Tesla Motors Inc | StockChase
101
Tesla Motors Inc (TSLA-Q)

Last Price Recorded: $336.2200 on 2018-01-15

ON STOCKCHASE SINCE Apr 2011

0
101
Tesla Motors Inc (TSLA-Q)

Last Price Recorded: $336.2200 on 2018-01-15

ON STOCKCHASE SINCE Apr 2011


Tesla Motors Inc


Signal Opinion Expert
DON'T BUY
Tesla Motors Inc(TSLA-Q) 

November 22, 2017

He equates this with what we saw in the 2000 timeframe in regards to Internet related stocks. Electric vehicles will be operated over time, but a number of things have to happen. We have to have a better production for electricity. Also, will Tesla be able to operate production for the demand. OK for 30,000-40,000 cars, but if looking at mass production volumes to hit the kind of demand expected, it would fundamentally change the automotive landscape. To him, that is not possible. He considers this as a vapour stock.

He equates this with what we saw in the 2000 timeframe in regards to Internet related stocks. Electric vehicles will be operated over time, but a number of things have to happen. We have to have a better production for electricity. Also, will Tesla be able to operate production for the demand. OK for 30,000-40,000 cars, but if looking at mass production volumes to hit the kind of demand expected, it would fundamentally change the automotive landscape. To him, that is not possible. He considers this as a vapour stock.

0
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$312.600
Owned Owned
Unknown

DON'T BUY
Tesla Motors Inc(TSLA-Q) 

November 16, 2017

A very high profile stock. Thinks the company could go bankrupt. They are really doing things to push forward the adoption of electric vehicles, and have burned through $5 billion of capital in the last 12 months. Expects they will burn through another $5 billion in the next 1-2 years. They are going to have to do multiple capital raises. So far, the market has been willing to give boatloads of cash to them.

A very high profile stock. Thinks the company could go bankrupt. They are really doing things to push forward the adoption of electric vehicles, and have burned through $5 billion of capital in the last 12 months. Expects they will burn through another $5 billion in the next 1-2 years. They are going to have to do multiple capital raises. So far, the market has been willing to give boatloads of cash to them.

0
Alex Ruus

Portfolio Manager, Arrow Capital Manage...

PricePrice
$312.500
Owned Owned
No

COMMENT
Tesla Motors Inc(TSLA-Q) 

November 8, 2017

If you took what has happened at this company, missing on their production forecast, the margin impact, and blowing through about $4 million this year in cash, and if you took the name of Tesla off, this stock would react incredibly differently. It seems that these newer type technology companies have so much hype and enthusiasm and people treat them differently. When you are paying today what you expect people to be paying in the future, and then it doesn't happen, that is a really dangerous proposition.

If you took what has happened at this company, missing on their production forecast, the margin impact, and blowing through about $4 million this year in cash, and if you took the name of Tesla off, this stock would react incredibly differently. It seems that these newer type technology companies have so much hype and enthusiasm and people treat them differently. When you are paying today what you expect people to be paying in the future, and then it doesn't happen, that is a really dangerous proposition.

0
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$304.390
Owned Owned
Unknown

COMMENT
Tesla Motors Inc(TSLA-Q) 

October 26, 2017

$1.8 billion a year is how much cash they are burning through. That is not good. Also, there are over 30 automobile manufacturers globally. He doesn’t like buying a company with that much competition. Even their competitors are bringing out electric cars. Lithium is very poisonous and the batteries are in the bottom of these cars, so what is going to happen to the batteries after they have finished with their useful life.

$1.8 billion a year is how much cash they are burning through. That is not good. Also, there are over 30 automobile manufacturers globally. He doesn’t like buying a company with that much competition. Even their competitors are bringing out electric cars. Lithium is very poisonous and the batteries are in the bottom of these cars, so what is going to happen to the batteries after they have finished with their useful life.

0
John Burke

CEO & CIO, Burke Financial Stra...

PricePrice
$326.170
Owned Owned
No

COMMENT
Tesla Motors Inc(TSLA-Q) 

October 12, 2017

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.

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.

0
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$355.680
Owned Owned
Unknown

COMMENT
Tesla Motors Inc(TSLA-Q) 

September 20, 2017

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.

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.

0
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd....

PricePrice
$373.910
Owned Owned
No

DON'T BUY
Tesla Motors Inc(TSLA-Q) 

September 20, 2017

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.

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.

0
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$373.910
Owned Owned
Unknown

COMMENT
Tesla Motors Inc(TSLA-Q) 

September 18, 2017

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.

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.

0
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$385.000
Owned Owned
No

TOP PICK
Tesla Motors Inc(TSLA-Q) 

September 5, 2017

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. )

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. )

0
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$349.590
Owned Owned
No

DON'T BUY
Tesla Motors Inc(TSLA-Q) 

August 29, 2017

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.

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.

0
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$347.360
Owned Owned
No

DON'T BUY
Tesla Motors Inc(TSLA-Q) 

August 24, 2017

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.

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.

0
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$352.930
Owned Owned
No

PAST TOP PICK
Tesla Motors Inc(TSLA-Q) 

August 23, 2017

*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. 

*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. 

0
Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$352.770
Owned Owned
Yes

DON'T BUY
Tesla Motors Inc(TSLA-Q) 

August 18, 2017

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.

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.

0
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$347.460
Owned Owned
Unknown

COMMENT
Tesla Motors Inc(TSLA-Q) 

August 3, 2017

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.

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.

0
John Stephenson

President & CEO, Stephenson & Company...

PricePrice
$347.090
Owned Owned
Unknown

COMMENT
Tesla Motors Inc(TSLA-Q) 

July 25, 2017

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.

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.

0
John O'Connell, CFA

Chairman and CEO, Davis Rea...

PricePrice
$339.600
Owned Owned
No

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