Konst's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/238288/comments http://seekingalpha.com/article/171873-positive-cash-flow-signals-new-era-for-sirius-xm?source=feed#comment-749403 749403 Sat, 07 Nov 2009 00:48:01 -0500 http://seekingalpha.com/article/160318-blockbuster-could-collapse-in-2010?source=feed#comment-667590 667590 Tue, 08 Sep 2009 23:51:29 -0400 http://seekingalpha.com/article/103279-11-stocks-selling-below-cash?source=feed#comment-296038 296038 ]]> Sun, 02 Nov 2008 01:27:24 -0400 ]]> http://seekingalpha.com/article/102884-stifel-lowers-sirius-estimates-on-weak-auto-sales?source=feed#comment-294867 294867 Fri, 31 Oct 2008 03:11:41 -0400 http://seekingalpha.com/article/102884-stifel-lowers-sirius-estimates-on-weak-auto-sales?source=feed#comment-294866 294866 Fri, 31 Oct 2008 03:07:32 -0400 http://seekingalpha.com/article/100543-wienkes-merrill-weigh-in-on-sirius?source=feed#comment-286368 286368 Mon, 20 Oct 2008 11:55:07 -0400 http://seekingalpha.com/article/100371-is-a-reverse-split-in-the-cards-for-sirius?source=feed#comment-285079 285079 Sat, 18 Oct 2008 03:34:55 -0400 http://seekingalpha.com/article/99614-an-ameritrade-e-trade-merger-not-as-crazy-as-it-sounds?source=feed#comment-283789 283789 Thu, 16 Oct 2008 12:37:43 -0400 http://seekingalpha.com/article/98798-fuld-s-miscalculation-were-berkshires-infusion-terms-too-much?source=feed#comment-280891 280891 ]]> Sun, 12 Oct 2008 21:12:57 -0400 ]]> http://seekingalpha.com/article/99278-sirius-shares-priced-like-stamps?source=feed#comment-279239 279239 1) take money out of stock market
2) put under mattress

-too bad only hindsight is 20/20]]> Fri, 10 Oct 2008 14:55:32 -0400 1) take money out of stock market
2) put under mattress

-too bad only hindsight is 20/20]]> http://seekingalpha.com/article/98140-how-the-rescue-plan-affects-sirius?source=feed#comment-272654 272654 Fri, 03 Oct 2008 11:15:33 -0400 http://seekingalpha.com/article/98181-five-reasons-rimm-will-continue-to-fall?source=feed#comment-272536 272536 Fri, 03 Oct 2008 09:50:52 -0400 http://seekingalpha.com/article/97507-sirius-xm-on-the-rise-does-microsoft-want-a-piece?source=feed#comment-267984 267984 2005-2008 was a different situation. At that time it was a hype stock (like Rimm was 2 months ago). There were also some catalysts that people had high hopes for, such as signing Howard Stern.
Such catalysts are unlikely to come and it is no longer seen as a game-changing, paradigm-shifting blah blah blah company.

So, you are right that a stock can trade at a very high P/E multiples when it's hyped, but that time for Sirius is past. Most importantly, becaue it is not new anymore. So at this point, it's about earnings. But hey, I could be wrong.

As far as the price back then vs. now, it's also not comparing apples to oranges for another very important reason: significant share dilution from then to now.
]]> Sun, 28 Sep 2008 21:21:05 -0400 2005-2008 was a different situation. At that time it was a hype stock (like Rimm was 2 months ago). There were also some catalysts that people had high hopes for, such as signing Howard Stern.
Such catalysts are unlikely to come and it is no longer seen as a game-changing, paradigm-shifting blah blah blah company.

So, you are right that a stock can trade at a very high P/E multiples when it's hyped, but that time for Sirius is past. Most importantly, becaue it is not new anymore. So at this point, it's about earnings. But hey, I could be wrong.

As far as the price back then vs. now, it's also not comparing apples to oranges for another very important reason: significant share dilution from then to now.
]]> http://seekingalpha.com/article/97507-sirius-xm-on-the-rise-does-microsoft-want-a-piece?source=feed#comment-267976 267976 Sun, 28 Sep 2008 21:09:36 -0400 http://seekingalpha.com/article/97507-sirius-xm-on-the-rise-does-microsoft-want-a-piece?source=feed#comment-266924 266924 Sat, 27 Sep 2008 13:38:25 -0400 http://seekingalpha.com/article/97507-sirius-xm-on-the-rise-does-microsoft-want-a-piece?source=feed#comment-266920 266920 Sat, 27 Sep 2008 13:35:47 -0400 http://seekingalpha.com/article/97445-hey-congress-guess-what-wamu-s-toast?source=feed#comment-265469 265469 Thu, 25 Sep 2008 23:51:09 -0400 http://seekingalpha.com/article/97445-hey-congress-guess-what-wamu-s-toast?source=feed#comment-265467 265467
-they are nationalizing private property, and it's not just wall street fat cats that suffer, it's everyday people who have 401ks and stock portfolios to supplement our bankrupt social security system. What a travesty]]> Thu, 25 Sep 2008 23:49:23 -0400
-they are nationalizing private property, and it's not just wall street fat cats that suffer, it's everyday people who have 401ks and stock portfolios to supplement our bankrupt social security system. What a travesty]]> http://seekingalpha.com/article/95893-don-t-believe-everything-you-hear-about-sirius?source=feed#comment-261793 261793
and again, I am not angry, I actually made made money on this dubious stock. By the way, if they straighten out their financing and begin to have a positive cash flow, it may be a good stock at that point.]]> Mon, 22 Sep 2008 15:37:16 -0400
and again, I am not angry, I actually made made money on this dubious stock. By the way, if they straighten out their financing and begin to have a positive cash flow, it may be a good stock at that point.]]> http://seekingalpha.com/article/95893-don-t-believe-everything-you-hear-about-sirius?source=feed#comment-261787 261787 -money losing business
-heavily in debt
-competition that emerged which puts the business model's viability at risk
-management which is oblivious and or helpless to creating shareholder value
-radio us kind of over, it was replaced by TV

but hey, nothing wrong with speculation, I suppose, if you accept the risk,
anyway, the whole siriusbuzz and similar phenomena irk me,

Good luck everyone, but analyzing the fundamentals and the competition is probably a safer idea than luck]]> Mon, 22 Sep 2008 15:32:21 -0400 -money losing business
-heavily in debt
-competition that emerged which puts the business model's viability at risk
-management which is oblivious and or helpless to creating shareholder value
-radio us kind of over, it was replaced by TV

but hey, nothing wrong with speculation, I suppose, if you accept the risk,
anyway, the whole siriusbuzz and similar phenomena irk me,

Good luck everyone, but analyzing the fundamentals and the competition is probably a safer idea than luck]]> http://seekingalpha.com/article/95893-don-t-believe-everything-you-hear-about-sirius?source=feed#comment-259787 259787 Sat, 20 Sep 2008 00:57:19 -0400 http://seekingalpha.com/article/95893-don-t-believe-everything-you-hear-about-sirius?source=feed#comment-259786 259786
These f--ckers like Tyler, pumping this s--t are unequivocally worthless scum. Stocks are to be evaluated, not pumped.

Good luck]]> Sat, 20 Sep 2008 00:56:33 -0400
These f--ckers like Tyler, pumping this s--t are unequivocally worthless scum. Stocks are to be evaluated, not pumped.

Good luck]]> http://seekingalpha.com/article/94894-lehman-in-dire-financial-straights?source=feed#comment-251193 251193 BSC), but now it is closer than ever that Lehman stands near that same edge."

Are you that clueless? It was JPM that stepped in.

Lehman has access to Fed's discount window which means they don't have a liquidity issue.]]> Thu, 11 Sep 2008 01:39:32 -0400 BSC), but now it is closer than ever that Lehman stands near that same edge."

Are you that clueless? It was JPM that stepped in.

Lehman has access to Fed's discount window which means they don't have a liquidity issue.]]> http://seekingalpha.com/article/92605-don-t-confuse-the-stock-with-the-company-or-the-market-with-the-economy?source=feed#comment-248971 248971 Tue, 09 Sep 2008 01:13:09 -0400 http://seekingalpha.com/article/94352-sirius-xm-merger-appeal-looks-groundless?source=feed#comment-248968 248968
]]> Tue, 09 Sep 2008 01:07:38 -0400
]]> http://seekingalpha.com/article/93805-august-auto-sales-signal-stability-for-satellite-radio-investors?source=feed#comment-248908 248908 Mon, 08 Sep 2008 22:18:42 -0400 http://seekingalpha.com/article/93762-sirius-xm-s-ceo-to-address-merrill-lynch-media-conference?source=feed#comment-245471 245471 Thu, 04 Sep 2008 11:54:30 -0400 http://seekingalpha.com/article/93762-sirius-xm-s-ceo-to-address-merrill-lynch-media-conference?source=feed#comment-245089 245089 Thu, 04 Sep 2008 00:45:22 -0400 http://seekingalpha.com/article/93455-online-advertising-ing-direct-vs-e-trade?source=feed#comment-244218 244218 Tue, 02 Sep 2008 23:11:55 -0400 http://seekingalpha.com/article/91772-jim-cramer-s-unnecessary-beating-over-sirius?source=feed#comment-235352 235352
Why are some of these mutual funds buying FRE and FNM? Is it because you can't naked-short them and they are buying positions so they can short the stock? Ideas?

So anyway, some seem very naive about the stock. Just because you have satrad in your car does not make it a good investment.

Wow, death threats. Maybe you do have to be insane to own this stock. :-). Just kidding.]]> Thu, 21 Aug 2008 02:47:53 -0400
Why are some of these mutual funds buying FRE and FNM? Is it because you can't naked-short them and they are buying positions so they can short the stock? Ideas?

So anyway, some seem very naive about the stock. Just because you have satrad in your car does not make it a good investment.

Wow, death threats. Maybe you do have to be insane to own this stock. :-). Just kidding.]]>