Viewing Company Tesla Motors Inc | StockChase
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Compiling comments that experts make about stocks while on public TV.

Tesla Motors Inc Stock Symbol: TSLA-Q

Last Price Recorded: $310.2200 on 2017-05-24

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Date Signal Expert Opinion Price
2017-05-19 DON'T BUY John Petrides

Wouldn’t go near this at current levels. Way too much is priced in. The valuation is so high. He is skeptical as to when they assume Elon Musk’s other project, Solar City, that was suffering tremendously. Now it has been incubated through Tesla. 10 years from now there will be more electric cars on the road, this company will not be the only one.


Price:
$310.830
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2017-05-18 COMMENT Matt Kacur

He would recommend this. They are building a tremendous company. Have now invested $20 billion into he company, but are not earning a good return yet. Currently they have negative earnings, but if they invested another $20 billion in 5 years, that is actually pretty reasonable. He would take a chance that they are going to get 25% on their invested capital.


Price:
$313.060
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-05-16 COMMENT Christine Poole

Shorting this? She does not Short, but also it is not a stock that she would add. This has an aura about it, it doesn’t need to make money and it keeps going up.


Price:
$317.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-05-10 COMMENT John Burke

Trading at an extremely high valuation. Many of the other auto companies are looking into building electric cars, so there is a lot of competition. The stock is very expensive. He doesn’t like this one.


Price:
$325.220
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-05-02 DON'T BUY Gordon Reid

He would not be a buyer of this. People love the product, but you have to be extremely careful not to link the quality of the product with the quality of the stock. The price tag is just too high. You are paying $650,000 of market cap for every car produced. Putting that in context, with GM you are paying $4000.


Price:
$318.890
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-04-27 COMMENT Mike S. Newton, CIM FCSI

Would you buy this now? Yes, but in the right size weighting, which might be 2.5%, or maybe as high as 3.5%. He had said that if it were to break above $280, he would get a little more interested. They are going to need to ramp up their supercharger network. They have 5000 now and have announced that they are going to get up to 10,000, and going to try to have 15,000 charging stations at destination locations. There is a lot of concern in the analysts’ community on the solar city amalgamation and the debt load.


Price:
$308.630
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-04-24 SPECULATIVE BUY Liz Miller

It is never inexpensive.  It has had quote a pop recently due to an announcement.  It depends on your risk profile.  It continues to be a bit of an unknown.  It is a bit of a speculative purchase.


Price:
$308.030
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-04-19 COMMENT David Burrows

A truly unique company. Some people look at this as a car company and some will see it as a battery or alternative energy company. In reality, it is a company that is changing the world. The cost of a battery cell a year ago was $500. Today it is $190. As the giga factory comes online, it will be $150 per cell with a clear line of sight to $100 per cell. At that time, there is no petrol-powered drivetrain that can compete with an electric drivetrain., They think they can cut costs of capital spending by half in the utility business. If they can produce 500,000 of the Model3 car, they can earn $20 a share. There are risks in this.


Price:
$305.520
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-04-12 COMMENT John O'Connell, CFA

An exceptionally expensive company. There are 3 things involved, the way a car looks, battery technology and general technology. This doesn’t have anything over Mercedes-Benz, BMW, Ford or Chrysler in terms of style. There is no competitive advantage on the battery either. It is a chemistry thing, and you are only going to be able to make batteries so much more efficient. Tesla has brought costs down but that is an economy of scale thing, not efficiency. General Motors has all the manufacturing capability to build cars. Tesla does not. The $45 billion market value does not support the physical capacity to make as many cars as General Motors does.


Price:
$296.840
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-04-10 COMMENT Hap (Robert) Sneddon FCSI

This moved up sharply to $200 in mid-December, and is now over $300. It’s in the ballpark of starting to run into previous resistance of past years. From a tech perspective, the only thing we have are 2 prior highs. There is nothing yet to say “get out”. Usually a train in motion stays in motion until it doesn’t.


Price:
$312.390
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2017-03-16 DON'T BUY Gordon Reid

A wonderful car, but wouldn’t touch the stock. When you look at the business plan of Mr. Musk, he is basically producing something that every other car company in the world is either coming out with the product or has a product that is a year or 2 away. There is going to be tremendous competition in terms of electric cars, over the next 2-4 years. The stock is so highly valued that if you put it in context of cars produced, it has a market capitalization of $220,000 per car produced. GM has a market capitalization of $4300 per car produced.


Price:
$262.050
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-03-02 BUY Jon Vialoux

Right now is a great time to be in the automotive sector. Automotive stocks, including automotive parts manufacturing, tend to do well between now all the way through to mid-April. The recent weakness was attributed to a downgrade by an analyst, and it dropped to its 50-day moving average, but nothing significant indicates a reversal of the uptrend. Take advantage of the weakness and the positive trend, and play higher. (See Top Picks.)


Price:
$250.480
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-02-27 WAIT Mike S. Newton, CIM FCSI

Just downgraded today by Goldman Sachs. It is something he does want to own and plans on getting into it at some point, but wouldn’t buy it in a downtrend, or anywhere in this area right now. Wait for the stock to break through about $280. That would break it out of a four-year sideways trend. Seeing it at $280+ for some consistent period of time, would give you a sort of “all clear” on the stock, and it could be very, very interesting.


Price:
$246.230
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2017-02-10 DON'T BUY Norman Levine

As a value investor, he would never own this. It has no earnings and no value. With this company, you are buying a long-term concept stock, and the concept is electric cars and lithium batteries. His question is, is electric vehicles the way things are going to go. Probably in the long run. His 2nd question is will this company be a market winner in that period or are the big guys that are currently out there going to dominate the electric business, and this one is going to have to roll over and go away. Because of this, he would not be investing in this.


Price:
$269.230
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-01-19 COMMENT John O'Connell, CFA

Doesn’t think this has a sustainable business model. There are 2 parts to a car, design and battery. The battery is common sense and there is nothing proprietary about it. By building their giga factory, they have brought their costs down as much is they possibly could. However, it has not followed Moore’s Law. You can only make a lithium ion battery so cheap. There are a lot of upfront manufacturing costs that cannot go to zero. Then there is the style aspect, and he doesn’t see how it can compete against Mercedes-Benz, BMW, Ford, Chrysler, General Motors.


Price:
$243.760
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
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