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candooman

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  • Sirius XM: Vote 'NO' On Liberty's $3.68 Offer [View article]
    Should Carl Icahn take up Ralph Nader's call,Malone will have his hands full, and fun and excitement will begin. He sure got the Dell shareholders a much better offer. Let us hope Icahn comes in. I am voting my very large hodings a big fat NO!
    Jan 6, 2014. 10:40 PM | 3 Likes Like |Link to Comment
  • Liberty Media Proposes Takeover Of Sirius XM [View article]
    You are absolutely right SF, LMCA saved SIRI from the jaws of Ergen(?). We should all be thankful for LCMA saving SIRI and enabling us to make lots of money. If we stay with LCMA do you think our investment will make a the same appreciation without the swap or lot more?
    Jan 4, 2014. 02:24 PM | Likes Like |Link to Comment
  • Sirius XM Scorecard [View article]
    SIRI only acquired the part of Agero's business that deals with entertainment which will help in the development of new products for Siri subscribers. The part that deals with vehicle emergencies, maintenance, insurance, etc remains with Agero. What I see is the 140 Agero engineers adding software programs that will match and perhaps exceed the offerings of competitors like Pandora, Spotify and iTunes Radio.
    Dec 27, 2013. 09:49 AM | 2 Likes Like |Link to Comment
  • Lightbridge: Check Out This $1.40 Stock Everybody Else Is Ignoring [View article]
    Because of the danger from radioactive particles spreading should there be an accident, a full scale test has to be conducted. It will take a few years to build a full scale plant somewhere in a remote area in Russia, China, India or similar country where regulations are a bit lax. Then the fuel encapsulation materials (new to the nuclear industry) have to have a few years of running exposure to prove they will last and not crack up or crumble during operation. They are doing some testing on the materials now on small reactors but that is not the same as in a fully operating power plant. A short way to test is by conducting it in an existing plant, but who would permit this? Regulatory agencies will not want to conduct this test in operating plants that are located near population centers.

    Realistically, even assuming everything goes right, it will be 5 years or more before they get their license to sell their fuel. Informed investors see the risks involved so they stay away. Hence, the low price of the stock.
    Dec 19, 2013. 03:12 PM | 2 Likes Like |Link to Comment
  • Sirius XM - Profits Explode As Costs Fall [View article]
    Author does not reply to comments so let me try to answer your questions. I offer three reasons why share prices have been coming down in the last three weeks.

    First is the year end profit taking of investors, big and small alike. SIRI had a big run up this year and last. Some institutions need to show profits for their year end report.

    Second is the QE of $85B a month is going to be reduced but we do not know by how much. We also do not know if it will be terminated -- which, with the economy still very slow growing, is highly unlikely. So, the FED is likely to reduce the QE and uncertainty is not good for SIRI prices.

    Third and last is some investors are cautious about Apple cutting into the business of SIRI. Apple usually does well in businesses it gets into and we do not know what effect iRadio would have on SIRIs' business.

    I think the share price has gone down low enough bargain hunters are getting ready to start buying. I anticipate the bottom will occur this week but it could be a s late as next week. I just bought some more shares $3.35 this morning.
    Dec 18, 2013. 10:08 AM | Likes Like |Link to Comment
  • Sirius XM Will Soar As It Dramatically Increases Prices [View article]
    An announcement on what Arego will contribute to SIRI's future growth will help the stock grow to new highs. So far Management has not shed any light on Agero's role in the company. It would be reasonable to expect that an added service offering coming out of the Agero acquisition will be a significant revenue generator.
    Dec 17, 2013. 12:59 PM | 2 Likes Like |Link to Comment
  • Sirius XM: $4.25 By January? Was I Wrong? [View article]
    Thanks for your great calming article SF.

    There are many factors coming into play in this fall from $4.18. One factor is the year end adjustments big and small investors alike are doing. The stock has made a significant run up and profits are being taken. SIRI's fundamentals and outlook are the same so for the short term, it is still a very solid company. Early this year there was a dip similar to what is happening now. I added to my long term holdings at $3.05. Once again, I see an opportunity so I have a standing buy order at $3.40. I missed the $3.38 dip last Thursday when I was doing something that morning.

    Have a great X'mas SF and everyone on this board!!!
    Dec 17, 2013. 10:11 AM | 1 Like Like |Link to Comment
  • Sirius XM: The Smoke And Mirrors Of 'Declining Growth' [View article]
    Don't expect much upward movement from here.... too much re- balancing and profit taking during the next week or so. Wait until the last week of the year and early January.
    Dec 4, 2013. 10:36 AM | Likes Like |Link to Comment
  • Sirius XM: The Smoke And Mirrors Of 'Declining Growth' [View article]
    SF - to your once again great clarifying article I would suggest a minor change:

    "2 million net subscriber additions in 2013 are more valuable than 2 million net subscriber additions in 2012."

    In the quote above, to be more precise in meaning, I would suggest you change the phrase "more valuable" to "more profitable".
    Dec 4, 2013. 01:46 AM | Likes Like |Link to Comment
  • Can Sirius XM Holdings Double Once More? [View article]
    Add to this article the recent acquisition of Agero, Inc.’s connected vehicle services division which will expand and enhance SIRI's offerings to subscribers and the future looks very bright indeed!
    Dec 3, 2013. 10:35 AM | 4 Likes Like |Link to Comment
  • Sirius XM / OnStar Merger Will Be Huge [View article]
    Why the combination may not happen. Here is a quote from Agero's website:

    "(Agero) will continue to accelerate the development and delivery of new services to enhance its leadership position in roadside assistance, consumer affairs, claims management and related new services."

    OnStar's main business is roadside assistance. From the above quote, this is the part of the business Agero did not sell to SIRIXM. One would think that it would be reasonable to expect Agero to have in their sale agreement with SIRI a stipulation that SIRI is not allowed to enter and/or compete with the remaining business of Agero as stated in the above quote. Should this be the case, there is no point in SIRI combining with OnStar.

    SIRI does not need OnStar to offer to subscribers whatever telematics and infotainment they develop with the Agero acquisition.
    Nov 27, 2013. 01:21 PM | Likes Like |Link to Comment
  • Sirius XM - Analysts See Shares Exploding Higher [View article]
    Sirius XM to buy back up to $11 billion ? Actual plan today is 2B and may add another 2B..... but not 11B! You need to correct your article.
    Nov 27, 2013. 12:30 PM | 1 Like Like |Link to Comment
  • Updating The Impact Of Axion Power's PIPE [View article]
    I would like to pass this information to you. At last Saturday's PBS Motor Week TV program, at the Pat Goss Garage segment, they discussed the new AGM battery. They showed the difference between a regular lead acid battery and an AGM battery. To illustrate the difference, they showed a lead acid battery case with its plates in place and the top cover removed and of course, sans acid. The AGM battery with the inner parts was also shown with a section of the plate separated outside the case.

    I thought, if in the next couple of weeks BMW decide to use Axion's PbC battery, you may want to contact the producer of Motor Week and offer to demostrate/discuss the features of the "NEW" PbC battery. You can watch the segment online so you see for yourself what I have just described.
    Nov 26, 2013. 01:59 AM | 3 Likes Like |Link to Comment
  • Updating The Impact Of Axion Power's PIPE [View article]
    All the communications companies experience this problem -- cell phone companies, telephone companies, internet providers, network providers, cloud computing, military facilities -- this is huge in numbers of facilities, large and small, and not only US located companies but it is worldwide.
    Nov 25, 2013. 12:46 PM | 5 Likes Like |Link to Comment
  • Updating The Impact Of Axion Power's PIPE [View article]
    Thanks for the article JP. Always good to read your insight.

    I wonder what you think of the other business Axion might get in that was mentioned at the last CC -- the use of Axion system for addressing the momentary power glitches communications companies experience in their operations. Axion power systems might be the only way to address this problem. If so, this will be hugh! Unlike automotive and railroad applications, there will be a shorter time requirement to prove its applicability and reliability for this industry..
    Nov 25, 2013. 11:52 AM | 5 Likes Like |Link to Comment
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