Search:

Type: Posts; User: Steiny

Page 1 of 2 1 2

Search: Search took 0.00 seconds.

  1. Replies
    530
    Views
    148,306

    I guess only time will tell, but buying SIRI at...

    I guess only time will tell, but buying SIRI at discount right now through LMCA makes the most sense thus driving demand for SIRI shares downward, at least in the short term - only makes logical...
  2. Replies
    530
    Views
    148,306

    The more I think about the more I think the...

    The more I think about the more I think the percentages do matter. If I had money to invest and wanted to buy SIRI after the tracking stock split off, why would I buy SIRI stock vs. Liberty Sirius,...
  3. Replies
    530
    Views
    148,306

    Muscle - I was thinking that some SIRI investors...

    Muscle - I was thinking that some SIRI investors wanted to invest in SIRI stand-alone assets and not buy LMCA so that do not have exposure to LMCA assets. So why wouldn't current SIRI holders sell...
  4. Replies
    530
    Views
    148,306

    Wanted to get your guy's thoughts as I formulate...

    Wanted to get your guy's thoughts as I formulate my SIRI re-entry strategy... now that we have this news, what would compel investors to buy SIRI anymore vs. Liberty SIRI group? My thoughts are I...
  5. Replies
    2,280
    Views
    429,597

    Poll: If SIRI breaks $4.18, I'll personally be planning...

    If SIRI breaks $4.18, I'll personally be planning my re-entry.... been out of SIRI since Jan '14 and been watching and waiting patiently for this. just wanted to have confirmation of the uptrend....
  6. Replies
    2,280
    Views
    429,597

    Poll: I had a thought a while back on this... no one...

    I had a thought a while back on this... no one can figure out exactly how to fix all this tax mess. What if the gov't added a 1% Federal sales tax on purchases? Seems like a lot of people end up...
  7. Replies
    831
    Views
    231,493

    I just check in everyday to see what's happening...

    I just check in everyday to see what's happening with SIRI. I don't follow SIRI as heavily as I used to so I don't know how much my comments will help. Plus I don't trade SIRI so my inputs on this...
  8. Replies
    313
    Views
    105,328

    Well, at least I can tell you your situation...

    Well, at least I can tell you your situation isn't unique. It may make sense talking to a tax attorney if the amount of gains you would realize from the sale of the stock would make the investment...
  9. Replies
    313
    Views
    105,328

    The IRS will show up with nothing if you were...

    The IRS will show up with nothing if you were audited and say basis is zero and make you prove it's not zero unfortunately. I would do your best to find documentation of any kind to support your...
  10. Replies
    313
    Views
    105,328

    Charles - I have these issues pop up every...

    Charles -

    I have these issues pop up every year for some of my clients. What I have done is get as much information on date(s) purchased. Then I take the high and low price of the day and take...
  11. Replies
    125
    Views
    55,366

    http://www.bloomberg.com/news/articles/2015-05-20/...

    http://www.bloomberg.com/news/articles/2015-05-20/yahoo-s-tax-free-spinoff-plans-for-alibaba-stake-clouded-by-irs?cmpid=yhoo

    If the IRS does change their tax free spin off rules, this could cause...
  12. Replies
    301
    Views
    110,313

    SIRI estimates (barely beat the deadline this...

    SIRI estimates (barely beat the deadline this time around!). Good luck to everyone on Thursday.

    Q4 2014 / YTD 2014

    Adjusted EBITA - 375M / 1.462B
    Free Cash Flow - 340M / 1.165B
    Revenues -...
  13. Replies
    24
    Views
    15,604

    I would never say never. If there isn't a...

    I would never say never. If there isn't a controlling shareholder of SIRI anymore, anything is possible.
  14. Replies
    531
    Views
    153,358

    Add me in for $3.95....

    Add me in for $3.95....
  15. Replies
    531
    Views
    153,358

    [QUOTE=MUSCLE13;87523] When I do a full EV...

    When I do a full EV analysis for 2015, I'll come up with my own FCF and EBITDA estimates which will be higher than this. Will post this up when I get around to it in the next couple of weeks. I...
  16. Replies
    531
    Views
    153,358

    [QUOTE=MUSCLE13;87518] I'm using SIRI's...

    I'm using SIRI's numbers for now - I know they are low-balled but I like to be more conservative in my PPS estimates. And this is a year-end estimate, not what the actual EV should be. I'll do that...
  17. Replies
    531
    Views
    153,358

    [QUOTE=dm_4;87511]Last hour to get your picks in...

    I'll give it a shot... let's say 5B shares outstanding at year-end 2015, 1.25B FCF is $0.25/share X 20 multiple = $5. That would be my high-end. Low end I would say 14 multiple = $3.50... let's...
  18. Replies
    531
    Views
    153,358

    I personally held SIRI for approx. 5 to 7 years...

    I personally held SIRI for approx. 5 to 7 years until last January after the Liberty announcement. IMO until we get complete clarity from Liberty on how it will (most likely) be combined/merged into...
  19. Replies
    531
    Views
    153,358

    The company also issued 2015 guidance for net...

    The company also issued 2015 guidance for net subscriber additions, revenue, adjusted EBITDA, and free cash flow:
    •Net subscriber additions of approximately 1.2 million,
    •Revenue of approximately...
  20. Replies
    406
    Views
    148,078

    Hey Muscle, I haven't been as involved with the...

    Hey Muscle, I haven't been as involved with the stock market since I started my outsourced accounting firm so I cannot speak with 100% certainty on this. But I have liked Comcast/TWC and SIRI. ...
  21. Replies
    242
    Views
    92,651

    i was worried either one quarter... q3 or q4...

    i was worried either one quarter... q3 or q4 wouldnt be good. but that was solely based on guidance. we all know they lowball guidance but in the past it hasnt been insanely off but they typically...
  22. Replies
    242
    Views
    92,651

    It's going to be a great day when those...

    It's going to be a great day when those convertible bonds are finally gone from the books, regardless of stock price action up or down. This is last piece of "toxic" financing from the merger and...
  23. Replies
    363
    Views
    98,665

    That would be perfectly fine with me if I'm wrong...

    That would be perfectly fine with me if I'm wrong again lol.
  24. Replies
    363
    Views
    98,665

    Hey guys, haven't been posting much, just lurking...

    Hey guys, haven't been posting much, just lurking and reading everyone's posts. Congrats to those with all the good trades. I just wanted to post up a quick analysis for you guys - it's nothing...
  25. Replies
    139
    Views
    54,127

    You can always buy some call options to "cover"...

    You can always buy some call options to "cover" yourself after a sale. My personal strategy at the time of the initial "merger" announcement back in January was to sell and buy options. My thought...
Results 1 to 25 of 40
Page 1 of 2 1 2