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Sirius XM Holdings Inc. Message Board

lonerangercards 40 posts  |  Last Activity: Jul 28, 2014 9:51 PM Member since: Aug 11, 2005
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  • Reply to

    Duke: The CC & Flashing Red Lights--Part 4

    by dukeufinstu Jul 27, 2014 9:48 AM
    lonerangercards lonerangercards Jul 28, 2014 9:51 PM Flag

    Sounds like you had an experience and some very initial good draws on TH. I have only ever played that game with friends for small dollars. Only worse kind of experience is having the winning hand and not realizing it and messing up the whole thing because you over play it and not just taking the natural winnings. I once did that with an options big Call position several several years ago on the refiners thinking I could trade it back and forth like regular stock, cutting short my initial position and then somehow messing up a 300% short term gain on what would have been a large gainer for me. It was not too much fun and like you say a very fine line to play out. Sometimes the worst thing is thinking you know 99-100% what will happen and then it does not.
    Sometimes you just lose even with great cards. A plan B is nice to have IF IT IS AVAILABLE.
    For SIRI it is becoming less evident to me what is available to it to give it a boost. The service is still ok and relevant, but I could see them with all the technologies out there lose that potion fast… if they don’t care. Thanks for your postings.

  • Reply to

    Duke: The CC & Flashing Red Lights--Part 3

    by dukeufinstu Jul 27, 2014 9:13 AM
    lonerangercards lonerangercards Jul 27, 2014 12:59 PM Flag

    " If this trend continues or if it accelerates in the coming weeks, you will see the number of BB in the market drop dramatically and one of the key drivers in the relentless upward trend in the S&P (share BB) will disappear. In SIRI's case, I would consider this a positive development though I recognize few of you would agree with me." Duke why would you consider the BB's going away for SIRI to be a positive development?

  • Reply to

    Duke: The CC & Flashing Red Lights--Part 4

    by dukeufinstu Jul 27, 2014 9:48 AM
    lonerangercards lonerangercards Jul 27, 2014 10:48 AM Flag

    Nobody seems to be calling for any major correction. I mean I see chatter that some minor correction could occur in the next 3 months a la Goldman Sachs based on a selloff in government bonds. I guess that means they see rates going lower and others also. I just keeping thinking at the end of QE1 we got about a 16% sell off and at the end of QE2 near 20% over a few months time. Now we are going to find out if the tapper experiment works. I thought it was extremely telling that Yellen had her eyes on the market and warned about small cap, biotech and internet stocks. When have you ever heard a Fed Chair say something like that?

    So what happens after QE3 or whatever the current QE is? I'm not too sure there is a QE4 or a next one anytime soon. I think with some of the new Fed chairs, Fisher in Dallas there is less belief in it.

    I think SIRI works a way somehow to get to your possible area of 3.6 or above. How long they could stay there I think you have already guessed. So how were your card games? LR

  • Reply to

    Duke: Smoke And Mirrors--Part 4

    by dukeufinstu Jul 20, 2014 8:41 AM
    lonerangercards lonerangercards Jul 23, 2014 1:02 PM Flag

    WWT, I do think 3.60 or close is coming. I think it is coming shotgun wedding style and it ain't gonna be pretty but will be there. Other numbers, I don't know how many times they can let the air out of these tires but it looks like one of those flat tire dàys again choking on 3.48 again fooling you 3.50 was just around the corner.

    I think FB has a Good earnings report today. Don't know where that takes it but I do think they have some good things going on there. Maybe this S&P has a date with 2025. I don't think it has much more gas in it than that this year. That Ten Year keeps ticking down even though the Fed is expected to Raise Rates sooner than anticipated. What's up with that?

    If the refiner group corrects more it will start looking attractive again. Like VLO and WNR and PSX. Usually after 10/1 the group really picks up on seasonality.

    Looking forward to what Duke says about earnings if any. My guess they find a way to keep the thing moving +

  • Reply to

    Duke: Smoke And Mirrors--Part 4

    by dukeufinstu Jul 20, 2014 8:41 AM
    lonerangercards lonerangercards Jul 21, 2014 9:54 PM Flag

    WWT, not quite 3.47, but close. Maybe we do get an earnings run in here. But like I says it's going there in slow motion time lapse and being dragged by it's heals there.

  • Reply to

    Duke: Smoke And Mirrors--Part 4

    by dukeufinstu Jul 20, 2014 8:41 AM
    lonerangercards lonerangercards Jul 20, 2014 11:39 AM Flag

    So this keeps the party going until November or until they get a debt downgrade? The stock price hasn't exactly been on fire since the announcement. Still acting in the goofy nonsensical being dragged a little higher way by it's teeth. Market booms Friday and it goes nowhere. Would like to hear your earnings prelude next week. Thanks!

  • Reply to

    Duke: It Is Always About The Numbers--Part 4

    by dukeufinstu Jun 22, 2014 9:19 AM
    lonerangercards lonerangercards Jul 15, 2014 5:32 PM Flag

    Frank, I think they make it to near 3.60 area now whether it makes sense or not. Ya we'll have to watch the funding.

  • Reply to

    Duke: It Is Always About The Numbers--Part 4

    by dukeufinstu Jun 22, 2014 9:19 AM
    lonerangercards lonerangercards Jul 8, 2014 7:07 PM Flag

    Yah, it seems harder and harder to post to Yahoo boards anymore. I think SIRI is just very difficult here. I'm not all that optimistic but I think SIRI could see some earnings run and make it into the 3.50 area and run-off as well. It's just watching it it's a slow motion photography kinda thing.

    The mo-mo names getting hit again. Will FB go to new lows for the year later on? I think that one would be a good one to buy up as well as TSLA. I'm tempted to buy some puts on the S&P 500 but not there yet.

    AA earnings did alright. There were not many earnings pre-announced issues. The QE3 liquidity thing coming to an end for now by October is the biggest concern with growth not as robust as thought coming in 2nd.

    Would the Fed have the stomach to attempt a QE4? I don't think it is a good idea at this point myself so when this current round of QE ends you just have to wonder will the real growth please take a seat and let us hear your story.

  • Reply to

    Duke: It Is Always About The Numbers--Part 4

    by dukeufinstu Jun 22, 2014 9:19 AM
    lonerangercards lonerangercards Jul 2, 2014 1:37 PM Flag

    WWT, I agree better other opportunities out there. The refiner group was very good until about a week ago when the rumor that US would allow oil exports. I don't think that will really happen and actually would be a disaster for keeping gas reasonable in US. But that rumor sent the group down about 10% in two days. I'll have to look at AMZN but I think this whole market is peaking, but as cramer says there is always an opportunity someplace.

  • Reply to

    Duke: It Is Always About The Numbers--Part 4

    by dukeufinstu Jun 22, 2014 9:19 AM
    lonerangercards lonerangercards Jul 1, 2014 7:11 PM Flag

    Maybe this really really slow motion action by SIRI is what Duke meant by his endless summer comment of one of his Sunday pots that got deleted. I just happen to remember it. That if you keep traveling around the world you could extend the summer but was that real. Anyway today was a sure SIRI up day, auto sales nice, beat expectations...bla..bla...bla, even with GM's massive recalls, market way6 up on decent manufacturing numbers. I don't think all of Q1 was a fluke...but we'll see. I don't think the real growth is there to support the current market multiple but the mantra what else is there still wins the day. 5 tapers in and three to go may slow the show in Kokomo. LR

  • Reply to

    Duke: It Is Always About The Numbers--Part 4

    by dukeufinstu Jun 22, 2014 9:19 AM
    lonerangercards lonerangercards Jul 1, 2014 1:23 PM Flag

    WWT, except for SIRI. It's almost comical. Market up a ton on a so so day and SIRI down one or two cents and the day is not finished. Car numbers were ok. GM a surprise decent month, but it's SIRI. If I read it right this week is Dukes market peak. We'll see and if I can stay awake see what SIRI can do. It's all in slow mo black and white retro screening. LR

  • Reply to

    Duke - A Response

    by wwtimewarp2000 Jun 17, 2014 8:38 AM
    lonerangercards lonerangercards Jun 19, 2014 8:11 PM Flag

    Ok, I forgot to mention the Refiner Group whom I have liked since Mid last year. VLO, TSO, PSX, WNR I expect will do well for awhile in this environment of an unstable Iraq. It could get very messy over there and I don't think it's just going away. Now what happens if 2nd Q GDP is not so hot? What happens when you have two negative GDP quarters in a row? I think they call that a recession. Don't think that will happen but I think the US is floating just barely above that line. Thought the buy back article on Oracle on 0 Hedge was interesting today. Anyway I think SIRI is head to upper 3.50's by next week, just seems to be picking to be picking up steam. I did not think what the Fed said this week was anything to get the market so excited either but it was bone to pick on. LR

  • Reply to

    Duke - A Response

    by wwtimewarp2000 Jun 17, 2014 8:38 AM
    lonerangercards lonerangercards Jun 18, 2014 10:00 AM Flag

    Well in 73/74 I was in College and didn't need to drive so much and had was sooo cheap then. It did influence my choices later on and when I bought my first new car I bought a stick shift Chevette. Ha ha I drove that car down to TX when I started my new job and been there ever since in the pension plan world. I am mostly out if this market even though it seems to complacently go up a little every day. I am looking at maybe more like a possible 20% decline possible in this market later on this year. I think it is very possible. I don't like the risk/reward scenario right now. I am looking for After the fall what I would like to be in. TSLA,FB, SIRI I think they will be good choices. Right now in a little in SIRI and sitting out the rest parked in a 10Y.

    Ya 73-74, if I knew college was gonna be so expensive later on I would have went for a PHD in something maybe economics who knows but man college was cheap back then. That's the real inflation.

  • Reply to

    Duke - A Response

    by wwtimewarp2000 Jun 17, 2014 8:38 AM
    lonerangercards lonerangercards Jun 17, 2014 9:04 PM Flag

    TSLA might just be a good bet along with FB. I have one question about the E cars. I like the idea and $30K and under makes them attractive with a bit more range would be much better. Q: What happens to all those used batteries??? Do they get recycled or do they get landfilled? The need to get that Keystone Pipeline thing settled already to. My home state NE where I grew up is holding it up. LR

  • lonerangercards lonerangercards Jun 16, 2014 10:48 PM Flag

    WWT, I think it will be a two headed whammy. 1) Phase out of QE and US and World Growth projections not meeting estimates. When QE1 ended the market slide 16%, when QE2 ended the market slide 20%. We had negative 1% growth in the Ist Q, what happens if Q2 is like 1.5%. How will the us economy make it then to even 2% for the year.

    "CEOs Warn Q2 "Less Robust" Than Expected" Ok the headline is from 0-Hedge which usually has a negative slant but I don't think you need a Black Swan event to tip this market but the IRAQ stuff and oil going up certainly won't help. Slower growth than projected and QE3 coming to the end makes this market very vulnerable later on in the year is my 2 cents worth. These deleted posts are weird. Is NSA listening in to? LR

  • lonerangercards lonerangercards Jun 15, 2014 8:59 AM Flag

    Happy Fathers Day to all you fathers. Thanks.

  • lonerangercards lonerangercards Jun 8, 2014 12:18 PM Flag

    If this trading is going to be as exciting as the trading from 1/1/2013 to 4/29/2013 and then it finally broke out on 4/30/2013. Then by 5/15/2013 it hit 3.59 only to go back to 3.21 by 6/12/2013 it's going to be a long summer for SIRI.

  • Reply to

    Duke: The Duke's Missing Part 4

    by dukeufinstu Jun 8, 2014 11:46 AM
    lonerangercards lonerangercards Jun 8, 2014 11:50 AM Flag

    Try one more time. Thanks

  • Reply to

    Duke: The Road From Fantasy To Reality--Part 3

    by dukeufinstu Jun 1, 2014 7:54 AM
    lonerangercards lonerangercards Jun 2, 2014 12:33 PM Flag

    Nab, thanks for your thoughts. For what it is worth hope the stock goes higher but if it does I don't think it holds. The buy back probably does help some but it is not a perfect fix and the S&P report on buy back affects is for real not made up. It was not too impressed with buy backs done in record amounts that were done before the 2008 crash. They finished the report in 2007 so it was a fair report. I see Ford Research now back to neutral from a sell on SIRI so that is a Plus.

  • Reply to

    Duke: The Road From Fantasy To Reality--Part 3

    by dukeufinstu Jun 1, 2014 7:54 AM
    lonerangercards lonerangercards Jun 2, 2014 12:28 PM Flag

    WWT, you make too much sense. Ya I should have seen the other 27 cents down range also, too symmetrical & boxy. Somehow I'm guessing we see that higher range and this summers market moves very slow to boot. Thanks for your thoughts. I really do see a market correction is in order. I would rather be positive all the way but we live in a cyclical world. GL-LR

SIRI
3.38-0.08(-2.31%)Jul 31 4:00 PMEDT

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