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redbirdtom

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  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    let the games begin....
    Jan 11, 2015. 02:31 PM | Likes Like |Link to Comment
  • A Christmas List For Sirius XM [View article]
    Time for your Plan B Dr Who....or is that Dr Whom?????
    Jan 11, 2015. 09:36 AM | Likes Like |Link to Comment
  • A Christmas List For Sirius XM [View article]
    Where was the bid?
    Jan 10, 2015. 07:52 AM | 1 Like Like |Link to Comment
  • A Christmas List For Sirius XM [View article]
    Good bye to you. Take your $1,000.00 investment and go please.
    Dec 26, 2014. 09:58 AM | 1 Like Like |Link to Comment
  • A Christmas List For Sirius XM [View article]
    Yeah, forgot about the pre-merger and what pricing was way back then.
    Dec 26, 2014. 09:56 AM | Likes Like |Link to Comment
  • A Christmas List For Sirius XM [View article]
    Podcasts? I have missed all the podcasts? Hold on and let me get my recorder out and hook up my cables and hopefully they will appear.

    Podcasts.....there are not stinking Podcasts here!

    Redbird
    Dec 25, 2014. 11:40 AM | 2 Likes Like |Link to Comment
  • A Christmas List For Sirius XM [View article]
    Stephen, great point. Lets strike all references to the word "dividend." If you use the word in any future post be prepared to have it replaced with another word like "Taxes"

    Merry Christmas
    Redbird
    Dec 25, 2014. 11:24 AM | Likes Like |Link to Comment
  • Apple Is Going To Put The Hurt On Pandora [View article]
    Just a matter of time until someone mentioned SIRI radio.

    They have captured the market. Why do you think they would give up their great programming? NOT!

    Content is King and SIRI pays for it so you can pay them. Simple as that. Besides, music can't make a service last forever. Content does.

    Redbird
    Nov 11, 2014. 05:09 AM | 1 Like Like |Link to Comment
  • Sirius XM Management Alters View On Subscribers [View article]
    SF, what is your opinion on which is better right now, SIRI or LMCA in terms of control down the line?

    With EOY approaching I am weighing the idea of taking some CG with SIRI and moving more over to LMCA. Plus, I do have some in qualified accounts so no CG on this portion.

    Still feel a RMT and with LMCA not participating with BB and their control approaching 60%, JM/LMCA owners will be the real winners. My 25% split of SIRI over to LMCA 2 years ago is now up 100%. Just feel the right side is being the owner and not the company being controlled.

    Redbird
    Nov 7, 2014. 04:38 AM | Likes Like |Link to Comment
  • Sirius XM Management Alters View On Subscribers [View article]
    Baldy, I concur.

    Crunch you do an excellent job, but my only criticism is that you report the numbers as negatives (I have not trouble that you do) but you are still long. The short term gyrations mean little to me as long as the trends are still positive as Baldy stated.

    Don't get me wrong, I appreciate that the numbers need to be dissected, just not to the degree you sometimes do. Please don't stop, but realized that not everyone wants to do covered call options like you do. Some of us prefer to sit on what they have and not incur capital gains on large positions if they are called away.

    I have time and just wish I had extra cash right now to buy more when the price gets down to $3.30. Still feel $4.00 is achievable EOY or early 1st quarter of 2015 as your position suggests with the covered calls, but I will not bank on it. Time is on my side especially with their FCF so high and the chance of a RMT. I did great when LMCA spun out STRZA so my bet is on the RMT much further down the line.

    Any comments on the 7% convertible notes due in a month or so on the impact of the added shares that can then be traded?

    Redbird
    Nov 1, 2014. 10:39 AM | 1 Like Like |Link to Comment
  • Sirius XM Pre-Announces Plans For More Tiered Pricing [View article]
    CN - if 8 million subs are lost per year....tiered pricing would at least save some of them and if they go "Free Content and get ad dollars, that would increase bottom line as well since they would have nothing from them. Plus, all those past lost 8 million per year. I agree with the MRF being a problem but you got to spend money to make money....

    My take is look at the big picture and see how does SIRI get subs in and then market the hell out of them to pay....starting with the Free sub (lower # of stations) Hell, I have rolled over several radios and I keep getting marketing pieces from SIRI to reactivate the radio. You would think that they would have the information in their system to know I no longer use it and have a new radio. Take these dollars and drive value from the FREE low tier sub.

    Rebird
    Sep 21, 2014. 08:59 AM | Likes Like |Link to Comment
  • Sirius XM Pre-Announces Plans For More Tiered Pricing [View article]
    Really....you actually think that internet radio is the only option?

    My guess is you are in the 20-29 year old demographic that thinks they will cheat the system and never have to pay for anything. I was once there and now I pay for quality and what I like.

    Why does every young person think everyone just listens to music and podcast? I don't get it. NFL, MLB, NASCAR, PGA, NHL....these are the things that drive subs. Howard Stern is fine if you like that stuff....Maybe you don't and Joel Osteen is your guy....great....Music is music....artist come and go.

    The point here is listen to what you want....I personally would not want to listen to an old podcast. Give me live programming that is current and valuable.

    You will understand this in a few years when disposable income is a choice. Back to your mac and cheese and paper plates.

    Redbird
    Sep 21, 2014. 08:48 AM | Likes Like |Link to Comment
  • More Misinformation Disseminated On The Sirius XM Share Buyback [View article]
    CN, my take is that the 56% keeps growing and eventually JM will have so much that a offer would be on the table again. Only this time it might be worse.

    With LMCA doing all the spin-offs and such, it clouds the issue of what they really are up to.

    Two years ago I sold 25% of my SIRI and bought some LMCA. Has been nice gain as well. Kept me in the game as to playing both sides.

    I just about sold out of SIRI in Feb of this year, but SF commented about the tax situation and why sell if I still liked the SIRI story. Glad I did not. I just keep thinking that JM is the right side and he is sitting in the bushes waiting to get at the other 44% for a RMT or spin-off just like STRZA, LMCK etc.

    Redbird
    Aug 6, 2014. 05:12 AM | Likes Like |Link to Comment
  • Sirius XM Is No Longer A Growth Stock [View article]
    We need to get the convertible 7% shares into the market. Then a true market cap and shares outstanding will emerge. End of Year will be the next run up wth a $3.00 - $3.50 range for next 6 months.
    Jul 8, 2014. 10:56 AM | Likes Like |Link to Comment
  • Sirius CFO Discusses Subscribers And ARPU - What Are The Implications? [View article]
    CN, although I am more optimistic than you, I still gain insight from your posts.

    Keep writing and when I disagree, I may comment. We are on the same side here and not having a problem with a more conservative approach.

    Redbird
    Jun 10, 2014. 10:54 AM | Likes Like |Link to Comment
COMMENTS STATS
123 Comments
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