longandshort's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/202457/comments http://seekingalpha.com/article/174144-coinstar-standing-up-to-continued-challenges-from-hollywood?source=feed#comment-767988 767988
As an invester you have to ignore the white noise has analyze the business. Just some facts about Redbox:

- RedBox is successful because of its Supply Chain model. No it did not land from mars but was created by another successful Supply Chain business..McDonalds (McDonalds is not about the burger, but rather its Supply Chain and Real Estate).
- RedBox COO= Mitch Lowe, former cofounder of NETFLIX (hmmm)
- Prime candidate for a buyout
- Dividends coming soon
- Oh, I'll be renting the new Star Trek tonight for $1]]> Thu, 19 Nov 2009 15:55:05 -0500
As an invester you have to ignore the white noise has analyze the business. Just some facts about Redbox:

- RedBox is successful because of its Supply Chain model. No it did not land from mars but was created by another successful Supply Chain business..McDonalds (McDonalds is not about the burger, but rather its Supply Chain and Real Estate).
- RedBox COO= Mitch Lowe, former cofounder of NETFLIX (hmmm)
- Prime candidate for a buyout
- Dividends coming soon
- Oh, I'll be renting the new Star Trek tonight for $1]]> http://seekingalpha.com/article/174144-coinstar-standing-up-to-continued-challenges-from-hollywood?source=feed#comment-767970 767970

On Nov 19 03:28 PM joey554 wrote:

> The only agreement that Hollywood and CSTR are going to come to is
> a windowed approach for the titles 30-45 days after release. Which
> is when all the money is made on a rental. What walmart is doing
> with the $10 DVD's doesn't cost the studios a penny it helps them,
> the only one losing money on that is walmart (loss leader) studios
> are all for it they're making the same $ on each dvd. Where as the
> studios aren't willing to let redbox continue to decimate and devalue
> packaged media xosting them millions. On top of that the way red
> box has gone about this whole thing with their PR campaign has only
> stiffened the backs of the studios.]]> Thu, 19 Nov 2009 15:40:50 -0500

On Nov 19 03:28 PM joey554 wrote:

> The only agreement that Hollywood and CSTR are going to come to is
> a windowed approach for the titles 30-45 days after release. Which
> is when all the money is made on a rental. What walmart is doing
> with the $10 DVD's doesn't cost the studios a penny it helps them,
> the only one losing money on that is walmart (loss leader) studios
> are all for it they're making the same $ on each dvd. Where as the
> studios aren't willing to let redbox continue to decimate and devalue
> packaged media xosting them millions. On top of that the way red
> box has gone about this whole thing with their PR campaign has only
> stiffened the backs of the studios.]]> http://seekingalpha.com/article/174144-coinstar-standing-up-to-continued-challenges-from-hollywood?source=feed#comment-767929 767929
Walmart agrees with Redbox. Walmart is actually buying DVDs at wholesale market prices prices $18 and selling them for $10. Walmart loses money on DVD sales. They are using $10 dvd sales to lure shoppers in to buy higher margin goods. They make money leasing space to Redbox.

So if you want a DVD, rent it from a Redbox for $1, if you like it buy it at Walmart for $10...consumer wins, Hollywood gets less greedy.

latimesblogs.latimes.c...]]> Thu, 19 Nov 2009 15:13:47 -0500
Walmart agrees with Redbox. Walmart is actually buying DVDs at wholesale market prices prices $18 and selling them for $10. Walmart loses money on DVD sales. They are using $10 dvd sales to lure shoppers in to buy higher margin goods. They make money leasing space to Redbox.

So if you want a DVD, rent it from a Redbox for $1, if you like it buy it at Walmart for $10...consumer wins, Hollywood gets less greedy.

latimesblogs.latimes.c...]]> http://seekingalpha.com/article/174144-coinstar-standing-up-to-continued-challenges-from-hollywood?source=feed#comment-767482 767482
If you are shorting CSTR right now, you better keep an eagle eye on the tape, as CSTR and Hollywood will come to some sort of agreement. Don't forget Video game rentals and worldwide growth.
New Long to CSTR.]]> Thu, 19 Nov 2009 12:18:36 -0500
If you are shorting CSTR right now, you better keep an eagle eye on the tape, as CSTR and Hollywood will come to some sort of agreement. Don't forget Video game rentals and worldwide growth.
New Long to CSTR.]]> http://seekingalpha.com/article/143144-why-buy-sunoco-now?source=feed#comment-571894 571894 Thu, 02 Jul 2009 14:01:16 -0400 http://seekingalpha.com/article/140094-the-uncertain-future-of-radio?source=feed#comment-530280 530280 CCO= clear channel advertising
CCMO= clear channel broadcasting]]> Wed, 03 Jun 2009 13:02:06 -0400 CCO= clear channel advertising
CCMO= clear channel broadcasting]]> http://seekingalpha.com/article/140380-tobacco-bad-for-your-health-good-for-your-portfolio?source=feed#comment-525902 525902 ....Looong MO!]]> Sun, 31 May 2009 23:49:56 -0400 ....Looong MO!]]> http://seekingalpha.com/article/138634-sirius-xm-stock-action-typical-for-penny-land?source=feed#comment-511766 511766 Good recent example Conexant (CNXT). There will be an uptick initally after the RS but will head back down to penny stock status. SIRI investors are better getting out and investing in the broader market.


On May 20 08:27 AM underway wrote:

> RS has been the death knell for 90% of the companies that try it.
> There are exceptions (priceline.com for one). But, it's risky because
> the street usually attaches a negative view of the strategy and the
> selloff following RS causes the new, higher SP from RS, to drop like
> a rock, killing market cap. I hope the RS does NOT happen. Let this
> company move forward and show pos cash flow, and then profitability,
> and the SP will rise on its own. The only reason to RS is to maintain
> listing on NASDAQ. If SIRI can get over a buck on its own, no reason
> to RS. IMHO.]]> Wed, 20 May 2009 14:34:47 -0400 Good recent example Conexant (CNXT). There will be an uptick initally after the RS but will head back down to penny stock status. SIRI investors are better getting out and investing in the broader market.


On May 20 08:27 AM underway wrote:

> RS has been the death knell for 90% of the companies that try it.
> There are exceptions (priceline.com for one). But, it's risky because
> the street usually attaches a negative view of the strategy and the
> selloff following RS causes the new, higher SP from RS, to drop like
> a rock, killing market cap. I hope the RS does NOT happen. Let this
> company move forward and show pos cash flow, and then profitability,
> and the SP will rise on its own. The only reason to RS is to maintain
> listing on NASDAQ. If SIRI can get over a buck on its own, no reason
> to RS. IMHO.]]> http://seekingalpha.com/article/131045-sirius-xm-has-long-term-staying-power?source=feed#comment-464860 464860 www.crunchgear.com/200.../

I have to agree. Using Satellites to deliver entertainment radio to individual subcribers is too late in the game. Our wireless and wireless earth based systems are cheaper and faster. The tie up with apple will work for apple device fans only, and provided they subcribe to 3G data plans. Edge and GPRS networks don't have the bandwidth.

Sirius needs to change their business model and deliver something new to a new audience, it needs to tap the world market, not just the US.]]> Thu, 16 Apr 2009 09:13:48 -0400 www.crunchgear.com/200.../

I have to agree. Using Satellites to deliver entertainment radio to individual subcribers is too late in the game. Our wireless and wireless earth based systems are cheaper and faster. The tie up with apple will work for apple device fans only, and provided they subcribe to 3G data plans. Edge and GPRS networks don't have the bandwidth.

Sirius needs to change their business model and deliver something new to a new audience, it needs to tap the world market, not just the US.]]> http://seekingalpha.com/article/119438-should-ge-maintain-its-dividend?source=feed#comment-381555 381555 blogs.barrons.com/stoc.... Whom do I believe??

Should GE be like Cisco or Google and not offer dividends, and yet maybe the stock price will skyrocket. How about analyzing companies with negative EPS, no dividend but share prices in the double digits.

Lets face it, share prices are a matter of supply and demand and investor emotion. Market analysts are bandwith hogs...]]> Mon, 09 Feb 2009 16:53:06 -0500 blogs.barrons.com/stoc.... Whom do I believe??

Should GE be like Cisco or Google and not offer dividends, and yet maybe the stock price will skyrocket. How about analyzing companies with negative EPS, no dividend but share prices in the double digits.

Lets face it, share prices are a matter of supply and demand and investor emotion. Market analysts are bandwith hogs...]]> http://seekingalpha.com/article/118119-four-stocks-i-m-watching-this-week?source=feed#comment-374427 374427 the YIELD sitll goes up to unbelieveable levels..so stop the mad panic selling!!]]> Tue, 03 Feb 2009 11:02:37 -0500 the YIELD sitll goes up to unbelieveable levels..so stop the mad panic selling!!]]> http://seekingalpha.com/article/118119-four-stocks-i-m-watching-this-week?source=feed#comment-374421 374421 The dividend YIELD is a direct percentage of the current stock price. The actual dividend/share paid out is based on the earnings(EPS). People drive the stock price up or down and hence the dividend YIELD moves up or down, but actual business income determines the dividend/share paid out.

So, GE's earnings could double next year, but if panic investors sell and drive the stock price down, the dividend/share goes up, but he YIELD still goes down..so stop the mad panic sellng!!]]> Tue, 03 Feb 2009 10:58:43 -0500 The dividend YIELD is a direct percentage of the current stock price. The actual dividend/share paid out is based on the earnings(EPS). People drive the stock price up or down and hence the dividend YIELD moves up or down, but actual business income determines the dividend/share paid out.

So, GE's earnings could double next year, but if panic investors sell and drive the stock price down, the dividend/share goes up, but he YIELD still goes down..so stop the mad panic sellng!!]]> http://seekingalpha.com/article/117580-sell-altria-during-market-hours?source=feed#comment-371258 371258
Most shareholders of MO are aware that MO/PM is one of the best run businesses in the country(maybe the world). Its obvious this company is taking steps consistantly to deliver to its shareholders. If anything, I would double down.]]> Fri, 30 Jan 2009 13:16:58 -0500
Most shareholders of MO are aware that MO/PM is one of the best run businesses in the country(maybe the world). Its obvious this company is taking steps consistantly to deliver to its shareholders. If anything, I would double down.]]> http://seekingalpha.com/article/114374-windows-mobile-like-using-fred-flintstone-s-istone?source=feed#comment-353501 353501 - full browser
- streaming media and media player
- dial-up networking(tethering)
- maps
- Sirius streaming radio
- custom desktops (weather, clocks)
- email (web based and IMAP)

..point I am trying to make is, Iphone is great for playing music, blackberry is great for texting and email, windows mobile phones are great for running apps..
]]> Mon, 12 Jan 2009 12:55:09 -0500 - full browser
- streaming media and media player
- dial-up networking(tethering)
- maps
- Sirius streaming radio
- custom desktops (weather, clocks)
- email (web based and IMAP)

..point I am trying to make is, Iphone is great for playing music, blackberry is great for texting and email, windows mobile phones are great for running apps..
]]> http://seekingalpha.com/article/109478-ge-at-a-crossroads-business-model-becoming-obsolete?source=feed#comment-323492 323492 I'll bet he's got a couple of PUTs (maybe only one) for Jan and Feb...contracts under $1.00...gotta have a little more ba--s when you make strong bearish statements like this.
So he thinks GE should be priced just like GM ..how about saying something about GMs business model!]]> Mon, 08 Dec 2008 01:36:36 -0500 I'll bet he's got a couple of PUTs (maybe only one) for Jan and Feb...contracts under $1.00...gotta have a little more ba--s when you make strong bearish statements like this.
So he thinks GE should be priced just like GM ..how about saying something about GMs business model!]]> http://seekingalpha.com/article/107863-an-iphone-with-satellite-radio-gasp-really?source=feed#comment-314939 314939

So before we conclude that Apple could be a saviour...please remeber folks..the IPHONES even don't allow you to replace a battery...I'm not sure how long they hold a charge when new and continuosly streaming.

Also I don't see why the need for satellites anymore, since our mobile broadband network is pretty widespread and growing.

Positions: Sold Siri stock at a loss and quit Sirius a year ago..I was unhappy with the number of Non-Live shows days and an increase in Ads on Howard 100. Also there are tons of free music streaming sites out there with higer bit rates than Sirius.
]]> Tue, 25 Nov 2008 15:39:27 -0500

So before we conclude that Apple could be a saviour...please remeber folks..the IPHONES even don't allow you to replace a battery...I'm not sure how long they hold a charge when new and continuosly streaming.

Also I don't see why the need for satellites anymore, since our mobile broadband network is pretty widespread and growing.

Positions: Sold Siri stock at a loss and quit Sirius a year ago..I was unhappy with the number of Non-Live shows days and an increase in Ads on Howard 100. Also there are tons of free music streaming sites out there with higer bit rates than Sirius.
]]> http://seekingalpha.com/article/106445-general-electric-genuine-risk-of-collapse?source=feed#comment-308607 308607 www.minyanville.com/ar... in the morning and now here in the evening. I sense a very strong bias to encourage short selling of this stock . I am surprised the author did not compare GE to the US deficit.....the govt is in a deeper hole that GE in terms of borrowing and lending, did he not dare say that the US economy on the whole is fried as we are a credit driven economy, or that he cannot really short the Treasury?
C'mon...be a straight shooter and omit the question mark from your title, since you are so sure we are all doomed!]]> Tue, 18 Nov 2008 04:18:07 -0500 www.minyanville.com/ar... in the morning and now here in the evening. I sense a very strong bias to encourage short selling of this stock . I am surprised the author did not compare GE to the US deficit.....the govt is in a deeper hole that GE in terms of borrowing and lending, did he not dare say that the US economy on the whole is fried as we are a credit driven economy, or that he cannot really short the Treasury?
C'mon...be a straight shooter and omit the question mark from your title, since you are so sure we are all doomed!]]> http://seekingalpha.com/article/99437-prefer-a-yield-cramer-s-lightning-round-10-10-08?source=feed#comment-287150 287150 Tue, 21 Oct 2008 12:47:46 -0400 http://seekingalpha.com/article/99470-hunting-season-in-blue-chip-territory?source=feed#comment-281363 281363 MO) - Classic stock that nobody wants to sell. P/E = 4.8, EPS = 3.8, dividend yield = 7%..stock at $18!. With the future aquisition of UST, expect the dividend to rise...]]> Mon, 13 Oct 2008 12:20:01 -0400 MO) - Classic stock that nobody wants to sell. P/E = 4.8, EPS = 3.8, dividend yield = 7%..stock at $18!. With the future aquisition of UST, expect the dividend to rise...]]> http://seekingalpha.com/article/99142-earnings-preview-general-electric?source=feed#comment-278415 278415 Thu, 09 Oct 2008 22:38:45 -0400 http://seekingalpha.com/article/95342-corning-retains-strong-balance-sheet-market-position-despite-earnings-warning?source=feed#comment-272167 272167 Thu, 02 Oct 2008 18:39:13 -0400 http://seekingalpha.com/article/98051-buffett-puts-money-to-work-buys-general-electric-preferred-stock?source=feed#comment-270664 270664 Wed, 01 Oct 2008 14:45:40 -0400 http://seekingalpha.com/article/97938-earnings-preview-micron-technology?source=feed#comment-269947 269947 Tue, 30 Sep 2008 17:48:10 -0400 http://seekingalpha.com/article/97507-sirius-xm-on-the-rise-does-microsoft-want-a-piece?source=feed#comment-266149 266149 Fri, 26 Sep 2008 13:39:56 -0400 http://seekingalpha.com/article/97453-first-time-in-thirty-years-ge-won-t-raise-dividend?source=feed#comment-265902 265902 Fri, 26 Sep 2008 10:47:31 -0400 http://seekingalpha.com/article/97453-first-time-in-thirty-years-ge-won-t-raise-dividend?source=feed#comment-265793 265793 Fri, 26 Sep 2008 09:29:15 -0400 http://seekingalpha.com/article/95781-ge-struggling-short-term-but-should-do-fine-long-term?source=feed#comment-256599 256599 Wed, 17 Sep 2008 00:51:19 -0400