connorport

Positive Cash Flow Signals New Era for Sirius XM

Regarding Howard Stern. If anyone can tell me where SIRI could have gotten a 1000% return on their money in five years then let me know. Howard has a $500 million contract sure but to date the increased revs have pumped in over $5 billion from that deal. That to me would be a smart investment. Where is Howard going? He will re-sign a new contract because he loves the game he's playing and the team he plays with.


On Nov 09 04:38 PM Jerrold Williams wrote:

> I must give Howard Stern credit as one of the few High paid personalities
> that seems to want the company to do well. I don't know his contract
> but he seems to push SIRIUS XM at all his public appearances. Even
> on his show he does things that he feels will help build subscribers.
> Such as helping to get ROSIE Radio started. He appears to be SIRIUS
> XM spokesperson. Unlike Oprah, and others who seem to act like they
> don't even know what SIRIUS XM is outside of their infrequent appearances
> on their channel. Maybe that will change wth new advertising campaing.
>
> During the 3rd quarter conference or maybe on MSNBC...I got the impression
> that some contracts were renogotiated such as Oprahs...does anyone
> know? Oprah Radio did cut most of their on air personalites about
> a month ago. Now, its only about 3 hosts and a lot of her tv re-runs....where
> before there were many hosts...probably about 8 or so different hosts
> in the past. I think the long history betwen Mel Karmazin and
> Howard Stern will keep him on SIRIUS XM as long as he wants to do
> radio. Then he may still have his channels for old shows or produce
> new shows with some of his crew, where he wouldnt have to be on air
> as much. For example Howard 101 shows all day..

Positive Cash Flow Signals New Era for Sirius XM

They can't make an offer for the company until 2011. The poison pill will prevent a hostile takeover. Preventative measures were installed in the agreements to prevent anyone from getting SIRI for pennies on the chopping block. Let management do their thing and we shall see recovery in our share value no doubt.


On Nov 09 04:07 PM Pell wrote:

> "Its only a matter of time until Direct TV makes an offer to Sirius
> in my opinion."
>
> I am pleased to quote you Between the hedges.
>
> But I have to say I am seeing comments concerning "dilution of shares"
> and your comment, but when I said it all I got was thumbs down. hmmmmm
>
>
> No comment.
>
> Srir Long

Positive Cash Flow Signals New Era for Sirius XM

Relax man! Lets just see it go up 3-4 cents a week. i would be more than happy with that. It still puts us to target by next earnings session and over a dollar.

Positive Cash Flow Signals New Era for Sirius XM

They may have issues there like you say but this is an area they have never tapped into. All of these entities are new to this realm of potential so who would i pick to come out a little better than most. SIRI of course. I did my research on pandora and slacker and downloaded them to my blackberry for review. For one, pandora doesn't even stand up to slacker and when i can connect to slacker its a continual skipping battle. 3G territory is pretty much the only place they both work kind of. Its like saying everyone wants A/C in their car. Twenty years ago it cost a lot to add it but now its standard in everything. See where we are going now?


On Nov 09 12:06 PM dayworker wrote:

> R.A.F. /Pell and like SIRI advertisers should check out what's happening
> in the media field to know the competition
> SIRI is up against. Go to iphone apps website and realise that the
> entertainment/music/ne... streams are up all over the place. Some
> FREE and some PAID. The problem going forward is that SIRI will have
> greater challenges very soon. If the economy picks up by next summer
> will the consumer go out and spend it on sat rad or iphone/cell phone.
> If you compare SIRI website to iphone, there is a lot more on apps
> and it's exciting with the layout of choices
> compared to SIRI. I own a lot of SIRI stock and heavily invested
> and want the p/s to rise. However, unless the players see the competition
> and not put their head in sand then SIRI won't be able to compete.
> The problem is management still doesn't get it. If in 6 months to
> next summer the consumer switches to the iphone technology and by
> passes sat rad then the co. is in trouble. SIRI has to make it's
> mark soon as being relevant. All the talk about the great content
> future doesn't hold up to the content future on the iphone apps.
> Don't be afraid and go check it out and do your own comparisons.
> Part of being investors is to know what's happening in your field.

Positive Cash Flow Signals New Era for Sirius XM

Not with Goldman Sachs sitting on the panel we wont but the Senator has also discussed his displeasure in this as well. How can the idiots than ran this and many other stocks into the ground be afforded any consideration into solving the problem. The developments that arise from these hearings will help the case of many equities including this one. I believe his case will stay strong given the economic conditions and corruption being aired on the news since this whole recession started. Fear mongering will not help the S/P but in SIRI's case will not hurt it any further than it has already. The reason we are still trading below the dollar mark today is simply because john q public has not gotten rid of the BK scare that once loomed. It is quickly fading and we shall once again arise from the ashes to take our place among other equally battered equities. I use ETFC as an example because through the crisis they were ole number two on the short list for many months right behind SIRI and their financials almost paralleled until recently when SIRI broke even.


On Nov 09 10:53 AM Pell wrote:

> Great work Connorport.
>
> What is your take on consolidating shareholder's interest via any
> means in order to stop "capitalizing everywhere on small price differentials
> in a highly fragmented marketplace -- now predominate over value
> investors."
>
> "Liquidity as an end seems to have trumped the need for transparency
> and fairness. We risk creating a two-tiered market that is opaque,
> highly fragmented and unfair to long-term investors."
>
> Obviously we are not going to get relief via governmental intervention
> in a timely fashion.

Positive Cash Flow Signals New Era for Sirius XM

Short interest stands at 81.7 million shares or 2.15% of float. Not moving. Hopefully these shorted shares cover and get some momentum going upwards.

Sen Ted Kaufman addresses the SEC with this statement two weeks ago.

"Our stock markets have evolved rapidly in the past few years in ways that raise important questions for this hearing to explore," says Sen. Kaufman in prepared testimony. "Technological developments have far outpaced regulatory oversight; and traders who buy and sell stocks in milliseconds -- capitalizing everywhere on small price differentials in a highly fragmented marketplace -- now predominate over value investors. Liquidity as an end seems to have trumped the need for transparency and fairness. We risk creating a two-tiered market that is opaque, highly fragmented and unfair to long-term investors."

This is interesting but the problem why we are getting nowhere with the regulation of these laws is because the SEC has GS on the panel to discuss how to resolve the problem they themselves created. Fortunately for us we have a couple of Senators out there who are pulling for the long term investor.

Positive Cash Flow Signals New Era for Sirius XM

This has already been discussed on many occasions. I was just advising newbies. Check back through Brandon's articles and you will find it.


On Nov 08 08:48 AM Buesbuff wrote:

> Brandon,
> Would you please comment on the tax loss situation also?
> <Has anyone considered the $7 billion in tax incentive writedowns
> this company has. Depending on their tax level these negatives can
> be turned into positives for a very long time. >

Positive Cash Flow Signals New Era for Sirius XM

Has anyone considered the $7 billion in tax incentive writedowns this company has. Depending on their tax level these negatives can be turned into positives for a very long time. This alone is a very desirable asset that the company holds before we consider the $2.7 billion in revs per year. We are going up from here. $1.20 will be the next spot we will be stuck. I can remember for months saying i would be happy to be here were we are and it seemed impossible but here we are.

Positive Cash Flow Signals New Era for Sirius XM

New cars maybe not, but the hundreds of thousands of used vehicles that pour off rental agencies lots are all equipped with SatRad. These are the cars people are going to to save money. There are potential subs in all these cars not to mention these rental companies are probably the biggest subs themselves and have committed to make SatRad available on all their vehicles in the future. Future potential is whats being said here. Not the here and now but future guidance.
Thats what drives the stock price.

Positive Cash Flow Signals New Era for Sirius XM

Hey Brandon. Have you dropped off a copy of "Stock Shock" to CNBC so they can run it on "American Greed"? I would love to see it there but am sure that will never happen.

Positive Cash Flow Signals New Era for Sirius XM

Up 100% overall with the help of 450% up on SIRI alone that leads my portfolio at this time.


On Nov 06 03:06 PM connorport wrote:

> I have said it and will continue to, i believe we will see steady
> rise over the next few weeks. Once SIRI hit a dollar it will hold
> over. I'm looking for a top bounce around $1.40 and settling somewhere
> between $1.20 to $1.30 as Barrington has called. My view is still
> that we can see some type of action that plagued ETFC and a similar
> recovery. Side by side they are different businesses with similar
> numbers if you look close and know how to multiply and divide with
> the exception of SIRI beating them to the break even first. I am
> a longer and and thanks once again for the articles, so far this
> year this insight has put me over the top by over 100% from down
> 75%.

Positive Cash Flow Signals New Era for Sirius XM

I have said it and will continue to, i believe we will see steady rise over the next few weeks. Once SIRI hit a dollar it will hold over. I'm looking for a top bounce around $1.40 and settling somewhere between $1.20 to $1.30 as Barrington has called. My view is still that we can see some type of action that plagued ETFC and a similar recovery. Side by side they are different businesses with similar numbers if you look close and know how to multiply and divide with the exception of SIRI beating them to the break even first. I am a longer and and thanks once again for the articles, so far this year this insight has put me over the top by over 100% from down 75%.

Sirius XM: There’s an App for That

This is simple economics. If this company could have been muscled away from Mel and crew it would have already happened. A shimmer of hope in the dark storm clouds above will launch SIRI to the next level. A R/S may be immenant but not till management shows a level of profitablity and sees the stock price back to at least $1.20-$1.50. That makes the best business sense and that is probably what would happen in my opinion.

Sirius XM: There’s an App for That

Why does everyone seem to form a conspiracy theory about almost everything that has been catastrophic. Doesn

Sirius XM: There’s an App for That

How about we all shut up and see what Q3 brings us. If you believe its good get in or stay in and if you believe its bad then sell and run. Its a pretty simple standpoint.


On Oct 22 11:57 AM PROTECT AND SERVE 0310 wrote:

> There you go again Brandon, you talk and the stock drops!!! Stop
> talking so much we know what Siri/Xm is and isn't.