King of All Trades » Andrew Montero

SIRIUS XMs Bullish Future

Andrew Montero — Mon, 19 Sep 2011 13:52:36 +0000

Several days ago on September 14th Sirius XM’s(NASDAQ: SIRI) Mel Karmazin presented at the Bank of America/Merrill Lynch Media, Communications and Entertainment conference. What was remarkable about that presentation was the fact that Karmazin, the CEO of Sirius XM was willing to lay out guidance for 2012 quite early compared to other years. As both a subscriber to the service and an investor I found that willingness to be a very bullish sign with regard to the stock

SIRIUS XMs Bullish Future King of All Trades

Taking Oil Speculators and Our Government to Task

Andrew Montero — Thu, 08 Sep 2011 11:21:13 +0000

With the recent drop in the markets, oil prices took a considerable drop as well. We have seen oil prices drop from around 100 bucks to the low to mid 80 dollar price lately. One very noticeable situation has many a consumer annoyed though, as the pump price for gasoline has not dropped correspondingly with the drop in the price of oil. Say what you will, but when oil was going up, the general public watched in horror as the pump price for gasoline flirted with and above 4 dollars in some regions of the country. When oil came down to the low 80 dollar range, it was time to see gasoline drop under 3 bucks. Percentage wise, this was the right price to see. Instead, we have seen gasoline prices hold steady and not drop very significantly at all once they bottomed around 3.50 or so. There may be slightly cheaper gas in some areas, but in general the price has remained above 3 bucks.

Taking Oil Speculators and Our Government to Task King of All Trades

When Fear Runs Rampant in the Markets

Andrew Montero — Tue, 23 Aug 2011 15:33:23 +0000

By KOAT Staff Writer Andrew Montero - With the unmistakable volatility we have seen over the last month or so in the financial markets, I get asked one question over and over again at times like this…as well as throughout the course of the year. What to do with all this volatility? The answer is a multi layered one, because it depends on where you are financially, how close you are to retirement, what kind of income you currently have, and several other factors.

When Fear Runs Rampant in the Markets King of All Trades

Sirius XM (NASDAQ:SIRI) Major Synergies Just Starting

Andrew Montero — Fri, 22 Jul 2011 18:51:46 +0000

As Sirius XM prepares for the 4th quarter launch of FM 6; the last satellite launch scheduled for several years, it is important to note that the true impact of the merger of Sirius and XM into one company is only recently now truly going to impact the bottom line. The start of major synergy impacts began with the launch of XM 5, which can broadcast both Sirius and XM signals and is the new “spare” satellite for the company. After the launch of FM 6 there will be no satellite launches until 2017 or so at the earliest according to the company. This will begin to impact quarterly revenue in a positive way starting in fiscal Q1 2012 most likely. The launch expenses for FM 6 likely will hit in Q4 this year when the satellite is launched, currently the launch is scheduled for mid October.

Sirius XM (NASDAQ:SIRI) Major Synergies Just Starting King of All Trades

Sirius XM and Others Benefitting From Increasing Value of Spectrum Ownership

Andrew Montero — Tue, 28 Jun 2011 19:34:51 +0000

Sirius XM Radio purchased spectrum in the 2320 MHz to 2345 MHz range at FCC auction over 12 years ago for $170 million dollars combined and subsequently poured billions of dollars into infrastructure, content and management over the ensuing years. Sirius XM, still a fledgling company as a combined entity, only recently reported their first ever consecutive profitable quarters. Several years after Sirius XM Satellite radio purchased their spectrum licenses and had started building out their infrastructure, the FCC auctioned off another section of spectrum which bookends the spectrum belonging to Sirius and XM in the 2305-2320 MHz and the 2345-2360 MHz ranges

Sirius XM and Others Benefitting From Increasing Value of Spectrum Ownership King of All Trades

Microsoft (NASDAQ:MSFT) and Nokia (NYSE:NOK): A Fit or a Disaster?

Andrew Montero — Mon, 06 Jun 2011 11:42:45 +0000

In the past week, Nokia lowered its forecast and expectations for the coming quarters as well as full year. Since then, the stock has been steadily spiraling downward aggressively and losing even more value. Nokia put out guidance that sales at its devices and services division in the second quarter would fall below its forecast range of $8.9 billion because it is selling fewer handsets at lower prices than previous expectations. Analysts feel the miss could be by as much of a margin as 20%. The company totally discarded its guidance for the rest of the year. Nokia's ADR shares, which closed Friday at $6.66, have shed 35% in value since the start of 2011 and are trading around their 13 year low, giving it a market capitalization of about $ 24 billion. The balance sheet for Nokia is in pretty good shape; however the company could quickly burn through cash during its current transitionary period.

Microsoft (NASDAQ:MSFT) and Nokia (NYSE:NOK): A Fit or a Disaster? King of All Trades

Bullish Opportunity Knocking

Andrew Montero — Thu, 19 May 2011 16:32:10 +0000

As we start to move into the typically bearish cycle of the financial markets, it is imperative to remind investors that paying attention to the charts will provide you with nothing short of the opportunity to makesome intelligent and profitable investment decisions. I do not believe in shorting a stock, it has never made any sense to me. In my humble opinion, if one does not like a company, then all they have to do is simply avoid the stock. I do not believe shorting a stock is any good in any form, and feel it has led to a multitude of market ills which have been exploited with the advances in technology. Intelligent Bullish or bearish investors know how to capitalize on any situation.

Bullish Opportunity Knocking King of All Trades

Sirius XM (NASDAQ:SIRI) Breakout Continues

Andrew Montero — Wed, 11 May 2011 12:30:39 +0000

Sirius XM continues to impress post 1st Quarter conference call with a new 52 week high of $2.36 a share as well as a new closing high of $ 2.35 cents. Short interest was up according to the April 29th information released yesterday. So what is driving Sirius XM higher? Could it be that spectrum, an all too scarce commodity, is much higher in terms of valuation today than it was just 4 or 5 years ago?

Sirius XM (NASDAQ:SIRI) Breakout Continues King of All Trades

Sirius XM’s (NASDAQ:SIRI)Robin Quivers Responds to False Rumor.

Andrew Montero — Sun, 08 May 2011 16:59:53 +0000

By Andy Montero Over the Mothers Day weekend, a rumor was circulated by several media outlets and blog sites regarding the possible departure of Howard Stern show member Robin Quivers. I waited for the dust to settle before investigating the...

Sirius XM’s (NASDAQ:SIRI)Robin Quivers Responds to False Rumor. King of All Trades

SIRIUS XM, Liberty Media and DISH…..Pt 2

Andrew Montero — Wed, 04 May 2011 12:47:20 +0000

In my last article I concentrated on why I was so excited to see a DISH (NASDAQ:DISH) Network executive on the Sirius XM Board after being recently appointed. Having given you an idea of how synergies can and will be achieved from a Dish perspective with Sirius XM (NASDAQ:SIRI), I will now explain how Liberty Media (NASDAQ:LCAPA) needed to be part of the picture.

SIRIUS XM, Liberty Media and DISH…..Pt 2 King of All Trades