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Soooo....is this it?
- Thread starter Rolo
- Start date
oHee! Hee! Friday looks better to me, Pluck Pluck! Chicken grease:}:^imported post
Rod wrote:
These are the only things I bought for the long-term. Barron's wrote about them around November 2002-January 2003 and I knew I had to scoop some of them up early, so my perspective is a little different with these two. First, the long-term intent, and second, at $0.75 and $9.75 share prices, it was hard to go wrong.
I expected SIRI to stay at $4 by now, but it fell right back to last year's price; they are not growing as expected and XM did not help by recently removing advertising from its programming. XMSR has gained subscribers tremendously and its price reflects that. XMSR pays dividends to its preferred stock with common stock shares, so it is continuously diluting shares. Note that neither of these companies are turning a profit yet, so the stock prices will be fickle. Value investors will quickly scream "dot-bomb", but the satellite radio industry is hardly the same thing; you do not launch multiple satellites in orbit without a good business plan. In owning both, I own the whole market.
My PT has SIRI in it and I love it. I enjoy music a lot, particularly stuff you will not hear on regular radio, and I am part of a huge customer-base. I had zero problems with it and it was a blessing on my drive to Canada and back. Incidentally, from what I gathered from a minimal-English-speaking French-Canadian, their equivalent of our FCC has not permitted satellite radio yet, but it is in the works. (He had the same PT I do, only no Sirius roof-wart, which is standard on it, so I was curious.) So look for a boon in that industry's customer-base soon.
I would suggest looking for a good buy point for both of them and hold onto it for several years. I am not expecting these to be momentum-run-ups-in-a-flash-then-dump'em type stocks.
Rod wrote:
Mostly yes and a little no.
These are the only things I bought for the long-term. Barron's wrote about them around November 2002-January 2003 and I knew I had to scoop some of them up early, so my perspective is a little different with these two. First, the long-term intent, and second, at $0.75 and $9.75 share prices, it was hard to go wrong.
I expected SIRI to stay at $4 by now, but it fell right back to last year's price; they are not growing as expected and XM did not help by recently removing advertising from its programming. XMSR has gained subscribers tremendously and its price reflects that. XMSR pays dividends to its preferred stock with common stock shares, so it is continuously diluting shares. Note that neither of these companies are turning a profit yet, so the stock prices will be fickle. Value investors will quickly scream "dot-bomb", but the satellite radio industry is hardly the same thing; you do not launch multiple satellites in orbit without a good business plan. In owning both, I own the whole market.
My PT has SIRI in it and I love it. I enjoy music a lot, particularly stuff you will not hear on regular radio, and I am part of a huge customer-base. I had zero problems with it and it was a blessing on my drive to Canada and back. Incidentally, from what I gathered from a minimal-English-speaking French-Canadian, their equivalent of our FCC has not permitted satellite radio yet, but it is in the works. (He had the same PT I do, only no Sirius roof-wart, which is standard on it, so I was curious.) So look for a boon in that industry's customer-base soon.
I would suggest looking for a good buy point for both of them and hold onto it for several years. I am not expecting these to be momentum-run-ups-in-a-flash-then-dump'em type stocks.
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WiseOne
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imported post
Tom, I just noticed a pattern with your allocation transfer recommendations between funds. In March of this yearyou recommendedeleven different changes during the month, Aprilnine different changes, Mayeight changes, Juneseven changes and Julysix changes. Does this mean that August may result in five suggested switches between funds?
Tom, I just noticed a pattern with your allocation transfer recommendations between funds. In March of this yearyou recommendedeleven different changes during the month, Aprilnine different changes, Mayeight changes, Juneseven changes and Julysix changes. Does this mean that August may result in five suggested switches between funds?
imported post
WiseOne wrote:
WiseOne wrote:
haha... And July was the worst month for me return-wise. Maybe I better pick up the pace againTom, I just noticed a pattern with your allocation transfer recommendations between funds. In March of this yearyou recommendedeleven different changes during the month, Aprilnine different changes, Mayeight changes, Juneseven changes and Julysix changes. Does this mean that August may result in five suggested switches between funds?
