Tesla Motors Inc

TSLA-Q

NASDAQ:TSLA

834.02
28.21 (3.50%)
Tesla, Inc. is an American automaker, energy storage company, and solar panel manufacturer based in Palo Alto, California.
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Analysis and Opinions about TSLA-Q

Signal
Opinion
Expert
COMMENT
COMMENT
June 7, 2018

The CEO has a pretty big hammer in terms of the voting shares. He generally likes chairman of the board and chief operating officer to be separate. He generally votes against a combined role. TSLA-Q is a fabulous technology but you have to ask how much of the future expectation for this company is already priced into this stock.

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The CEO has a pretty big hammer in terms of the voting shares. He generally likes chairman of the board and chief operating officer to be separate. He generally votes against a combined role. TSLA-Q is a fabulous technology but you have to ask how much of the future expectation for this company is already priced into this stock.

DON'T BUY
DON'T BUY
June 6, 2018

A stock that analysts hate. This is a great play to get into this sector, e-cars. Tesla continues to struggle to boost production. A speculative stock.

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A stock that analysts hate. This is a great play to get into this sector, e-cars. Tesla continues to struggle to boost production. A speculative stock.

DON'T BUY
DON'T BUY
May 28, 2018

He recommended it in 2012 and it ran up a lot more than he expected it to. The market cap rivals Ford or GM. He thinks it will come off in price.

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He recommended it in 2012 and it ran up a lot more than he expected it to. The market cap rivals Ford or GM. He thinks it will come off in price.

DON'T BUY
DON'T BUY
May 9, 2018

It's burning through cash, has very high debt, is underdelivering and recently Elon Musk snapped at caller questions. Red flags are everywhere. They still haven't nailed down their level three entry-level car. Definitely don't buy.

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It's burning through cash, has very high debt, is underdelivering and recently Elon Musk snapped at caller questions. Red flags are everywhere. They still haven't nailed down their level three entry-level car. Definitely don't buy.

WATCH
WATCH
April 30, 2018

People may be questioning what management is doing. It broke down out of a down trend to about the $250 level, which is encouraging investors to come in. You have to break out above the top of the trend.

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People may be questioning what management is doing. It broke down out of a down trend to about the $250 level, which is encouraging investors to come in. You have to break out above the top of the trend.

SHORT
SHORT
April 25, 2018

Short or long? He doesn't short stocks, but to answer this question he would short Tesla. Yes, they make a fine car, but this is the poster boy between a good company and a good stock. The estimated market cap of Tesla to produce pera car is $500,000 vs. GM's $4,000. Even if Tesla is outrageously successful, then can't grow into their stock price.

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Short or long? He doesn't short stocks, but to answer this question he would short Tesla. Yes, they make a fine car, but this is the poster boy between a good company and a good stock. The estimated market cap of Tesla to produce pera car is $500,000 vs. GM's $4,000. Even if Tesla is outrageously successful, then can't grow into their stock price.

DON'T BUY
DON'T BUY
April 16, 2018

No plans to buy this. Tesla continues to miss production targets, is burning through cash, and carries heavy debt. Tesla must prove it can produce cars on a sustainable basis. Model 3's production is below scheduled rates. Also, Tesla now faces more competition.

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No plans to buy this. Tesla continues to miss production targets, is burning through cash, and carries heavy debt. Tesla must prove it can produce cars on a sustainable basis. Model 3's production is below scheduled rates. Also, Tesla now faces more competition.

BUY
BUY
April 5, 2018

Loves it, though it's not a core holding. It's a perfect storm now with the Model S recall and self-driving accident that killed someone. Elon Musk has a vision of automating the whole process. He still likes it. He'd buy a small amount.

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Loves it, though it's not a core holding. It's a perfect storm now with the Model S recall and self-driving accident that killed someone. Elon Musk has a vision of automating the whole process. He still likes it. He'd buy a small amount.

COMMENT
COMMENT
January 26, 2018

This is a difficult case. The healthy run up on the chart indicates it is bullish, but it has too big a top in relation to the run-up it had. When talking about this company, you have to go back to some basics. They have so many orders, they can't fill them. That creates a concern. He is neutral on this.

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Tesla Motors Inc (TSLA-Q)
January 26, 2018

This is a difficult case. The healthy run up on the chart indicates it is bullish, but it has too big a top in relation to the run-up it had. When talking about this company, you have to go back to some basics. They have so many orders, they can't fill them. That creates a concern. He is neutral on this.

COMMENT
COMMENT
January 23, 2018

The cars, concepts, and what they’ve done for the automotive industry has been fantastic. You really have to buy into electric cars and that Tesla is going to have a very dominant position in electric cars and their battery technology. His concern would be that they have been a catalyst for a significant change in the automobile industry, and there have been huge investments by Ford, Chrysler and GM. Everybody is getting into this business, and are catching up. Tesla is not going to always have the dominant lead that they currently have.

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Tesla Motors Inc (TSLA-Q)
January 23, 2018

The cars, concepts, and what they’ve done for the automotive industry has been fantastic. You really have to buy into electric cars and that Tesla is going to have a very dominant position in electric cars and their battery technology. His concern would be that they have been a catalyst for a significant change in the automobile industry, and there have been huge investments by Ford, Chrysler and GM. Everybody is getting into this business, and are catching up. Tesla is not going to always have the dominant lead that they currently have.

DON'T BUY
DON'T BUY
January 19, 2018

Has a very weak balance sheet. If there is a very weak balance sheet and a very high market valuation, which this company has, then going to the stock market to raise money is always an alternative. As long as Tesla has a poor balance sheet, that is an alternative. However, there are no visible earnings, so you are fundamentally buying this on a wing and a prayer. The stock is in a trading band, suggesting that the next low is $271.

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Tesla Motors Inc (TSLA-Q)
January 19, 2018

Has a very weak balance sheet. If there is a very weak balance sheet and a very high market valuation, which this company has, then going to the stock market to raise money is always an alternative. As long as Tesla has a poor balance sheet, that is an alternative. However, there are no visible earnings, so you are fundamentally buying this on a wing and a prayer. The stock is in a trading band, suggesting that the next low is $271.

DON'T BUY
DON'T BUY
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.

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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.

DON'T BUY
DON'T BUY
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

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