Seeking Alpha


Send Message
View as an RSS Feed
View bassfisher3k's Comments BY TICKER:
Latest  |  Highest rated
  • Sirius XM: $3.25 Is A Critical Level [View article]
    CBK - love the handle, do you fish competitively at all? I fish the FLW/BFL series in central and south florida... in fact leaving for Lake Toho in 10 mins...
    Mar 8 01:49 PM | Likes Like |Link to Comment
  • Sirius XM: $3.25 Is A Critical Level [View article]
    SF - I like when you cover the technical side. What is interesting to me, but not a bit scientific is that without knowing or caring much at all for technical analysis (of my own), I had already landed about where this piece stands. I said to myself - "self, this puppy has run into the 3.25 wall several times now... she is either gonna break through and run clear for a while, or she is gonna bounce hard off it and correct down... if i had the time and the inclination i would love to study the 'mind' of investors and how things like this work... anyway.. ramble over... nice piece as always... peace
    Mar 7 09:23 AM | Likes Like |Link to Comment
  • Sirius XM In Serious Trouble As Mobile Revolution Gives Rise To Social Radio [View article]
    Daniel W. - I would respectfully submit that the wiser man takes in all opinions. I have read yours, taken it in and actually learned something. I disagree with some things in your piece, but it is a good read. I also tip my hat to you for having the guts to step into these SIRI waters. They are not for the timid. Peace
    Mar 5 08:27 PM | 2 Likes Like |Link to Comment
  • How The GM Deal Will Impact Sirius XM [View article]
    Spencer - I have been anxious about the GM deal for quite some time. I truly appreciate the breakdown here. As always your attention to the business of satellite radio is amazing. Thanks again.
    Feb 12 07:11 PM | Likes Like |Link to Comment
  • Liberty Media Takes Hard Control Of Sirius XM, Dominates Board [View article]
    CN - thanks for breaking this down and in your last article... i see this mostly as one more step and question mark solved and out of the way... i sincerely do not believe that Malone and Co. will do harm here... i get the debt argument and that bothers me... but less then the share count bothers me... i actually see a huge benefit with the buyback if any extra dilution brings the share price down a bit... i continue to see SIRI in great shape and getting better... i know we will continue to see some leveling off of the sub growth curve but even that doesn't bother me as the company matures... and it may be a long shot hope, but think we may even see a little more innovative push with Liberty on board... anyway... all good here in crazy long town, sitting in my crazy long tower, watching the events unfold... peace
    Jan 22 07:32 PM | 2 Likes Like |Link to Comment
  • Sirius XM Hits $3.10 As FCC Approves Liberty's Control [View article]
    SF - love reading your stuff sir.... the comments are even better than usual... keep em coming guys!!!
    Jan 4 09:24 AM | 2 Likes Like |Link to Comment
  • Sirius XM: Does Announcement Signal Special Dividends Or Buybacks In December? [View article]
    LA - just analysis fatigue... and i have been busy to comment much... keep writing... i'll keep reading... peace
    Dec 6 11:00 PM | Likes Like |Link to Comment
  • Sirius XM: Does Announcement Signal Special Dividends Or Buybacks In December? [View article]
    LA - hats off to ya... great call... i was a non-believer due to history and too much pain over the years... LOL... actually seeing good stuff happen is hard to buy after all the hits over the years... but glad i have hung on this long.... go SIRI girl go!!!
    Dec 6 08:04 PM | Likes Like |Link to Comment
  • Sirius XM And Pandora: The Great Race To $5 Per Share [View article]
    SF - once again you have written a really awesome little piece. I have to admit I am still curious about P and continue to think they could be one or two good ideas away from turning all those users into something... but i wouldn't do it with my money... ; )
    Dec 5 09:57 PM | Likes Like |Link to Comment
  • Sirius XM: An Early Black Friday Sale [View article]
    SF - nice read sir... i am hawking other deals... i want too add more SIRI if we get anywhere in the 2.30 to 2.40 range, but just can't break my vow not to buy more unless we get down there... SIRI is strong and will stay strong for the next few years without any doubts... feel like we may have a decision soon... not sure why... just gut... but literally feel like it could happen at anytime... i haven't read anything about timelines... it may not even be possible... but feels like it's close...
    Nov 16 08:42 PM | 1 Like Like |Link to Comment
  • Spurn That Concern Over Sirius XM's 2.0% Churn [View article]
    SF - all good here... i live in north florida... work has had me too busy to read or post... dealt with many hurricanes in my life but luckily not this one... heart goes out to all of those folks... been through it here and in louisiana... they must have said something... how could no one ask... maybe a respect thing... don't ask if he doesn't bring it up maybe... anyway it was a great conf call... great numbers... glad you broke down the churn.. cuz if you listen to the call they are very clear it's not a problem... Geaux Tigers!!! beat the Tide!!!
    Nov 3 02:58 PM | Likes Like |Link to Comment
  • Spurn That Concern Over Sirius XM's 2.0% Churn [View article]
    SF - another fine read sir... i listened to the entire call live and while it was obvious that the giant white elephant in the room was not going to be discussed or even asked was shocking, i found that Mel and Frear actually sounded pretty positive and were quick to point to the positives. I am also very glad i hear words like 'invest in IP' stated multiple times and in multiple ways... did they send out a memo to the analysts saying "don't ask about Mel leaving"... no one asked? seriously? how does that happen?
    Nov 3 12:29 PM | Likes Like |Link to Comment
  • Control Of Sirius XM Does Not Have To Shift [View article]
    SF - I wish I could on board with ya here Stephen, but I can't. I doubt very seriously that we get any information on buybacks. I think we will get very nice numbers across the board, and 2013 guidance. I don't think we hear anything on his contract or the buy backs. I think that will be sometime later. What I am trying to remember is something Mel said one or two times ago about a revenue item that was very exciting or something? He said he couldn't talk about it right now but it would have a big impact on the bottom line or something. If we get any surprise I think it will be about that statement which for the life of me I can't find or remember. Anyone?
    Oct 19 08:44 AM | 1 Like Like |Link to Comment
  • Mel Karmazin Completes Sirius XM Stock Sales [View article]
    SF - so i turn my back for a half and hour and we are streaking up again... good grief... i will float home tonight on my magic carpet made of 100$ bills.... sorry i gave up unicorns after my spat with CK over where he plugged his ipod cord into unicorn... yikes...
    Oct 18 03:58 PM | Likes Like |Link to Comment
  • Mel Karmazin Completes Sirius XM Stock Sales [View article]
    SF - still awake and feeling better now that it is settling down and pulling back a little.. much better chance to sustain these highs if we do that...
    Oct 18 02:37 PM | Likes Like |Link to Comment