According to Wards Automotive, trucks outsold cars in December by the widest margin since 2005.
Such is life with cheap oil.
Some are now saying that if/when oil breaks through the $39/bbl support level, the next stop is $30/bbl.
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According to Wards Automotive, trucks outsold cars in December by the widest margin since 2005.
Such is life with cheap oil.
Some are now saying that if/when oil breaks through the $39/bbl support level, the next stop is $30/bbl.
low ball guidance for 2015
as usual.Quote:
Originally Posted by dm_4
headlines like this, "SiriusXM—The satellite radio service said it exceeded its 2014 subscriber and financial targets, and issued 2015 projections as well. Its projected yearly revenue of $4.4 billion is slightly below consensus estimates of $4.495 billion." piss me off.
Good Morning guys!
11amEST http://investor.siriusxm.com/eventde...EventID=154329
good am wolf. On the bright side.....looks like this 4th qrtr shaping up to be a dandy.
((( YAWN )))... :sleeping:
Edit: We've seen and heard this song and dance before. The world economy is weak and investors/traders know it. I don't really see this having any affect on the price which is sad because in a normal market, it would move and move pretty nicely. Of course, if you are WOLF who trades 6 and 7 figure shares in SIRI, at .06 cent move is nice. :) Again, nice trade yesterday WOLF. Hoping you got in before the news this morning for the quick flip again.
Quote:
Originally Posted by midas360
tired from still waiting on your $2.75 train to come in huh....that sux :cool:Quote:
Originally Posted by midas360
The company also issued 2015 guidance for net subscriber additions, revenue, adjusted EBITDA, and free cash flow:Quote:
Originally Posted by Wolf Child
•Net subscriber additions of approximately 1.2 million,
•Revenue of approximately $4.4 billion,
•Adjusted EBITDA of approximately $1.6 billion, and
•Free cash flow of approximately $1.25 billion.
The financial numbers look solid even though they are low-balled as usual so they don't miss. What's with the 1.2M net sub addition guidance? I remember last year they started at 1.25M and they ended with 1.75M, just doesn't make complete sense to start that low again unless there is something going on that we don't know about....?
Low balling has always been the name of the game with Sirius since as far back as I can remember. In the case of Liberty, I suspect there is also the agenda of keeping as tight a lid on the sp in order to maintain controll of its suppression by creating doubt. Not unusual at all. Remember there is nothing illegal about low ball guidance. Just very frustrating.Quote:
Originally Posted by Steiny
What an ass:
Michael Murphy @murphyrosecliff (CNBC)14m
@jeffreycpacfa - I think $TWTR has to prove that they can continue to capture users & be more $FB than $SIRI
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Michael Murphy @murphyrosecliff 11m
@Davide7Ike Agree & now they may have real ad $ model that works.Great products don't always make great investments - think $SIRI
Net adds is what caught my eye too. Think we get slammed for only 1.2 guidance:mad:Quote:
Originally Posted by Steiny
Yes their guidance is always made to be beat. But taking churn into consideration on such a large subscriber base leads me to believe that they can only grow subs on a lower percentage basis going forward. Results will continue to be over $1 Billion in EBITA and Cash Flow while the share count declines. If this is the case, Siri continues to be a sound investment with limited downside risk, but nothing that will explode to the upside.
Thoughts?
http://www.theflyonthewall.com/perma...hp?symbol=SIRI
Sirius XM well positioned to beat Q4 estimates, says Piper Jaffray
Piper Jaffray believes Sirius XM is well positioned to beat Q4 estimates after the company announced 2014 net subscriber growth of 1.75M, exceeding its prior guidance of 1.5M by 17%. Piper says Sirius XM's fundamentals are improving and reiterates an Overweight rating on the name with a $5 price target.
Pretty big volume. I am a bit surprised it has accelerated and not tapered off by now.
EDIT: And with this post it fell off a cliff....Frear is the next catalyst I guess
Agree.
Quote:
Originally Posted by siriustimes
*** Hot Off the Presses from Morgan Stanley ***
Sirius XM Radio Inc.: SIRI Sub Growth Beats in 4Q, '15 Guidance Broadly In-Line, Constructive for OW LMCK
Edit: This is a link to a full report from Morgan Stanley. Good read...
pretty vanilla performance thus far Frear. Meyer would have been a better choice.
maybe Louie will do better but I wouldn't bet my pb&j sammich on it.
3:30est http://ir.libertymedia.com/events.cfm
Quote:
Originally Posted by Wolf Child
5$ price target.....Love it!! lol. Hear that DONKEY...YEEHAW!!!
I suspected when they did not send Meyer...it was going to be blah blahQuote:
Originally Posted by Wolf Child
I did not listen to it tho.
Yep its real heavy volume....nice to see!!! Nice buy the last few days wolf....you hold them or already sell em?Quote:
Originally Posted by denco1
Bought and sold multiple times over. I dream of the day that I can hold a SIRI position with confidence for the long haul but fear it will never happen. So in the mean time I play the Devil I know like Charlie Daniels plays a fiddle.Quote:
Originally Posted by dm_4