 2010 – June 2011."

    This is why Sirius will be fine going forward. They have put back the repayment of debt and can do so in the future if necessary. This is by far the biggest concern of the investment community. If we see repayment begin to happen in the coming year, it will be indicative of a healthy and robust company. 2010 should be a very good year indeed.

    Long SiriusXM
    Dec 04 07:16 am |Rating: +6 0 |Link to Comment
  • $2 Royalty Pass Along Is 'Sirius'ly Good Idea [View article]
    Keep the positive articles coming! 3Q will impress!

    Long SiriusXM
    Oct 08 07:25 am |Rating: +6 -3 |Link to Comment
Comments by Ticker
mlongj's
Comments Stats
161 comments
Rating: 171 (237 - 66 )