Search:

Type: Posts; User: MUSCLE13

Page 1 of 16 1 2 3 4

Search: Search took 0.02 seconds.

  1. 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.
  2. 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....
  3. 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...
  4. 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...
  5. 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...
  6. 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...
  7. 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. ...
  8. 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.
  9. 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...
  10. 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...
  11. 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...
  12. 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...
  13. Replies
    639
    Views
    28,946

    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...
  14. Replies
    639
    Views
    28,946

    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........
  15. Replies
    639
    Views
    28,946

    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...
  16. Replies
    639
    Views
    28,946

    It's been great visiting here guys! Good luck all!

    It's been great visiting here guys! Good luck all!
  17. Replies
    639
    Views
    28,946

    Jessica at Merrill just raised her price target...

    Jessica at Merrill just raised her price target 10 bucks on Time Warner TWX!!!! Yes!!! Yes!!!!

    Time Warner Inc. (TWX)
    Our price objective of $95 is based on 16x our CY2016E EPS, a slight
    premium...
  18. Replies
    639
    Views
    28,946

    One other note. Sirius has stated several times...

    One other note. Sirius has stated several times that they intend to buy back about 2 billion dollars worth of stock per year. That certainly won't equal 500 million shares per year at the share...
  19. Replies
    639
    Views
    28,946

    Thank you for being so pleasant. I am very proud...

    Thank you for being so pleasant. I am very proud of you. You learned free cash flow per share which is a totally different metric than EV/EBITDA, and Tinker's favorite. Only thing is you run out of...
  20. Replies
    639
    Views
    28,946

    Also just as I predicted Steiny, net sub...

    Also just as I predicted Steiny, net sub additions are beginning to accelerate again.

    4th quarter 2013 - NEW YORK, Jan. 7, 2014 /PRNewswire/ -- SiriusXM today announced that it ended 2013 with...
  21. Replies
    639
    Views
    28,946

    Just as a comparison Steiny, Tinker's 2015 FCF...

    Just as a comparison Steiny, Tinker's 2015 FCF number is $1.44 billion -

    Management is guiding to $1.25 billion in free cash flow, implying growth of 11% year-over-year or about $190 million below...
  22. Replies
    23
    Views
    2,132

    Pandora down about 60% since last February....

    Pandora down about 60% since last February. Wonder if the price hits single digits this year?
  23. Replies
    639
    Views
    28,946

    Mel's Infinity Broadcasting IPO'd in 1992 at...

    Mel's Infinity Broadcasting IPO'd in 1992 at $17.50 per share. In 1996 when he sold Infinity to CBS the price was $170 per share split adjusted for about a 1000% return. I was lucky enough to invest...
  24. Replies
    639
    Views
    28,946

    In this Parsons CNBC interview from this morning,...

    In this Parsons CNBC interview from this morning, he called Mel's deal logic unassailable

    Excerpt -

    The idea of a merger between CBS and Time Warner is "almost compelling" and could happen...
  25. Replies
    639
    Views
    28,946

    Seems so interesting to me that Mel said on CNBC...

    Seems so interesting to me that Mel said on CNBC he would even invest in a Time Warner CBS merger if it happened. Remember when Mel left Sirius he said he would only work for a NY media company with...
Results 1 to 25 of 397
Page 1 of 16 1 2 3 4