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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: $345.1000 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-12 COMMENT Stan Wong

He puts this on the same wavelength as Netflix (NFLX-Q), but with even greater volatility and a greater valuation. Trading at almost 2X the beta of the S&P, so it is a volatile name. Bloomberg, indicates the company will not be profitable until 2019. Trading at 58X 2019 estimated earnings. There is a lot of uncertainty in the space, because it is still a breakthrough area. The market has very high expectations for the company going forward, so any slowdown in growth, execution problems or lack of capital could lead to a correction. There is competition on the horizon, whether Audi, BMW, Volvo or Mercedes. This could present some risks to Tesla.


Price:
$355.680
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-20 COMMENT Zachary Curry

This is going to need a lot of cash. They advertise model 3 at $35,000, and when it comes to Canada, it will be in the $70,000 range. Need a lot of money to get production up and running to the levels they want to go to. The cash burn rate is very high. Thinks you will have lots of opportunities to back up the truck going forward. A large part of the company is due to subsidies. Not a company he would be looking to own at this time. A momentum play rather than an investment.


Price:
$373.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2017-09-20 DON'T BUY Bruce Murray

A concept stock. It may or may not win the automobile award. We are now starting to see that BMW is making almost as many electric vehicles as Tesla. Audi and Mercedes will be right behind. We also know Ford and GM will be in the run as well. The stock price does not make any sense given the current market outlook, but if they are able to sell everything they’ve got, the stock price is not going to fall and you’ll probably make money on it. Prefers BMW that sells at 8 or 9 times earnings and pays a nice dividend. It sells 8%-10% more cars every year. Believes their I-series will be every bit as attractive as Tesla, in the longer-term. They also pay a 4.5% dividend yield.


Price:
$373.910
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2017-09-18 COMMENT Jason Del Vicario

An electric car company as well as having interests in solar. Prefers BYD Company, a Buffet backed electric car manufacturer out of China. Tesla is not the only electric car manufacturer in the world. A Tesla car costs $120,000, and there aren’t a lot of people able to afford that kind of price. This stock is relatively speculative. Wait for it to take back its new highs. Should it break through that level on greater than 40% average daily volume, that would be an indication the stock is heading reasonably higher. There are other manufacturers like BYD and BAIC in China, which are going after the lower end of the market, and expects they will be relatively successful, along with buses, trucks, etc.


Price:
$385.000
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-09-05 TOP PICK Michael Smedley

This owns its space. It is the peer company. Doesn’t think the electric car is going to survive, but this company is going to continue to command the space. It won’t matter that he doesn’t make money. (Analysts’ price target is US$345. )


Price:
$349.590
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-08-29 DON'T BUY Barry Schwartz

You have to be out of your mind to buy the stock. It’s impossible to value this. Has a market cap that is greater than General Motors (GM-N) and Ford (F-N) combined. They don’t make money, and may never make money. They’ve discounted all the cars in their showroom by 26%. The vehicles are amazing and he would love to have a Tesla, but he wouldn’t own Tesla stock.


Price:
$347.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-24 DON'T BUY Stan Wong

The stock is expensive: 365 PE, but the growth rate is 30%.  He sees competition coming from other names.  There is risk in terms of valuation and future competition.


Price:
$352.930
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL on GLOBAL GROWTH
Owned:
No
2017-08-23 PAST TOP PICK Jason Mann

*Short* (Top Pick Sep 2/16, Down 74.94%) He was forced out of it in the spring. They were overvalued and starting to roll over.  11 times book value.  5 times sales.  There are no earnings. There are lots of people trying to short it now. It is a cult stock. 


Price:
$352.770
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-18 DON'T BUY Norman Levine

It loses money and there is no prospect in the near future.  Its business is heavily subsidized by governments.  He does not like that.  There is a lot of work to be done before this market changes.


Price:
$347.460
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-08-03 COMMENT John Stephenson

This is something where the Shorts have been wrong, at least in the short run, however, it’s a name that is very hard to Buy and recommend. It totally defies belief, and is a totally “story driven” stock. The idea that they are going to bring out 400,000-500,000 Model 3s, having no manufacturing problems, and be profitable all of a sudden, is hard to imagine.


Price:
$347.090
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-25 COMMENT John O'Connell, CFA

An amazing company, and have accomplished so much, and have sold so little. Has a huge market cap of $55 billion and about $5 billion in debt. The issue for him is that Tesla does not have a monopoly on batteries, battery power or electric engines. All they do is design 3 cars that look cool.


Price:
$339.600
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-07-13 DON'T BUY Paul Harris, CFA

He wouldn’t own this. The valuation is ridiculous. This is a story that has got a lot of benefit from people who have a lot of hope, and Elon Musk has not really delivered on anything. Also, he is a perpetual issuer of equity because the cash burn is so huge in this company. Having the electric car front and centre in the car industry takes a long time to come to fruition. If you really want to buy the stock, there will be lots of opportunities because the price will fall again.


Price:
$323.410
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-06-29 COMMENT Stan Wong

One of those highflying type names which he doesn’t own and doesn’t see owning any time soon. Valuations are way out there in terms of what they are trading at. The growth rate is very, very strong, but multiples are way out there because earnings have picked up. There are better names out there on a risk/reward basis.


Price:
$360.750
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-06-21 DON'T BUY Gordon Reid

Not a company he owns or would own. It is highly speculative. In terms of the value of the company per car produced, it is $675,000 of market capitalization. For comparison, General Motors (GM-N) is $4000.


Price:
$376.400
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-06-05 DON'T BUY Matthew McCall

TSLA-Q vs. V-N vs. FB-Q.  He likes both V-N & FB-Q.  V-N is a major player when it comes to transactions.  FB-Q would be his favourite tech company.  They own the world.  They are a very innovative company.  They have made great acquisitions.  TSLA-Q he goes back and forth on.  He is a believer in electric vehicles, but does not think that much of TSLA-Q.  Every study shows there will be a lot more electric cars on the road in the future.


Price:
$347.320
Subject:
US EQUITIES
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Unknown
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