cos10000's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/216201/comments http://seekingalpha.com/article/93399-2-sirius-aspects-that-need-to-play-out?source=feed#comment-244074 244074
I've sold my entire position in Sirius. It was just time. Been waiting too long.....risk reward profile just to poor to hang on. It feels better. Yes, I lost money, but the burden of hoping for the improbable is a weight off my shoulders. To all SIRI longs -- I encourage you to reconsider your investment. Between its money-losing track record and poor growth prospects, just sell now and find a more attractive investment.

Peace out.]]> Tue, 02 Sep 2008 17:12:36 -0400
I've sold my entire position in Sirius. It was just time. Been waiting too long.....risk reward profile just to poor to hang on. It feels better. Yes, I lost money, but the burden of hoping for the improbable is a weight off my shoulders. To all SIRI longs -- I encourage you to reconsider your investment. Between its money-losing track record and poor growth prospects, just sell now and find a more attractive investment.

Peace out.]]> http://seekingalpha.com/article/93399-2-sirius-aspects-that-need-to-play-out?source=feed#comment-243905 243905
There. That feels better. This really is a burden off my shoulders. I'm off to buy my index fund. It won't be as exciting, but I'll make more money. ]]> Tue, 02 Sep 2008 12:24:18 -0400
There. That feels better. This really is a burden off my shoulders. I'm off to buy my index fund. It won't be as exciting, but I'll make more money. ]]> http://seekingalpha.com/article/93221-leave-sirius-alone?source=feed#comment-243900 243900
There. That feels better. Dave/Vic really was right. This really is a burden off my shoulders. I'm off to buy my index fund. It won't be as exciting, but I'll make more money.]]> Tue, 02 Sep 2008 12:21:57 -0400
There. That feels better. Dave/Vic really was right. This really is a burden off my shoulders. I'm off to buy my index fund. It won't be as exciting, but I'll make more money.]]> http://seekingalpha.com/article/93399-2-sirius-aspects-that-need-to-play-out?source=feed#comment-243895 243895 Tue, 02 Sep 2008 12:16:44 -0400 http://seekingalpha.com/article/93403-getting-sirius-about-hurricane-gustav?source=feed#comment-243893 243893 Tue, 02 Sep 2008 12:15:49 -0400 http://seekingalpha.com/article/93034-has-jim-cramer-crossed-the-line-with-sirius-xm?source=feed#comment-241770 241770 Fri, 29 Aug 2008 13:37:49 -0400 http://seekingalpha.com/article/93034-has-jim-cramer-crossed-the-line-with-sirius-xm?source=feed#comment-241765 241765
The Vicar is glad to have another voice of reason to reinforce his skepticism of this unprofitable company with the dubious business model. Welcome aboard.]]> Fri, 29 Aug 2008 13:32:49 -0400
The Vicar is glad to have another voice of reason to reinforce his skepticism of this unprofitable company with the dubious business model. Welcome aboard.]]> http://seekingalpha.com/article/93034-has-jim-cramer-crossed-the-line-with-sirius-xm?source=feed#comment-241332 241332 Thu, 28 Aug 2008 23:44:00 -0400 http://seekingalpha.com/article/93034-has-jim-cramer-crossed-the-line-with-sirius-xm?source=feed#comment-241329 241329
Again, The Vicar does not give stock tips for free, or else his advice would have no value. However, he favors companies with solid growth prospects, expanding gross and operating profit margins, prudently managed balance sheets, and growing free cash flow as a percentage of revenue. Growing market share versus competitors is another metric, as well as high return on invested capital and a track record of profitability. Most importantly, reasonable valuation relative to growth prospects with a PEG ratio preferably less than 1.0. He also prefers organic growth to growth by acquisition.

Rather than give individual stock tips, The Vicar believes in giving receptive investors the correct knowledge tools that will empower them to experience the thrill of picking a winning stock for themselves. Does this make sense, Mr. Scot's?]]> Thu, 28 Aug 2008 23:41:36 -0400
Again, The Vicar does not give stock tips for free, or else his advice would have no value. However, he favors companies with solid growth prospects, expanding gross and operating profit margins, prudently managed balance sheets, and growing free cash flow as a percentage of revenue. Growing market share versus competitors is another metric, as well as high return on invested capital and a track record of profitability. Most importantly, reasonable valuation relative to growth prospects with a PEG ratio preferably less than 1.0. He also prefers organic growth to growth by acquisition.

Rather than give individual stock tips, The Vicar believes in giving receptive investors the correct knowledge tools that will empower them to experience the thrill of picking a winning stock for themselves. Does this make sense, Mr. Scot's?]]> http://seekingalpha.com/article/93034-has-jim-cramer-crossed-the-line-with-sirius-xm?source=feed#comment-241325 241325 www.mainstreet.com/dec...
]]> Thu, 28 Aug 2008 23:35:14 -0400 www.mainstreet.com/dec...
]]> http://seekingalpha.com/article/93034-has-jim-cramer-crossed-the-line-with-sirius-xm?source=feed#comment-241323 241323
www.mainstreet.com/dec...
]]> Thu, 28 Aug 2008 23:30:53 -0400
www.mainstreet.com/dec...
]]> http://seekingalpha.com/article/93034-has-jim-cramer-crossed-the-line-with-sirius-xm?source=feed#comment-240813 240813 Thu, 28 Aug 2008 10:08:48 -0400 http://seekingalpha.com/article/93034-has-jim-cramer-crossed-the-line-with-sirius-xm?source=feed#comment-240801 240801 Thu, 28 Aug 2008 09:57:45 -0400 http://seekingalpha.com/article/93034-has-jim-cramer-crossed-the-line-with-sirius-xm?source=feed#comment-240799 240799 Thu, 28 Aug 2008 09:57:11 -0400 http://seekingalpha.com/article/93034-has-jim-cramer-crossed-the-line-with-sirius-xm?source=feed#comment-240768 240768 Thu, 28 Aug 2008 09:38:45 -0400 http://seekingalpha.com/article/93034-has-jim-cramer-crossed-the-line-with-sirius-xm?source=feed#comment-240763 240763
The smart money has moved on -- but the dogs on these message boards are still barking about its "upside".]]> Thu, 28 Aug 2008 09:35:48 -0400
The smart money has moved on -- but the dogs on these message boards are still barking about its "upside".]]> http://seekingalpha.com/article/93034-has-jim-cramer-crossed-the-line-with-sirius-xm?source=feed#comment-240758 240758 Thu, 28 Aug 2008 09:30:31 -0400 http://seekingalpha.com/article/92641-newspaper-stocks-new-york-times-company-gannett-and-mcclatchy?source=feed#comment-240460 240460
She neglects to mention that despite impressive percentage revenue growth online, that growth is decelerating, and is occurring off a small base. In other words, gains online are not keeping pace with losses in print ad revenue.

The author further neglects to mention that McClatchy may be cutting its dividend by the end of the year if not sooner, so it will free up cash to service its $2.1 billion in long term debt from its poorly-timed Knight Ridder acquisition. Interest expense alone has consumed 80% of McClatchy's operating income so far in 2008.

McClatchy has been scrambling to cut costs - including an outsourcing initiative to a firm in India. It also just offered buyouts to a large number of employees at the Sacramento Bee.

McClatchy and other publishers may be establishing a separate, independent business from their print product, but that business is not growing quickly enough - or profitably enough - to support the high fixed costs associated with the current print infrastructure. Profitability continues to decline, and advertisers will not pay up for the same ad online that they purchased in print.

Where was all this mentioned in the author's article?
]]> Wed, 27 Aug 2008 18:32:24 -0400
She neglects to mention that despite impressive percentage revenue growth online, that growth is decelerating, and is occurring off a small base. In other words, gains online are not keeping pace with losses in print ad revenue.

The author further neglects to mention that McClatchy may be cutting its dividend by the end of the year if not sooner, so it will free up cash to service its $2.1 billion in long term debt from its poorly-timed Knight Ridder acquisition. Interest expense alone has consumed 80% of McClatchy's operating income so far in 2008.

McClatchy has been scrambling to cut costs - including an outsourcing initiative to a firm in India. It also just offered buyouts to a large number of employees at the Sacramento Bee.

McClatchy and other publishers may be establishing a separate, independent business from their print product, but that business is not growing quickly enough - or profitably enough - to support the high fixed costs associated with the current print infrastructure. Profitability continues to decline, and advertisers will not pay up for the same ad online that they purchased in print.

Where was all this mentioned in the author's article?
]]> http://seekingalpha.com/article/92641-newspaper-stocks-new-york-times-company-gannett-and-mcclatchy?source=feed#comment-240445 240445 Wed, 27 Aug 2008 17:51:42 -0400 http://seekingalpha.com/article/92641-newspaper-stocks-new-york-times-company-gannett-and-mcclatchy?source=feed#comment-240150 240150 Wed, 27 Aug 2008 12:13:57 -0400 http://seekingalpha.com/article/92865-the-new-york-times-struggles-online-in-july?source=feed#comment-240135 240135 Wed, 27 Aug 2008 12:07:29 -0400 http://seekingalpha.com/article/92616-federal-oem-bailout-looks-positive-for-sirius-xm?source=feed#comment-239493 239493 Tue, 26 Aug 2008 14:57:32 -0400 http://seekingalpha.com/article/92616-federal-oem-bailout-looks-positive-for-sirius-xm?source=feed#comment-239492 239492 Tue, 26 Aug 2008 14:56:52 -0400 http://seekingalpha.com/article/91639-mad-dog-signs-on-in-big-win-for-sirius-xm?source=feed#comment-234731 234731 1. money
2. money
3. money
4. money
2. uncensored content (MOST IMPORTANT AFTER REASONS 1-4)
]]> Wed, 20 Aug 2008 10:29:44 -0400 1. money
2. money
3. money
4. money
2. uncensored content (MOST IMPORTANT AFTER REASONS 1-4)
]]> http://seekingalpha.com/article/90492-sirius-xm-2009-debt-is-a-non-issue-for-investors?source=feed#comment-229741 229741 Wed, 13 Aug 2008 17:39:27 -0400 http://seekingalpha.com/article/90208-sirius-xm-radio-analyst-roundup?source=feed#comment-228121 228121 Mon, 11 Aug 2008 16:27:24 -0400 http://seekingalpha.com/article/90208-sirius-xm-radio-analyst-roundup?source=feed#comment-228120 228120 Mon, 11 Aug 2008 16:26:32 -0400 http://seekingalpha.com/article/90208-sirius-xm-radio-analyst-roundup?source=feed#comment-228102 228102 Mon, 11 Aug 2008 16:13:32 -0400 http://seekingalpha.com/article/90208-sirius-xm-radio-analyst-roundup?source=feed#comment-228087 228087 Mon, 11 Aug 2008 15:59:59 -0400 http://seekingalpha.com/article/90208-sirius-xm-radio-analyst-roundup?source=feed#comment-228074 228074
The good news is that your admission liberates you to sell your position and buy an index fund. You'll make more money than the stubborn longs who continue to deny their mistake. They are prisoners of their own risk aversion. ]]> Mon, 11 Aug 2008 15:53:38 -0400
The good news is that your admission liberates you to sell your position and buy an index fund. You'll make more money than the stubborn longs who continue to deny their mistake. They are prisoners of their own risk aversion. ]]>