dayworker's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/285988/comments http://seekingalpha.com/article/179291-satellite-radio-has-found-the-key-to-success?source=feed#comment-817630 817630 way for the stock price to rise is for institutional investors to buy blocks. These inst. investors have to do their due diligence. They have other people's money, retirement funds, mutual funds, and private equity hedge funds, and probably others.
Their due diligence will look at the management team and how well they perform, the product viability, the economic climate for the product, the growth potential, debt structure and the market perception of the stock. They have to assess the risk for their portoflio for other people's money. Given all that how are they going
to look at Siri's risk as an investment.
I'm not a Siri basher. I have a lot of stock and want it go up. I'm looking at the stock as an investment vehicle and don't have the emotions that some do. I analyze to understand the stock as an investment and how other investor's might look at it.
I posted that after the Nov. call that it would go down to the mid fifty cents. Why, because the demand for the stock would not be there for investors. The fundamentals of investment are not there and there would be little demand and with stock manipulation it would be on a downward trajectory. Now I know people will start calling me a basher but i'm looking at Siri as an investor. There are problems withit as an investment. No emotion involved.
Pell said once that Siri was a good investment because there would be a branding and advertising plan. Well that kind of fizziled. The skydock would bring in subs. Has that happened.
Mel shouted no Reverse Split. Now everyone's saying r/s is the only way to get institutional buyers in but everyone might take a
40% hit. So how does this make Siri look good as an investment.
One of the problems is still management hasn't hit a home run yet with the consumer. Time is running out. If the consumer permanently checks themselves into new media the Siri will be in the position to try and win back a sub base that will slowly bleed away. And yes I know that sat rad is better than old radio, and that it's the best way to play radio in the car, but if the consumer doesn't
go that way because of content or bad advertising or branding, then it's about time to look at why management continues to fail. Right now there is no confidence Siri will be a break out and the demand for the stock is not there. Hence, lower and lower stock price.]]> Tue, 22 Dec 2009 16:00:49 -0500 way for the stock price to rise is for institutional investors to buy blocks. These inst. investors have to do their due diligence. They have other people's money, retirement funds, mutual funds, and private equity hedge funds, and probably others.
Their due diligence will look at the management team and how well they perform, the product viability, the economic climate for the product, the growth potential, debt structure and the market perception of the stock. They have to assess the risk for their portoflio for other people's money. Given all that how are they going
to look at Siri's risk as an investment.
I'm not a Siri basher. I have a lot of stock and want it go up. I'm looking at the stock as an investment vehicle and don't have the emotions that some do. I analyze to understand the stock as an investment and how other investor's might look at it.
I posted that after the Nov. call that it would go down to the mid fifty cents. Why, because the demand for the stock would not be there for investors. The fundamentals of investment are not there and there would be little demand and with stock manipulation it would be on a downward trajectory. Now I know people will start calling me a basher but i'm looking at Siri as an investor. There are problems withit as an investment. No emotion involved.
Pell said once that Siri was a good investment because there would be a branding and advertising plan. Well that kind of fizziled. The skydock would bring in subs. Has that happened.
Mel shouted no Reverse Split. Now everyone's saying r/s is the only way to get institutional buyers in but everyone might take a
40% hit. So how does this make Siri look good as an investment.
One of the problems is still management hasn't hit a home run yet with the consumer. Time is running out. If the consumer permanently checks themselves into new media the Siri will be in the position to try and win back a sub base that will slowly bleed away. And yes I know that sat rad is better than old radio, and that it's the best way to play radio in the car, but if the consumer doesn't
go that way because of content or bad advertising or branding, then it's about time to look at why management continues to fail. Right now there is no confidence Siri will be a break out and the demand for the stock is not there. Hence, lower and lower stock price.]]> http://seekingalpha.com/article/179291-satellite-radio-has-found-the-key-to-success?source=feed#comment-817481 817481 Tue, 22 Dec 2009 14:23:47 -0500 http://seekingalpha.com/article/179291-satellite-radio-has-found-the-key-to-success?source=feed#comment-817403 817403 I've given reasons for the price drop but i'm always attacked and yet my views are vindicated week after week. Here it is again.
1. The flash traders anticpate a buy and set up a buy/sell order before the buy order settles. They make micro profits on the spread thus always keeping the p/s from going up.
2. Investors buy a stock because of the company profits. Siri has not established a strong financial plan that ensures the profits will grow. It is dependent on sub growth against all expenses and debts.
Management has shown an incompetence by leveraging the company to the brink. Investors don't like a company staying alive on debt.
3. Siri content is a fickle entertainment business. The public can change on a dime about what they want for entertainment.
4. Competition in new media distribution and smartphones. With limited extra cash in the down economy there is only so much money to be spread among entertainment. How much will go to Sat
Rad is not definite. So much goes to smartphone subscrition and home tv cable and interenet, how much does the consumer have left over. And now with mandate health ins. coming people will have to pay out from their income money they spent other places.
Thus, this all leads to uncertainity about Siri profits. And with the r/s unknown the investor doesn't know the risk of buying this stock.]]> Tue, 22 Dec 2009 13:41:12 -0500 I've given reasons for the price drop but i'm always attacked and yet my views are vindicated week after week. Here it is again.
1. The flash traders anticpate a buy and set up a buy/sell order before the buy order settles. They make micro profits on the spread thus always keeping the p/s from going up.
2. Investors buy a stock because of the company profits. Siri has not established a strong financial plan that ensures the profits will grow. It is dependent on sub growth against all expenses and debts.
Management has shown an incompetence by leveraging the company to the brink. Investors don't like a company staying alive on debt.
3. Siri content is a fickle entertainment business. The public can change on a dime about what they want for entertainment.
4. Competition in new media distribution and smartphones. With limited extra cash in the down economy there is only so much money to be spread among entertainment. How much will go to Sat
Rad is not definite. So much goes to smartphone subscrition and home tv cable and interenet, how much does the consumer have left over. And now with mandate health ins. coming people will have to pay out from their income money they spent other places.
Thus, this all leads to uncertainity about Siri profits. And with the r/s unknown the investor doesn't know the risk of buying this stock.]]> http://seekingalpha.com/article/178435-sirius-xm-long-term-investors-will-make-a-good-deal-of-money-gabelli?source=feed#comment-808718 808718 he can see the future for a company like SIRI they need to stop taking
delusion pills. The investors who buy stocks are unpredictable. All
investors are doing is waiting to pounce on a sure thing. Siri is not a sure thing for institutional investors. Retail buyers are getting screwed.
A company can't run it's business based on what they think investors will do, retail or institutional. They run it on the basis of making profits in their product field. Can Siri make enough profit
to get the p/s higher. There's no crystal ball. The rest is blah, blah.]]> Wed, 16 Dec 2009 13:41:20 -0500 he can see the future for a company like SIRI they need to stop taking
delusion pills. The investors who buy stocks are unpredictable. All
investors are doing is waiting to pounce on a sure thing. Siri is not a sure thing for institutional investors. Retail buyers are getting screwed.
A company can't run it's business based on what they think investors will do, retail or institutional. They run it on the basis of making profits in their product field. Can Siri make enough profit
to get the p/s higher. There's no crystal ball. The rest is blah, blah.]]> http://seekingalpha.com/article/178204-what-is-making-sirius-xm-shares-behave-mysteriously?source=feed#comment-807055 807055 settle, thus creaming the sell orders first and then turn around and sell the micro orders at a flashtrade, thus dropping the uptick created by a buy order. If there are any doubters, just study the stream of orders for the last 2 months and what happens on a day to day basis now. Almost all micro buys and sells. It doesn't have to do with SIRI financials, business model, subs numbers or the economy any more. Siri now functions in the market place like any
company in this economic climate. The problem now is how it is played on the market. Everyone's energy has to go to figuring out
how to deal with micro flashtraders. And it's a big problem because they have the upperhand in market plays with the auto computer programs automatically making buy and sell orders. Otherwise
SIRI would be inching up. Stuck because of market activity. R/S
may or may not help. Big price for shareholders to pay because of market players. And it may not work. We need another solution.]]> Tue, 15 Dec 2009 14:36:59 -0500 settle, thus creaming the sell orders first and then turn around and sell the micro orders at a flashtrade, thus dropping the uptick created by a buy order. If there are any doubters, just study the stream of orders for the last 2 months and what happens on a day to day basis now. Almost all micro buys and sells. It doesn't have to do with SIRI financials, business model, subs numbers or the economy any more. Siri now functions in the market place like any
company in this economic climate. The problem now is how it is played on the market. Everyone's energy has to go to figuring out
how to deal with micro flashtraders. And it's a big problem because they have the upperhand in market plays with the auto computer programs automatically making buy and sell orders. Otherwise
SIRI would be inching up. Stuck because of market activity. R/S
may or may not help. Big price for shareholders to pay because of market players. And it may not work. We need another solution.]]> http://seekingalpha.com/article/176771-sirius-outlook-auto-sales-update?source=feed#comment-794300 794300 buy and sell in seconds with micro trades. A little uptick they can
anticipate tells them to buy micro shares and then sell as a micro
trade. That's why the p/s is stuck. Any uptick can be anticipated before
it settles allowing micro's to buy and sell thus keeping it at the p/s narrow range. It's a problem because no matter what happens with
auto's, subs, or financials, unless the micro's are run off the p/s won't move. That's just a market fact. Put your minds how to beat the micro's. That's where the energy needs to go and SIRI p/s
will take care of itself. If you're a doubter look at the price moves the
last 2 months or watch the trades happening on a day to day. It';s all micro moves.]]> Mon, 07 Dec 2009 11:07:58 -0500 buy and sell in seconds with micro trades. A little uptick they can
anticipate tells them to buy micro shares and then sell as a micro
trade. That's why the p/s is stuck. Any uptick can be anticipated before
it settles allowing micro's to buy and sell thus keeping it at the p/s narrow range. It's a problem because no matter what happens with
auto's, subs, or financials, unless the micro's are run off the p/s won't move. That's just a market fact. Put your minds how to beat the micro's. That's where the energy needs to go and SIRI p/s
will take care of itself. If you're a doubter look at the price moves the
last 2 months or watch the trades happening on a day to day. It';s all micro moves.]]> http://seekingalpha.com/article/176548-rbc-on-sirius-past-present-future?source=feed#comment-790511 790511 FLASHTRADERS is the problem.]]> Fri, 04 Dec 2009 12:36:51 -0500 FLASHTRADERS is the problem.]]> http://seekingalpha.com/article/175896-janco-partners-arenson-resumes-sirius-coverage-discusses-pros-and-cons?source=feed#comment-784962 784962 is getting hammered by the traders. That puts SIRI in a bind between market manipulators and r/s for delisting requirement. Tough position.
No easy answer. Traders could keep p/s down for a long time even though SIRI is on an upswing. Then what, a forced r/s]]> Tue, 01 Dec 2009 16:04:33 -0500 is getting hammered by the traders. That puts SIRI in a bind between market manipulators and r/s for delisting requirement. Tough position.
No easy answer. Traders could keep p/s down for a long time even though SIRI is on an upswing. Then what, a forced r/s]]> http://seekingalpha.com/article/175897-sirius-xm-s-karmazin-speaks-out-against-reverse-split?source=feed#comment-784840 784840 financials or sub increases but the way flash traders are playing the
market.]]> Tue, 01 Dec 2009 14:37:17 -0500 financials or sub increases but the way flash traders are playing the
market.]]> http://seekingalpha.com/article/175896-janco-partners-arenson-resumes-sirius-coverage-discusses-pros-and-cons?source=feed#comment-784831 784831 in buying and thus keep the p/s share in a narrow range and keep making money on micro gains. The p/s may have nothing to do with
whether SIRI moves forward with better financials or sub increases but the way the flash traders are playing the market.]]> Tue, 01 Dec 2009 14:28:21 -0500 in buying and thus keep the p/s share in a narrow range and keep making money on micro gains. The p/s may have nothing to do with
whether SIRI moves forward with better financials or sub increases but the way the flash traders are playing the market.]]> http://seekingalpha.com/article/175896-janco-partners-arenson-resumes-sirius-coverage-discusses-pros-and-cons?source=feed#comment-784671 784671 before it settles? In other words if there is buy order going to trade a certain numbers of shares, can a flash trader beat that order before it executes, and therefore make a gain on the spread by selling on the uptick of the market order buy. It seems that following the timeline of
SIRI p/s when ever there is a small uptick, there is someone there ready to sell on the uptick buy. Which then drops the uptick down
immediately. It's as if some knows the buy is coming and they are already in position to sell on the uptick. Are those the flash traders keeping the p/s down?]]> Tue, 01 Dec 2009 13:12:18 -0500 before it settles? In other words if there is buy order going to trade a certain numbers of shares, can a flash trader beat that order before it executes, and therefore make a gain on the spread by selling on the uptick of the market order buy. It seems that following the timeline of
SIRI p/s when ever there is a small uptick, there is someone there ready to sell on the uptick buy. Which then drops the uptick down
immediately. It's as if some knows the buy is coming and they are already in position to sell on the uptick. Are those the flash traders keeping the p/s down?]]> http://seekingalpha.com/article/175897-sirius-xm-s-karmazin-speaks-out-against-reverse-split?source=feed#comment-784644 784644 Tue, 01 Dec 2009 13:02:39 -0500 http://seekingalpha.com/article/175897-sirius-xm-s-karmazin-speaks-out-against-reverse-split?source=feed#comment-784636 784636 knowing the market order is in, beat it before execution so they can sell the flash order on the uptick buy so they can squash the uptick and take out the micro gain spread? It just seems when you study the time line of SIRI share price, on a small uptick, there is someone their
to make a gain on the spread with a sell that drops the p/s down a tick.]]> Tue, 01 Dec 2009 13:00:34 -0500 knowing the market order is in, beat it before execution so they can sell the flash order on the uptick buy so they can squash the uptick and take out the micro gain spread? It just seems when you study the time line of SIRI share price, on a small uptick, there is someone their
to make a gain on the spread with a sell that drops the p/s down a tick.]]> http://seekingalpha.com/article/173416-liberty-s-sirius-preferred-stake-expected-to-be-spun-off?source=feed#comment-762265 762265 Mon, 16 Nov 2009 12:56:02 -0500 http://seekingalpha.com/article/173416-liberty-s-sirius-preferred-stake-expected-to-be-spun-off?source=feed#comment-762157 762157 I have no beef with anyone and just ascertain which fundamentals work and which are wrong. Sometimes managements are wrong,
ie. Lehman's, Bear Stearns. It's nothing against Mel and Co., it's just are they doing the right thing. When the SIRI was on the brink they did little to cut the expenditures, especially on high price talent and some of their fees. This tells everyone they were not willing to sacrifice for the survival of SIRI. The play with Malone fell right into the category of leverage. In otherwords, how was SIRI going to pay Malone. The leverage play as we now see might be for Liberty to sell their stake, less than actual market value, and walk away with a bundle. The problem is that, if SIRI can not buy the stake back, then Malone could sell to another investor who is only interested in the leverage investment play again and not sat rad. They just buy the stake based on the assets and values and when the time comes they will sell their stake and so on, and so on. They have no interest in sat rad, just the leverage play. I mentioned in a previous blog the money game is outside the actual sat rad business. They will only want to protect their investment not the sat rad product.
Again I am only offering views and don't know concretely what might happen. I bring it to the blog to open and broaden a discussion and read others views with out animous. ]]> Mon, 16 Nov 2009 11:56:39 -0500 I have no beef with anyone and just ascertain which fundamentals work and which are wrong. Sometimes managements are wrong,
ie. Lehman's, Bear Stearns. It's nothing against Mel and Co., it's just are they doing the right thing. When the SIRI was on the brink they did little to cut the expenditures, especially on high price talent and some of their fees. This tells everyone they were not willing to sacrifice for the survival of SIRI. The play with Malone fell right into the category of leverage. In otherwords, how was SIRI going to pay Malone. The leverage play as we now see might be for Liberty to sell their stake, less than actual market value, and walk away with a bundle. The problem is that, if SIRI can not buy the stake back, then Malone could sell to another investor who is only interested in the leverage investment play again and not sat rad. They just buy the stake based on the assets and values and when the time comes they will sell their stake and so on, and so on. They have no interest in sat rad, just the leverage play. I mentioned in a previous blog the money game is outside the actual sat rad business. They will only want to protect their investment not the sat rad product.
Again I am only offering views and don't know concretely what might happen. I bring it to the blog to open and broaden a discussion and read others views with out animous. ]]> http://seekingalpha.com/article/173416-liberty-s-sirius-preferred-stake-expected-to-be-spun-off?source=feed#comment-761247 761247 He takes his money out upfront. Those who thought he was going to get it back out of revenue now see my point. They keep leveraging to take money out against the value and assets. I know there are a lot here who are staunch supporters and bash everyone who is looking deeper into the analysis of managements
role, but you are bashing the wrong people. You should take it out on those who are running SIRI into the hole. And some should be thankful there are people calling them out on this. Don't get me wrong we all want thep/s up, how is it going to happen with this management.]]> Sun, 15 Nov 2009 17:17:47 -0500 He takes his money out upfront. Those who thought he was going to get it back out of revenue now see my point. They keep leveraging to take money out against the value and assets. I know there are a lot here who are staunch supporters and bash everyone who is looking deeper into the analysis of managements
role, but you are bashing the wrong people. You should take it out on those who are running SIRI into the hole. And some should be thankful there are people calling them out on this. Don't get me wrong we all want thep/s up, how is it going to happen with this management.]]> http://seekingalpha.com/article/173416-liberty-s-sirius-preferred-stake-expected-to-be-spun-off?source=feed#comment-761167 761167 The expenditures should have been reduced a long time ago. This would have created a larger cash reserve. There were articles after articles about the mismanagement and many here refuse to accept that. The last blog thread from Nov. 11 posted a comment from an independent advisor who described it as the worst management ever. Yet know one here bashed that claim. There was a blog recently about SIRI from Audit serv. who said SIRI is at the highest media risk. In the Los Angeles times aricle about Hartenstein there was a reference about SIRI facing media challenges from the changes in media delivery, ipod and streaming. Yet some people here will never recognize that many people in the investment world have identified the problems with SIRI as run by the current management. But some here are always
quick to bash and tear down someone writing about SIRI objectively
and they go on to praise, praise praise SIRI management. It has nothing to do with the product but who is running the show. So now Liberty walks away with a billion and SIRI has to scramble again to deal with possible M & A and debt. This exactly what I was saying about how leveraging works and the backroom deals that go. Let the leveraging begin. As some one here just said the longs are going to get caught in the cross fire. Which is exactly what happens thru back room leveraging.]]> Sun, 15 Nov 2009 15:35:32 -0500 The expenditures should have been reduced a long time ago. This would have created a larger cash reserve. There were articles after articles about the mismanagement and many here refuse to accept that. The last blog thread from Nov. 11 posted a comment from an independent advisor who described it as the worst management ever. Yet know one here bashed that claim. There was a blog recently about SIRI from Audit serv. who said SIRI is at the highest media risk. In the Los Angeles times aricle about Hartenstein there was a reference about SIRI facing media challenges from the changes in media delivery, ipod and streaming. Yet some people here will never recognize that many people in the investment world have identified the problems with SIRI as run by the current management. But some here are always
quick to bash and tear down someone writing about SIRI objectively
and they go on to praise, praise praise SIRI management. It has nothing to do with the product but who is running the show. So now Liberty walks away with a billion and SIRI has to scramble again to deal with possible M & A and debt. This exactly what I was saying about how leveraging works and the backroom deals that go. Let the leveraging begin. As some one here just said the longs are going to get caught in the cross fire. Which is exactly what happens thru back room leveraging.]]> http://seekingalpha.com/article/172699-barrington-raises-sirius-xm-price-target-on-q3-report?source=feed#comment-758921 758921 Fri, 13 Nov 2009 12:36:10 -0500 http://seekingalpha.com/article/172699-barrington-raises-sirius-xm-price-target-on-q3-report?source=feed#comment-758666 758666 Fri, 13 Nov 2009 11:08:15 -0500 http://seekingalpha.com/article/172699-barrington-raises-sirius-xm-price-target-on-q3-report?source=feed#comment-758649 758649 The other day there was a new blog about SIRI branding which I praised and gave kudos to Pell for being right and then in a couple of hours the new blog was gone. How does that happen?]]> Fri, 13 Nov 2009 11:05:42 -0500 The other day there was a new blog about SIRI branding which I praised and gave kudos to Pell for being right and then in a couple of hours the new blog was gone. How does that happen?]]> http://seekingalpha.com/article/172982-sirius-xm-s-new-brand-campaign-signals-a-major-change-in-direction?source=feed#comment-757257 757257 is get going or get out of the way. Maybe their eyes are opening and they're coming out of the coma and jiggling the wires to get some spark. At least it's sending up positive smoke signals instead of just blowing smoke up everyone's yahoo. Kudos to Pell, he has been on the case.]]> Thu, 12 Nov 2009 12:05:06 -0500 is get going or get out of the way. Maybe their eyes are opening and they're coming out of the coma and jiggling the wires to get some spark. At least it's sending up positive smoke signals instead of just blowing smoke up everyone's yahoo. Kudos to Pell, he has been on the case.]]> http://seekingalpha.com/article/172699-barrington-raises-sirius-xm-price-target-on-q3-report?source=feed#comment-756020 756020 Wed, 11 Nov 2009 16:30:57 -0500 http://seekingalpha.com/article/172699-barrington-raises-sirius-xm-price-target-on-q3-report?source=feed#comment-755953 755953 Wed, 11 Nov 2009 16:03:06 -0500 http://seekingalpha.com/article/172699-barrington-raises-sirius-xm-price-target-on-q3-report?source=feed#comment-755761 755761 Let's keep to a discussion about the merits of SIRI as an investment now to get the p/s higher. Isn't that what everyone here is saying should happen and all those against are bashers. What's the pro side of SIRI as an investment and a good stock play? You bash every one who throws out a negative, so let's hear what the positive is for investors.]]> Wed, 11 Nov 2009 14:59:11 -0500 Let's keep to a discussion about the merits of SIRI as an investment now to get the p/s higher. Isn't that what everyone here is saying should happen and all those against are bashers. What's the pro side of SIRI as an investment and a good stock play? You bash every one who throws out a negative, so let's hear what the positive is for investors.]]> http://seekingalpha.com/article/172474-the-importance-of-positive-ebitda-to-sirius-xm-shareholders?source=feed#comment-755741 755741 Wed, 11 Nov 2009 14:48:02 -0500 http://seekingalpha.com/article/172474-the-importance-of-positive-ebitda-to-sirius-xm-shareholders?source=feed#comment-755736 755736 My house value has gone up. Bought it right, in the best location. Low taxes with prop. 13. Some peoples success show how substantial their genitalia are. Nothing for me to worry about. I guess you dream about male genitia and probably being rich. Isn't that why you play the market. Still dreaming though. I'm enjoying mine and the ladies with my largesse in the market and otherwise. But you guys keep trying.
Not even close to hitting the mark. Kind os silly jealousy.]]> Wed, 11 Nov 2009 14:44:44 -0500 My house value has gone up. Bought it right, in the best location. Low taxes with prop. 13. Some peoples success show how substantial their genitalia are. Nothing for me to worry about. I guess you dream about male genitia and probably being rich. Isn't that why you play the market. Still dreaming though. I'm enjoying mine and the ladies with my largesse in the market and otherwise. But you guys keep trying.
Not even close to hitting the mark. Kind os silly jealousy.]]> http://seekingalpha.com/article/172699-barrington-raises-sirius-xm-price-target-on-q3-report?source=feed#comment-755640 755640 Wed, 11 Nov 2009 13:32:20 -0500 http://seekingalpha.com/article/172699-barrington-raises-sirius-xm-price-target-on-q3-report?source=feed#comment-755427 755427 cash and debt restructuring will make SIRI more profitable and then the p/s will rise based on each quarters rise in profit. Therefore, an investor should count on the auto sub growth as money in the bank and not worry it won't happen. I'm just trying to get a perspective on what the investor can see as to why a buy is a solid investment. It's basically a confirmation that there will be subs growth for sure. There is no speculation. As far as recovery, we know for sure that the consumer will spend money on sat rad instead of smartphones. They will have that much money to spread around.]]> Wed, 11 Nov 2009 11:31:33 -0500 cash and debt restructuring will make SIRI more profitable and then the p/s will rise based on each quarters rise in profit. Therefore, an investor should count on the auto sub growth as money in the bank and not worry it won't happen. I'm just trying to get a perspective on what the investor can see as to why a buy is a solid investment. It's basically a confirmation that there will be subs growth for sure. There is no speculation. As far as recovery, we know for sure that the consumer will spend money on sat rad instead of smartphones. They will have that much money to spread around.]]> http://seekingalpha.com/article/172474-the-importance-of-positive-ebitda-to-sirius-xm-shareholders?source=feed#comment-755403 755403 Academically it's sound. It works on the blackboard. But trading shares is not about that kind of math. It is a supply and demand scenario. What people with small amounts of money do is what you
are calculating. You have so much to spend/invest and how do you calculate that investment mathematically for the percentage of return.
It will always be a small number percentage wise. What people with larger funds do is look at what amount of shares they can trade on a buy and sell. They don't look at what the investment amount is, that is basically irrelevant. They look at the amount of shares they can trade, what is the supply and demand. The calculation is what amount of shares will be in demand or the opposite, what amount of shares will they be able to take to market.
When Lehman or Bearstearns went under there was no demand for the shares. One reason SIRI is in trouble is because they increased the supply of shares and diluted it's value. The r/s corrects that but reduces the individuals portion of investment and increases the risk to further loss, only corrected `if', big `if', the s/p
goes higher. But the company fundamentals don't change. It does give management the opportunity to sell shares and raise funds, again diluting the shares. Trading is always about shares in the market on any day or hour. Hence, always the number of trades recorded of shares mentioned minute by minute. What will be the demand for a stock, or in this case, what will be the demand for SIRI shares. The other unfortunate element is the manipulation of shares. So no matter how everyone looks at it, bashers with an agenda, or the market in general, because the share trades on SIRI,
based on supply and demand, is in trouble. The demand is not there because when it comes to sell there aren't enough buyers for SIRI.]]> Wed, 11 Nov 2009 11:18:25 -0500 Academically it's sound. It works on the blackboard. But trading shares is not about that kind of math. It is a supply and demand scenario. What people with small amounts of money do is what you
are calculating. You have so much to spend/invest and how do you calculate that investment mathematically for the percentage of return.
It will always be a small number percentage wise. What people with larger funds do is look at what amount of shares they can trade on a buy and sell. They don't look at what the investment amount is, that is basically irrelevant. They look at the amount of shares they can trade, what is the supply and demand. The calculation is what amount of shares will be in demand or the opposite, what amount of shares will they be able to take to market.
When Lehman or Bearstearns went under there was no demand for the shares. One reason SIRI is in trouble is because they increased the supply of shares and diluted it's value. The r/s corrects that but reduces the individuals portion of investment and increases the risk to further loss, only corrected `if', big `if', the s/p
goes higher. But the company fundamentals don't change. It does give management the opportunity to sell shares and raise funds, again diluting the shares. Trading is always about shares in the market on any day or hour. Hence, always the number of trades recorded of shares mentioned minute by minute. What will be the demand for a stock, or in this case, what will be the demand for SIRI shares. The other unfortunate element is the manipulation of shares. So no matter how everyone looks at it, bashers with an agenda, or the market in general, because the share trades on SIRI,
based on supply and demand, is in trouble. The demand is not there because when it comes to sell there aren't enough buyers for SIRI.]]> http://seekingalpha.com/article/172474-the-importance-of-positive-ebitda-to-sirius-xm-shareholders?source=feed#comment-755347 755347 Wed, 11 Nov 2009 10:46:47 -0500