Seeking Alpha

candooman

candooman
Send Message
View as an RSS Feed
View candooman's Comments BY TICKER:
Latest  |  Highest rated
  • Sirius XM Unplugged From The Connected Car [View article]
    After reading that announcement, I wondered why. That would be a WOW! I hope you are right!!!!!!!! As I have been saying for the last two years, SIRI, via the Internet (no satellite and its attendant licensing and Capital investment is required to hover above other countries and broadcast is needed), already has the capabilities to garner millions of subscribers overseas.
    May 27 11:51 AM | 5 Likes Like |Link to Comment
  • Sirius XM Unplugged From The Connected Car [View article]
    Is this you ROCO? A company making hundreds of millions of profit every year and poised to make $ 1.1Billion this year cannot survive as a stand alone entity? The only radio company that provides ad free broadcast with clear signals and great programming that includes the most popular major sports (live) all over the US and only a monthly charge of $15 a month..... will not survive?

    Please do us all a favor, do not publish anymore articles like this. Thanks.
    May 27 09:39 AM | 21 Likes Like |Link to Comment
  • Why Spotify Might Demolish Sirius XM [View article]
    Assuming this article is factual, my question is this -- are the paying subscribers listening while in their cars or are they in their homes or offices? Since Spotify and Pandora are internet based, they are limited to where wifi is available. I think their paying subscribers are mostly listening from their homes and/or offices. This is one area that SIRI has not really exploited and should. If they do exploit it, they can surely pickup millions more paying subscribers from around the world. Could it be that SIRI has looked into it but is being stopped by royalty agreements/payments?
    May 21 01:26 PM | 2 Likes Like |Link to Comment
  • Sirius XM: Stop The Madness And Just Buy It [View article]
    Further to your comments, a significantf the number of DTV and cable subscribers are walking away because of high subscription cost while SIRI is gaining customers who are tired of incessant ads that continue to eat up on air time.

    I believe the real unexplored growth is in stand alone HOME units ... if only SIRI would offer them without first getting a vehicle subscription. Take my case, I am retired, spend only a few minutes driving every week..... can't justify getting a car subscription, but would love to listen to AD free music or talk shows. The home units SIRI offers are of such low quality ...... and I can't tie it to my home theater unit to get better sound. This is a market Siri should be developing not ignoring. A lot of Seniors have money to spend.
    May 20 03:15 PM | 1 Like Like |Link to Comment
  • Sirius XM Needs A Reverse Stock Split Now [View article]
    It will require a shareholder's vote to do a reverse split. Management is not making any move to ask the shareholders. It is not likely to happen.
    May 5 11:39 AM | 3 Likes Like |Link to Comment
  • Sirius Likely To Pay Dividend To Fuel Buyback [View article]
    $2.25 B is unlikely since it will exceed the 4.5 ratio limit.
    May 2 09:53 AM | Likes Like |Link to Comment
  • Sirius Likely To Pay Dividend To Fuel Buyback [View article]
    you have lost many of us amateurs on this exchange ....... please explain, thanks.
    May 2 09:50 AM | Likes Like |Link to Comment
  • Crisis In Ukraine: What Now For U.S. Stocks? [View article]
    Buffet 222 .. What you state is correct but you need to go one step further into the future. Russian invasion of other lands sends a message it is willing to risk getting into a fight. It is showing the world it is a risky place to invest. No matter how much assets it's companies have, it is worth nothing when there it goes to war. Shifting their oil and gas exports to China brings less income and that income comes in only after it has built an expensive infrastructure. Other customers will be leary and will only buy short term..... and only if there is no sanctions which will surely come should war with Ukraine East start. Furthermore, The EU countries are now adjusting to a day when they do not get any gas from Russia plus a few more imported commodities. In short, one could easily lose one's investment Russia in a flash.
    Apr 26 10:29 AM | 4 Likes Like |Link to Comment
  • Don't Buy Sirius XM Going Into Earnings [View article]
    Short on facts long on negative speculation. I can't wait for others to tear this opinion piece apart.
    Apr 22 09:44 AM | 5 Likes Like |Link to Comment
  • Sirius XM Set To Resume Share Buybacks [View article]
    Where is Mel? He managed debt much better.
    Apr 18 10:25 AM | Likes Like |Link to Comment
  • Is It The Right Time To Buy Sirius XM? [View article]
    Two things the author did not mention that put down the stock price were the missing of earnings at 4qtr CC.

    1st -- last years unexpected selling of huge number of cars with subscription (loss of subscription) and then replacing with a new car with new promo (no revenue). This resulted in a significant earnings hit.

    2nd -- last year's change by GM that deferred earnings to this year. We should see this earnings return in the next two quarters.

    There is a third item the author did not mention and will have a significant effect on stock price is the resumption of buyback - suspended due to LM's offer.

    Another item that may be reported next week is the impact on lower subscription rate ($5+) for Latino subscribers who get limited programming. This is aimed at Latinos who typically buy used cars.
    Apr 18 10:03 AM | 1 Like Like |Link to Comment
  • Japan OKs plan to re-open nuclear plants [View news story]
    Their NPP should be switching to the type of fuel Lightbridge will be producing. It is far safer and does not meltdown like that in Fukushima.
    Apr 16 09:19 PM | Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    This tells me Cohort#4 has 4 patients for AMD and 4 for SMD left to treat in the US. It implies Cohort #2a trial is complete; this is the most important cohort since they are patients who are in the relatively early stages of AMD and SMD, and hence, are likely to be more responsive to the treatment and will have better results.
    Apr 16 03:07 PM | Likes Like |Link to Comment
  • BioTime Joins Advanced Cell Technology In The AMD Race [View article]
    ACTC is going to finish first, way ahead of competitors that may not even it to the make the finish line. ACTC, should they finish first, meaning their just completed trials show that patients' vision improves enough and reverses the deterioration, will have enough money (stock will jump several fold) to pursue this litigation with better patent lawyers.

    Several patents they have received in the last two years will be theirs exclusively, I hope, and will lift up the stocks so much their funding woes will go away.

    Should the trials result show high efficacy, they can quickly apply to the FDA for Compassionate approval. Approval will leave the competition in the dust.

    So, we are all now just waiting ..... and waiting..... and waiting..... for the trial report which they started writing back in November and I believe is going thru peer review or have gone thru peer review.
    Mar 24 11:12 AM | 6 Likes Like |Link to Comment
  • Sirius XM: Liberty And Apple Create It A Buying Opportunity [View article]
    I agree.... if only SIRI can offer an internet radio of say BOSE speaker quality they will have a big jump in subscribers. They should welcome new subscribers to this type of radio without having to be a car subscriber first. Retired people who hardly ever drive want to listen to music that is not interrupted by ads. Because the internet is world wide, this market will be bigger than the US auto radio subscribers.
    Mar 21 07:16 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
318 Comments
492 Likes