Cardinal Health, Intuitive Surgical Injured by the Economy [View article]
ISRG should surprise on its net income numbers when they report. Keep in mind the margins on the disposables and service contracts are very high and it's in these areas where they're still experiencing substantial growth.
This was a huge buying opportunity, thanks Mr. Market !
Sirius Investors Face Difficult Decisions: It All Boils Down to Faith [View article]
I listen to CNBC alot on SiriusXM. During primetime hours, I noticed they are starting to stream the same commercials you would see on regular TV instead of their own commercial lineup. Thoughts anyone?
Is SiriusXM generating revenue from these ads due to new contracts with the TV advertisers?
Or is it because now that they have 19m subs, they raised their asking price per ad spot and have yet to fill in the commercial spots and are just "borrowing" the TV commercials in the meantime?
Either way, it seems we will soon be hearing of increasing ad revenues as a result of the merger synergies.
Keep the faith all. We could very easily be looking back at the $0.15 per share stock price a year from now and be kicking ourselves for not backing the truck up while we had the chance.
Vote FOR the current board, vote FOR the share issuance, vote FOR the reverse-split option. Give our company the leverage it needs to get through these difficult times.
I know the new channel lineup is angering alot of you. I know many of you are worried about share dilution. Please just take a step back and look at the situation from an outsider perspective. These moves are in the best interest of the company going foward from here.
Sirius Finally Provides Wall Street the Clarity It Demanded [View article]
Good article. People need to understand that a company's valuation is based on market cap, not stock price. The stock is trading at nearly a third of its foward sales, boasts excellent growth, and is a genuine market changer.
It would be a good thing to issue a reverse split, espeically once SiriusXM starts posting positive EPS as growth will be more visable on an earnings per share basis.
Also, all this nonsense about dilution of shares if they do not get the refinancing done is a non-issue. In the long run, it doesn't matter how the `09 debt gets settled, it just determines where the liability shows up on the books. (In other words, future cash can be used to pay off debt or buyback shares)
Finance 101 tells you it's all about cash flow. That is the only metric long term investors should be concerned with. The latest conference call suggests SiriusXM is very close to being operationally cash flow breakeven.
There is alot of emotion and price manipulation surrounding this stock, patience will reward the long term holders.
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Latest | Highest ratedCardinal Health, Intuitive Surgical Injured by the Economy [View article]
This was a huge buying opportunity, thanks Mr. Market !
Sirius Investors Face Difficult Decisions: It All Boils Down to Faith [View article]
Is SiriusXM generating revenue from these ads due to new contracts with the TV advertisers?
Or is it because now that they have 19m subs, they raised their asking price per ad spot and have yet to fill in the commercial spots and are just "borrowing" the TV commercials in the meantime?
Either way, it seems we will soon be hearing of increasing ad revenues as a result of the merger synergies.
Keep the faith all. We could very easily be looking back at the $0.15 per share stock price a year from now and be kicking ourselves for not backing the truck up while we had the chance.
Vote FOR the current board, vote FOR the share issuance, vote FOR the reverse-split option. Give our company the leverage it needs to get through these difficult times.
I know the new channel lineup is angering alot of you. I know many of you are worried about share dilution. Please just take a step back and look at the situation from an outsider perspective. These moves are in the best interest of the company going foward from here.
Sirius Finally Provides Wall Street the Clarity It Demanded [View article]
It would be a good thing to issue a reverse split, espeically once SiriusXM starts posting positive EPS as growth will be more visable on an earnings per share basis.
Also, all this nonsense about dilution of shares if they do not get the refinancing done is a non-issue. In the long run, it doesn't matter how the `09 debt gets settled, it just determines where the liability shows up on the books. (In other words, future cash can be used to pay off debt or buyback shares)
Finance 101 tells you it's all about cash flow. That is the only metric long term investors should be concerned with. The latest conference call suggests SiriusXM is very close to being operationally cash flow breakeven.
There is alot of emotion and price manipulation surrounding this stock, patience will reward the long term holders.