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    Got a good price on Disney today and grabbed it...

    Got a good price on Disney today and grabbed it with my Cablevision profits. I am all in for Star Wars now! 3 Months away! That's my final purchase on Disney unless of course there is another media...
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    I feel the same way about Comcast especially with...

    I feel the same way about Comcast especially with Watchable coming, but starting to think about how undervalued the S&P 500 index has become after a bad year. Also I am so high on Disney for Star...
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    Your hypothesis about AT&T buying Sirius is the...

    Your hypothesis about AT&T buying Sirius is the most outlandish irrational statement I have ever read on this board. Malone will never let it happen. You think he will repeat the mistake he made in...
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    From this week's Bloomberg news Malone, with a...

    From this week's Bloomberg news

    Malone, with a net worth of $8.5 billion according to the Bloomberg Billionaires Index, said he doesn’t want to repeat with Vodafone what he called “the worst...
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    Malone said multiple times the biggest mistake of...

    Malone said multiple times the biggest mistake of his career was selling TCI to to AT&T!
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    Malone will let AT&T buy Sirius? Are you insane?

    Malone will let AT&T buy Sirius? Are you insane?
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    More nonsense from you...Have a good weekend

    More nonsense from you...Have a good weekend
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    I did not like Tinkers report in Barrons...

    I did not like Tinkers report in Barrons yesterday. $6.55 in 2019? WTF - 4 years away. And the numbers didn't make sense. He compounded 1.7 billion in EBITDA at a 10% annual growth rate (way too...
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    Even Meyer said at the conference that by the end...

    Even Meyer said at the conference that by the end of this decade over 85% of new cars sold will have built in LTE modems in them.
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    I have very little doubt that sat and internet...

    I have very little doubt that sat and internet will be combined in the car in SXM17 in the US. Mel used to talk about all the time . Making 1+1=3. The foreign portion to me would have to be just...
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    I don't follow Apple, and I don't invest in what...

    I don't follow Apple, and I don't invest in what I don't follow. That's where my S&P 500 index money goes. Not a gambler. Just posting the question has made me think Disney again. I am so positive on...
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    I am not for one second suggesting at all that...

    I am not for one second suggesting at all that Sirius launches sats in Europe. SXM17 looks to be based on bringing on demand content and customized music through the internet and combining it with...
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    Have a question for you guys. I took my profits...

    Have a question for you guys. I took my profits in Cablevision and now I am rattling my brain where I should put the extra money. Comes down to 4 choices - Comcast, Sirius, Disney or the S&P 500....
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    I don't think it is great news. Looks way too...

    I don't think it is great news. Looks way too conservative to me. I am surprised.
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    Wow Tinker is working for Gabelli now. Moved from...

    Wow Tinker is working for Gabelli now. Moved from Maxim. He put out a price target of $4.75 for 2016 and $6.55 for 2019

    Barrons excerpt -

    We expect Sirius to increase its subscriber base to 36...
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    Brokerage firm Wunderlich Maintains its rating on...

    Brokerage firm Wunderlich Maintains its rating on Comcast(NASDAQ:CMCSA). As per the latest information, Wunderlich Raises the price target to $78.00 per share from a prior target of $72.00. The...
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    Now that the cable industry has consolidated and...

    Now that the cable industry has consolidated and EBITDA multiples have been established, I look forward to Comcast coming up in line with both cable and content EBITDA multiples. The 2 catalysts I...
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    Gabelli initiated Sirius with a Buy target -...

    Gabelli initiated Sirius with a Buy target - $4.75

    http://www.theflyonthewall.com/permalinks/entry.php/SIRIid1865292/SIRI-Sirius-XM-price-target-raised-to--from---at-Barrington?symbol=SIRI
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    Think Yellen was 100% correct in not moving. You...

    Think Yellen was 100% correct in not moving. You don't raise interest rates when the world economy is in poor shape. When it strengthens, then you move. The world economy has a major impact on the US...
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    Well Well Well. By this time next year there will...

    Well Well Well. By this time next year there will only be 2 significant US cable companies trading on the market- Comcast and Charter. How easy it will be to value peers in the industry. Just 2. The...
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    Just to prove the point DAVID FABER...

    Just to prove the point


    DAVID FABER
    ‏@davidfaber

    Big scoop from @andrewrsorkin on $CVC. Deal expected tomorrow. Quite a multiple at almost 10x. All cash surprising given Dolan's tax bill.
    ...
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    Let's play the valuation game - Charter...

    Let's play the valuation game -

    Charter trading close to 11 times EBITDA buys Time Warner Cable trading at about 9.5 times EBITDA. Cablevision sells itself at about 10 times EBITDA to Altice.
    ...
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    SWEEEEEEET! Comcast Corp. , which has entered...

    SWEEEEEEET!

    Comcast Corp. , which has entered into talks with the owners of Universal Studios Japan about buying a majority stake, according to people familiar with the matter. An agreement could...
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    From Sept 8th JACKPOT! YESSSSS! ...

    From Sept 8th



    JACKPOT! YESSSSS!

    http://www.cnbc.com/2015/09/16/altice-to-buy-cablevision-for-177b-including-debt-source.html
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    User is not Midas and he is not one of your 100...

    User is not Midas and he is not one of your 100 aliases. He is someone I totally disagreed with forever........Take care. I have had enough......
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