Sirius XM Holdings Inc (SIRI)

[Holycroc]

I have to kinda agree with Camerons latest article. It has been mentioned before that a new captain of this ship might be needed to set sail in the right direction. Whereas now there is no direction. All the great content is fabulous, but where's the R&D? Where is there evidence of staying current, keeping up with or staying ahead of everyone else? Where's all the cool new radios, how can the website player still look so drab and archaic?

All this fcf supposed to be a great thing, if ya do the right thing with it. Share buyback? Too many out there for it to matter. Dividend? Naaa. Buy other companies, perhaps, if the right one.

I'd say the only two true options that are best are investment into R&D, and paying debt down...

I'm not ready to bail ship here, but questioning things a lot more. Year from now may still be right where I'm at, but there's surely more doubt....

We're still here waiting for Malone to do whatever he's gonna do aren't we....