Tuesday, January 21, 2014

Market Views:GM,Tesla and the Fate of Coal

Burberry's numbers were great,but the store numbers were bad,said CNBC analyst Jim Cramer.They were all digital.*
At Bank of America,your expenses are going down.Deposits are going up.I think the stock is more of a buy than Citigroup.*
I think GM stock going down is just a screaming buy.Whether there is a price war,what's far more important is the pension headwind going tailwind.
There's an element of rigour that Ford and GM have that Tesla has to stick to.This is a cult stock,so their recall of the word "recall" was tweeted.This is a press release company.When they go up from two to four cars in China,I'm talking about a big revenue increase.I'm not gonna get in the way and short this stock.Their cars are loved.These are sea change stocks.If you believe in electronics and solar,then you believe CEO Elon Musk is giving you two great stocks in Tesla and SolarCity.*
BMO has upgraded Intel from hold to buy on PC sales stabilising.There is a point at which I buy Intel.If the Hewlett-Packard comeback is for real,then Intel and Microsoft are possibilities.*
A lot of people think coal is coming back.Oh,will you give me a break?Coal is going away.The shrinkage of coal because of the EPA is just taking people's breath away.They're not even buying equipment to mine coal.*
BlackRock had an amazing quarter.CEO Larry Fink is doing a great job there.
American Express is doing very well.They're doing a remarkable job at expense control,but my charitable trust has sold it.That stock is not where I want it to be.I think Capital One is the leader in that category,master investor Jim Cramer observed.*
Captial One Financial(COF),General Motors(GM),BlackRock(BLK),Intel(INTC),Tesla(TSLA),SolarCity(SCTY),Burberry Group PLC(BRBY),Bank of America(BAC)

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