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Boomer_65

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  • Sirius XM: A Closer Look At Fundamentals And Guidance [View article]
    Well, let's see, Liberty closed today at $135.20 so I suppose the current offer corresponds to a SIRI value of $3.42...
    Jan 13 08:49 PM | Likes Like |Link to Comment
  • Sirius XM : Liberty Media's Offer Is Attractive Despite $3.68 Offered [View article]
    Its doubtful that federal antitrust regulators would ever allow Comcast (CMCSA) to buy TWC (2nd to Comcast in Cable Co. size) because it would restrict competition...
    Jan 5 12:36 PM | Likes Like |Link to Comment
  • Sirius Is Diversifying: Buys Agero's Connected Vehicle Services Unit [View article]
    Only need one or two of your possibilities to come true sirifair for SXM to hit double figures...like your post!
    Nov 8 03:04 PM | 1 Like Like |Link to Comment
  • Why Ford Is Performing Wonderfully [View article]
    yes and this provides a buying opportunity.....
    Aug 5 07:41 PM | 1 Like Like |Link to Comment
  • Sirius XM Refinances Debt At Attractive Rates [View article]
    As always, an excellent article, Spencer. I am also looking for an answer to SeattleGoldMiner's question since I believe these one time costs will impact Q3 results and will have a near term impact on results? Also, do you see any potential for a credit upgrade as a result of this improving cost structure or do you think their intent to increase their debt to EBITDA ratio to 3.5 to 1 will prevent an upgrade at this time?
    Jul 29 10:58 PM | Likes Like |Link to Comment
  • Sirius XM Inks Telematics Deal With AT&T [View article]
    Very nice article, Spencer, that that helps the investor understand the potential vs risk in this agreement with AT&T. Initially, when I heard this news, I was surprised that it did not not "drive" the PPS upward. Now, I understand. Thank you.
    Jul 18 11:36 AM | 3 Likes Like |Link to Comment
  • Ford Sales Show Traction In June [View article]
    Very nice article, Spencer. My last purchase was at 9.50 and I am looking for 18.00 this year. With truck sales soaring due to the rebound in the housing industry and Europe at least bottoming out, I am confident my target price will hit before the end of the year.
    Jul 2 10:54 AM | 1 Like Like |Link to Comment
  • Sirius XM Gets New Chairman [View article]
    Ya, Maffei said on CNBC that
    naming of a new CEO is "close".
    Apr 11 10:43 AM | Likes Like |Link to Comment
  • Sirius XM: The Big Money Keeps Pouring In [View article]
    CN, I agree that an RMT will most likely increase the value of LMCA but at the expense of encumbering SXM with a large debt load. Seems to me that the benefit to LMCA is offset by the debt load taken on by SXM thus no benefit to the overall ceonomy.
    Feb 17 10:54 PM | Likes Like |Link to Comment
  • Sirius XM: The Big Money Keeps Pouring In [View article]
    CN, jmpo, but most of the deductions you mentioned seem to provide or encourage a "greater good" . Please tell us what the greater good is that is provided by a Reverse Morris Trust ? Thanks.
    Feb 17 07:51 PM | Likes Like |Link to Comment
  • Sirius XM: The Big Money Keeps Pouring In [View article]
    Agree 100% headbaldguy, but legislation so far has gone no where. Last I knew Rep Slaughter, Louise McIntosh of NY introduced HR 2604 in 2011 and it got buried in the House Committee on Ways and Means by the power of deep pockets of the corporate world no doubt.

    http://1.usa.gov/WDxfai
    Feb 17 04:08 PM | 3 Likes Like |Link to Comment
  • January 2013 Car Sales: A Super Kickoff [View article]
    The January car sales is great news indeed; however, b4 getting too enthusiastic we need to consider how much December buying was pushed forward to January due to the fiscal cliff worries? Hopefully, February sales will continue these strong sales.
    Feb 2 11:54 AM | Likes Like |Link to Comment
  • Sirius XM Shorts Cover 15 Million Shares [View article]
    Ok, just asking. I've been riding both to substantial profits and yes there are parallels that may be applicable to Sirius...thanks for all you do here.
    Jan 11 05:40 PM | Likes Like |Link to Comment
  • Sirius XM Shorts Cover 15 Million Shares [View article]
    Good article, Stephen. Haven't commented much, but do enjoy your articles and find them valuable. I see that you have traded another one of my favorite stocks, Rentech (RTK). I have made a lot of money from the shorts on this equity and was wondering if you will be be writing any articles on RTK?
    Jan 11 02:36 PM | Likes Like |Link to Comment
  • My Sirius XM Radio 2013 Forecast [View article]
    Would not surprise me if an RMT is one of the tax "loopholes" that get eliminated under any tax reform in 2013...
    Nov 16 09:51 AM | Likes Like |Link to Comment
COMMENTS STATS
119 Comments
207 Likes