Seeking Alpha


Send Message
View as an RSS Feed
View candooman's Comments BY TICKER:
Latest  |  Highest rated
  • Sirius XM Radio (SIRI) moves up 1.5% premarket as traders keep evaluating the impact the Disney-Netflix deal will have on the company. SA author Stephen Faulkner predicted the reaction, calling the downward spike in SIRI yesterday off the Netflix news as overdone. His take on the complicated entanglement of Liberty Media, Starz, and Netfliz: "Both Sirius XM's and Starz's performance will impact Liberty Media's valuation, but Sirius XM and Starz do not affect each other." [View news story]

    Now that you have named him CEO, I wish he would issue Special dividends to shareholders this year before taxes on dividends rise next year. That Billion dollar cash they are holding will sit well in my bank account.
    Dec 5 10:11 AM | Likes Like |Link to Comment
  • Sirius XM Drops Sharply Because Of Netflix And Liberty Media Deal [View article]

    With many companies issuing special dividends, do you thing there is a chance SIRI will also issue Special Dividends .... what with the 1 Billion or so cash it is holding. Is there a board meeting scheduled in the next week or so? Of course, the board can have a special meeting if they want to discuss this topic. I would like to hear your opinion on this, thanks.
    Dec 5 12:50 AM | Likes Like |Link to Comment
  • Forget About The FCC And Focus On The CRB [View article]

    Many companies have now declared "Special Dividends" payable this year, some even borrowing (Costco) to make the dividend higher ($7) while others like Oracle are lumping their full year 2013 scheduled dividend into one payment this year.

    What do you think is the possibility for SIRI to declare a dividend in the next few days? Do they have a board meeting scheduled in the next few days?
    Dec 4 12:53 PM | Likes Like |Link to Comment
  • Sirius XM: Opportunity To $3.30 [View article]
    I think it is reasonable to expect that Congress will come to an agreement to either kick the can down the road or place a partial solution to avoid the fiscal cliff. Either way, the stock market should have a quick 1-2 spike before X'mas.
    Nov 20 09:42 AM | 1 Like Like |Link to Comment
  • The Stem Cell Sector Further Validates Itself With A Successful Q3 [View article]
    Fear not ACTC. They have arranged $35 million in reserve funding awaiting in the sidelines ... good for 2 years operation. What is keeping them down is a last Warrants holder holding out for resolution of its lawsuit. Trial results for their second cohorts who got 100K cell injection for AMD and SMD are due to come out early December and it should be good.... and possibly great!
    Nov 15 12:49 PM | 1 Like Like |Link to Comment
  • Pennyland Biopharma Stocks: Value Or Value-Traps? [View article]
    "the company has a poor track record of destroying shareholder value through toxic, dilutive financing, multiple lawsuits by warrant holders, promises to shareholders going unfulfilled by the current and former CEO, and ill-timed insider sales that have blunted any movement to the upside. All of these factors have acted to create the value-trap that is ACTC."

    The above statement is inaccurate. The current CEO who is a former hedge fund manager took over the company less than two years ago. He settled the warrant holders lawsuits filed early this year, about two-three months ago --except for two holdouts, one of which has recently been settled. There is now only one holdout left.

    Gary Rabin is an experienced hedge fund manager and knows how to protect company and shareholder's interests and I am confident will do the right thing. The recent $35 million financing deal with Lincoln Park backs up my contention.
    Nov 13 12:16 PM | Likes Like |Link to Comment
  • Sirius XM Closes Flat After A Very Solid Q3 [View article]
    I did hear about an upcoming board meeting that will take up buy back of shares. I would think this share buy back will only happen after LM gets the FCC approval or the board will approve it conditional on FCC approval. It is a condition needed for LM board members to approve the buy back.
    Nov 1 08:00 PM | Likes Like |Link to Comment
  • Some Sirius XM Investors Just Don't Get It [View article]
    SF. Question. All this discussion is on the assumption that FCC approval is granted. What if FCC disapproves? Will the stock collapse to say $2?
    Oct 26 11:27 PM | Likes Like |Link to Comment
  • The Potential Giant Killer That Is Advanced Cell Technology [View article]
    This is the first article on ACTC that has detailed how its treatment threatens the existing market for wet AMD. It presents a "big picture" perspective for the treatment. Thanks for writing this eye opening article (no pun intended).
    Oct 8 10:11 AM | Likes Like |Link to Comment
  • NeoStem: The Best Upside In An Innovating Space [View article]
    How about ACTC, the only company that is FDA approved to use embryonic cells? They have completed Ph 1 trials and all cohorts were proven safe with a dosage of 50,000 cells. Trials also showed efficacy. Phase 2 rials has been started at the higher dosage of 100,000 cells, then 150,000 and eventually 200,000. The dosage to completely arrest the disease and likely cure it by restoring sharp vision lie somewhere in those dosages. The Dry Macular Degeneration and Starguard's disease it is trying to cure is a Billion dollar market.
    Oct 8 09:52 AM | 2 Likes Like |Link to Comment
  • What Next For Neuralstem? [View article]
    Based on what has been accomplished to date, I see the possibility of CUR getting a go ahead from the FDA of a compassionate approval of their ALS treatment a few months after the Ph II trials start and it is shown that it is duplicating the success of Ph I. Typically ALS patients live only 5 years or less from diagnosis.

    It will make a whole lot of sense for the company to apply for compassionate approval to treat patients who can still be saved from further suffering and deterioration and certain death. The treatment can already be gauged a success or failure two months after treatment and CUR should approach the FDA for compassionate approval at that time. It may take the FDA 4 months to rule on it but in the meantime as the FDA deliberates on the decision, they will see the treatment's effects post six months. Unlike drugs that have side effects that do not manifest itself until a year or two, some even longer, side effects of operations show up in a month or two. FDA now has accumulated enough trial data showing treatments involving cells show side effects within a few months and not longer. To wait a year or two to complete the trials and let the those ALS sufferers to die will be so unconscionable. Note that the FDA approved DNDN treatment though it only extended prostate sufferers lives only a few months.
    Oct 2 11:41 AM | 3 Likes Like |Link to Comment
  • Bears Sell Sirius XM Short Right Into The Strong Hands Of Liberty [View article]
    I read yesterday that Nissan's SIRIXM radio will have features built in that sounds like a firsts to me .... like a built in "lojack". There was another item I can't remember.
    Sep 26 10:29 AM | Likes Like |Link to Comment
  • Japan's New Energy Policy Coming Soon: What To Expect? [View article]
    There are numerous considerations when design engineers design nuclear plants .... or any other electric generation plant for that matter. All the designs have to follow the laws of thermodynamics and economics. This is why large electric plants are built next to large bodies of water. The oceanic changes are always taken into consideration and compared to the economic life of the plant and then a decision is made to build the plant and how exactly it should be built. It is a very complex process.

    In light of the Fukushima incident, nuclear plants have been reviewed to see if the "lessons learned" is applicable to their plant. Not being part of the review group I cannot say the review is complete or through, but I am hoping it is.
    Sep 10 11:31 AM | 1 Like Like |Link to Comment
  • Japan's New Energy Policy Coming Soon: What To Expect? [View article]
    The irony of the disaster is that it was so cheap to protect the emergency diesel generators from the tsunami. All they had to do was build a wall enclosure to act as an air intake duct 40 feet high that would act like a snorkel so that the emergency generators would not be affected by the tsunami waters flowing around the building. The existing emergency generators had intake louvers on the side of the building almost at ground level. The tsunami waters entered the generator building through these big louvers and drowned all the generators. They relied completely on the seaside tsunami protection wall which did not protect them at all because the tsunami wave was much higher and just flowed over it. Building an intake duct 40 high around the louvers would have allowed the reactor operators to shut down all the reactors safely.

    The operators did not ask the simple question of -- what if the tsunami was higher than earlier predictions? If it was higher, what can we do to protect out emergency systems cheaply so it runs no matter what.
    Sep 10 11:08 AM | 2 Likes Like |Link to Comment
  • The Better Question To Ask Yourself Regarding Sirius XM CEO's Stock Sales [View article]
    Steve, As usual, a clear and well reasoned article. Thanks.
    Jul 19 07:14 AM | 2 Likes Like |Link to Comment