![](http://investorshub.advfn.com/images/default_ih_profile2_4848.jpg?cb=0)
Thursday, September 14, 2006 9:47:03 AM
Sirius
By Tim Hanson (TMF Mmbop)
September 13, 2006
Let me get this out of the way right now: I'm neither short XM Satellite Radio (Nasdaq: XMSR) nor long Sirius Satellite Radio (Nasdaq: SIRI). But before we get to who is long and short on those stocks, let's set the stage, shall we?
It's one of the hottest questions among growth investors: XM or Sirius? Sirius has Stern; XM has Major League Baseball. XM just got upgraded by Bear Stearns; Sirius just found out that Ford (NYSE: F) would be cutting production and thereby decreasing the number of radios that will be installed in its vehicles. Sirius CEO Mel Karmazin has been buying; XM insiders are squabbling. XM has more subscribers; Sirius has better growth rates. Neither, of course, has any profits.
So who thinks Sirius is a buy and XM is a sell?
Without further ado ...
That investor goes by the handle dberson100. Who's dberson100? I have no idea, other than that he (or she) is a fairly high-rated investor in our Motley Fool CAPS database. What's CAPS? It's a community-intelligence database that ranks investors and their picks -- a system that helps us determine the best investors and the best stocks to buy.
And the community seems to agree with dberson100. Just take a look at the numbers.
Company
Total Bulls
Total Bears
All-Star Bulls
All-Star Bears
XM Satellite Radio
89
50
5
14
Sirius Satellite Radio
200
63
24
14
Data from Motley Fool CAPS, as of market close Sept. 8, 2006.
While 64% of investors think XM is a winner going forward, consider that 74% of the best-rated investors -- a rating based on pick accuracy and market outperformance -- have called XM a clear-cut loser. The sentiment for Sirius, however, is quite different. On CAPS, 76% of investors think Sirius is a winner, as do 63% of our All-Stars.
What are the reasons for these differing opinions? Content and growth rates. While CAPS investors haven't posted many positive things about either company's financial statements, the Sirius bulls never tire of pointing out that their content is better and that their company is growing faster. XM bulls, on the other hand, don't really have much to say at all. While they agree that satellite radio is a phenomenal technology, they don't seem as sold on XM the company. Call it a sector play, in other words, uninspired as it may be.
Happy Trails
Recent SIRI News
- SiriusXM to Report Second Quarter 2024 Operating and Financial Results • PR Newswire (US) • 07/02/2024 08:30:00 PM
- Form SC 13D/A - General statement of acquisition of beneficial ownership: [Amend] • Edgar (US Regulatory) • 06/17/2024 10:57:11 AM
- Form 425 - Prospectuses and communications, business combinations • Edgar (US Regulatory) • 06/17/2024 10:12:19 AM
- Form 425 - Prospectuses and communications, business combinations • Edgar (US Regulatory) • 06/17/2024 10:10:22 AM
- Form 425 - Prospectuses and communications, business combinations • Edgar (US Regulatory) • 06/17/2024 10:09:28 AM
- Form 8-K - Current report • Edgar (US Regulatory) • 06/17/2024 10:05:31 AM
- Form 11-K - Annual report of employee stock purchase, savings and similar plans • Edgar (US Regulatory) • 06/14/2024 05:42:43 PM
- Adobe Soars 15% Pre-Market; Visa and Mastercard Encounter Hurdles in $30 Billion Agreement, and More • IH Market News • 06/14/2024 11:21:47 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/13/2024 08:12:15 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 06/12/2024 02:41:38 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/06/2024 08:25:37 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 06/05/2024 02:33:01 PM
- Economic Worries May Lead To Weakness On Wall Street • IH Market News • 06/04/2024 01:10:54 PM
- Gabelli Funds to Host 16th Annual Media & Entertainment Symposium Thursday, June 6, 2024 • GlobeNewswire Inc. • 06/03/2024 12:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/30/2024 10:54:39 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/30/2024 10:54:37 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/30/2024 10:54:35 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/30/2024 10:54:33 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/30/2024 10:54:32 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/30/2024 10:54:28 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/30/2024 10:54:27 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/30/2024 10:54:24 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/30/2024 10:54:22 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/30/2024 10:54:20 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/30/2024 10:54:18 PM
Cannabix Technologies and Omega Laboratories Inc. Provide Positive Developments on Marijuana Breathalyzer Testing • BLO • Jul 11, 2024 8:21 AM
ECGI Holdings Enhances Board with Artificial Intelligence (AI) Expert Ahead of Allon Apparel Launch • ECGI • Jul 10, 2024 8:30 AM
Avant Technologies to Meet Unmet Needs in AI Industry While Addressing Sustainability Concerns • AVAI • Jul 10, 2024 8:00 AM
Panther Minerals Inc. Launches Investor Connect AI Chatbot for Enhanced Investor Engagement and Lead Generation • PURR • Jul 9, 2024 9:00 AM
Glidelogic Corp. Becomes TikTok Shop Partner, Opening a New Chapter in E-commerce Services • GDLG • Jul 5, 2024 7:09 AM
Freedom Holdings Corporate Update; Announces Management Has Signed Letter of Intent • FHLD • Jul 3, 2024 9:00 AM