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  1. Replies
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    Brad..... I would love to talk about Sirius,...

    Brad.....

    I would love to talk about Sirius, but it is now off of my plate. I will be in the market watch forumsdiscussing other equities.
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    Disclosure

    I have maintained for quite some time that I observe a 3 day "quiet period" between when I write an article and when I would trade an equity. I have received some emails asking whether I am trading...
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    Sponge Tech

    Interesting caonversation about SpongeTech and a reverse split. The products are great (I rate them a 10). I feel the branding needs some help, and that is where they need the biggest improvement...
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    Thanks for the kind words. It is not about...

    Thanks for the kind words.

    It is not about playing into his hand, nor about winning or losing. I know the quality of what I write. I know the reputation of this site. It is just a tiresome...
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    Thanks Everyone - Part 2

    In this Yahoo thread...
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    Thanks Everyone - Part 1

    Brandon has responded..

    Well, it seems rather than look at the critical aspects of this piece Brandon wants to go down a path that I was making every attempt to avoid.

    From Brandon Matthews ...
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    we are working on the issue

    we are working on the issue
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    couple of points: 1. Prepayments are booked...

    couple of points:

    1. Prepayments are booked as deferred revenue (a liability on the books), not revenue. Yes, they have the cash, but it is a liability until the contracted service is delivered....
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    The company issued the press releases to the...

    The company issued the press releases to the press. It is the job of the press to get the info out there. I have gone to these events for years now, and was going to go today but decided against it...
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    It is New York time, and the event is at Sirius...

    It is New York time, and the event is at Sirius headquarters. I will be writing about it today
  11. Replies
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    For The Record: 1. I make every effort to...

    For The Record:

    1. I make every effort to maintain a level of accuracy in what I write. I do make mistakes from time to time, and am not afraid to acknowledge that.

    2. I make every effort to...
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    How SiriusBuzz became engulfed in that debate is...

    How SiriusBuzz became engulfed in that debate is beyond me. I think things said on that thread were not accurate, and it was actually quite sad to see some of the things that were posted.

    Homer...
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    A few things on this subject: 1. Homer has...

    A few things on this subject:

    1. Homer has been a respected participant in many sites over the years. He has no association with SiriusBuzz other than participating in forums here from time to...
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    Relmor.... 1. Revenue that comes in for...

    Relmor....

    1. Revenue that comes in for royalties goes right back out the door. In theory, it is a wash and will neither help nor hurt EPS.

    2. Self pay churn is stable, yes.

    3. Costs...
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    Point taken. I have often spoken of the Q3 to Q4...

    Point taken. I have often spoken of the Q3 to Q4 relationship, and it is easy to slip into the assumption that readers already know this. However, with new readers all of the time, it is important...
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    This was a post about Q3 numbers, not Q4, or the...

    This was a post about Q3 numbers, not Q4, or the entire year.
  17. Thread: 3Q2009 Results

    by TSavery
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    I have had an onslaught of emails asking me about...

    I have had an onslaught of emails asking me about Q3, and whether Sirius XM will report a profit.

    In short, my answer is no, and here is why.

    1. Q3 is traditionally the quarter where the...
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    q3 Numbers

    I have had an onslaught of emails asking me about Q3, and whether Sirius XM will report a profit.

    In short, my answer is no, and here is why.

    1. Q3 is traditionally the quarter where the...
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    Stock To Watch

    Okay guys, I have a stock to watch.

    Hasbro

    1. The company did not get caught up in the lead paint scare last year, and thus consumers trust the brand.

    2. I have seen two movies with my...
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    Patriots fan here. This should be our year. ...

    Patriots fan here.

    This should be our year.

    It has been a few years since we won it, so we are due:D
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    Brad..... Here is where caution is required. ...

    Brad.....

    Here is where caution is required. If auto sales and production step up substantially, it will carry a negative impact on EBITDA because of the costs. Don't forget, that a promotional...
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    This is just my opinion. People need to enjoy...

    This is just my opinion.

    People need to enjoy this run-up, but be grounded in a few things:

    1. There is no real news driving this run-up.

    2. There is typically a run like this prior to the...
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    Do not look for much in terms of conversion rate...

    Do not look for much in terms of conversion rate for the iPod app. The company has never broken down "internet" subscriptions, and I would not look for them to start now. There has been a rumor...
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    The moritz pieces are opinion vs. opinion. It...

    The moritz pieces are opinion vs. opinion. It does not come as a shock to me that they were not picked up. The Palin piece is speculative, so again, perhaps they decided not to pick it up. It is...
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    LOL....It will be tricky, but I will make it...

    LOL....It will be tricky, but I will make it happen. In essence, having the 10Q released ahead of time gives me the agenda for the call. Thus, while certain things are happening, I will be able to...
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