Coz is a lurker here Muscle. He posted recently. I don't know how he's doing though.
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Originally Posted by MUSCLE13
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Coz is a lurker here Muscle. He posted recently. I don't know how he's doing though.
Quote:
Originally Posted by MUSCLE13
Pandora exec who oversaw royalty fights leaves company....I wasn't going to read this article but anyone else note where he is headed?
He is going to Sirius XM according the article below.
"Harrison, who is moving to satellite radio provider SiriusXM SIRI 0.77% according a source, did not respond to attempts to reach him by email and LinkedIn on Sunday."
http://fortune.com/2015/08/10/pandor...pher-harrison/
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Originally Posted by MadEra
So, I come back to see that this little prick is taking another cheap shot. For what reason, because he didn't like a question I asked? Well, my young, immature friend slip, if you don't like the question, then don't respond. There you go simple solution. No reason to needlessly attack someone. But I'm sure you won't let this drop because of your immaturity you'll feel that you have to have the last word. So, I humbly request that you please go away.
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Originally Posted by Slip60
Nice bounce in big media this morning. Disney and Comcast up. Hope it holds. I would laugh at the market if Disney bounces back to previous levels in a couple weeks.........I don't see how anybody can sell ahead of Star Wars in December.
Nice job Muscle!
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Originally Posted by MUSCLE13
Thanks for the enthusiasm on DIS. I think you may be correct and I bought a smallish block of 100 shares last week @ 107.20 per. Fingers crossed...Quote:
Originally Posted by MUSCLE13
I'm continually amazed at how rude people can be when they are anonymously posting. Most (maybe not all) people would measure their words more carefully if/when they were speaking directly face to face or even over the phone. I know I've been guilty of such behavior myself in the past when responding or posting on this or other forums and sometimes have to ask myself "is this tone really necessary?" other times the written word can in some ways come across as snarky or rude when that was not it's intended purpose. Not defending Slip here at all. Don't know him and I suppose he can answer for his own remarks. I guess The way I've dealt with rude/mean/snarky comments is to measure the tone against any potential value or entertainment I might enjoy from those that post such comments and if I see none, then I usually just move on...If it seems to come from primarily one or two people then I've used the ignore feature. Works wonders really, as I'm not consumed by frustration/anger/angst over some post that has no value to me anyhow and I can focus on the more constructive aspects of sharing information with other forum members.Quote:
Originally Posted by getsirius
FWIW, my take on the disparity in stock price between SIRI and P is this: the actual stock price has nothing to do with market cap. It has to do with expectations for future growth - which as has been demonstrated over and over on this board (sometime politely but many times not so politely) there are many different ways to try and measure that expectation of future growth. Some say P/E, some say FCF, some say EBITA and Discounted Cash Flow. Regardless of how you do value the stock, here's the good news regarding SIRI vs. P. Even though it might SEEM like P is out performing SIRI because it share price is higher -especially on days when SIRI struggles to move a few pennies and P moves by dollars, the market has actually not rewarded P nearly as much as it appears. In the 5 years or so that both P and SIRI have competed side by side as publicly traded entities, SIRI stock price up 105% while, yes, P is up - it's up by only by 34% -over 5 years. Said another way, over the past 5 years SIRI stock price has enjoyed an average annual growth of 21% while P has averaged just over 6%. Add the special dividend that SIRI paid back in 2012 and their total returns look even better.
Hi User34615145. Thank you for that explanation, the only thing I was pointing out was that P was consistently losing money and Sirius makes money. That's it. I'm looking forward to reading future comments on Siri.
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Originally Posted by user34615145
Appreciate the kind and informative response user.
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Originally Posted by user34615145
Now wasn't that easy? No rude remarks, no belittling, etc. Good stuff, right getsirius!
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Originally Posted by getsirius
Much nicer this way Midas. Certainly makes it more comfortable to comment.
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Originally Posted by midas360
It's always a mystery why Mr. Market decides to give some companies a pass on something as basic as say, oh I dunno,....showing a profit (think P, think AMZN), while others get just hammered mercilessly because even though they are making a healthy profit and have huge margins, there is some question of sustainability (think AAPL). Again, I think it comes down to expectations for future growth and future profits. P has a HUGE subscriber base. Their problem is that they have not yet figured out how to fully monetize that base. Many users pay no fee and mgmt has not yet solved the riddle on how to wring meaningful advertising revenue from that base. I think the investing public is betting that they will eventually figure it out, much like FB did. When/if they do, the future is very bright and they will make some serious bank. If they can't figure it out then eventually investors will abandon P or mgmt will have to change it's business model. The real question is how long can P sustain it's Stock price on the hope and promise of future profits before investors move on. If AMZN is any indication, it's gonna be a quite a while yet.Quote:
Originally Posted by getsirius
I had an interesting experience over the weekend. I am a U-Verse customer and they offer live streaming of their service over the internet. I was in the position to watch live television while riding in the car. It was a fun and interesting experience. As "obvious" as this is to everyone, I honestly can't wait for the connected vehicle to become the norm. Having access to all your applications and services is going to be cool. The only thing I see being a problem, again pretty obvious, is if you are the driver. HA HA. I can see cars have 2,3,6 monitors for all passengers in the car.
@Muscle... do the cable providers offer free live streaming of their service to existing customers?
I can see having monitors in the back seat but I think having one on the passenger side could be too much of a distraction for the driver.
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Originally Posted by midas360
Of course they do. Hey Midas did you see DirecTV sub losses for Q2? Horrendous numbers.Quote:
Originally Posted by midas360
Miriam GottfriedVerified account
@miriamgottfried
MoffettNathanson: Cord-cutting accelerated in Q2. But cable posted slowest yoy rate of decline in > 6 yrs. Satellite/Telco losing share.
https://twitter.com/miriamgottfried/...64813359169536
Cord-cutting has been going on in the cable industry and satellite business for awhile now (only twice for DirecTV though). This is not news unless you are knew to the industry. I am actually kind of surprised you posted this being that this has been a huge problem for the cable industry. It looks like both sectors are not fairing well. AT&T will correct this because they can bundle a lot of products and services like television, phone, internet, connected car, mobile plans, home security, etc. Unlike the cable companies... :)
http://variety.com/2015/digital/news...q2-1201559878/
On the connected car, how do the cable companies plan on getting their content to the connected car? VIA WIFI???? :) HAHAHA
Btw, I texted Demian. No response. I do hope he is doing well.
Edit: You may want to read the article a little closer on DirecTV pay-tv losses before you respond.
"For the second quarter, Time Warner Cable also posted higher-than-expected video subscriber losses Thursday, with a net decline of 191,000 subs, and Comcast lost 159,000 in the period."
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Originally Posted by MUSCLE13
@muscle...
"For the second quarter, Time Warner Cable also posted higher-than-expected video subscriber losses Thursday, with a net decline of 191,000 subs, and Comcast lost 159,000 in the period." Hmmm... :)
You have to keep in mind that AT&T has Uverse and DirecTV. Those are 2 different video offerings from AT&T.
"Telcos continued to pick up share in Q2, with AT&T adding a net 233,000 U-verse TV subs and Verizon gaining 140,000 FiOS TV users, but it is unlikely those pickups will offset cable and satellite losses in the period."
Why are you quoting an article from 2013??? Are you playing games or did you not see the date of the article?Quote:
Originally Posted by midas360
Again I will ask you did you see the 2015 Q2 sub numbers? Or do you not follow the industry you are invested in?
:) haha
Edit: I was just goofing around as I thought you were poking fun at the way I posted to you in the past.
I am not invested in the cable industry. I am invested in 1 company and that's AT&T. I am not concerned about their "video" business at the moment. Before buying DirecTV, it was a new business with what, about 10 million subs? I don't think it was even considered a real competitor. Again, AT&T is a data company. They want any and every device on their network. It's ALL ABOUT THE CONNECTED DEVICE with AT&T. It's all about NETWORK USAGE.
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Originally Posted by MUSCLE13