Take Sirius for example. Last Monday, I outlined why it looked like the time was approaching for the company's CEO Mel Karmazin to again sell some of his options and I asked if investors should buy in anticipation. Two days later, he sold 7.6 million shares. I felt I did readers a service by being right.
As for Apple, my recent prediction that it is about to dominate the automobile was not at all appreciated by some readers -- particularly those who are investors of Sirius XM as well as Pandora (P). When Apple announced that it was ditching Google (GOOG) in favor of its own in-house mapping system, I took it a step further and realized that Apple was now communicating directly with commuters. Essentially, it has gotten into the driver's seat.
I said this because first, it doesn't take a genius to see that the IP platform is dominant now as it currently connects every mobile device such as smartphones, tablets, video games systems and even your television. Yet it is only starting to grow, as vehicles are now being manufactured with their own IP addresses already built in.So with Apple having already designed its "mobile OS" for the upcoming release of its iPhone 5 -- where it has also integrated Facebook -- it makes sense that it might become the navigator of the automobile (along with its Siri voice control system). Automobile integration also looks likely to be the future driver of the company's growth and stock price. In other words, when the smartphone market ends, the introduction of the "smartcar" market begins. That seems to be the trend and the logical next step -- at least according to my analysis. I was right about Sirius shares. For Apple's dominance perhaps I'm going out on a limb. Some would say in both cases I'm merely throwing the topics to the wall to see if they stick. Be that as it may, my job as an analyst and writer is to be right. Hopefully in the process I'll appear smart if I've helped readers make decisions that they otherwise likely might not have made or consider possible outcomes that might have gone ignored.
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