ZenInvestor

http://stockmarketsundays.com/
Total Rating:
+2 / -3

71 Comments

    • Sun Nov 16th 08:02 AM | Rating: 0 -1
      Commented on:
      Who'll Blink First: Sirius, Loral or the Banks?
      Been watching the Bid/Ask for the last two days and the orders at the Bid stack up at .25, and the orders at the Ask stack up at .30. Thought is was manipulation, but this make give me more to think about.

      Still think that is SIRI can get past the debt issue a bit they will move upward, so we all have our fingers crossed.
      View article »
    • Wed Nov 12th 12:00 PM | Rating: +1 -1
      Commented on:
      Analysts Weigh in on Sirius' First Quarter as a Merged Company
      Wow, the comment here are rougher than the analysts. SIRI is showing that they can control expenses, and service the debt. Now if they can only get the debt holders to extend or convert (2/09) then they can survive and thrive in 2009. I guess the analysts are generally in agreement. Fix the debt issue, the company survives. If they do that an RS is not needed.
      View article »
    • Wed Nov 12th 10:14 AM | Rating: 0 -1
      Commented on:
      Sirius, GM, AIG: Where Is the Leadership in American Boardrooms?
      This is one of the lamest articles i have ever read, and I am an avid reader of SeekingAlpha. If you don't understand 'impairment' and can't separate a paper 'loss' from a real one, then you should not be allowed to upload in the future. What a waste of space (and the Internet has lot it) to even put this nonsense up.
      View article »
    • Fri Nov 7th 06:20 AM | Rating: +1 0
      Commented on:
      4 Signs for Further Caution by Satellite Radio Investors - Goldman
      If shareholders want to immediately register their vote of no confidence you can try this strategy:

      stockmarketsundays.com...
      View article »
    • Thu Nov 6th 07:57 AM | Rating: 0 0
      Commented on:
      What Will Sirius' Q3 Look Like?
      There is a lot to look at in the results, to be sure, but more importantly is the 'guidance' from management. Specifically about sales of the 'best of' and 'ala carte' products, October Subs, and the current cash position of the company.

      A complete response to the lawsuit filed needs to be a priority, especially comments on 'going private'. Mel needs to just address this directly if he hopes to put it behind him.
      View article »
    • Thu Oct 30th 07:58 AM | Rating: 0 0
      Commented on:
      Stifel Lowers Sirius Estimates on Weak Auto Sales
      Nothing surprising here, but it will be interesting to see how they compare to the Q3 actuals we should get next week.
      View article »
    • Sun Oct 26th 08:08 AM | Rating: 0 0
      Commented on:
      Sirius XM Nears Top of Shorts List
      Since some 200MM of the shares shorted were 'loaned' to the bond holders under the terms of the 'ugly debt deal' done at the time of the merger, the short interest may large, but predictable. They were 'loaned' the shares for the specific purpose of shorting.

      Restructuring the debt in SIRI is management's first priority, but the debt markets are in such disarray that job is monumental.
      View article »
    • Sun Oct 19th 08:31 AM | Rating: 0 0
      Commented on:
      Will Murdoch Make a Move on Sirius?
      Look, I like your stuff Tyler, but this is pure WAG on your part. Murdoch has passed on investments that are currently profitable, and reaching down to grab SIRI right now is highly unlikely. It would be great for shareholders to get an offer on the stock, but this one is just too much of a stretch IMO.
      View article »
    • Sun Oct 5th 08:36 AM | Rating: 0 0
      Commented on:
      Fannie and Freddie Did Not Cause This Crisis
      Look, they are not alone in causing this mess, they had many helpers, both in the market and in Congress. That said, they are clearing culpable for their contribution, and were horribly mismanaged, and our politicians rather than siding with 'caution' panicked and threw all restraints to the wind.

      You can say they were not a major part of the problem, but they also were not sole cause of it.
      View article »
    • Sun Oct 5th 08:22 AM | Rating: 0 0
      Commented on:
      TARP Is Just the Beginning - Barron's
      Look, we need lower interest rates now! Greenspan did keep them too low for too long, but that was then, this is now. The issue of mark to market is a major contributing factor to the spiral downward of the banking system, and needs serious correction to stem the tide of paper write downs that destroy the capital structure of the banks and further strangle the credit markets.

      A good article, and we can only hope someone is listening.
      View article »
    • Sun Oct 5th 08:02 AM | Rating: 0 0
      Commented on:
      Mark-to-Market vs. Mark-to-History
      Dead on. This seemingly 'rational' accounting rule, has wrecked havoc in the current market, where there is no comparable value for the sale of a mortgage portfolio. Suspending, or alter it for the financial stocks would make all the sense in the world, and had it been done a year ago we would not be where we are now.

      Imagine a world where Bear, Lehman, and AIG had NOT required intervention. We might not be entering a recession, and the current 'bailout' might well not even have been discussed. Because suspending it would have 'looked bad' it was not done, and now we are much worse off. The regulators failed us, but not by under regulation, but by not regulating sensibly.
      View article »
    • Sun Aug 24th 08:01 AM | Rating: 0 0
      Commented on:
      Giving Cramer the Benefit of Sirius Doubt
      Good balanced view. I too think that the debt deal is being negotiated right now, and once it moves into the background, the stock will really have a chance at reaching the Citi target price.
      View article »
    • Sat Aug 23rd 17:59 PM | Rating: 0 0
      Commented on:
      Sirius XM Drops NFL Ball Again
      Brandon, you are getting a little 'shrill' here. The announcements in the coming weeks should make you happier, but prior to the merger they could not know how they were going technically accomplish the the 'best of' program. In a few weeks the joint advertising strategy will be developed or set, and you will get what you want. Until then, you are really stretching it about they could and could not actually do. Relax!
      View article »
    • Wed Aug 20th 07:26 AM | Rating: 0 0
      Commented on:
      Sirius XM Waves Goodbye to S&P CreditWatch
      Welcome relief. With the savings from the elimination of redundancies, and increased revenues from both existing and new customers the easing cash flow picture should contribute to less onerous terms for SIRI in the refinancing they face next year. After that looming issue is put to bed the future of the merged company looks bright. Thanks for keeping us up to date.
      View article »
    • Fri Aug 15th 06:59 AM | Rating: 0 0
      Commented on:
      Citi: Sirius XM Is “Massively Undervalued”
      With the bright and shining exception of GS everyone seems to think SirusXM is undervalued. What is holding the stock back? The proof of the merger synergies is the key to the stock price. As soon as the layoffs and cost savings can be explained to shareholders and the merger plan executed the stock will move upward. After that, the simple economics of improved cash flow and a clear path to earnings will make this one of a 1.42 stock ever. A lot of pain with this merger, but the payoff becomes tangible in the coming weeks and months.

      Glad that Citi sees the real potential hidden behind the 17 months of FCC melodrama and the tough financing deal to complete the merger. Now we in the 'payoff' stage for SIRI.
      View article »
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