Still neutral on SIRI. Unlike C and F, I think this is a supercheap stock of a company that actually does have the potential to go to 0. Two or 3 bad quarters in a row and it could be curtains for them. But I will admit that their recent turning of a profit is very very promising. And as a customer, I notice a growing list of new customers among people I know. I may be biased, but I think the Stern factor has reached its limit, and the real draw is from Oprah (bleh) and more importantly the Jason Ellis show (@EllisMate), pictured to the right. All of Stern's influence was priced into SIRI long ago, and possibly so was Oprah's, but I think the potential for Ellis to really explode in popularity is still relatively unknown to Wall St.
Image credit: http://www.orbitcast.com/archives/jason-ellis-joins-the-virus.html