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At what price would you buy TSLA? I am thinking to buy the shares I sold a few weeks ago.
Littlejohn: TSLA vs. Hyundai
TSLA is the innovator and leader with great EV, self driving, bots and rising margin whereas Hyundai is the copier only with nothing, boring product, and very low margin.
I predict TSLA may earn $40-60 per share by 2023. So the forward pe at current trading price $1070 is around 20, very cheap.
Who is the real leader in this world? TSLA, leading the way in the technology, people, revenue, profit margin and growth hubs, and rocking!
You are right NFLX continues to fall. What price would you think buy some, between $1 and $250? I listened to its conference call, seems not bad.
Thanks hweb2, you explained the reason why NFLX felt so much. I have just got some for the following reasons:
1) pe at around 20, not too expensive;
2) Increase price by 10+% and lose 1% customers, net growth by about 10%;
3) the number of subscribers may increase from international market and crack down of password sharing among people outside of home, so revenue may grow about 20% a year in the next 5 years;
4) margin will increase faster as it indicates.
Thanks bbotcs, just got some nflx shares at $258 for the following reasons:
1) pe at around 20, not too expensive;
2) Increase price by 10+% and lose 1% customers, net growth by about 10%;
3) the number of subscribers may increase from international market and crack down of password sharing among people outside of home, so revenue may grow about 20% a year in the next 5 years;
4) margin will increase faster as it indicates.
NFLX felt big on the disappointed earning report. Is it worthy to have a small position? I will buy some at $250
SNFCA: They also have about 5% stock dividend annually
Ford downgraded after down 24+% year to today:
Barclays analyst Brian Johnson downgrades shares of Ford to Hold from Buy. Inflation is a problem for the analyst.
research59, will you dare to short TSLA today? Please do not. Last time on Aug 11, 2020 when TSLA shares were split, its share price rose 81% at the end of the month, up 156% at the end of the year and up 293% as of last Friday.
TSLA shares to be split again: On March 28, 2022, Tesla, Inc. (the “Company” or “Tesla”) announced its plan to request stockholder approval at the upcoming 2022 Annual Meeting of Stockholders (the “Annual Meeting”) for an increase in the number of authorized shares of common stock through an amendment to the Company’s Amended and Restated Certificate of Incorporation (the “Amendment”) in order to enable a stock split of the Company’s common stock in the form of a stock dividend. Tesla’s Board of Directors (“Board”) has approved the management proposal, but the stock dividend will be contingent on final Board approval.
RADA is jumping to nearly $16. Should I sell or keep?
Thanks for your thoughtful comparison between KBH and PLCE, SSKILLZ1, I indeed bought 100 shares of PLCE this afternoon after saw your earlier post. Will spend more time to look into it this evening.
SSKILLZ1: KBH is more undervalued than PLCE, based on current PE, backlog and growth potential in the next a few years. Will you buy KBH? I do not know how to value these cycle companies whose performance jump up and down like frogs. Another factor turning me off is they all have high debt.
TSLA has been thought significantly overvalued in the past 5 years!
Are you going to short tsla now, researcher59? It is above $950 now, and it has also significantly outperformed the F and GM year to today. I have just sold 1/3 and will keep the remaining for long term.
Why has not it(HBP) risen over $10?
I understand, wadegarret, How often did you make an investment decision solely based on analysts' estimate?
Thanks for the list, wadegarret, where TSLA is the only company I am putting money currently. Why do you think TSLA's eps growth only 21%? In the last earning release on Jan 26, 2022, TSLA projects average 50% revenue growth and meaningful profit margin growth in the next a few years. Considering TSLA beat its project significantly in each of the past 8 quarters, it would not surprise me if its earning growth is above 70% in the next a few years. As a result, TSLA's EPG may be around 1.1. Please correct me if my logic were wrong.
Could you give some examples with PEs that are 2-3 times their growth? Current average PEG for S&P 500 is about 1.1, almost lowest in the past 30 years.
Are you courageously shorting more today, wadegarret?
So many great company are traded at the huge discount price 50+% below their heights,
and I just do not have money to buy them all. Do not understand why someone is shorting the market.
RIVN: They have $18 billion cash with 880 million shares outstanding as of Dec 31, 2021, and so the book per share is about 20.45. They are burning about $1 billion cash per quarter. They could not meet their projection during IPO just a few months ago. Now they reduced their projection and they said they would produce 25,000 new car in 2022 with minus $4.75 billion adjusted EBITDA and $2.6 billion capital expenditure. Sounds very dangerous for me with possibility of bankruptcy within 3-5 years if they could not ramp up their production fast enough.
Why SD does not jump like MXC, after such great earning?
researcher59, TSLA may climb above 900 today even if felt to $700 merely a week ago. It is definitely fun. Will you short this time?
BELFB: They said they increased the price at the end of last year and the margin will rise in the second half of 2022
Thanks bbotcs, because I wanted to buy more TSLA shares and I indeed doubled my position yesterday.
Interesting article which makes me to like T better. It is all about whose words we believe and how we interpret them.
You are really good at Math, Wadegarret. Thanks for your calculation. Stock investing would be very easy if crunching number is the only thing we need do.
Wadegarret: You know nothing about UPST. Do not talk before you know some
Thanks again for your great thought, bbotcs, I agree with what you have just written. I knew this company this morning. More I read, better I like it with some uncertainty. Main concern is if their model would work well during recession.
Thanks for your thought, bbotcs, why do you think recession would hit this fintech hard? I do not believe recession it hard so I actually bought fair number of shares early this morning.
How many shares of this fintech company have you bought, bbotcs? How likely they get hit during economy recession?
Anyone sold SRTS yesterday? I did and thought very smart, but now I feel so stupid. Why did the company insiders sell their shares at lower price? Will the company have lower sale in the first quarter as analysts estimated?
Your are the great man, KIK, thanks for your alert!
Brilliant forecast on LAD. Will auto dealer lose some business and fat margin when interest rate rises and supply issue becomes less a problem?
SSKILLZ1: GM vs TSLA
Hope you have not bought GM. If you had listened to CC for both GM and TSLA, you would have known that GM CEO does not have deep understanding of EV and thus boastful, whereas Elon truly knows what he is doing and thus displaying modest.
Why not you short TSLA or sell TSLA CALL, Wadegarret?
I can understand why analysts are estimating just 21% annual EPS growth for TSLA. They basically assume TSLA is a leading moderate growth but still boring auto company. They do not take consideration of TSLA's high tech nature. TSLA is still in last place in the race between the "big 3"this year but the gap has reduced to about 1%. My average purchase price is $863 this year so not too bad. I sold some leapt put at strike price $1200 to further my belief.
Stock Analysts=Experts in Staring at Rear Mirror + Pump and Dump in lots of time