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  1. MUSCLE13 is offline
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    06-20-2015, 11:11 AM #181
    Comcast hit new all time highs yesterday. Very positive on that company. Trading at 8 times EV/EBITDA when to me it should be trading at 12 times with a secular shift back to cable from satellite because of broadband. And NBC Universal competing very nicely with Disney in all areas, Movies, theme parks, Broadcast and cable networks. I think it is a $100 stock in the next couple of years. Disney is currently trading over 13 times EV/EBITDA and Charter is at about 12.5 times EV/EBITDA. Comcast should be on par with both. 12 times is reasonable. 8 times is not.

    I am getting more positive on Sirius. Couple of hurdles to get over this year - Launch of Apple Music and Howard Stern contract renewal but I am positive on both. I think Howard re-signs with Sirius and Apple Music hits Spotify and Pandora in streaming without affecting radio listening. I am most positive on Sirius internet app being built into cars alongside the sat radio in SXM17. I see momentum going into 2017 and used cars helping for 10 straight years on sub additions. I think sub additions accelerate. We are a year and a half away from the beginning of 2017, and on my year end 2016 FCF per share projection of 30 cents I see a $6 price target in a year and a half. Not that far away. I see lots of upside here. They are growing FCF per share over 20% annually.

    I saw a very successful mutual fund manager on CNBC this week say he is not in the business of owning fairly valued stocks. But he is in the business of owning undervalued stocks.

    Personally I think over the next couple of years both Sirius and Comcast are going to be proven to be very undervalued at current prices. Especially with the buybacks happening with both.

  2. dm_4 is offline
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    Joined: Dec 2012 Location: Boston, Ma Posts: 2,863
    06-20-2015, 02:29 PM #182
    we push 4.18 - 4.20 area about cc time
    Last edited by dm_4; 06-20-2015 at 02:32 PM.

  3. chetbrunt is offline
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    06-20-2015, 07:43 PM #183
    When do we see the glory days of Sirius again. Disney I have also and CBS with Mel was a force to be reckoned with.

    I cashed out on Sirius and make money by jumping back in again. This must be some strong base we are building.

  4. chetbrunt is offline
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    06-20-2015, 07:53 PM #184
    Thanks for the Comcast analysis. I like the 8x info; I just started investing in UA and NIKE. I already have the Disney so maybe I add Comcast to the mix.
    I have to keep in mind the long haul and Comcast is a good one to add.
    So Sirius and Comcast are good picks

  5. MUSCLE13 is offline
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    06-21-2015, 01:05 AM #185
    Quote Originally Posted by chetbrunt View Post
    When do we see the glory days of Sirius again. Disney I have also and CBS with Mel was a force to be reckoned with.

    I cashed out on Sirius and make money by jumping back in again. This must be some strong base we are building.
    Oh man, do you remember Mel with Infinity Broadcasting and CBS in the 90s? Infinity went from $17 to $170 in 4 years. CBS went from $18 to $53 in 1 year after Mel took over for Jordan as CEO. Man do we need Mel back at Sirius.........I keep hoping he comes back to run a media company one day.......

    The old saying for Westwood One was Westwood 1 and 1/8. Then suddenly Mel took over and the stock moves from 2 bucks to $50!!!! Those were the days. I wish we could go back in time.
    Last edited by MUSCLE13; 06-21-2015 at 01:09 AM.

  6. MUSCLE13 is offline
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    06-21-2015, 11:13 AM #186
    Comcast and Disney raked in the bucks this weekend. Universal's Ted 2 next weekend

    'Jurassic' Retains #1, 'Inside Out' Joyful
    by Keith Simanton

    June 21, 2015

    Jurassic World retained its #1 position at the weekend box office with a less-than-expected -51% decline for a $102M take. Inside Out outperformed even the most optimistic of estimates and banked $90.3M, making it Pixar's 2nd largest opening weekend, behind Toy Story 3, which made $110.3M in 2010.

    World also looks to be passing the $400M domestic mark by Monday, sitting at an estimated $398.2M today.


    http://www.boxofficemojo.com/news/?id=4072

  7. SiriusBuzz is offline
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    06-22-2015, 12:39 AM #187
    Quote Originally Posted by MUSCLE13 View Post
    Sirius business is in the car. That's where money is made in radio. They do not offer customized music in the car........yet. SXM17 will bring that.
    So does it bother you that they are wasting time/money on their streaming service and app? Since that is not where money is made?
    Charles LaRocca
    SiriusBuzz Founder

  8. SiriusBuzz is offline
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    06-22-2015, 12:47 AM #188
    Quote Originally Posted by MUSCLE13 View Post
    Look Charles, I understand you are going to disagree with everything I write. You seem to be making stuff up out of thin air just to oppose my thinking. I have no interest in fighting. I am a media investor. Disagree all you want. Have a ball.
    I'm not disagreeing with everything you write. I have done nothing but ask you questions.

    I asked if streaming media ended if any of those users would go to SiriusXM and you gave an answer.
    I asked if you were concerned about Comcast's subscriber loss and you gave an answer.

    Why do you think you take simple questions and turn them into an attack in your head? What happened to you? We are here sharing information about stocks. You have a completely different take on things than most, so I'm picking your brain.

    I'm sorry I tried to converse with you.
    Charles LaRocca
    SiriusBuzz Founder

  9. SiriusBuzz is offline
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    06-22-2015, 12:51 AM #189
    Quote Originally Posted by Faulkner_SA View Post
    DM use Newegg.com
    +1

    (or amazon)
    Charles LaRocca
    SiriusBuzz Founder

  10. MUSCLE13 is offline
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    06-22-2015, 07:09 AM #190
    Quote Originally Posted by SiriusBuzz View Post
    So does it bother you that they are wasting time/money on their streaming service and app? Since that is not where money is made?
    No, they have used it to reduce churn on their sat radio business where the real money is made. It's been an add-on outside the car. It's not a FCF machine. Frear has also called the app a "test lab" for what they eventually build into the car with and alongside the sat radio. Where the money is made.
    Last edited by MUSCLE13; 06-22-2015 at 07:42 AM.

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