Showing posts with label SolarCity. Show all posts
Showing posts with label SolarCity. Show all posts

Monday, May 4, 2015

Is Tesla Stock Ahead Of Itself ?

The problem with Tesla is,it is so far out in the future,said Erin Gibbs of S&P Capital IQ.The price target is 267.00.When you look at volatility,you're not getting paid for that upside.All of this hopeful,wishful thinking-we're thinking about 2016 and beyond.Yes,they have new models coming on,but it's far out in the future.*
Deutsche Bank,however,has a buy rating on the stock,with a 245.00 price target.Tesla's entry into home batteries is not being fully appreciated,according to DB.It's leasing option for the batteries means they will have perpetual customers and a revenue stream.With these stationary storage units,you can take power from the grid when it's cheapest,from 12 am to 4 am.*
Basically,Tesla is repackaging its electric car batteries as home and business energy storage systems.With its SolarCity sister company,which,along with SpaceX and Tesla,was also founded by South African-born Elon Musk,there is now an integrated system for both generating solar power and storing it onsite.It is an energy system that stabilises the power grid,protecting users from the swings in solar energy availability because of variable weather and electricity pricing.The system starts at 3500.00 for a residential battery pack.It does need installation and an invertor to convert the battery's direct current into the home's alternating current,which it is believed will almost double the setup cost.
Tesla has competitors in the energy storage business,such as Samsung SDI Co Ltd and Saft Groupe SA,as well ss Coda Energy.Yet demand for energy storage is predicted to experience strong growth in the years ahead as governments set higher targets for energy efficiency.That,plus Elon Musk's personal notoriety and Tesla's reputation for high quality and innovative products could help its stock price to continue to rise in the long term,despite its likely overvalued status at the moment.*
Tesla Motors (TSLA),SolarCity (SCTY)

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)