Monthly Archives: August 2010

Is Charles Ergen Seeking A Sirius XM Takeover?

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5
08/31/2010
Is Charles Ergen Seeking A Sirius XM Takeover?

I was asked a few days ago for my perspective on potential suitors for Sirius XM Radio. This is not surprising in the wake of the 3PAR (NYSE: PAR) bidding war between Hewlett Packard (NYSE: HPQ) & Dell (NASDAQ: DELL). The talk of the street these days is all about mergers and acquisitions, centered specifically...
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Economic Data Conflicts With Obama’s Speech

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2
08/31/2010
Economic Data Conflicts With Obama’s Speech

President Obama just finished speaking about the economy. He said nothing other than the usual political blaming of the opposition party for keeping him from getting America working again. Here are the charts of four major areas of the economy as of mid-August… Durable goods orders have leveled off after a partial rebound from...
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Sirius XM Accelerates Hiring: Listings Give Glimpse Into Future

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2
08/31/2010
Sirius XM Accelerates Hiring: Listings Give Glimpse Into Future

How can you tell if a company is growing? CNBC recently began asking its guests whether or not they were hiring at the present time. There may be turmoil in the markets and the economic outlook may remain uncertain, but at Sirius XM Radio growth seems to be accelerating. A look at the job...
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Serious News For Sirius XM Investors

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9
08/29/2010
Serious News For Sirius XM Investors

I received an email yesterday which politelty suggested I write at least one article a day specific to Sirius XM Radio. One of the advantages however to converting to a subscription based format rather than ad based model, is that I can focus on quality of content rather than quantity. There are enough Sirius XM sites...
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Week Ends In A Whimper

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0
08/29/2010
Week Ends In A Whimper

Last week showed a little promise at the end, but I’m not holding my breath. Lately we’ve had a lot of strong Fridays that ended up being a disappointment the following week. Let’s step back and forget about the headlines and pundits on TV and use our 3 yard sticks to rationally evaluate where we...
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Market & Sector Report The Week of August 27, 2010

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1
08/28/2010

Don’t let Friday’s short covering, “sucker rally” fool you, market indicators continue to weaken. I’d be willing to bet that if you pulled up a chart of any of the stocks you follow, that most if not all would be lower as of Friday’s close than Monday’s open. One week ago, I reported that a “slow-bleed”...
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