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    I think a RMT is coming for Sirius

    I really think Liberty is going to spin it this year. The valuation gap of Liberty Media's stock price compared to Sirius (considering the Net Asset Value of Sirius in LMCA), is getting wider. To...
  2. You know what I find so interesting. It's almost...

    You know what I find so interesting. It's almost like a throwback to the 80s, as the big buybacks continue in media, just as Sirius is being valued on Free Cash Flow Per Share, a ton of the content...
  3. Steiny - Infinity to CBS to Viacom. Sirius and...

    Steiny - Infinity to CBS to Viacom. Sirius and XM. Comcast and NBC and now Time Warner Cable. I am now positioning for Time Warner CBS. I may be a year or 2 early and it may never happen but when I...
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    FCF per share valuations from last May. Will...

    FCF per share valuations from last May. Will check in here again at $4.80

    http://ragingbull.com/forum/topic/1001849
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    Arrived about a month and a half late at $3.80....

    Arrived about a month and a half late at $3.80. Hopefully it does better on the $4.80 and $6 the next 2 years. FCF Per Share Rules!
  6. Sirius doing beautifully. Time Warner reporting...

    Sirius doing beautifully. Time Warner reporting earnings tomorrow. CBS reporting Thursday. These 2 are on my radar after what Mel said last month on CNBC and Moonves said last week on CNBC. After...
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    Pandora price down almost 20% today on earnings....

    Pandora price down almost 20% today on earnings. Remember when all the bloggers ever talked about was internet radio - Pandora Slacker and on and on.... So glad that Pandora went public because now...
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    LOL This is a $5 stock based on 2015 projected...

    LOL This is a $5 stock based on 2015 projected FCF. Whether it gets there next month next year or in 2 years, who cares? The only thing that matters is Free Cash Flow per share. The price will...
  9. Old media flying - The real internet winners

    Check out Disney Comcast Time Warner Cable and Charter stock movements so far today.

    Watch as the internet becomes all video over the next decade. OLD MEDIA RULES!

    Disney blows out earnings....
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    Next up is Jay Z aacquiring Aspiro ( streaming...

    Next up is Jay Z aacquiring Aspiro ( streaming services WiMP and Tidal). It never ends.........No barrier to entry

    http://www.wired.com/2015/01/jay-z-aspiro/
  11. Sirius is a penny away from 52 week highs. Like I...

    Sirius is a penny away from 52 week highs. Like I said, Meyer has to get this stock moving this year. Contract is up Oct 31.
  12. Hey Steiny and Midas - Just added Fox and Liberty...

    Hey Steiny and Midas - Just added Fox and Liberty Global to my media portfolio. More content and distribution. Now I have Comcast, Time Warner Cable, Charter and Liberty Global in distribution....
  13. Malone has done stock buybacks on his stocks for...

    Malone has done stock buybacks on his stocks for decades. You think this is something new?? And a majority of the rest of the stock market is doing buybacks as well. That strategy is to reduce...
  14. LOL What happens to Pandora's stock if Crockett...

    LOL What happens to Pandora's stock if Crockett is correct and Pandora becomes subscription based? Man Pandora could be in bad bad trouble. I know Crockett has an $11 target. I just don't see any...
  15. This is great - Crockett thinks Howard renews...

    This is great - Crockett thinks Howard renews with Sirius and Pandora is going to be forced into a subscription focused model. I heard his target for Sirius stayed at $5

    FBR Capital is updating...
  16. I also believe that Mel going on CNBC saying that...

    I also believe that Mel going on CNBC saying that he would invest his own money in a Time Warner CBS merger, combined with the fact that Fox made a bid on Time Warner in 2014, points the investment...
  17. And so is every single big media company and a...

    And so is every single big media company and a ton of other S&P 500 companies. They are all trying to drive their stock price up with buybacks. And have been rather successful at it for a few years. ...
  18. 100% disagree. As Sirius stock price goes, so...

    100% disagree. As Sirius stock price goes, so goes Liberty Media's stock price. Since 90% of Malone's net worth is tied up in his businesses, he would want Sirius stock to go straight up.
  19. Another point to make here. With Meyer's contract...

    Another point to make here. With Meyer's contract running out Oct 31 this year and Sirius underperforming the S&P 500 by 10%+ each of the last 2 years, logic dictates that Meyer is under pressure to...
  20. My opinion - 50/50 chance Liberty does an RMT...

    My opinion - 50/50 chance Liberty does an RMT spin or it decides to make another offer to buy Sirius in. So that's where my guess about Mel coming back comes from - the possible RMT. Sirius has...
  21. September 12 2012, Right before Mel decided to...

    September 12 2012, Right before Mel decided to leave this is what he said to Jessica Reif Cohen -

    “My instincts are that Liberty does not need me,” Mel Karmazin said at the Bank of America Merrill...
  22. Meyer's contract runs out October 31 this year

    I went back and checked the 2013 SEC filings.

    http://investor.siriusxm.com/secfiling.cfm?filingID=930413-13-2591&CIK=908937

    Could a possible RMT spin entice Mel to come back as CEO? Ya never...
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    Go back and look at his article. Buying back 500...

    Go back and look at his article. Buying back 500 million shares a year when the stock price goes over $10??? When the company stated their goal is to buy back $2 billion worth of stock per year. Do...
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    You guys follow Seeking Alpha writers who can't...

    You guys follow Seeking Alpha writers who can't tell the difference between FCF and EBITDA. I will follow Wall Street media analysts........
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    Yesterday Wells Fargo analyst intiated Charter...

    Yesterday Wells Fargo analyst intiated Charter with a $195-$200 target, Cowen upgraded CBS with a $62 target, and Merrill upped Time Warner's target to $95.

    The media, entertainment and cable...
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