This Week in Sirius XM Radio

There's never a dull week with Sirius XM Radio.

Feb 22, 2014 at 10:15AM

Things never get dull for the country's lone satellite-radio provider. Shares of Sirius XM Radio (NASDAQ:SIRI) moved higher on the week, gaining 1.4% to close at $3.61. The media darling's pop was better than the Nasdaq's 0.5% uptick on the week.

There was more going on beyond the share-price gyrations, though. Morgan Stanley issued a report on Sirius XM, reiterating its neutral stance. The satellite-radio giant made some programming moves centered on annual events. And on the streaming front, Spotify may be going public .

Let's take a closer look.

Neutral ground
There hasn't been a lot of analyst activity on Sirius XM since majority stakeholder Liberty Media (NASDAQ:LMCA) moved to acquire the balance of the company. Until the matter is resolved, it limits both the upside and the downside. 

However, that didn't stop Morgan Stanley from issuing a new report on Wednesday, sticking to its $3.50 price target and its equal-weight stock rating. Morgan Stanley's Benjamin Swinburne feels that Sirius XM's guidance is conservative -- it has historically been a low-baller -- but there are still valuation concerns if the Liberty Media deal doesn't go through. Given the strong sentiment among retail investors that Liberty Media is stealing Sirius XM shares, the deal unraveling isn't a ludicrous notion.

We now return to your regularly scheduled programming
It was a relatively tame week on the news front, but that's not a surprise, given the abridged trading week.  

Sirius XM issued a pair of press releases, promoting timely limited-run offerings. It announced that its exclusive Entertainment Weekly Radio will have a full week of coverage of the upcoming Academy Awards. Sirius XM also announced in-depth coverage of the Daytona 500, which isn't really a surprise since it's a NASCAR partner. 

These programming releases don't move the stock. However, they draw attention to its wide breadth of content, and that's clearly been magnetic to Sirius XM's growing base of subscribers.

Spotify marks the spot
There may be another publicly traded digital-music giant on the scene soon. Spotify put out a job listing to find someone to handle external relations. This is a post that typically serves as the head of investor relations after an IPO.

CNBC speculated that Spofity is arming itself to go public, and you can't blame the premium streaming darling with millions of paying subscribers. It will be interesting to grab a peek at its financials.

6 more stock ideas pumping up the value
It was a quiet week for Sirius XM, but the new week isn't likely to be dull. While we wait for the latest news to roll in, we can keep looking around the market for other great investing ideas. Why not start with the Fool's own David Gardner, who has proved the critics wrong time, and time, and time again with stock returns like 926%, 2,239%, and 4,371%? In fact, just recently one of his favorite stocks became a 100-bagger. And he's ready to do it again. You can uncover his scientific approach to crushing the market and his carefully chosen six picks for ultimate growth instantly, because he's making this premium report free for you today. Click here now for access.

Rick Munarriz has no position in any stocks mentioned. The Motley Fool owns shares of Liberty Media and Sirius XM Radio. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

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David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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