Sirius XM Holdings Inc (SIRI)

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SIRI Apple connection..........??The link below has the whole article.

Next on the list is Sirius (SIRI). Our SIRI options are up 37% since purchasing them on December 9th and we still feel that investors haven’t caught the magnitude of this opportunity. Everything that Netflix has going against it, Sirius has going for it. Sirius has always had exclusive content and as of January 1, 2011 it now has exclusive mobile streaming rights to Howard Stern. The first thing you see when you click on Stern’s website is an offer for the premium online package that enables streaming to your Apple iPhone, Google Android, or RIMM (RIM) smartphone. In 2011, mobile users are showing an obsession for such content.
The details of Stern’s new contract have yet to be released but we expect that Sirius is planning a video iPad app as part of its Sirius 2.0 initiative. We’re not sure if it will include Stern because he already offers Howard TV but it should include multiple other video feeds that people want on their iPads. If Sirius can enhance its service by providing an iPad video app, this stock will double and triple over the next two years. This should be a no brainer for the company, it's like somebody telling a tire manufacturer to add air to the tire in order to enhance the ride. If Sirius doesn't come out with a video iPad app as part of Sirius 2.0 than CEO Mel Karmazin deserves a depressed stock price.?The iPad wave is sweeping the world, all analysts are raising targets, NY public schools are joining others across the USA ordering iPads, and the tablets being shown at CES are a comparable joke. Apple’s decision to move its event to the end of January has turned CES into a non event. Remember last year when Steve Ballmer tried to show the world what a tablet looked like? Ouch.??http://seekingalpha.com/article/245155-5-investment-ideas-for-2011