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Thread: Sirius XM February 2016 Thread

  1. #1
    midas360 is offline

    Sirius XM February 2016 Thread

    Good luck to everyone!
    I WIN. GAME OVER. CHECK MATE. I CONTROL YOUR EVERY MOVE. WATCH WHAT HAPPENS NEXT

  2. #2
    siriusly_invested is offline
    Hey Midas, I've been silently licking my wounds the past couple months, so while I am hoping for a rebound in the stocks I couldn't resist dusting off one of my cameras and taking advantage of these beauties innocently investigating the canal behind my house. This has provided more amusement lately than watching my shrinking portfolio.

    Hopefully if I remember how to upload images, what you see here is a Great Blue Heron, and a Wood Stork:
    Attached Images Attached Images

  3. #3
    dm_4 is offline
    Guru
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    Joined: Dec 2012 Location: Boston, Ma Posts: 2,747
    http://finance.yahoo.com/news/sirius...120000281.html

    SiriusXM Reports Fourth Quarter and Full-Year 2015 Results
    - 2015 Revenue Up 9% to a Record $4.6 Billion
    - Net Income Grows to $510 Million in 2015
    - 2015 Adjusted EBITDA Climbs 13% to a Record $1.66 Billion
    - Free Cash Flow Per Fully-Diluted Share Increases 23% in 2015 to 24 Cents
    - Net Subscriber Growth in 2015 of 2.3 Million
    Last edited by dm_4; 02-02-2016 at 08:12 AM.

  4. #4
    dm_4 is offline
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    I believe Waldo suggested a few weeks back that buybacks were being done at a slower pace. Seems the contrary based on the following statement:

    "During the fourth quarter, we spent $369 million to repurchase 92 million of our shares. In January, as our stock fell alongside the worldwide market declines, we accelerated our repurchases to nearly $200 million, repurchasing an additional 52 million shares. Our stock repurchase plan has now delivered $6.5 billion into the hands of our stockholders in just three years. We continue to maintain modest leverage of just 3.3 times adjusted EBITDA, and with no near term maturities and growing free cash flow, we have ample options on how we deploy our capital going forward," remarked David Frear, Chief Financial Officer, SiriusXM.
    Last edited by dm_4; 02-02-2016 at 08:44 AM.

  5. #5
    dm_4 is offline
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    With futures down triple digits and net income down about 8 million from a year ago...siri prob heads lower.
    Last edited by dm_4; 02-02-2016 at 08:44 AM.

  6. #6

  7. #7
    J56D is offline
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    Joined: Jul 2008 Posts: 172
    Quote Originally Posted by dm_4 View Post


    I for some reason can't get the above link but the following one works.

    https://www.google.com/finance?cid=821110323948726

  8. #8
    bdp. is offline
    And here we are at 3.65 exactly where I predicted we would be. Being that components of the cc were questionable and futures are weak, I predict we go lower and end up where we started by the close. In other words, the typical Sirius song and dance that we are all used to.

  9. #9
    dm_4 is offline
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    Quote Originally Posted by bdp. View Post
    And here we are at 3.65 exactly where I predicted we would be. Being that components of the cc were questionable and futures are weak, I predict we go lower and end up where we started by the close. In other words, the typical Sirius song and dance that we are all used to.
    yeah sounded like they expect another good year of margins offset by costs, coupled with low ball guidance seems like another lackluster year. Glad i got out above 4 bucks!!

    On a positive note Frear when talking about buybacks said something to the effect...In jan we bought more back and at these levels consider it a steal or something. I will have to read the transcript to see his exact wording.

  10. #10
    bdp. is offline
    Quote Originally Posted by dm_4 View Post
    yeah sounded like they expect another good year of margins offset by costs, coupled with low ball guidance seems like another lackluster year. Glad i got out above 4 bucks!!

    On a positive note Frear when talking about buybacks said something to the effect...In jan we bought more back and at these levels consider it a steal or something. I will have to read the transcript to see his exact wording.
    I believe what he said was "bargain prices." In any event, if history repeats itself as it usually does, Sirius will probably dip into the 3.50's before bouncing back. Unless macro issues are stabilized, I don't expect to see $4 again until maybe 3rd qtr. Of course all simply my opinion. Congratulations again DM on your smart move out of Sirius!

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