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here's a little conversation I overheard at KOAT on Friday:

Party-of-the-first-part: Good Morning Johnny

Party-of-the-second-part: Good Morning Sheree

Party-of-the-first-part: Did you take...

. . . just one more fine-point on the $380mm COH . . . . that too is partially encumbered by the restrictive covenants . . . which set forth minimum cash reserve requirements.

Basically, whatever...

Didn't hear what Greg Maffei said in the Liberty CC . . . but I would think he needs to get to the back of the line behind the Senior Secured Debt before any repurchase of the Preferred Shares is...

The instruments governing our indebtedness contain covenants that, among other things, restrict our ability to incur more debt, pay dividends, make distributions, make certain investments, repurchase...

The most important line in the above article?

“We’ll certainly be evaluating what we learn from the activities of the holding companies that we supervise here in the U.S.”

Yup, when Goldman got...

U.S. Fed probing Goldman Sachs’ role in Greece deficit

Published On Thu Feb 25 2010
Reuters

WASHINGTON-The Federal Reserve and securities investigators are looking at how Goldman Sachs may...

Note also that the U.S. Federal Government has launched an investigation into Goldman Sachs trading re Greek debt obligations . . . I would love to see Goldman Sachs finally exposed for the rapacious...

If this article wasn't so pathetic it would be laughable . . . it misses on so many levels.

Just as an example . . . Comcast (a cable company; the article references cable company P/E ratios as...

just finished skimming the 10-K's

here's the COH summary for the combined company:

Cash and cash equivalents $ 383,489

so there it is SL . . . squares with Frear's quote of more than $380mm

One thing I am not crazy about in the guidance is that they are only projecting top-line revenue growth of 6.72% for 2010; they had previously guided to "high single digit growth" . . . . which one...

Sirius XM Radio Inc. Issues FY 2010 Revenue Outlook In-Line With Analysts' Estimates; Reiterates FY 2010 EBITDA Outlook

Sirius XM Radio Inc. announced that for fiscal 2010, it expects revenue of...

that's how I'm taking it SL . . . it was kind a of "throw-away" line by Frear

p.s. plus whatever cash has been dumped into the coffers since January 1 as that would not have been included in the...

Yes, look for continued credit upgrades at S&P in the near term and possible permanent retirement of some debt with cash over the longer term . . . all depends on your investment horizon as to...

In the above post I have highlighted the "over $380mm" in BOLD! I have done this because I know someone here will raise this question now or 6 months from now and I don't want to have to guess or...

Thursday, February 25, 2010
SIRIUS XM Radio Reports Full Year and Fourth Quarter 2009 Results

NEW YORK, Feb 25, 2010 /PRNewswire via COMTEX/ ---- SIRIUS XM Radio (Nasdaq: SIRI) today announced...

Hold on Jeff . . stay right here, I'll go get her . . . . . oh Juuuuuuulie!