SIRI Monthly Thread October 2015 (with NFL Chat)

[user34615145]

As long as the overall market stays calm Disney will rise back into Star Wars. It already has done quite well since the August China mayhem. Technical analysis means zilch. It's like reading tea leaves. When you buy a stock you are buying it's future earnings. You aren't buying a chart. This isn't a casino and it isn't geometry. This is business. Star Wars will be the highest worldwide box office in history. Bank on it! At 12.5 times EV/EBITDA this company was an absolute steal.

I agree that DIS has plenty of upside from here. However, if it's just a numbers game and DIS is a steal at 12.5 x EV/EBITDA then AAPL must be a screaming buy at 8.5 x EV/EBITDA. AT&T (T) is under 10, and even WMT is 7.3....12.5 x EV/EBITDA is nothing to sneeze at but it's not all that unusual...a lot of companies have better metrics.

[Limit5Bass]

I've installed a new theme for my site a few weeks ago with a lot more options - check out my new candlestick page. Hover your mouse over the candlestick pattern and the requirements and a few notes will pop up. This could be a great reference tool for those that like to use candlesticks when trading.

Candlestick Patterns

do not click on the illustrations though - clicking on the candlestick pattern though will bring you to a members only page that lists the requirements in detail, guidelines & observations, trading strategies and real chart examples. If you aren't logged in as a member though, you will be re-directed to the subscribe page.

Feel free to check out other pages too and let me know what you think about the new theme!

P.S. Go SIRI!

[midas360]

Apple has a hell of a lot more cash in the bank too. The company could produce ZERO products and pay its employees for a long time

I agree that DIS has plenty of upside from here. However, if it's just a numbers game and DIS is a steal at 12.5 x EV/EBITDA then AAPL must be a screaming buy at 8.5 x EV/EBITDA. AT&T (T) is under 10, and is 7.3....lot of companies have better metrics.

[Limit5Bass]

I agree that DIS has plenty of upside from here. However, if it's just a numbers game and DIS is a steal at 12.5 x EV/EBITDA then AAPL must be a screaming buy at 8.5 x EV/EBITDA. AT&T (T) is under 10, and is 7.3....lot of companies have better metrics.

+1

[user34615145]

Shoot...I didn't make a monday night football pick....I don't even know who's playing.....just a sec....uh....Steeler and Chargers I guess....in S.D....I uh.....pick uh.......the guys with the white uniforms and lightening bolts because....well....just because.

[midas360]

I can’t believe I have to read this idiotic babble....I’m outta here!!! Do I have to explain everything??????

How many times do I have to see $4 and $5 price targets for SIRI just before every damn earnings quarter??????

[MUSCLE13]

I agree that DIS has plenty of upside from here. However, if it's just a numbers game and DIS is a steal at 12.5 x EV/EBITDA then AAPL must be a screaming buy at 8.5 x EV/EBITDA. AT&T (T) is under 10, and even WMT is 7.3....12.5 x EV/EBITDA is nothing to sneeze at but it's not all that unusual...a lot of companies have better metrics.

Wow you guys don't follow media at all. You are comparing Apple, Walmart and AT&T - NONE of them in the content media business with totally different growth rates, to DISNEY????? Take care dudes. That's it for me. I don't speak with people who don't follow the business.

[user34615145]

Wow you guys don't follow media at all. You are comparing Apple, Walmart and AT&T - NONE of them in the content media business with totally different growth rates, to DISNEY????? Take care dudes. That's it for me. I don't speak with people who don't follow the business.

Catch you in a day or so muscle. Thanks again for pointing out the Star Wars/DIS play. I think we are going to make some nice coin on this trade.

In the meantime, lets just take a look at the ev/ebitda metrics of some media content companies.

Comcast has an EV/EBITDA of like 8.5
CBS is 9.3.
Clear Channel Outdoors is 10.3
Discovery Communications is 9.85

[midas360]

+1

I just plussed one your plus 1.

+1

[midas360]

Btw Muscle... I am up over 100% on my AT&T investment since purchasing. Granted, I purchased them a long long time ago BUT I've been getting dividends for many, many years. Hell I think these shares are bot and paid for. It's just gravy now... Investing DOES PAY OFF!

Wow you guys don't follow media at all. You are comparing Apple, Walmart and AT&T - NONE of them in the content media business with totally different growth rates, to DISNEY????? Take care dudes. That's it for me. I don't speak with people who don't follow the business.