SIRI Monthly Thread August 2015

[MUSCLE13]

haha aren't you glad you didn't buy it a few days ago?

I bought more yesterday and want to buy more going forward into Star Wars. I just don't want to time a bottom. I guess I should dollar cost average.

[midas360]

Nice job! I am green by a gum ball amount.

I bought more yesterday and want to buy more going forward into Star Wars. I just don't want to time a bottom. I guess I should dollar cost average.

[midas360]

I loved that analogy. It was my best work yet. I got a lot of compliments on that one. Good ole Charlie is still trying though.

I laughed last week when midas said something about feeling like Charlie Brown waiting to kick the football and thinking "this time it's gonna be different" and then ending up flat on back feeling like a fool.

[dm_4]

I bought more yesterday and want to buy more going forward into Star Wars. I just don't want to time a bottom. I guess I should dollar cost average.

i hear ya...good luck man.

Trying to time things usually does not work very well.

[dm_4]

I laughed last week when midas said something about feeling like Charlie Brown waiting to kick the football and thinking "this time it's gonna be different" and then ending up flat on back feeling like a fool.

too bad you guys didn't short it.

[Raptor]

I'm not at all frustrated just anxiously awaiting this buy back to end. I think we are now in the final quarter of it. Sirius stating that their tax rate will be in line at about 32% and stating that they are amortizing the remainder of the settlement over the next 10 Quarters leads me to believe that they are finally ready to allow profits to fall to the bottom line. This will finally allow EPS and P/E to improve at a rate that will appreciate the stock greatly. Every other metric is growing nicely with the exception of the bottom line. If the .03 had hit the bottom line the last two quarters (kept off the bottom line by above) these two metrics would already have improved by 25%. Just think what would happen to the share price if they are able to pull off .04 by Q2/Q3 / 2016. Remember that all of that free cash flow if not used for buy backs could be used to annihilate debt.

[dm_4]

I am so close to buying more Disney right now. It just looks so delectable down here at these levels. Should I pull the trigger?

buy in lots muscle just in case. Do it in lots you wont get burned as bad should it go lower.

[dm_4]

I'm not at all frustrated just anxiously awaiting this buy back to end. I think we are now in the final quarter of it. Sirius stating that their tax rate will be in line at about 32% and stating that they are amortizing the remainder of the settlement over the next 10 Quarters leads me to believe that they are finally ready to allow profits to fall to the bottom line. This will finally allow EPS and P/E to improve at a rate that will appreciate the stock greatly. Every other metric is growing nicely with the exception of the bottom line. If the .03 had hit the bottom line the last two quarters (kept off the bottom line by above) these two metrics would already have improved by 25%. Just think what would happen to the share price if they are able to pull off .04 by Q2/Q3 / 2016. Remember that all of that free cash flow if not used for buy backs could be used to annihilate debt.

Same here Raptor, not frustrated at all really, but like you...anxious, good point. Be nice to see my six figure profit finally a higher six figure profit lol.

[midas360]

@Raptor... did you catch this link?

Large Inflow of Money Witnessed in Sirius XM Holdings Inc.

http://newswatchinternational.com/ne...ngs-inc-2.html

I'm not at all frustrated just anxiously awaiting this buy back to end. I think we are now in the final quarter of it. Sirius stating that their tax rate will be in line at about 32% and stating that they are amortizing the remainder of the settlement over the next 10 Quarters leads me to believe that they are finally ready to allow profits to fall to the bottom line. This will finally allow EPS and P/E to improve at a rate that will appreciate the stock greatly. Every other metric is growing nicely with the exception of the bottom line. If the .03 had hit the bottom line the last two quarters (kept off the bottom line by above) these two metrics would already have improved by 25%. Just think what would happen to the share price if they are able to pull off .04 by Q2/Q3 / 2016. Remember that all of that free cash flow if not used for buy backs could be used to annihilate debt.

[MUSCLE13]

I tip my hat to Les Moonves at CBS (one of Mel's proteges). CBS up over 3 percent today in this media bloodbath after earnings. Nobody does an earnings concall like Moonves. The guy is absolutely brilliant. If you want to hear how an earnings call should be handled go to CBS' site and listen to last night's call. The guy is great.