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  1. bdp. is offline
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    12-23-2014, 05:14 PM #391
    Great day for the market as Sirius remains constipated.

  2. dm_4 is offline
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    Joined: Dec 2012 Location: Boston, Ma Posts: 2,863
    12-23-2014, 05:37 PM #392
    Quote Originally Posted by bdp. View Post
    Great day for the market as Sirius remains constipated.
    yupper....just waiting on some good news. Zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz zzzzzzzzzzzzzzz

  3. just sirius is offline
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    Joined: Dec 2008 Location: San Antonio Posts: 1,209
    12-23-2014, 10:57 PM #393
    New Car sales are predicted to be the best in 10 years for December. Huge incentives...pent-up demand...equals...great #'s for SXM!!!

    Heading out to my home in Colorado tomorrow for a week of skiing at Wolf Creek!!! Y'all have a Merry Christmas and a Fantastic new year!!

    photo(3).jpg

    JS

  4. dm_4 is offline
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    Joined: Dec 2012 Location: Boston, Ma Posts: 2,863
    12-24-2014, 12:06 AM #394
    Merry Chistmas to you Just Sirius and your loved ones as well.

  5. bdp. is offline
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    12-24-2014, 01:54 PM #395
    For the love of Christmas will somebody please pull the cork out of Sirius's 3.50 arse!

  6. midas360 is offline
    12-24-2014, 04:49 PM #396
    I WIN. GAME OVER. CHECK MATE. I CONTROL YOUR EVERY MOVE. WATCH WHAT HAPPENS NEXT

  7. dm_4 is offline
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    Joined: Dec 2012 Location: Boston, Ma Posts: 2,863
    12-25-2014, 08:32 PM #397
    Short Interest decreased by 8.5%

    12/15/2014 149,289,863
    11/28/2014 163,498,568

    http://www.nasdaq.com/symbol/siri/short-interest

  8. Wolf Child is offline
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    Joined: Mar 2009 Posts: 887
    12-26-2014, 02:34 PM #398
    santa claus hates us



    I *heart* GPRO ($58-$70 in two weeks)

    In all fairness we rebounded pretty quickly too.
    Last edited by Wolf Child; 12-26-2014 at 02:37 PM.

  9. MUSCLE13 is offline
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    12-26-2014, 07:59 PM #399
    Quote Originally Posted by Steiny View Post
    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. Disney was one stock I did look at, but again, I haven't had as much time to research, etc. This has kept me mainly to a "lurker" but I will run numbers on SIRI and make some comments here and there because I still keep a close eye to news on it plus LMCA news.

    Comcast intrigues me because of the TWC merger for a long-term play, but I just think Malone is biding his time for the right opportunity in this market. I just think he has something up his sleeve in this space and with SIRI.

    Good luck to you and everyone here with their trades... I will continue to monitor this board and do quarterly estimates, may even up date my look-forward analysis, which I haven't done for awhile now.
    Quote Originally Posted by MUSCLE13 View Post
    Thanks Steiny. Agree with you on Malone and cable. That's why Charter is part of my portfolio in addition to Comcast/TWC. I see more consolidation in the sector by Charter. On the content side Disney is awesome (ABC, ESPN, Pixar, Marvel Lucasfilm), as is NBCUniversal at Comcast, and I love Moonves as a CBS CEO, as he is a Karmazin disciple from CBS and Viacom just like Meyer is from Sirius. Management is very important. Also I think CBS and Viacom get together again soon to leverage the content in broadcast, cable networks and movies against the distributors. Everything in the portfolio is under 13 times EBITDA except Sirius which is a FCF play.

    The premise of the portfolio is in this internet world the biggest broadband providers and media content companies are the biggest winners on the net. How do we watch Netflix Hulu and Amazon video? Through broadband subscriptions. Who does Netflix, Hulu and Amazon buy all their content from? The big broadcast companies and movie studios. Quality video content will win on the net.
    Added TWX to the portfolio today Steiny. I think HBO over the top cleans Netflix clock next year. TWX 11 times EV/EBITDA

  10. dm_4 is offline
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    12-29-2014, 05:03 PM #400
    just noticed siri got off the 3/47/3.50 snide. just picked some up here at 3.52. Good luck all. Hopefully some news coming.