3 stocks I love....

[joelatti]

SIRI looking bullish

Sirius Satellite Radio (Nasdaq: SIRI) -- Bulls may feel that Sirius can double easily because the stock is trading in the single digits. Bears may feel that Sirius is doomed to meander, at best, because it already commands an $8.7 billion market cap. At the risk of alienating both camps, I would like to point out why both cases are flawed.

Bulls? Yes, Sirius appears low-priced on a per-share basis, but you have to multiply that by the massive 1.3 billion shares outstanding to realize that the market already respects the company. Bears? Consider another satellite provider like DirecTV -- losing money and facing much more competition in the television arena than Sirius will ever have -- commanding a price tag of $21.5 billion.

The reason that I think that Sirius will eventually keep clocking in higher is that I see satellite radio continuing to surge in popularity as it expands its revenue streams. That will be great news for both Sirius and its only licensed competitor, XM Satellite Radio (Nasdaq: XMSR). It's not just the notoriously celebrated move of Howard Stern to Sirius come January. For the most part, that's already priced into the stock. It's that satellite radio is going to continue to attract the most rabid radio listening fans, and some amazing things can happen when you command a willing audience with disposable income to spare.

 

[Dawoofdaddy]

Youre damn skippy SIRI looks bullish!

 

[Dawoofdaddy]

 

[joelatti]

Yep BOTH of those companies are moving in the right direction, not to quick, just nice steady growth and gain....very important...stcoks that jump sometimes have people "jumping" ship...slow and steady wins the race.....long term outlook for both those companies are great.

 

[joelatti]

DRI reaches new 52week HIGH

<TABLE class=yfnc_modtitlew1 cellSpacing=0 cellPadding=2 width="100%" border=0><TBODY><TR class=yfnc_modtitle1><TD><SMALL>DARDEN RESTAURANTS (NYSERI) Delayed quote data</SMALL></TD><TD align=right> </TD></TR></TBODY></TABLE><TABLE cellSpacing=0 cellPadding=0 width=1 border=0><TBODY><TR><TD height=1><SPACER type="block" width="1" height="1"></TD></TR></TBODY></TABLE><TABLE class=yfnc_modtitlew1 cellSpacing=0 cellPadding=0 width=580 border=0><TBODY><TR vAlign=top><TD><TABLE class=yfncsumdatagrid cellSpacing=0 cellPadding=0 width=185 border=0><TBODY><TR vAlign=top><TD class=yfnc_datamodoutline1><TABLE cellSpacing=1 cellPadding=2 width="100%" border=0><TBODY><TR><TD class=yfnc_tablehead1 width="48%">Last Trade:</TD><TD class=yfnc_tabledata1><BIG>33.76</BIG></TD></TR><TR><TD class=yfnc_tablehead1 width="48%">Trade Time:</TD><TD class=yfnc_tabledata1>11:06AM ET</TD></TR><TR><TD class=yfnc_tablehead1 width="48%">Change:</TD><TD class=yfnc_tabledata1>

1.27 (3.91%)</TD></TR><TR><TD class=yfnc_tablehead1 width="48%">Prev Close:</TD><TD class=yfnc_tabledata1>32.49</TD></TR><TR><TD class=yfnc_tablehead1 width="48%">Open:</TD><TD class=yfnc_tabledata1>33.92</TD></TR><TR><TD class=yfnc_tablehead1 width="48%">Bid:</TD><TD class=yfnc_tabledata1>N/A</TD></TR><TR><TD class=yfnc_tablehead1 width="48%">Ask:</TD><TD class=yfnc_tabledata1>N/A</TD></TR><TR><TD class=yfnc_tablehead1 width="48%">1y Target Est:</TD><TD class=yfnc_tabledata1>33.62</TD></TR></TBODY></TABLE></TD></TR></TBODY></TABLE></TD><TD noWrap width=5><SPACER type="block" width="5" height="1"></SPACER></TD><TD><TABLE class=yfncsumdatagrid cellSpacing=0 cellPadding=0 width=185 border=0><TBODY><TR vAlign=top><TD class=yfnc_datamodoutline1><TABLE cellSpacing=1 cellPadding=2 width="100%" border=0><TBODY><TR><TD class=yfnc_tablehead1 width="48%">Day's Range:</TD><TD class=yfnc_tabledata1>33.33 - 33.93</TD></TR><TR><TD class=yfnc_tablehead1 width="48%">52wk Range:</TD><TD class=yfnc_tabledata1>19.30 - 33.68</TD></TR><TR><TD class=yfnc_tablehead1 width="48%">Volume:</TD><TD class=yfnc_tabledata1>1,679,700</TD></TR><TR><TD class=yfnc_tablehead1 width="48%">Avg Vol <SMALL>(3m)</SMALL>:</TD><TD class=yfnc_tabledata1>1,374,460</TD></TR><TR><TD class=yfnc_tablehead1 width="48%">Market Cap:</TD><TD class=yfnc_tabledata1>5.29B</TD></TR><TR><TD class=yfnc_tablehead1 width="48%">P/E <SMALL>(ttm)</SMALL>:</TD><TD class=yfnc_tabledata1>21.43</TD></TR><TR><TD class=yfnc_tablehead1 width="48%">EPS <SMALL>(ttm)</SMALL>:</TD><TD class=yfnc_tabledata1>1.58</TD></TR><TR><TD class=yfnc_tablehead1 width="48%">Div Yield <SMALL>(ttm)</SMALL>:</TD><TD class=yfnc_tabledata1>0.08 (0.25%)</TD></TR></TBODY></TABLE></TD></TR></TBODY></TABLE></TD></TR></TBODY></TABLE>

 

[RayLuca]

Sirius Satellite Radio (Nasdaq: SIRI) --
It's not just the notoriously celebrated move of Howard Stern to Sirius come January. For the most part, that's already priced into the stock.

Does this include all Howard's listeners who do not own yet. My thinking is this will be one of the Hottest Christmas Gifts.

 

[joelatti]

It is probably factored in already, BUT I see Siri announcing there base to be around 3.5 million when announced instead of the estimated 2.5 million customer

 

[joelatti]

Gonna add one more I LOVE...MOTOROLA!!

The three I gave you earlier are all performing well...no losers out of the bunch and I think we will see good things from CBH and SIRI real soon......NOW

One to jump on Today is MOTOROLA(MOT) this company is a giant...Earnings are scheduled today at 5:00pm and they will be way above estimates.....so move quickly to get in before theyt announce...I see this stock going from 19 and change to 22 in the next three weeks and from there I love the stock LONG TERM...they are the giant of their industry. MOT

 

[Peebs]

Joe,

I actually have a biotech stock that I bought a couple months back that just keeps pushing forward with great news and FDA approvals. Just waiting for marketing deals now.

The company is DEPOMED (DEPO on nasdaq) and they have just gained FDA approval for their new delivery system for diabetes and urinary tract infection medications. The technology allows for the gradual dispersal of medicine in the bloodstream over time eliminating multiple doses of glucose and reducing symptoms.

I am tired, but there is much more to this company. check it out.!

At $4.49 / share and only headed one direction for the end of the summer. NORTH!

I hold a long position in this and will speculate to see capital gains of 80-100% by year end.. This is a great idea and valuable medicine in the marketplace for diabetes sufferers.

 

[joelatti]

I will look into it

 

[joelatti]

One month recap modest GAINS

From June 20th to Junly 20th

1) DRI 32.5 now 34.20 ++money
2) SIRI 5.94 now 6.78 +money
3) CBH 29.75 now 33.00 +++money

As an update to this I SOLD DRI today and bought MORE MOTOROLA. Loved the earnings report yesterday...only reason we didn't see a bigger jump was because IBM on Monday had great earnings and RAISED the bar to high for Tuesday earnings.

So for the next month I like 1) MOT go to 22.00 2) CBH go to 34.50-35 3) SIRI go to 7.50-7.75

If we can get those gains in the next month I'd be real happy....I'll update during the next month

GL to all

 

[joelatti]

One week update all WINNERS

1) MOT 19.35 now 20.75
2) SIRI 6.78 now 6.975
3) CBH 33.00 now 33.72

 

[Peebs]

Joe,

I actually have a biotech stock that I bought a couple months back that just keeps pushing forward with great news and FDA approvals. Just waiting for marketing deals now.

The company is DEPOMED (DEPO on nasdaq) and they have just gained FDA approval for their new delivery system for diabetes and urinary tract infection medications. The technology allows for the gradual dispersal of medicine in the bloodstream over time eliminating multiple doses of glucose and reducing symptoms.

I am tired, but there is much more to this company. check it out.!

At $4.49 / share and only headed one direction for the end of the summer. NORTH!

I hold a long position in this and will speculate to see capital gains of 80-100% by year end.. This is a great idea and valuable medicine in the marketplace for diabetes sufferers.

Joe,

I hope you got some DEPO last week early!!

Look what my stock did:


<TABLE cellSpacing=0 cellPadding=0 width="100%" border=1><TBODY><TR align=middle><TD colSpan=7><TABLE cellSpacing=0 cellPadding=0 border=0><TBODY><TR><TD noWrap> DEPOMED INC (NasdaqNMEPO)</TD><TD>- More Info: <SMALL>News, Profile, Research, Insider, Msgs</SMALL></TD></TR></TBODY></TABLE></TD></TR><TR vAlign=top align=middle><TD noWrap>Last Trade
Jul 29 · 5.19</TD><TD noWrap colSpan=2>Change
+0.04 (+0.78%)</TD><TD noWrap>Prev Cls
5.15</TD><TD noWrap>Volume
1,167,930</TD><TD noWrap>Div Date
N/A</TD><TD vAlign=bottom noWrap width="1%" bgColor=white rowSpan=3>
<SMALL>Small: 1d 5d 1y none
Big: 1d 5d 3m 6m 1y 2y 5y max</SMALL></TD></TR><TR vAlign=top align=middle><TD noWrap>Day's Range
4.91 - 5.39</TD><TD noWrap>Bid
5.00</TD><TD noWrap>Ask
5.16</TD><TD noWrap>Open
5.03</TD><TD noWrap>Avg Vol
376,453</TD><TD noWrap>Ex-Div
N/A</TD></TR><TR vAlign=top align=middle><TD noWrap>52-week Range
3.13 - 5.89</TD><TD noWrap>Earn/Shr
-0.76</TD><TD noWrap>P/E
N/A</TD><TD noWrap>Mkt Cap
206.2M</TD><TD noWrap>Div/Shr
0.00</TD><TD noWrap>Yield
N/A</TD></TR></TBODY></TABLE>


On thursday when i got home from work - it was up 60% on news that they found a partner for their 1st approved drug.

<TABLE cellPadding=2 border=0><TBODY><TR vAlign=top><TD noWrap>Thu</TD><TD noWrap>Jul</TD><TD noWrap align=right>28</TD><TD>DEPO</TD><TD>Market Pulse: Depomed shares gain on license pact with Esprit Pharma - MarketWatch</TD><!-- SpaceID=16751605 loc=SE noad --></TR><TR vAlign=top><TD noWrap>Thu</TD><TD noWrap>Jul</TD><TD noWrap align=right>28</TD><TD>DEPO</TD><TD>Depomed and Esprit Enter into License Agreement for Proquin(TM) XR - Business Wire</TD></TR></TBODY></TABLE>



arty:

 

[joelatti]

Peebs...I did jump in at 4.54...nothing to big but picked up some nice change...much appreaciated.

 

[Peebs]

Peebs...I did jump in at 4.54...nothing to big but picked up some nice change...much appreaciated.

Sweet. good call.

I think it will be at 7-8 bucks by the end of the year.

Hey did you end up posting up pn allsportsmarket.com?

Things are going great there now as well.

 

[joelatti]

Yes I did, but I have to be honest...I deposited a couple hundred bucks and after 2-3weeks I have closed my account. I really hated it...there was no action at all....I may reconsider when football starts, but I'm thinking its not for me. Sorry peebs I gave it a shot.:sad3:

 

[Peebs]

Yes I did, but I have to be honest...I deposited a couple hundred bucks and after 2-3weeks I have closed my account. I really hated it...there was no action at all....I may reconsider when football starts, but I'm thinking its not for me. Sorry peebs I gave it a shot.:sad3:

understood.

once all the fall sports kickoff, you wil notice a big diff in action.

MLP Playoffs/NHL returm/NF/NCAAF/NCAAB/

i agree the summer is slowwwwwwwwwwww

 

[RayLuca]

FYI

A Sirius Flaw</HEADLINE>
By <AUTHOR>Tim Beyers (TMF Mile High)</AUTHOR>
<DATE>August 2, 2005</DATE>

<!--startindex--><BODYTEXT>Maybe it really is time to get serious about Sirius (Nasdaq: SIRI). This morning, the runt of the satellite-radio duopoly posted impressive sales and subscriber gains during its second quarter. Specifically, Sirius booked $52.2 million in revenue, besting Street estimates of $50.1 million, and grew its subscriber base to 1.81 million, up 25% sequentially and 278% year over year.

The improvements allowed Sirius to up its guidance for the third straight quarter. The company now expects to book $225 million in sales for fiscal 2005 -- $10 million better than prior estimates -- and end the year with 3 million subscribers.

No doubt that makes for good copy, especially for the Sirius cheerleaders. But it's worth noting that the gains carried a cost: Sirius' net loss widened to $178 million from $137 million during the year-ago period. That's hardly chump change.

Indeed, widening losses ought to be a cause for concern among investors. After all, Sirius has been burning cash from the beginning; it used another $65 million to fund operations in Q2. While that alone isn't terrible, I find it interesting that the company is going back to the well for more debt financing -- $400 million this time. Sirius said in a statement that the proceeds will be used to redeem high-interest debt and for "general corporate purposes." I added the emphasis because a check of the balance sheet shows that roughly $60 million of its debt would be refinanced, if we take the announcement at face value. The rest would be used to help keep the doors open.

Don't get me wrong: I'm actually reasonably high on Sirius. Year-over-year improvement in gross margin alone (a 78% loss last year versus a 38% gain this year) shows the incredible leverage built into the business model. Heck, the extra $40 million Sirius lost year over year gets a whole lot smaller if you strip out the $29 million (over and above the comparable quarter's offerings) the company spent granting equity to third parties and employees. Furthermore, on a common-sized basis, all income statement line items declined as a percentage of revenue.

Yet I'm also painfully aware of the way Mr. Market's hordes react to Sirius. They expect too much, because Sirius is, in my own opinion, waaaaaay overhyped. And therein lies Sirius' fundamental flaw, Fool. Expectations are so sky-high that no amount of good news is enough. Sure, there are other issues, such as its debt and valuation. Even its lame-o insurance policy deserves some skewering.

Bottom line: The cost to acquire subscribers is still prohibitive, and that's going to hold down earnings -- at least for a while. So long as that hangs over Sirius' head, no amount of good news will satisfy investors' exalted expectations

 

[joelatti]

Week two updates ALL winners

1) MOT 19.35 now 20.75
2) SIRI 6.78 now 6.975
3) CBH 33.00 now 33.72

MOT is still climbing now at 22.08!!!
Siri is slightly down to 6.785
CBH is hovering around 33.60

Still up on all three initial buy reco was at:
5.94 for SIRI
29.75 for CBH
19.35 for MOT

 

[joelatti]

Haven't updated in a month.......

MOT is still climbing now at 22.08!!!
Siri is slightly down to 6.785
CBH is hovering around 33.60

Still up on all three initial buy reco was at:
5.94 for SIRI
29.75 for CBH
19.35 for MOT

With all that has happened with OIL and Katrina market has been in flux, but the market has steppted it up the last couple of days.

You can see the initial buy recos above...I still see great value in ALL THREE


MOT now 23.02 up 19.28%!!
CBH now 33.90 up 13.78%!
SIRI now 7.41 up 24.92%!!!


I think we can ride these stocks thru NOV.