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mgv11

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  • What Is the Motivation Behind Negative Press on Sirius XM? [View article]
    I think Brandon is right with the ulterior motives of the law suit filer, Cable Tv already passes these types of cost thru above their stated rates, they call them Franchise fees. While I don't know, but i suspect this lawsuit is a nonstarter because the precedence for what Sirius did has already been established in law.
    Dec 9 10:13 AM | 4 Likes Like |Link to Comment
  • Cell Phone Industry Gets 'Framed' by NYT [View article]
    i can recall my first cell phone, the car concept never occurred to me, and i had worked for the accounting firm that had done the books for the original car phone rights owner in Houston. GTE comes to mind, but I'm sure I'm wrong... so long ago.

    My point as the article states, the car phone was a different product than what we use now, unfortunately it can be used and misused in a car.

    I do find it interesting that almost all the lawsuits recently appear to target Sprint first, early termination fees on Cell phone contracts now using the Cell phones in a car. And we know Sprint wasn't the first to bring this technology to the public.
    Dec 8 04:47 PM | Likes Like |Link to Comment
  • It's Hard to Be Sirius [View article]
    Mark, I saw criticism's but not where they left you out. What are your tastes that they didn't fulfill? Personally, I don't listen to all 100+ stations, at times I do have a long drive and I'll flip to expand my taste or not, but I love the news, i love the baseball (XM side) and I have about 5 music stations I flip to, when I'm just being me. Likewise I'm not against listening to the radio, but I love my Sat.
    It sounds like you wanted to know what it was all about abd were looking for the next best thing to sliced bread... I don't think it works that way. Its about knowing what you want won't fade, isn't available on most FM ( baseball and CNBC ) and a little music to push me on down the road.
    Sep 21 02:41 PM | 5 Likes Like |Link to Comment
  • Home Depot: Not Much of a Strategy [View article]
    George, while i agree with the HD and LOW comparison, but your comment that they need to do something else, but to stop there seems pointless. Has the market changed? have the laws of construction and remodeling changed.... I don't think so. If people aren't buying anywhere, what would spend money on changing to that would spur the american public to buy? Government rebates on gas guzzling mowers? You seem to be accusing them of something, but I don't think you even know.
    Aug 19 11:52 AM | 1 Like Like |Link to Comment
  • A Solution for Wall Street Compensation [View article]
    Carney underestimates the self serving nature of men/investment banking and has now succesfully dragged you down his path. As an accountant cfo we have to interpret rules and we base our decisions on some formal citation to cya ourselves. Bankers are no different, they have their own self interest in mind within some interpretation of the rules. Once the rules were relaxed they found the loopholes and then proceeded to be surprised by the implosion. They were within the law of the land that was enabling them to enrich themselves. If you take out commissions and bonus based on a commission structures they will look at their jobs differently than they do now. Will they be wrong again, certainly... will being wrong be as profitable for them, I would hope not. My hopes would be that caution would factor itself back into how they run their shops vs throwing caution to the wind.
    Aug 3 12:58 PM | 1 Like Like |Link to Comment
  • What's Citi Doing to Pandit? [View article]
    I just saw Pandit on CNBC at some roundtable, he looked more like the guy on the left. He also was saying all the right things..... for what that is worth anymore with execs.
    Jun 19 11:13 AM | 1 Like Like |Link to Comment
  • Sprint Failing to Lure New Customers with Pre [View article]
    Customers that change carriers are probably under contracts, as those contracts expire then they will be making decisions about their next phone, plan and carrier. As stated earlier this isn't about today, this is about the road ahead... it sounds like the changes at Sprint are coming together and culminating in the Pre.... time to watch the future coming at us.
    Jun 19 01:37 AM | Likes Like |Link to Comment
  • 'Free' Should Not Be a Sirius Business Model [View article]
    Brandon just lost credibility with this one, the goal is exposure to something that you can't live without, but you don't know it until exposed. Two obstacles exist, equipment access, so use of the internet as a free platform and then existing installed radios currently not under contract ( still won't reach a lot of people for years). The 2nd obstacle, what is broadcast over the internet doesn't provide what makes it unique in my world, the news lineup and mlb.
    Finally, a limited period longer than a week but certainly less than 90 days is needed. Expose them, let them build the habit, if it didn't happen in a month, it won't.
    May 22 08:48 AM | Likes Like |Link to Comment
  • 'Nationalize Insolvent Banks': Buffett Didn't Get Roubini's Memo [View article]
    A breath of fresh air, the damage is done to the banks, recovery is now the issue. So let me ask, why are we so gung ho to seperate these toxic assets from the banks to "the smart investors"? Because they have more value than ever before! I almost want to call it a conspiracy allowing the wealthy to get wealthier.

    But back to the recovery of the banking system, what turns it around? the new investors? the new bankers? the ones who just bought the toxic assets? Seems inconsistent to me... it is simply a transfer of future wealth to the current rich from the common equity owners who were recently wiped out. By liquidating all the banks in trouble to those buyers who didn't get wiped out... and they will be using the toxic assets to make their money.... I'm sorry my money, Mr. Common Equity holder.

    To Merideth Whitneys current point... credit card debt, really what she is saying is SELL it now before the disaster hits. I'm thinking the toxic asset investors don't want it yet. The time to sell it was 2 to 3 years ago.

    The banks have dug themselves a hole, time will heal many of them, not all, we're seeing failures every friday. Right now, I'd rather see the common equity owners ( yes that means gov't too) who have taken a beating have a shot at riding the wave of the future as they recover vs transfering these assets to private investors who quite honestly probably don't need it... and does anyone know for sure they can help the economy? I'm thinking they've put on their protective clothing and waiting for the disaster to bottom, then they'll step in and help. I'll bet the current banks are more motivated than these investors. The ironic part is when stepping in at the botton you look like the saviour but in reality all they are is opportunist with better timing.

    Just a thought

    Mar 12 04:01 AM | 3 Likes Like |Link to Comment
  • Barron's Takes Down Cramer, Again [View article]
    on the last piece of the article in which it states his buys were already trading up and his sells down..... to me it was already clear cramer is a momentum player so this would make sense. beyond that, no one has a crystal ball, does anyone monitor the big houses when they call a future price, take a stand of neutral, buy and sell how do they do over a 6 month period? I think the Cramer bashing is jealousy.... they are right in pointing out he is as human as the next guy, but i think we are overlooking ( in my opinion) he's also relatively smart and does know the industry. I can't say the same thing for my broker who simply listens to what his bosses tell him to promote
    Feb 8 06:01 PM | 10 Likes Like |Link to Comment
  • Pershing Square Sells Out of Barnes & Noble - Why? [View article]
    Could he have liquidated because he needed cash and bks hadn't taken the big hit of some of his other stuff?
    Jan 14 10:02 AM | 1 Like Like |Link to Comment
  • Sirius XM: An Equity Adrift [View article]
    Tyler's last paragraph in which Sirius is dependent on outside sources says it all. I do believe the auto industry will recover.... slowly. I have no clue on their ability to refinance. I think the gov't is flooding the markets with liquidity but i'm unsure how and when that filters to Sirius. The synergies of the merger are key to carrying this company in the meantime and the question comes back to time or timing. It would appear Mel knew the merger needed completed a year ahead of when it was done for the synergies. Its like professional sports, the owners drive the prices up and then complain its the players. Here we have the aggressive competition from 5 years ago catching up to the companies.
    Jan 4 02:17 PM | 1 Like Like |Link to Comment
  • Sirius' Future Looks More Promising Than Ever [View article]
    I have to agree, fundamentals are the issue at this point. With the stock down to 12 cents, its hard for the shorts to hammer it much more. Do a RS without improving the fundamentals and we'll probably end up at 12 cents all again. We've taken the pain, why set ourselves up for a second round. Focus on the fundamentals and RS after the momenteum has changed direction. That said, fixing one of the fundamentals .... the debt, may require the RS, but I hope not.
    Jan 2 09:32 AM | 4 Likes Like |Link to Comment
  • Auto Sales Drop Could Have Bad Impact on Satellite Radio [View article]
    I have thought before taht putting their eggs all in one basket with the auto's was a mistake. Likewise, counting on retailers to sell the product doesn't work. I find the salesman at Best Buy give very little attention to the Satrad locations. Mostly because they don't know the details themselves. This is a large hole in the current strategy, one that I wish they would address.
    Nov 4 12:56 PM | Likes Like |Link to Comment
  • Yahoo Fumbling Away [View article]
    an observation, yahoo was obviously out of favor before and after the rejection of microsoft but investors had an opportunity to exit, some of us didn't, don't blame yahoo.

    also, ADT, "mouthful of nothing", I'd have loved a real explanation of what it was, but instead we got a throw away line as well.

    I use yahoo all the time, I'm in no position to judge where they should be, only where I hope they are going and honestly some of this stuff doesn't translate real well for me so my hopes may be misplaced, but I have them
    Oct 29 12:15 PM | Likes Like |Link to Comment
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