Me too!Quote:
Originally Posted by denco1
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Me too!Quote:
Originally Posted by denco1
3.87/3.88 close battle going on
Hey Dirtbag i take it you are still all cash lol since you have not indicated otherwise. Way to miss the boat again! :thumbup:Quote:
Originally Posted by midas360
Dirtbag why you so quiet???
Dirtbag do i sell before earnings so i can buy back in at 2.75?? Please let us know. thanks :)
Here is an interesting analyst take on Netflix. Wouldn't be a popular opinion with its exploding stock price on the market right now. Most of the analysts love it. I tend to think that a ton of competition online will hurt it over the next few years - Hulu, HBO Apple. And increasing content costs as well. But certainly the street is absolutely ignoring that it is free cash flow negative. It is only concerned about sub growth. Almost like 1999 - It keeps rising upwards. No limits. I dont expect sentiment to change soon, but I always get scared when I don't see profits. How the heck do you value it?
How Netflix Shares Could Plunge to $40
The streaming service faces the potential for slowing domestic growth and decreasing international profitability.
http://online.barrons.com/articles/h...-40-1437133535
Siri hanging TUFF today!
Great Article about SXM / Continuing to hold a truckload of shares long!!!
http://finance.yahoo.com/news/3-reas...124112547.html
nice to see ball sacks finally put a positive piece on siri....i believe going into last earnings they had a sell rating...how quickly they change their tune. Makes me skeptical they are positive now lolQuote:
Originally Posted by Raptor
Hopefully the first of many dirtbags to finally change their tune!Quote:
Originally Posted by dm_4
Right on Raptor!Quote:
Originally Posted by Raptor
Hackers Take Remote Control Of New Jeep Cherokee, Sparking Update
https://www.yahoo.com/autos/jeep-che...667401327.html
I have been adding to my Sirius position. Very undervalued. Apple Music is out on the market now and I believe it will have zero effect on Sirius sub numbers going forward. I think the market has this streaming music competition theory 100% wrong. Will hurt music downloads for sure, not sat radio. I see clear sailing ahead for Sirius. Frear reupped his contract and Meyer's contract is up in October so I suspect he will be signed again as well. Howard has announced he is quitting AGT so I expect him to sign again with Sirius this winter.
Looking forward to earnings and FCF per share numbers. I think there is a mispricing here due to assumed streaming competition.
Mispricing is due to J.Malone and assoc.who want to buy back shrs. as cheap as possible and increase his ownership. Just my 2 cents
Is there an accountant among us that can estimate when SIRI will have to pay taxes. I say at least 12-15 years. (Depending on how high earnings go.) They can be carried forward legally for 20 years. Unless I'm wrong Earnings X tax rate 38% is the highest = what is subtracted quarterly from the loss carry forward. Accountant????
short interest will be out after the bell on friday.
Frear has stated multiple times on Sirius concalls that they will likely start paying taxes in 2019. You don't need to be an accountant (even though I am one) in order to listen to their earnings calls.Quote:
Originally Posted by Raptor
I'm looking at the financials and still see 5.4 B left to take and I don't really understand how they can write off losses faster than they owe the taxes. They moved 3 B of it around the balance sheet at the end of 2012 but it is still being shown in another line? If you listen during the calls the answer is a very vague an partially and about are used.Quote:
Originally Posted by MUSCLE13
Deep tracks host quits. Says he is unhappy with how they are evolving the channel
http://www.philly.com/philly/blogs/e...-SiriusXM.html
I agree with him, Classic Vinyl programming has better Rock selectionsQuote:
Originally Posted by siriustimes
well i gotta say....im pretty happy with how this is starting to set up going into tues am!
Hey Dirtbag #1 where you be at bytch???....Siri 3.89 :)