文章核心观点 - 卫星广播公司Sirius XM Holdings(SIRI)进行了1:10的逆向股票拆分,以提高股价吸引机构投资者[3][4] - 尽管Sirius XM面临一些经营挑战,但其作为卫星广播业的法定垄断者,订阅收入占比高,成本结构较为稳定,估值较低,仍具有投资价值[7][8][9] 公司概况 - Sirius XM是一家卫星广播公司,在2024年完成了与Liberty Sirius XM Group的合并,并进行了1:10的逆向股票拆分[3][4] - 公司订阅收入占比约80%,相对于依赖广告收入的传统广播公司更加稳定[8] - 公司作为卫星广播业的法定垄断者,在定价方面拥有一定的议价能力[8] 经营情况 - 公司近两个季度的订阅用户数有所下降,主要受到经济和汽车市场疲软的影响[5][6][7] - 但公司的成本结构相对稳定,不会受订阅用户变化太大影响[9] 财务表现 - 公司当前的估值水平较低,市盈率不到8倍,股息率达4.2%,具有较高的投资价值[9][10]

Cooper and her popular "Call Her Daddy" podcast are joining a company in Berkshire Hathaway's stock portfolio.What does a 30-year-old podcast star have in common with a 94-year-old investing legend? On the surface, not much.Alex Cooper rose to fame through the creation of the Call Her Daddy podcast, which interviews high-profile celebrities and focuses on a range of topics including sex, relationships, and mental health.Warren Buffett, on the other hand, made his name through the conglomerate he has run for ...

Buffett's aggressive purchase of this stock has nothing to do with its recent reverse stock split.Warren Buffett bought only seven stocks for Berkshire Hathaway's portfolio in the second quarter of 2024. He seemed to be especially enthusiastic about Sirius XM Holdings (SIRI 3.87%), increasing Berkshire's stake by 262%.Rest assured that Sirius XM's 1-for-10 reverse stock split conducted earlier this month had nothing to do with Buffett's purchase of more shares. The legendary investor might have liked the re ...

文章核心观点 - 卫星广播公司SiriusXM进行了1:10的逆向股票拆分,这是一个不同寻常的举措 [1][2] - 这次拆分可能为公司带来新的发展机遇,给予管理层更大的灵活性 [2] - 公司维持了全年收入和EBITDA的指引,但将自由现金流指引从12亿美元下调至10亿美元 [2] - 公司宣布了每季度0.27美元的股息,以及11.66亿美元的股票回购计划 [3] 公司概况 - 公司在2008-2009年金融危机期间通过发行更多股票维持运营,导致股价长期低于10美元 [4] - 公司目前经营状况较为稳定,但近年来收入和用户增长乏力 [5] - 公司目标维持3倍左右的EBITDA杠杆比,将自由现金流用于投资、派息和偿债 [5] - 公司正在评估从Liberty Media继承的商誉和无形资产,可能在第三季度计提减值 [5] 投资评估 - 对于重视股息和价值投资的投资者来说,公司股票可能是一个不错的选择 [6] - 但公司的业务可持续性存在疑问,可能面临Howard Stern合同到期和用户流失等风险 [6][7] - 投资者需密切关注公司的收入和用户趋势,确保业务保持稳定 [7]

It's the only satellite radio provider, but this isn't such a big advantage now that nearly all of its customers already pay for mobile internet service.Shares of Sirius XM Holdings (SIRI 3.87%) are down a disappointing 56% in 2024, but it probably isn't time to turn our backs on the satellite radio provider.Improving subscriber trends recently inspired Guggenheim analyst Curry Baker to upgrade the stock and raise its price target to $30 per share. Baker gave Sirius XM a buy rating, and the new target impli ...

Sirius XM hit a 12-year low this week. It's time to pump up the volume.The major market indices may have hit fresh all-time highs this week, but Sirius XM Holdings (SIRI 3.96%) investors weren't invited to the party: Shares of the satellite radio provider hit a 12-year low this week.There's no shortage of explanations for the former battleground stock losing the war on Wall Street. Growth has slowed to a crawl. Its subscriber base may have also plateaued last year.Making matters worse, the conversion of the ...

Long-Term Focussed In-Depth Fundamental Analysis.Former Associate at a $10 billion hedge fund, with 15 years of professional experience in equity markets. Holds a First-Class Honours degree in Financial Economics from the University of London and is a CFA Level III candidate.An avid reader and a Berkshire Hathaway buff.Analyst’s Disclosure: I/we have a beneficial long position in the shares of SIRI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses m ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they bel ...

Fresh off a 1-for-10 reverse stock split, is this satellite radio monopoly finally a buy?With shares down around 60% over the last five years, Sirius XM (NASDAQ: SIRI) has battered its long-term investors. And it's no surprise management turned to a 1-for-10 reverse stock split to keep its shares from getting too cheap. But while the split takes Sirius out of penny stock territory, it doesn't resolve the challenges that put it there in the first place. Let's dig deeper to see what the next five years could ...

Sirius XM (SIRI) has been beaten down lately with too much selling pressure. While the stock has lost 22.2% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.How to Determine if a Stock is OversoldWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that ...