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OT: Stock and Investment Talk

Most of which are voluntary recalls for the 3. I got an email yesterday. I'm not concerned and won't be scheduling an appointment.
The S recalls (~100K) are more serious.

And great analysis. Keep looking backwards at hyper growth. Maybe you'll jump in 5 years from now.
I wish I bought more last March, but I also have a ton via funds and ETFs. At what price would you recommend people to buy more (or buy for the first time)?
 
Most of which are voluntary recalls for the 3. I got an email yesterday. I'm not concerned and won't be scheduling an appointment.
The S recalls (~100K) are more serious.

And great analysis. Keep looking backwards at hyper growth.
I love the growth. Hate the stock price. In fact, Musk himself has said the company was overvalued on several occasions so I simply agree with him. 2022 will be a pivotal year with BYD crushing it in China, VW in the EU, and Ford and others playing catch-up. BTW, while Tesla is still the EV leader in the US, with 66% of the market, it’s down from 79.5% in 2020. What percentage of the EV market do you expect Tesla to have in 5 years?

 
You do this same shit every quarter, and you're NEVER correct. Find a quote where Elon gave guidance for 1 million vehicles in 2021.
You won't. The only guidance Tesla gives over, and over, and over is 50% annual growth. Mission accomplished. Blowout quarter, blowout year. 2022 is going to be even better.
 
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I wish I bought more last March, but I also have a ton via funds and ETFs. At what price would you recommend people to buy more (or buy for the first time)?
Lol...I hate these questions. I have no intention to sell any shares this decade, so, for me, whether I'm buying at $900, 1000, or 1100 is irrelevant when I consider where the share price will be in 5-10 years.

Timing the market is impossible, at least for me. Last quarter I added prior to the delivery announcement (smart move). Then, I waited until after the earnings call to add more (dumb move). But again, long term, it won't really matter to me.

I'd be shocked if we don't see a big move this week, but who knows. Wall St is still sleeping with consensus at 1.3 million vehicles for 2022. That's laughable. 2 million is in play IMO. Need to get Berlin, Austin, and 4680s going.
 
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+1
He tried to pull that silliness a few months ago. Internal communication does not equal guidance to the street. Another big fail!

Every company I have worked for does the same (internal vs. external).
Ha ha…..luckily I’m just as savvy as Musk when wording things. I never said it was his guidance. Please read again and tell me if I’m wrong.
 
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I love the growth. Hate the stock price. In fact, Musk himself has said the company was overvalued on several occasions so I simply agree with him. 2022 will be a pivotal year with BYD crushing it in China, VW in the EU, and Ford and others playing catch-up. BTW, while Tesla is still the EV leader in the US, with 66% of the market, it’s down from 79.5% in 2020. What percentage of the EV market do you expect Tesla to have in 5 years?

Agree. 2022 is a big year for the "competition". It's time to start showing some growth. A flat line of a few thousand units/month isn't going to cut it anymore. EV demand has never been higher.

I hate the term "EV market share" and try my best to avoid using it. There's just a vehicle market share. I'm only concerned with profitable production volume. For 2025, bear case = 5.5 million units. Bull = 8 million.
 
Ha ha…..luckily I’m just as savvy as Musk when wording things. I never said it was his guidance. Please read again and tell me if I’m wrong.
In case you haven't figured out, Musk sets very ambitious goals and pushes his teams very hard. Your article may be true, but it is hearsay.
50% annual growth is the only guidance Tesla gives. Past, present, and future. I don't put much stock in anonymous sources from internal meetings.
 
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In case you haven't figured out, Musk sets very ambitious goals and pushes his teams very hard. Your article may be true, but it is hearsay.
50% annual growth is the only guidance Tesla gives. Past, present, and future. I don't put much stock in anonymous sources from internal meetings.
I know but it’s not hearsay. It’s Musk’s target. You and I both know the 50% is a low ball number considering Tesla still hasn’t match F-150 or Corolla sales. If they miss on that target in the next two years, the stock will drop by 80%.
 
Also notice that none of you mentioned Musk wants the Govt help to stay for solar after he said the govt shouldn’t help in EVs.
 
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Welcome to the 2022 stock market! :)

Something to think about - interest rates vs. inflation:

 
I don't know if it's a bad company. It makes billions. But those earnings have been, and will continue to be, stagnant.

But it has gone from cheap, to super cheap. Its dividend is currently 9%. They will cut that but it's still going to be significant. And you get the spinoff.

So it probably pretty safe at these levels (granted I would have said that when it was $30), you get the dividend, you get the spinoff, then you just hope for some multiple expansion.

AT&T now up 14% since your post!!
 
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Another black eye for Tesla. Why would you open a new dealership in Xinjiang right now? Guess you have to kiss the ring and do as you are told when you get in bed with China.
 
Another black eye for Tesla. Why would you open a new dealership in Xinjiang right now? Guess you have to kiss the ring and do as you are told when you get in bed with China.
^^^^^ New year, same stupid posts.
 
QUOTE="jtung230, post: 5452831, member: 1968"]
Why is it stupid? I mean it must be stupid when Wall Street Journal, Barrons, and Bloomberg covered the story.
[/QUOTE]
Because it's a typical FUD article that hooks weak minded people. Did you seriously think the MSM, funded by big oil and big auto, would let Tesla have a positive light cast on it for more than 24 hours? Tesla crushes deliveries, and right on cue, FUD comes flying. Must be a coincidence, right?

Any idea how many other American companies operate in Xinjiang?

But only Tesla gets ink a day after they crush deliveries. Why is that?
 
QUOTE="jtung230, post: 5452831, member: 1968"]
Why is it stupid? I mean it must be stupid when Wall Street Journal, Barrons, and Bloomberg covered the story.

But only Tesla gets ink a day after they crush deliveries. Why is that?
[/QUOTE]
Seriously? It’s the timing of it. No one is saying they should close down opened stores but this was literally AFTER US cited the region for genocide. If you read the articles, Walmart is pulling all goods made in that region. Talk about selling out.
 
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AT&T now up 14% since your post!!
Nailed the bottom with that post too. It was up 6% the very next day I think.

Though I didn't get in till $24.22 so I'm up 5%.

Jenny Harrington was talking about it recently thought it could get into the mid $30's. A hair under $40 was where it sat pre covid. $33ish is it's post covid high, and had nice momentum at that point, then they announced the dividend cut and it tanked. Is the mid point between those highs a potential get out point? I'll take 50% stock price rise and whatever dividend I get along the way.

Next ex-dividend date is Friday. I imagine it runs up a bit going in, sells off on the back side, and then gets moving again after that.
 
Totally agree - we could have some major drops especially once holiday parties pump up the omicron numbers. Will be some buying opportunities although not sure tech will lead the charge again.
I think we've seen the peak in Omicron #'s. People were testing like crazy pre holiday knowing they were going to parties. Unless people are actually feeling sick I'm not sure they are going to test now.

Plus Omicron looks to be a flash burn, see South Africa's #'s, which peaked about 3.5 weeks after the curve started to trend upward, then quickly fell back off.

Edit: Ha,just noticed your post was from 3 weeks ago. I was caught in a timewarp.
 
I wish I bought more last March, but I also have a ton via funds and ETFs. At what price would you recommend people to buy more (or buy for the first time)?
Guy Adami thought the chart looked like TSLA was on it's way to $1500. Just based on the technicals.

If that's the case then here. Maybe it sells off a bit after todays run, especially as it approaches it's ATH.
 
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Guy Adami thought the chart looked like TSLA was on it's way to $1500. Just based on the technicals.

If that's the case then here. Maybe it sells off a bit after todays run, especially as it approaches it's ATH.
Works for me! That Q4 performance was outstanding.
 
I do think I'm going to make a play on one of these high dividend cargo ship companies.

SBLK or GOGL maybe. Sell some calls against it. Hold it for 6 months or so.
 
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Any insights on how QS is doing? At they going to figure out the new battery tech or is it going to be nuclear fusion 2.0?

Also, anyone check out Proterra/PTRA. EV company focused on commercial vehicles. They are delivering buses, but seriously supply chain constrained. Seems to be a big space not many others are playing in.
 
Anyone have thoughts on Amazon? Seems like the stock has been left for dead and rarely talked about like other FAANG stocks.
 
Anyone have thoughts on Amazon? Seems like the stock has been left for dead and rarely talked about like other FAANG stocks.
Amazing business, amazing results and performance, FMV over $4000 (via Morningstar). No idea why the market is being stupid. I assume continued awesome earnings will rule the day. I'm holding it long.
 
Anyone have thoughts on Amazon? Seems like the stock has been left for dead and rarely talked about like other FAANG stocks.
Looks like it's been in a trading range for a bit 3100 or so on the low end and 3500 or so on the high end. It's also bounced off (slight breaks) the 200 DMA a handful of times in the past year.
 
Anyone have thoughts on Amazon? Seems like the stock has been left for dead and rarely talked about like other FAANG stocks.
I’ve been trading it and sold some yesterday. Earnings comes out 1/31/2022 so I expect it to move up to at least 3,500-3,600 starting in 2-3 weeks. I’m sure it’ll break 4,000 this year or next, just have to be patience.
 
ARKK back trading near its support levels at 91.50. It tested the low 90's a few times and has bounced back. If it breaks through it could get interesting.
 
ARKK back trading near its support levels at 91.50. It tested the low 90's a few times and has bounced back. If it breaks through it could get interesting.
What’s the catalyst for ARKK aside from Tesla?
 
PINS is in free fall since PayPal deal fell apart. I’m surprised HD doesn’t give it a hard look.
 
What’s the catalyst for ARKK aside from Tesla?

All their big holdings getting hit hard, Roku, Teladoc, Square, Zoom. They could be the ones driving those stocks down, but not sure. I saw a comment that they are having big redemptions but don't know what that $$ amount is.
 
All their big holdings getting hit hard, Roku, Teladoc, Square, Zoom. They could be the ones driving those stocks down, but not sure. I saw a comment that they are having big redemptions but don't know what that $$ amount is.
I don’t see a light at the end of the tunnel for ARKK until spec tech is back in favor or CW rotates into some new positions.
 
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Guy Adami thought the chart looked like TSLA was on it's way to $1500. Just based on the technicals.

If that's the case then here. Maybe it sells off a bit after todays run, especially as it approaches it's ATH.
$1500? My eyes see resistance at $1200 and it needs to first decisively break that level. If TSLA fails $1200 then it will likely fill the gap below and then eventually move up. $900 is still support. I do agree that it is trading on technicals.
 
I don’t see a light at the end of the tunnel for ARKK until spec tech is back in favor or CW rotates into some new positions.

Agree, they have too much money to do what they need to do, which is find the next group of innovative stocks. So they end up owning these large players instead.
 
When your two biggest holding are up 11+% and 7+% it's likely a good day.
Time to trim F. They don't make any profit! :)

As the Fed Godfather once said:

Irrational-Exuberance.png
 
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