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SIRI - Sirius XM Radio Inc. - Page 9

post #161 of 5088
The stock has alot of things going on for itself being the product upgrades,financials, and that there taking over little by little. Alot of people like sirius radio because the wide variety of choices and the exclusive djs shows and stuff they have. You might be right it would be better if siri stay by itself and just take over , but if jim cramer keeps repeating that they should merge there should be something that he knows would be special if they merge. Maybe company with a more potential growth, Higher PPS, and more variety of investors and huge institutional buying .Who knows, but siri is taking over.
post #162 of 5088
Near gravestone doji on SIRI. Take profits. Play short. Price ceiling hammered out. Reversal sign.
post #163 of 5088
Looks like the chart is forming a new support around the 3.80 zone.
post #164 of 5088
I really think people need to get the idea of a merger out of their heads. That would almost certainly be blocked by the FTC without some serious consideration towards preventing a monopolistic company. While initially, I think it would help the companies and the consumers, ultimately they could charge whatever they wanted for the privlege of using satellite radio.

I would sooner see a company like News Corp. buying up one of the two to add to its portfolio. It would make sense, they already own a Satellite TV company and could integrate Satellite Radio into their offerings. THAT would make sense.

As for Jim Cramer... well, I won't go there. Needless to say, I don't care much for that guy.
post #165 of 5088
Some good points made. But as far as this stock goes they got a positive future. The stock has alot of buys coming in today dont know why the pps went alittle down today. Not so bad though. This is still a good medium to long term stock. Financials are due on the 9th of november.
post #166 of 5088
With this being near the bottom, I would love if i could learn to swing play on this one. I just want to pay for next years subscriptions. THat'd be cool. I guess we'll have to gauge what hte financials are going to do first....
post #167 of 5088
Well no matter what this company is not going anywhere trust me. If this stock is like this right now and your in the long term, i can guarantee you that this price will not be this low forever. So if your long your good, if you want to play short you might have to wait.
post #168 of 5088
Obviously I don't mean it as a one week play. But Christmas is right around the corner, and if there's any other good numbers that can come along with that. We were at around five last Spring I think it was.
post #169 of 5088
yea exaclty so you can hold for long term and make out good with this stock.
post #170 of 5088
Shares Short (as of 10-Oct-06)3: 142.44M
Short Ratio (as of 10-Oct-06)3: 4.3
Short % of Float (as of 10-Oct-06)3: 10.50%
Shares Short (prior month)3: 129.50M
post #171 of 5088
Yahoo is saying that sirius is better than xm. Check out the pr they put lolz i dont know theyere talking about something with a combining XM also.

http://www.fool.com/news/commentary/...ce=y&bounce2=y
post #172 of 5088
Nice solid day today i can say. Not that much of a move in pps but its making progress back up. They didn't build rome in one day.
post #173 of 5088
Just sold out of my position chart not loooking to good. Made a small profit for playing the bounce. adios
post #174 of 5088

Article from the Motley Fool

Community Pool: Let's Get Sirius

By Rick Aristotle Munarriz (TMFBreakerRick)
September 29, 2006

One of the cool things about the new Motley Fool CAPS stock-picking site is the ability to see what bulls and bears think of any given stock at any given time. Over the past two weeks, this column has taken a bite out of Apple Computer (Nasdaq: AAPL) and played hardball with Microsoft (Nasdaq: MSFT).

This week, we're taking a closer look at Sirius Satellite Radio (Nasdaq: SIRI). As a stock with heavy retail investor ownership, Sirius is always a discussion-board hotbed, and rare is the day when it doesn't wind up on Nasdaq's most actively traded list.

Sirius-ly good
The case for Sirius can be pretty compelling if you stop at the top line. Growth has been phenomenal at the company, landing more subscribers than its larger rival XM (Nasdaq: XMSR) for three consecutive quarters. The company was able to lure CBS (NYSE: CBS) programming guru Mel Karmazin to head the company and, love him or hate him, Howard Stern is an audience magnet.

Let's see what some of your fellow investors had to say about Sirius on CAPS:

Eldonabe -- 8/27/06

The results of the third quarter will once again prove that Sirius is outpacing XM in new subscriber additions, and the heat will really be turned up for XM.

With the new totally wireless handheld device, the Holiday quarter will further reduce the subscriber gap between XM and Sirius.

Today the pricing link between the two companies is driven by XM (price and industry movement). As the rest of 2006 unfolds, Sirius will dictate the group, and all the good news reported in the last nine months will finally start moving this stock in the upward direction.

Themaeth -- 7/10/06

Mel Karmizan has been keeping his promises of various tasks the company wants to accomplish. Howard Stern started earlier this year, yet subscribers are still flowing in quite rapidly. Let me mention that Sirius subscribers are coming in much faster than XM subscribers.
post #175 of 5088
But this is the most important factor: Mel believes they will be cash flow positive on Sirius' fourth quarter this year with 6.2 million subscribers. XM said that it will be cash flow positive for the same period but with 8.5 million subscribers. That means that Sirius is more cost-efficient and seems to know how to handle its business. Early next year, Sirius will perhaps be trading double today's price.

Scratchingbuy -- 9/15/06

Satellite radio is a duopoly with a working subscription model. Buy Sirius and XM to own the industry. Ignore the hype and critics.

Xlen1 -- 9/15/06

Mel K understands entertainment. Fastest adoption rate for any new technology. Great variety in programming with the two most popular sports in America: NFL & NASCAR (coming '07). Stern! Too many commercials on terrestrial radio! New models launched for holiday season.

JimFromPhilly -- 9/28/06

SatRad will eventually catch on with the public.... It's sooo much better than terrestrial radio and with installation in new cars it'll happen sooner than later. Sirius seems to have a better management team in place than XM. Never bet against Mel K.

Sirius-ly bad
Yes, Sirius is impressive -- until you begin to weigh the company's $5.5 billion market cap and its propensity for red-inked quarters. Despite the heady subscriber growth and assurances that the company is on the cusp of generating positive operating cash flow, jaded investors want to see it before they believe it.

Let's see what some of your more bearish fellow investors had to say about Sirius on CAPS:

WillSurfForFood -- 9/20/06

I have heard that satellite radio is nice to have, however I have never been that interested. The last thing I want is another monthly bill. I like to listen to NPR to and from work which I get for free. I can see satellite radio being nice to have for longer drives but then there are still other alternatives like traditional radio or using the iPod. I'm not convinced that satellite radio will ever take off as much as some would like to believe or that the companies providing the service will ever make that much money. In the mean time they are sure losing money fast.

Ricoy5 -- 9/27/06

After doing a case study on Sirius for a Finance class, we found that its revenue did not match its stated customer base. It insists on reporting the "trial period" customers that are tied in with new auto sales. When these plans expire, it's left with an estimated 40% of their touted customer base.

encils2 -- 9/6/06

Do people even note the fact that Sirius borrowed $430 million last year? And that revenue quadrupled and they lost MORE money? And that they are quickly racking up debt? Sirius has pathetic, terrible margins, can't for the life of them make a profitable product, and cannot manage money. To be a good investment in an up-and-coming industry (possibly), it helps to know how to run a business and have a profitable product. Sirius is stuck with borrowing millions of dollars, because the business can't produce squat. Ignore the hype about satellite radio and look at the fundamentals for a second. Whoa! Did you just realize that quite possibly Sirius might not be around in five years? Even with rapidly increasing revenue Sirius can't even raise net income, they lose more. Pathetic, disgraceful company that shouldn't be public.

jjlandry6a -- 9/13/06

I was burned on Sirius and do not hold out much hope. Mel and Stern have not turned around the Titanic of radio companies. They are paying for the NASCAR broadcasts that are overpriced and not a big draw. With Best Buy (NYSE: BBY) hard-selling Sirius at their stores, it smells like the last gasp of a dying company, revenue at any cost.

UnkSandPoint -- 9/20/06

Sirius is in some serious trouble. They seem to have no clear plan to become profitable. In order to make money, they need to lower subscriber acquisition costs but can't seem to do that. Early adopters are growing bored with the technology and with half of their lineup being tied to commercial-free music, you have to wonder how long that will last. Bottom line: No way I touch this stock until they execute.

I've got a Sirius new attitude
I'm bullish on satellite radio. I have recommended XM to Rule Breakers newsletter subscribers. And even though I turned bearish on Sirius when its market cap peaked above $10 billion, I can appreciate Sirius at this price point.

Earlier this month, the company stuck to its long-term target of generating $1 billion in cash flow before capital expenditures on $3 billion in revenue. It sounds lofty, but Sirius has actually been pretty conservative in pointing to the fences in the past.

Unfortunately, a lot can happen between now and 2010. Disruptive technologies often get disrupted. Satellite radio has proven that it can grow despite the runaway success of eardrum-hungry iPods, but will it hold up as well against the next generation of portable media players and the arrival of HD radio?

The future will be an exciting thing to watch unfold, no matter where you stand on the Sirius debate. Isn't it nice to know that you can take a dip in the Community Pool and see things from both sides? Feel free to join the fray and share some thoughts of your own.

Motley Fool CAPS is a new community-driven experience where individual investors pool their knowledge to seek out superior stock ideas. Are you up for the challenge? Go ahead and give it a shot.
post #176 of 5088

EARININGS

WEDNESDAY, Nov. 8
Sirius Satellite Radio Inc. releases third-quarter earnings.

Should make for a good week for SIRI seeing as how it is at a 52 week low.IMO
post #177 of 5088

Potential Year-End Rally Seen For XM, Sirius

R.M. Schneiderman, 11.03.06, 3:51 PM ET


It hasn't been a good year for satellite radio stocks as slowing retail growth and unimpressive new subscriber additions have prompted shareholders to reign in their investments.

Shares of XM Satellite Radio (nasdaq: XMSR - news - people ) are down 58% year to date, while rival Sirius Satellite Radio (nasdaq: SIRI - news - people ) has seen its stock drop by 44% in 2006.

Both stocks could get a boost before the end of the year, according to a research report released by American Technology Research on Friday.

"Both stocks have been exceptionally poor performers," wrote AmTech analyst Rob Sanderson. "While we do not see a turn in weak fundamentals in the near-term, we think both stocks may be candidates for a year-end bounce."

The reason? Sanderson said as fund managers try and unload their worst performing stocks to offset capital gains taxes, poor-performing stocks historically see solid gains in the following months. The fiscal year for funds ended on Oct. 31.

"Investors are bottom fishing," he said in a telephone interview. "A lot of times you see a bit of a rally at the end of the year."

Sanderson said XM is likely to see a bigger upward bounce compared with Sirius since its share price has declined considerably more.

For a long-term turnaround, however, the analyst said both companies need to witness a re-acceleration in subscriber growth or a large commitment from original equipment manufacturers in 2007. And that's just for starters.

But Cowen and Company analyst Tom Watts said Friday this may happen, according to a Friday client note.

"Despite short-term uncertainties, we view 2007 as an inflection year for both XM and Sirius as their free cash flow trajectories become clear," Watts said. "Stepped-up OEM commitments should also boost subscribers."

Watts rates both stocks at "outperform" while Sanderson maintained a "neutral" rating on the companies.

XM and Sirius report third-quarter results on Nov. 6 and Nov. 8, respectively. In afternoon trading on Friday, XM shares rose 1.5% while shares of Sirius gained 1.1%.
post #178 of 5088
damn too bad i sold out of this one. Must be coming out with good financials thats why its bouncing so hard. They're suppose to release financials on the 9
post #179 of 5088
No it got the bounce because everybody read the earnings on XMSR wrong!

They both went up and will fizzle the retailers are buying the only ones who don't know how to read finacials.

I love how XM did thier comp to a year ago (fluff) this quarter, when you should just look at the current year it sucks.


XM has to break 14.12 on heavy volume and buying

SIRI has to do same 4.18
post #180 of 5088
siri is releasing financials on the 9th of november so this could be early buying for positive financials
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