163888

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  • Positive ratings +15
  • Negative ratings -69
  • Net rating -54 or 17 %
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    • Wed May 21st 17:59 PM
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      Commented on:
      Sirius/XM Merger: What Happens if It Doesn’t Happen?
      yoyoYo, in reguard to 109000, That 10 quarters was over all net subcribers OEMs included. Now you can grip about gross numbers and say that if churn is included that may not be so. I say net is net and you can no longer use that excuse about the amount of churn being greater for XMSR because they have so many more subs. That excuse could not be used for the last 7 quarters.

      Your retail are off that is starting to improve over the last three months, the number is 21%, in Mar not 30% to 40% and the month over month is up in Mar over Feb by 10%.

      That is what I would expect someone that likes XMSR more then SIRI though. I will say this I use to have more in XMSR then SIRI once. That has switched thank god just a about at the right time, when I heard about Stern but most of all Mel Karmazin. Almost could not have sold at a better time.
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    • Wed May 21st 17:23 PM
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      Sirius/XM Merger: What Happens if It Doesn’t Happen?
      killerkaul, thanks for the spellchecker, comment. I had a comment about him to, but they pulled it. I dont know why! I just told him the same thing you did. You of course did it less demonstratively then I though, you know me.

      Also thanks for the kind words, but I have to tell you. My degrees are in architecture and a minor in bussiness,. While I have been investing in the market, when I was 19 some 23 years ago, (Philadelphia Electric = PECO = EXC (Exelon)) was the first stock My father and I purchased together, we each put in just over 1800 and got 400 shares. That 3600 is now worth today with dividend reinvestment just over 141,000. My father picked that one for us and many others that have not returned that kind of return but have come close to it, and is the person I learned investing in the market from. I have to say though He does not like SIRI or XMSR as a investment, but he does not speculate ether. So I am by no means a professional investor with a degree in it. I do know that before you invest do your research, to know the past and present fundamentals.

      Also for those that will try and say or think he gave me the money to invest, the answer is no. I was able to save over 89,000 in 10 years finding and selling golf balls.
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    • Wed May 21st 09:21 AM
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      Cowen Sees Upside for Sirius
      cos1000, I think he means before the merger was announced 3.5, could be wrong though.
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    • Wed May 21st 06:57 AM
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      Sirius/XM Merger: What Happens if It Doesn’t Happen?
      109000, the reason XMSR came down, is they could not beat SIRI in market share for the last 10 quarters. If they could have beat them out, even 3 or 4 of those quarters XMSR would still be in the low 20 something range. I did not forget that they, like SIRI were spending money like a drunken sailors, but at least SIRI got a hooker out of it. The only thing XMSR got was a hangover.
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    • Wed May 21st 06:44 AM
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      Sirius/XM Merger: What Happens if It Doesn’t Happen?
      cos1000, I just cant get into that sector, I really dont want to spend the hours needed researching it. I am happy with what I got right now, The dry bulk sector is one that I have got to keep my eye on right now. Dont worry it swings like this all the time during this time of the year. It is directly tied to the dry bulk Index. That is why I said I would get back in DRYS at 98 with half, when I sold it at 111. You watch if it gos down again to today it will be back up to about 111 by the end of next week if not sooner. Same with DSX, just make sure you are mostly out by Aug. at the latest, better to be safe then sorry.

      Sirius Fan, no I did not, I put that order in at 58 for 200 and it never went through. Now I think it is to late, as I said it is always been my princible to never get in a stock on its all time high or 52 week high for that matter. I have missed out on things like Google, and APPL, and most likely this one (SSL) to, but I was burned once and that was enough for me. I do believe you are right, and like the other two, I will be saying dam alot on this one also.
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    • Tue May 20th 21:07 PM
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      Sirius/XM Merger: What Happens if It Doesn’t Happen?
      Cos1000, You have to admit though you have to laugh at some of my responses. Plus thanksgovt. trying to say Martin was getting paid off to delay this, was crazy. I mean hell why not just disapprove it. Its not like Martin needs a point spread to get paid, **if you follow what he was saying.**
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    • Tue May 20th 20:57 PM
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      Sirius/XM Merger: What Happens if It Doesn’t Happen?
      cos1000, I will say this I like wind more then solar. Like I was saying solar is at around 30% productive and needs to be at 70% to be a usable replacement. I do agree with what you said Monday. I also dont know that much about the sector to get involved. Every thing I do know is from the Discovery, TLC, and History channels. Plus I have to much crap on my plate right now. I was to interested in posting here to see DRYS and DSX come down that fast, I would have lowered them again before they went through if I was watching the Market instead of this article. No problem It will come back even if it gos down more and I only bought 500 shares of DSX and 200 of DRYS back only half of what I sold so I can catch it again if it does go down more.
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    • Tue May 20th 20:31 PM
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      Sirius/XM Merger: What Happens if It Doesn’t Happen?
      Cos1000, dont worry they will. If he gos to France he better know how to speak french, It is amazing to me that as close as all those countries are if you cant speak that certain language forget it. This is the only country I know of that lets you take a driver test in 7 different languages maybe Canada also. Now in Mexico if you cant speak spanish you are SOL.
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    • Tue May 20th 20:21 PM
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      Sirius/XM Merger: What Happens if It Doesn’t Happen?
      cos1000, Yea I was getting hit from all sides and you know me I will push back.


      As for spellchecker, well you know how I feel about that crap. On top of being hit from all sides and trying to check the market the last thing I was worried about was typos. You would think, if you were going to correct somebody else you would make dam sure your own shit was spot on. He was to easy of a target for me to let go.


      I agree birdman264 does, but I think he took offence at my berate of XMSRs quarterly call. From that point on we were not on the same page. His point was that both are iffy, Something I can agree with less now then when we got in. My point was the way XMSR tries to get away with fictitious sub numbers. The confusion was my fault though because I was being sarcastic about my point which had nothing to do with his.

      cos1000, I agree about politicians being bastards. I can also tell you that if I thought for a second that it was the republicans holding this up. I would be 10 times as hard on them, as I am on the democrats. The reason is it gos against our ideology and would turn off fellow republicans, because we are not as dumb as democrats, and we know who to blame.
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    • Tue May 20th 19:49 PM
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      Sirius/XM Merger: What Happens if It Doesn’t Happen?
      cos1000, That is Adelstein that he is talking about, I can tell you without a dought he is talking about SIRI/XMSR. He is the one that I said would never vote to approve this merger.
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    • Tue May 20th 16:43 PM
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      Sirius/XM Merger: What Happens if It Doesn’t Happen?
      P.S. I have been out of this country and can tell you, if you spent any long length of time out of this country, you will not be able to get back fast enough. There is no other place on earth that has the convenience that the USA has. Try getting anything done or anything for that matter in Italy between 12 and 3, good luck because everything shuts down for lunch. They have been building a highway for the past twenty years. You know in poland few know what a orange is and fewer still have seen one. All over the Eastern block a microwave oven is a luxury. I am not saying Europe is not a nice place to visit but I would not want to live there. By the way If you are a racist Edinburgh, Scotland is a nice place, alot of the clubs wont let blacks in. I know you dont believe me, but I have seen it, some friends were not let in and they were bold enough to say, it was because they were black. So on that note good luck over there.
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    • Tue May 20th 16:14 PM
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      Sirius/XM Merger: What Happens if It Doesn’t Happen?
      thanksgovt., As far as the democrats are concerned this merger is a vary bad thing and if they cant stop a bad thing then they will do all that they can do to delay it.

      I will say something that I have not said before in a long time (about 4 to 6 months ago pain and killerkaul might remember) on a Barrons article. That there was a press release. saying there was one republican that was a wild card, and could go ether way. I bring it up now because Tyler Savery said the same thing on last Thur. Sirius Buzz show.

      We will know though when a vote comes, if it is a 3 to 2 vote with basically only the concessions Mel K. was willing to do. Then it was the democrats stalling this. If it is 3 to 2 and some major concessions like 10%, over the 5% that public knowledge wants, of spectrum given out then the time delay was to get the other republican on board. If it is 4 to 1 then Martin was really afraid of congress and felt he needed the other democrat, plus major concessions would be a given. It will never be a 5 to 0 vote, because Adelstein will never vote for this merger. That was clear after he commented that; The FCC needs to look at this merger more deeply because the DOJ did not do their job in approving it like they did.
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    • Tue May 20th 15:16 PM
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      Sirius/XM Merger: What Happens if It Doesn’t Happen?
      thanksgovt., I have said why so many times here on this artice and on others, all you have to do is go back through them they are everywhere.

      The reason I have said it so many times, is I want people to write! the right people, the ones that are holding this up. When the two democrats see the crap coming Martins way, I can see them saying to themselves hey why not keep this going we are not being blamed for it, its not hurting us any. But now if people were to say I was a life long democrat, but after seeing what you 2 are doing to delay this merger, I can no longer be in this party. That now puts all be it a little bit, of pressure on them.
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    • Tue May 20th 15:01 PM
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      Sirius/XM Merger: What Happens if It Doesn’t Happen?
      birdman264, that was not the press release I saw, the one you put up makes it alot more clear.

      thanksgovt., First of all think about it, your position that Martin is getting something out of delaying this is nuts. Look at it this way if he was getting something for delaying it why not just vote to not approve it with the two democrats (hell with him voting to denie it he would be able to get at least one more republican to vote with him), In that case if he gets something for delaying it he would get alot more for not approving it right. Plus there is another major up side to that he does not have to worry about any back-lash from congress. You see how your Martin getting something for delaying this is. It would be easyer to just denie it altogether.
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    • Tue May 20th 14:18 PM
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      Sirius/XM Merger: What Happens if It Doesn’t Happen?
      cos1000, well I am back in DRYS my 98.25 order went through, I didn't think it would come this fast though. I also bought back at 36.50 half of the DSX I sold yesterday. Cant believe ether orders hit this fast but what the hell. I am worried that they came down that far this fast.
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