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Diesel  

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  • American Airlines: The Most Undervalued Company Of The Airline Industry And S&P 500 [View article]
    "I haven't read any good reason why AAL is undervalued."

    ...and I have yet to read any good reason why AAL should trade for a multiple that is less than half of the overall market average (7 vs 20).
    May 28, 2015. 09:56 AM | 1 Like Like |Link to Comment
  • American Airlines: The Most Undervalued Company Of The Airline Industry And S&P 500 [View article]
    The airline industry is the cheapest industry in the market. The overall market trades for 20 times forward earnings while the airline industry trades for 7 times forward earnings. This is the buying opportunity of the year. I'm loading up more shares in every dip.
    May 27, 2015. 01:09 PM | 2 Likes Like |Link to Comment
  • American Airlines: An Analysis After The Sell-Off [View article]
    Airlines currently enjoy an unreal valuation. The overall market trades for a forward P/E of 19.50 while the airline industry trades for a forward P/E of 7.20. There is no reason why airline companies should trade this cheaply in comparison to the rest of the market. I'm buying these dips.
    May 21, 2015. 06:17 PM | 2 Likes Like |Link to Comment
  • Tesla: Lower Q2 Expectations, Fall In Customer Deposits [View article]
    By now, everyone knows that Tesla is demand constrained. The "production constrained" myth was debunked many times already and no one really believes it anymore.
    May 6, 2015. 10:02 PM | 14 Likes Like |Link to Comment
  • Tesla: Lower Q2 Expectations, Fall In Customer Deposits [View article]
    He writes an article full of facts, figures, numbers and stats that directly came from the information presented by Tesla's management, and you respond to it by saying "blah blah blah" ? Is that the latest long thesis regarding Tesla? Why do Tesla pumpers sound exactly like Amazon pumpers did in 1999?
    May 6, 2015. 09:59 PM | 19 Likes Like |Link to Comment
  • Tesla's Productivity Is Less Than 25% Of Its Peers [View article]
    That is natural since Tesla voluntarily restricts its production rate to match demand in order to hype the stock price.
    May 6, 2015. 11:42 AM | 11 Likes Like |Link to Comment
  • The Silliness Of Tesla's 10kWh Back-Up Battery [View article]
    Tesla has to accomplish A LOT, just to justify's current share price, and I am not even talking about any appreciation in share price. The company is desperate to sell everything it can produce, so it is moving to industries outside of the car industry in order to bump demand. We will see how this works out at the end.
    May 3, 2015. 03:41 PM | 2 Likes Like |Link to Comment
  • Can You Really Trust Tesla? [View article]
    It is clear that Tesla is in a stock-selling business as much as it is in car-selling business. Selling stocks is just part of Tesla's business model as much as selling cars is.
    Apr 21, 2015. 01:08 PM | 5 Likes Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    Even if the Fed raises the interest rates, it will be a very tiny and symbolic increase, like 0.25%.
    Mar 12, 2015. 06:59 PM | 2 Likes Like |Link to Comment
  • Apple: iTunes, App Store down for all users (updated) [View news story]
    It's ridiculous how "investors" are avoiding the most profitable company in the world like a plague while they happily "invest" their money on overvalued stocks with no prospects. Well at least this creates opportunities to buy more shares at cheap prices. If companies like KO and PG can get a P/E of 25 even though they haven't seen any growth in years, AAPL can easily get a P/E of 20 (instead of the forward P/E of 10 it currently holds ex-cash).
    Mar 11, 2015. 11:01 AM | 22 Likes Like |Link to Comment
  • Does Reading Seeking Alpha Really Help Beat The Market? A 5-Year Meta-Analysis [View article]
    There is no doubt that Seeking Alpha is a great place for researching stocks but this article is highly misleading. For example, TSLA is up 800% in the last 5 years and there are many SA articles that are either long and short. If you give credit to SA articles for only long-theses, the results will look a lot better than they actually are. If there are 10 long TSLA articles and 10 short TSLA articles, it evens out to zero and you can't pretend that there are 10 long articles and no short articles on TSLA. This is just one example.
    Mar 10, 2015. 06:02 PM | 5 Likes Like |Link to Comment
  • Why It Might Be Time To Take Some Apple Profits [View article]
    People have been saying to "take profits on Apple" since like 2009. In a market where the average P/E is 20, Apple is trading for a forward P/E of 13 (or close to 10 ex-cash). The wise men of investing say "buy cheap, sell high" not the other way around. There is no reason to sell Apple when it's 30-40% cheaper than the market unless one is completely getting out of the stock market.
    Mar 10, 2015. 05:54 PM | 12 Likes Like |Link to Comment
  • The Stock Market Has Disconnected From Economic Reality [View article]
    ZeroHedge has zero credibility. They were calling for a market crash in 2012 when Dow was around 11,000.
    Mar 6, 2015. 05:28 PM | 3 Likes Like |Link to Comment
  • Apple's Currency Problem Becoming More Challenging For The Company [View article]
    Apple is trading for 10 times forward earnings ex-cash. Even if the company takes a temporary hit due to currency rates, it is still undervalued by a large margin. S&P's average P/E is approaching 20.
    Mar 5, 2015. 06:54 PM | 1 Like Like |Link to Comment
  • Is Your Money Safe From A U.S. Stock Market Crash? [View article]
    If you want to invest alongside with Buffet, why not simply buy shares of Berkshire Hathaway?
    Feb 19, 2015. 09:57 PM | 1 Like Like |Link to Comment
COMMENTS STATS
177 Comments
335 Likes