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"This is my personal investment diary. Nothing here is financial advice or a recommendation to buy or sell. Please do your own research, and familiarise yourself with the full disclaimer HERE Sirius XM Radio Inc (NASDAQ: SIRI, Mkt Cap. $9.3bn. Current price: $29.4. 4.0% of JIC Portfolio) This is what Stockopedia thinks of it. The standout to me is 6.0x free cash flow. I see Deutsche Bank has just upgraded its target price to $45 per share. That’s 55 per cent upside. I have in

"This is my personal investment diary. Nothing here is financial advice or a recommendation to buy or sell. Please do your own research, and familiarise yourself with the full disclaimer HERE Sirius XM Holdings (NASDAQ: SIRI, Mkt Cap. $10.4 bn. Current price: $30.9. 3.4% of JIC Portfolio) Yesterday Sirius published its Q2 results: HERE Conclusion: The share price reaction was disappointing, with it down 5 per cent. I think this was down to the revenue guidance for the full ye

Added to an existing position

Sirius XM Holdings (NASDAQ: SIRI, Mkt Cap. $8.87m. Current price: $26.4. 2.1% of JIC Portfolio) Q1 Results: The Full release can be found HERE My Conclusion: Mildly encouraging results from this new addition to the JIC Portfolio. Revenue was up a little on last year but in line with expectations. The further one goes down the P&L, the better, with margins up 140 basis points to 32.0%. Cashflow trebled y-o-y to $171m. On the operational front, there were improvements in churn

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