petra

$2 Royalty Pass Along Is 'Sirius'ly Good Idea

RAF, IMHO the short interest declined b/c they were closing the positions they opened when the SP was at 75 cents. It makes sense to short Siri at 75 and book your profits at 55 and then wait for the run up prior to the CC and then do it again, of course with the help of your buddies Cramer , MF, WSJ and the bashers around here.
To me it looks like the recent SP is a buying opportunity or at least not a time to sell.
Btw, MSFT has almost as many shares shorted as SIRI and probably nobody considers bankruptcy in this case.
As to the R/S, let's assume it will be 1/20 then we would get 11 $ at the day of the split and probably down to 5 $ in a few days bc of selling first and ask questions later and back to 11 $ within another week or so and after that we will go up to around 20/25 $.
My game plan for the R/S is simple, holding my core position and start adding the days after until it reverses.


On Oct 10 12:20 AM R A F wrote:

> Not "FIVE BIGGEST INCREASES"
>
> You read this wrong: SIRI short interest DECLINED substantially,
> and is now only 89,294,197 - a DECREASE of 17,158,522 from the previous
> short interest position of 106,452,719 shares on 9/15.
>
> This indicates a favorable shift in sentiment regarding SIRI among
> the "pros" who have previously carried substantially higher levels
> of short positions in the stock.
>
> On Oct 09 11:36 PM SIRI-Doom wrote:

Falling Dollar: Finally Front-Page News

Steven, I really do not want to be sarcastic, but didn't your coach just win the Super-Bowl ( nobel-prize ) ?


On Oct 10 01:42 AM Steven Hansen wrote:

> i do not believe it is the debt per se, but the reason for the debt.
>
>
> if it was being used to finance education, or infrastructure, or
> research - the payback is in the future.
>
> we are creating debt to make our lives better today. when economies
> compete against one another, their currencies reflect the score.
> the most efficient economy scores the highest.
>
> we are not winning this game. we need a new plan and a better coach.
>

Falling Dollar: Finally Front-Page News

A lot of very good comments and in order to avoid repeating, I will add a different point of view. As a German-American I can compare the situation here and overseas and I would like to give you just a few numbers for further consideration. The deficits or debts in the countries of the Eurozone are as worse as in the US, they just don't look so terrible b/c some countries are so small. Spain,Italy,Greece,Ire... are in dire straits, while Germany,France, Austria, Netherland and Luxenbourg are doing better. The U.K. isn't part of the Euro but of the E.U.and is considered in the worst condition.
Germany is still in the lead but has a lot of problems. Their deficit is a little bit above 20% of the US, but if you consider that the population is about 25% of the US, the debt per inhabitant is not much less. And let me repeat, most of the other Eurozone countries are much worse of. My conclusion or my question is, why is the Euro so strong, it doesn't make any sense, certainly not b/c of the brilliant ECB.
Now take a closer look at the possibility to raise revenue. In Europe you have all kinds of high taxes and social security, even people with good paying jobs can't make it anymore. It is not the income or corporate tax, but Germany has a sales tax of 19% and even food is charged with 7%. A gallon of gas is about 8 $, 75% is tax and you still have to pay MAUT ( toll ) and tax for your vehicles.
Energy and water is twice as expensive than in the US and the new EU-tax for "global warming" is on the way. The list could go on and on forever but I guess you get the picture. They can't raise anything it is already way to much for the individual, their only chance is growth and therefore they would need a weak Euro and a strong $.
The only other alternative would be cutting spending but this would end in massiv demonstrations by the left and unions and very violent too.
The US on the other side could raise taxes and create revenue and start repaying debt without even getting close to these European levels and that should make the $ much stronger.
On a personal note. I came to this country 10 years ago, I always admired and loved the American way and pretty much everything else in this country, while at the same time I didn't understand what my fellow Germans did to their own country and their people and they still doing it and it's getting worse. Unfortunately I see more and more negatives things arising here too and it looks like they might even do the same mistakes Germany and the EU did.
Don't get me wrong, I love seeing better relationships between the US and the old world, but I might be paranoid it seems we always adapt the wrong things not trying to figure out together what could be done better. Simple example: While the US tries to cut back on fast food chains and looks for a healthier diet, MCD and others are expanding like crazy all over the world.
I hope I didn't bore you to death, have a nice weekend.

Sirius Can Avoid Bankruptcy

Neal, I didn't want to bother everybody here with a long story, but I am glad to give you the details.
I live on both sides of the pond, right now I am in Germany but in a few weeks I am back in the US. I am a subscriber and shareholder and added the internet-service when it became available. This gives me the opportunity to listen to Sirius even overseas and I like that a lot. My brother in law is an American but lives in Germany for over 20 years now. He signed up for the Internet too and enjoys his country music. My 2 nephews are in the service and they signed up just last month, not so much because of the music but I guess because of the sports infos and maybe news.
I hope that answers your question.


On Oct 08 01:07 AM Neal Barkett wrote:

> Petra, You live in Germany and are able to recieve Sirius Xm over
> the internet? So did you and your brother in law sign up while living
> in Germany? (sounds like a stupid question but Sirius Doom is stating
> that only people in the US, Canada & Mexico can buy a subscription
> via the internet). Can you expand on the details of your service
> you recieve from Sirius Xm? Thanks, Neal
>
> On Oct 07 03:49 PM petra wrote:

Sirius Can Avoid Bankruptcy

Of course I do.


On Oct 07 07:53 PM MJE_PDX wrote:

> Do you pay for it?

Sirius Can Avoid Bankruptcy

Neal, right now I enjoy Sirius in Germany and so does my brother in law and probably many more.


On Oct 07 01:35 PM Neal Barkett wrote:

> How do you stop somebody from buying something they can recieve over
> the internet. If I'm in Australia or France etc. and am aware that
> I can get Sirius Xm over the internet why couldn't I be a sub?<br/>

Sirius Can Avoid Bankruptcy

What bothers me the most is that these scare tactics obviously work.
If memory serves correctly there was a insider selling schedule for the next 1 or 2 years, filed several month ago, absolutely nothing new about that and nothing wrong about that either. I am sorry but I fail to see the problem and regarding to the bankruptcy enough is said already.
It is not only manipulation, it is also a pretty simple minded one, they don't even try to make it sophisticated.
Someone mention Mr. Amobi, I assume he is an analyst and I would like to read what he had to say. I would appreciate if someone could post a link. Thanks a lot.

Japan to the U.S.: 'We Don't Want to Exclude You, But...'

Michael:
I agree , but speaking of history think about the great relationship in the Bismarck-era and when Prussia was at their peak.
Anyway, as for the Franco-German alliance, it is more an alliance between the 3, a Paris-Berlin-Moscow-Axis so to speak, but with France as the weakest partner and they don't like that at all.
That is why they are so friendly with the US and UK right now, but that is not going to last.


On Sep 17 01:26 PM Michael Clark wrote:

> Petra:
>
> Thanks for the update. I was speaking more in a historical sense.
> I remember Spengler's book 'Decline of the West' presenting Russia
> as the barbarian state destined to take over Western Europe, with
> Germany being the state in between Russia and Western Europe. I think
> Hitler's obsession with Russia was similar to Spengler's. Hitler
> wanted to mortally wound the barbarian state so they would not be
> able to threaten Germany.
>
> Clearly current German thinking is to prepare for the world after
> America leaves Europe. Friendship with Russia and Russia's oil fields
> makes a lot of sense for the Germans.
>
> Is the Franco-German alliance (counterbalance to America) breaking
> down at all?

Japan to the U.S.: 'We Don't Want to Exclude You, But...'

Michael, I agree with you, only one thing, Germany does't fear Russia. On the contrary the relationship get's better and better. Former Chancellor Schroeder is a great buddy of Putin and is now on the board of Gazprom, Chancellor Merkel was born and raised in East-Germany and has excellent relations to Russia, as well as most politicians. Furthermore the former communism party is getting stronger and clearly will help to build a even better relationship. The new pipeline between Russia and Germany will make Germany independent from foreign oil and gas and German companies are investing more in Russia than anywhere else and Russians are buying in Germany hand over fist, like Opel.
The EU is not very happy about this, because the Berlin-Moscow axis is going to threaten their influence and they could loose the guy who pays the bills so far.
I am not in favor of this, but it is going to happen and the US-Administration already noticed it and probably won't push the missile shield in Eastern Europe in order to avoid further outrage.


On Sep 16 01:46 PM Michael Clark wrote:

> We are going to see the passing of the Pax Americana. The One World
> (or Two Worlds, as it was with the Communist/Capitalist duality)
> with America as policeman is passing. Asia will re-arm; this includes
> Japan and South Korea. Europe will have to re-arm as well. The European
> Union will show its real colors when this begins. Are Italians going
> to fight for Germans? Are Irish going to fight for Spanish or French?
> Not very likely. National boundaries are coming back. With the passing
> of the Pax Americana, the world will become a more volatile place.
> China hates Japan; Korea also hates Japan. Japan fears China. Japan
> fears Russia. Germany fears Russia. France fears Germany....wait
> till those greedy Wall Street bankers see what they've loosed upon
> the world.

New XM SkyDock Offers Sirius Investors Nice Profit Margin

Hi everybody, half of the comments are from Siri-Doom, I wonder if he is talking to himself. Anyway, I belief there is a bright future for Sirius and the relationship with Apple is definitely not hurting. While I write this I am listening to Sirius, Toby Keith and I can't help it, it's a great service. I love it, I love to be a shareholder and most important I really believe we are on the road to recovery, despite the unemployment numbers. This is America, we can and we will get this done, think positive and don't let you drag down by the doom and gloom guys.

Is the U.S. Dollar Finished?

I agree anh here is why. Companies in the US take advantage of the weak $ while European co's. suffer, esp. in Germany because they depend heavily on their exports. Unfortunately the Germans are so proud of their strong currency, Deutsch Mark and now Euro, they don't get it and more important they don't fight it. That is to say it is child's play for the FED to tank the $ in order to get the US-economy back on track, at the expense of Europe and Japan.
As for myself with some assets in Euro, I can't complain. I get more and more dollars for the Euro's and with falling real estate prices I can buy homes in the US for less than half than a few years ago and with a little luck the prices will go up again and the $ becomes stronger again.


On Sep 09 10:06 AM jaume ribe, spain wrote:

> Make it easier, fundamentals in the Eurozone are far worst than in
> the US. How and how long the € can keep on its currently extravagant
> value ?

What Are Sirius XM Shares Really Worth?

I got a question about the delisting letter. Some of you mentioned the company would have 1 year to deal with this issue in order to avoid the delisting. I thought they would only have 6 month to address it.
Am I wrong ?

What Are Sirius XM Shares Really Worth?

connorport, the only problem with China is, 1.1 bil. or more than 85 % of the Chinese make less than 2.000 $ a year and the better part of the rest makes 10.000 or less, that leaves a relatively small number of potential subs. But you don't have to go that far east, as a German-American I live on both sides of the pond and now I can enjoy Sirius overseas, so can my brother in law who lives in Germany for 30 years now as well as many others, most of them in the army. It might not a huge number, but it's a start and what's important money is not an issue.
BTW, a few weeks ago I wrote an article on SA in German to German investors and recommended an investment in Sirius. At that time shares traded in Frankfurt for .35 Euro and believe it or not but everybody who got in has no reason to complain.


On Sep 01 10:59 AM connorport wrote:

> impact in China will be which in my opinion could triple subs overnight.
> Its a population of over 1 billion that wants it but doesn't have
> it. But they will!!!

Due for a Correction? Market Is Already Priced for Grim Future

I agree, we are going to see a correction, probably about 10 % and if nothing dramatic happens we will slowly go up after that.
I took the chance and sold into that run and now sitting on 60% cash. Moreover I sold some covered calls, strike price 5 to 10 % below the actual price, just to be safe. Of course this will reduce profits, but for the next 2 to 3 month I don't see much upside.
BTW, the 3 to 4 % GDP for the next years is way to high IMHO, we will be lucky to get 1 or 2 % and to be honest to get back where we were regarding GDP and employment it will most likely take several years, I wouldn't be surprised if we have to wait until 2013.

I would not be investing new cash in this market. I would be
> building it. If I wanted to sell some puts to raise cash, the strike
> prices would be a bit further below actual, I would be looking to
> buy some index puts. I like the four Q's, slightly in the money,
> out to October or so..

What Can Stop This Market Rally?

George, same in Europe, I am from Germany and things overseas are getting worse. Taxes and social security takes out half of your paycheck and if you are"middle class" or even better it is more than that. Gasoline is 1.2 Euro per litre, this is 1.75 $ or ger gallon it is about 7 $. Energy,heating or water bills are twice or even 3x as high as in the US. Sales Tax is now 19 % and the list could go on and on. More people than ever live on welfare and people who work a regular and decent job don't make enough so they get welfare too and in order to solve the problem they want to raise the minimum wage to 10 Euro ( 14.5 $ ) per hour. We all know this isn't going to solve anything.
As for now I still enjoy the low cost of living in Texas, but I am afraid the current administration will go the European way, but I am not so sure whether they are going to provide the help for the people like the Germans do or are they going to leave them in the lurch.


On Aug 28 08:52 AM george archers wrote:

> Hello from Canada--Looking at the charts,something smells.Come to
> Canada and see what you get for a buck--1/10 from a decade ago. Gas
> is over $4, Food prices are skyrocketing,Transport... same--what
> is never mentioned--TAXES--Come august Ontario combined goods and
> servioces will be 13%.Some poor provinces 17%.See a lawyer--17% GST.
> Inflation is hidden folks,just wait when the national Free health
> care takes hold--USA will end up like Canada or worse--Americans
> will swarm Canad for shopping deals :^/