I'm over hear now.......
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I'm over hear now.......
Good to here from you
I can sea that we all now that there know hear.:confused::thumbup:
Jessica interviewed Frear this morning. EBITDA margins up 340 basis points. More later
Listen here
http://investor.siriusxm.com/events.cfm
May Auto sales numbers coming in today
FCA today estimated the light-vehicle SAAR for May will be about 17.5 million, while GM forecast a 17.6 million pace. If GM’s forecast is on target, the SAAR will be the highest since January 2006. Ford executives suggested the SAAR for May will land well north of 17.5 million units but below 18 million.
http://www.autonews.com/article/2015...ins-ford-falls
apples new music service.
http://finance.yahoo.com/news/apple-...195304569.html
The Big Three Automakers All Beat Sales Estimates for May
http://finance.yahoo.com/news/fiat-c...122848510.html
Transcript from today's conference. Doesn't get any better than an interview from the top media analyst in the world of Frear. Will give my thoughts on this interview tonight concerning SXM17, internet competition, Used cars , and the Turtles lawsuit. Final May SAAR numbers should be out by about 4PM.Quote:
Originally Posted by MUSCLE13
http://seekingalpha.com/article/3229...pt?part=single
"If it doesn't get any better than...", then why is the stock price trading flat to -.03 today?Quote:
Originally Posted by MUSCLE13
Day to day stock movements don't interest me. I'm not a trader. I go year by year, holding investments 4-5 years at least. The thing that interested me the most was Frear saying doubling of used car trials in 3-5 years after a 35% year over year jump this past quarter. He sees sub growth for 10 years on 160 million enabled vehicles in 8 years.Quote:
Originally Posted by dm_4
Interviews by Merrill Lynch are invaluable to my media stock research. She is the best in the business.
Even more important to me. Just as I suspected the app is going to be built into the car - SXM17. A turning point in 2017.Quote:
Originally Posted by MUSCLE13
Prob gonna get a siri buying opp when apple announces their new streaming subscription service in a few days/weeks. Just like the lawsuit news i would expect it to only be a one day deal.
Subscription price increase June 30. 1 dollar per month. From comments on Captain Crunch article at SA
http://www.siriusxm.com/2015rates/pricing
Good news is one of these years jessica cohens $5 price target will hit. Bad news is she has had that $5 pt for two years now.
Been following her analysis for about 25 years. Nobody comes even close to how good she is. A big reason I made a million.Quote:
Originally Posted by dm_4
She uses discounted cash flow for Sirius. I prefer FCF per share myself.
And when your talking to her could you please ask her if it will be another 2 years before her siri $5 pt finally hits? thanks :)
I use EV/EBITDA for cable. I heard Malone call himself once a Discounted cash flow guy. EPS is back in style for content because of buybacks. I prefer FCF per share for Sirius because such a large majority of EBITDA is converted into Free Cash Flow. And 10% of the shares are taken off the table each year with buybacks.Quote:
Originally Posted by Faulkner_SA
John Malone spoke today. You can listen to the entire stockholder meeting here. Q&A starts at 44 minute mark
http://ir.libertymedia.com/events.cfm
May SAAR came in at 17.78 million
http://www.autonews.com/
From Malone's comments, 2 things are obvious to me-
Cable will compete aggressively with Netflix with Video On Demand/TV Everywhere. Cable will compete aggressively with mobile wireless with Wi-Fi and MVNO's.
He also called Altice's CEO Drahi a genius. I'm just happy Altice's entry drove the Charter bid for TWC straight up to 9 times EBITDA! :) Let me invest more in Sirius..........