Seeking Alpha


Send Message
View as an RSS Feed
View tonyc920's Comments BY TICKER:
Latest  |  Highest rated
  • Apple Is Weak, That Is Not Normal [View article]
    Heck, if it drops another $3 - $5 per share, I might add to my position.
    Sep 3 11:05 AM | 14 Likes Like |Link to Comment
  • Apple drops after Pac Crest recommends taking profits [View news story]
    Purely speculation. I will remain patient and stay the course. I'm an investor, not a trader.
    Sep 3 11:00 AM | 15 Likes Like |Link to Comment
  • Q2 Earnings Down 4%, At 56x P/E Sirius XM Is A Short [View article]
    This guys article is so ridiculous it's not deserving of a comment. Oooops !
    I guess I just left one. My Bad !!
    Aug 1 11:54 AM | 4 Likes Like |Link to Comment
  • Sirius XM: You Won't Believe What I Found In The Q2 Report [View article]
    The show was disgusting. I tried to listen 3 maybe 4 times. It was either pure filthy talk (F bombs galore), or irreverent conversation related to women and minorities. At least Stern told his staff not to use the F bomb unless it was used in a funny manner.
    Jul 30 06:40 PM | 3 Likes Like |Link to Comment
  • Sirius XM: Comparing Apples To Oranges [View article]
    Exactly !! Of course I'm very happy to see the good news associated with this past quarter. My beef is, "when do we see some increased share price" ?
    Up 2 cents on meeting / beating expectations, I can't hold back my excitement !
    It was up another 3 cents afterhours. That's 5 cents according to what I learned in 2nd grade. That doesn't make up for the 6 cents it lost Monday. Heck, I'd be scared to see what would've happened if it missed.
    Jul 29 09:08 PM | 2 Likes Like |Link to Comment
  • Strong quarter from SiriusXM [View news story]
    I agree the conference demonstrates many positive aspects of SIRI, but tell me why the stock went up a measly 2 cents today. I see the after hours added 3 cents. That doesn't make up for the 6 cents it lost on Monday. I'm so tired of the manipulation by short traders and SIRI itself. I'm pretty close to throwing in the towel after 5 years. Sure I'll make a nice pile of cash but as long as this company is controlled by Liberty, I just believe the B.O.D. and Liberty will not allow it to make investors any more money than necessary. It's time to take my money off the "Pass Line" and put it on the "Don't Pass Line" if I'm going to gamble on SIRI anymore. I'll buy some more Apple and Exxon Mobil stock.
    Jul 29 07:54 PM | Likes Like |Link to Comment
  • Sirius XM's Slowing Growth Makes It A Sell Ahead Of Earnings [View article]
    @beach doc, You say, "We will see if this person is right or wrong. Time will tell"

    That's all fine and good but when they write articles that affect a stocks price like today, it gets me angry. Angry that SA allows this kind of hack journalism. And of course when we're this close to an earnings report any article published regarding a stock you follow catches the eye. I don't know how much SA pays the author per hit, but if this is how you make your pocket change, personally I'd be embarrassed.
    Jul 28 08:14 PM | 2 Likes Like |Link to Comment
  • Sirius XM's Slowing Growth Makes It A Sell Ahead Of Earnings [View article]
    This article cost me a couple grand today and I'm not happy about it. And on the day before SIRI reports the 2nd quarter results. I'll only guess this was posted with an ulterior motive. WSP should be banned from posting questionable information.
    Jul 28 05:50 PM | 5 Likes Like |Link to Comment
  • Sirius XM: A Strong Sell [View article]
    I notice S.F. nor C.N. wanted to add their 2 cents. I'll oblige by deleting this email. Peace / Out !
    Jul 14 07:39 PM | 2 Likes Like |Link to Comment
  • Sirius XM Is No Longer A Growth Stock [View article]
    I think you have mistaken the bankrupt statement. Mike P posted that.
    I copied it and was responding that Malone "would not" bankrupt SIRI. That would be idiotic. He loves SIRI. It's his cash cow, when and if he can take complete control. I think the stock price is being manipulated so Malone can take over complete control of SIRI at the price he's willing to pay. He has SIRI right by the short hairs. He's playing the fiddle. His son is on the BOD and I'm sure he has some others on the board in his back pocket. It's only a matter of time.
    Jul 8 04:27 PM | 1 Like Like |Link to Comment
  • Sirius XM Is No Longer A Growth Stock [View article]
    Although I completely disagree with your statement,

    "If they go belly up, it wont matter to Malone, he has already made three times his money back and at the cost of the Retail investor."

    That would make no sense.

    I don't disagree that Liberty Media / John Malone is manipulating the stock price. I'm not a bean counter. I don't understand the intricacies in which they can accomplish that, but I think we know it happens. He wants full control of this cash cow and he will do it at the lowest possible cost to him. I'm holding on as an investor and hoping the 2nd quarter results can boost share prices. I'll probably be unloading a minimum of 30% soon and perhaps my entire holdings if something positive doesn't happen by the end of this year.
    "SIRI made a deal with the devil, now it's time to dance to his fiddle." That statement is accurate.
    Jul 8 10:19 AM | 1 Like Like |Link to Comment
  • What's Driving Sirius XM's Average Revenue Per User? [View article]
    I would like to agree with you SiriusNation, however I'm concerned with the manner in which the finances of this company are being utilized. And why are they adding debt ? The P/E is considerably high which I believe is the reasoning behind so many critics looking at SIRI and stating $3.44 or thereabout is where it should be valued. What's your opinion ? I too think a fair price is something closer to $4 or more. I'm long, real long, but under current circumstances my SIRI money isn't working very well for me. I'm an investor, not a trader.
    Jul 7 05:59 PM | 2 Likes Like |Link to Comment
  • Sirius XM Turns To Used Car Market As New Car Market Matures [View article]
    As an investor and subscriber, I would like to add my 2 cents here. I recently retired from outside traveling sales. I purchased my 1st Sirius radio in 2005, shortly after Howard Stern signed on. The reasoning I bought in was because my 2 state midwest sales territory didn't consistently have local radio stations that I preferred. Satellite radio offered me the opportunity to listen to the same station, or a known line up of channels everywhere I drove. I preferred talk radio and not the political type. Many sales folks I know have subscribed and continue to prefer Sirius to the alternative streaming stations, mostly for 2 reasons. They prefer talk radio rather than music, and most cell providers have data usage fees that are a forgotten cost factor in listening to Pandora or similar. Absorption of customers is unavoidable in most businesses. With this product though, the used car market opens multiple new opportunities for Sirius. A large portion of my clientele were new car dealers. I have to know that industry. The average automobile lifespan in the USA is roughly 12 - 13 years, some may run longer. That vehicle will average 2.5 owners.
    As baby boomers start to retire such as myself and of which most will live on a tighter budget, they most likely will purchase fewer or no new vehicles or maybe entertain certified used. Birth rates have declined over the years. Knowing this, the new car market will plateau or most likely decline from current levels at some point. More vehicles with factory installed satellite radios will enter the used car markets. That market was largely untapped by Sirius until a couple years ago and I believe it "IS" the future of growing profits for this company.
    As an investor, I was looking to invest in the Hi Tech sector which I personally thought were quality products or services. Thankfully I didn't jump in too soon. Even as I watched SIRI and XM radio compete and stock prices slid like bald tires on ice, I had a positive gut feeling. I just didn't know which one to put my money on. I had SIRI and I liked it so that's the way I was planning to invest and then came the merger. I sat back and watched. Then I started buying in early 2010 and kept adding and resisted selling. Let's just say I have a substantial stake in this company. The past 9 months have been disappointing. It's getting a little better. I will not sell it under current conditions because I have and still believe it's being undervalued under current management. I wholeheartedly expect Malone and company will get an offer they can't refuse. I might be this year, maybe a year or two down the road. John is now 73. He's already made some successor plans. I think the Charter/Time Warner failure took some air out of his sails, just my opinion. If I'm wrong, then I expect a reverse morris trust action. I'm staying LONG until I need the cash. This business is a Cash Cow being manipulated to keep the stock price down. I'll leave it at that. It's the BEST SERVICE in it's market sector. There are companies that know where the future of radio broadcasting is. They will put their money on the line to dominate immediately, the same way Malone did it with cable and satellite TV in Europe and the good ol' USA.
    Jun 25 08:48 PM | 5 Likes Like |Link to Comment
  • Will Apple Take Down Sirius XM? [View article]
    I fully understand that. But what pis-es me off is that the articles can influence investor opinions, which in turn can affect stock price movement.
    Jun 3 06:53 PM | Likes Like |Link to Comment
  • Will Apple Take Down Sirius XM? [View article]
    I swear to god these articles are posted to intimidate investors and drive stock prices down for their own gain. Shorts ?
    May 30 11:16 AM | 8 Likes Like |Link to Comment