Seeking Alpha
View as an RSS Feed

John W Babiak  

View John W Babiak's Comments BY TICKER:
Latest  |  Highest rated
  • Tesla Announces Model S Cars Get Driven Less Than What The Average U.S. Driver Drives [View article]
    Since the general public barely knows that electric vehicles are becoming more mainstream, the billion miles driven is very relevant.

    There is a difference between promotional marketing materials and the dissemination of corporate financial and non-financial information. There is no requirement for companies to give that level of detail.

    Should we be expecting an article from you criticizing McDonalds for having signs showing x billion served while not providing detailed numbers in their quarterly and annual statements?

    You are losing perspective and credibility but you will probably get your clicks.
    Jun 25, 2015. 09:26 AM | 32 Likes Like |Link to Comment
  • Tesla Announces Model S Cars Get Driven Less Than What The Average U.S. Driver Drives [View article]

    The fact that an electric vehicle company's automobiles have logged over a billion miles is a valid and laudable achievement and a marketing statement worth promoting.

    Actually, it's much more relevant and newsworthy than your article.
    As much as I appreciate your articles when you deal with facts, I think that your negative bias towards Tesla is showing because you are either grasping at straws or you are fishing for clicks.

    Either way, you just lost some credibility points with me.
    I suggest that you stick to the facts.
    Jun 25, 2015. 09:05 AM | 32 Likes Like |Link to Comment
  • Tesla Is Still Heading The Wrong Way [View article]
    I am very pro-Tesla and I really hope that they succeed. But I also always appreciate reading Mr Santos' articles about Tesla.

    Although many don't appreciate his writings, I find that they are a reality check that helps balance off against the hype generated by Tesla.
    You may choose to take them with a grain of salt, but you shouldn't completely discount them. If you are a strong Tesla believer, you should not be upset about challenges to your beliefs.

    He is not mistaken when he says that Tesla is bleeding cash and will need to find other sources soon.

    Also, a relatively young CFO leaving a company which is headed into some exciting but challenging times is something to be concerned about. However, it may not because of his lack of faith in the company. Elon Musk is known to be a demanding boss.

    Either way, his choice to leave merits some attention and if it would have been any other public company, there would have been a much bigger negative impact.
    Elon Musk might have inherited some of Steve Jobs' reality distortion field (not a jab at Steve Jobs, I'm a big fan).

    Don't confuse stock price improvement with fundamentals.
    TSLA is a momentum stock and its price is not driven by fundamentals. However, at some point, fundamentals will come into play. And, as the article states, fundamentals are not improving, although the stock price keeps charging forward. I look at it as an elastic being stretched. Eventually the fundamentals will have to live up to the stock price or the stock price will end up reflecting the fundamentals.

    Meanwhile, as the elastic stretches, Tesla is a great stock and company to follow.

    Thanks for the article Mr. Santos.
    Jun 16, 2015. 01:42 PM | 21 Likes Like |Link to Comment
  • Pulling The Plug On Tesla [View article]
    Seriously, does anyone know what the expected battery life is?

    I came close to buying a beautiful, pristine 2010 roadster but I couldn't get a straight answer from anybody at Tesla about the expected battery life.
    Mar 20, 2015. 10:00 AM | Likes Like |Link to Comment
  • Pulling The Plug On Tesla [View article]
    Based on a cost of $0.12 per kW hour, it would cost around $7.00 to charge a model S to run for 184 miles. (This is based on the Canadian Tesla web site).

    However, what most people fail to take into consideration is the fact that you are wearing down the battery.

    Let's say the battery is good for 8 years and the replacement cost is $40,000 ( I haven't been able to get a cost from Tesla reps). So, if you tend to keep your cars for a long time, you are talking about $5,000 a year in battery costs.
    Mar 13, 2015. 08:41 AM | Likes Like |Link to Comment
  • Pulling The Plug On Tesla [View article]
    When Elon Musk decides to do photo ops wearing a construction hat at the shell of a factory to drive drive the stock price up, you have to start to wonder.

    Also, when a large partner (the president of Panasonic) admits that they won't be committing any large lump sum mounts to the giga factory you have to start wondering about the real viability of the giga factory.
    Mar 11, 2015. 07:10 PM | 4 Likes Like |Link to Comment
  • Sierra Wireless' (SWIR) CEO Jason Cohenour on Q4 2014 Results - Earnings Call Transcript [View article]
    I didn't hear the type of language and numbers about growth that I would expect to hear from a company that's touted as a big future player in the Internet of Things.
    Feb 10, 2015. 08:19 AM | Likes Like |Link to Comment
  • GT Advanced Technologies: Potential Value To Current Shareholders Is Still Murky At Best [View article]
    He's not going to quit as long as he keeps getting people to read his postings.

    He's getting paid for each click. So, if you don't want to keep rewarding him, stop reading his articles.
    Oct 11, 2014. 09:17 AM | 1 Like Like |Link to Comment
  • GT Advanced Technologies And InvenSense Are Prepping For Tremendous Sales Growth Over The Next 12 Months [View article]
    The lesson here is how people were misled listening to analyst/hypesters with "secret sources" and who appear to know nothing about the manufacturing process.

    The last minute dropping of sapphire from the iPhone 6 was simply untrue. This is according to an article in time dot com about GTAT and sapphire last week.

    It's a must read for everyone here and will give you a clearer picture about the hype you've been reading here.
    Sep 23, 2014. 02:22 AM | 7 Likes Like |Link to Comment
  • A Sneak Peek At Tesla's Earnings [View article]
    I'm not really clear as to how this posting is a "Sneak Peek at Tesla's Earnings".

    But if the purpose of the headline was to make me click on the article, it worked.
    Jul 31, 2014. 12:51 PM | 2 Likes Like |Link to Comment
  • The High Price Of Owning Tesla [View article]
    I'm not sure that the endowment effect applies to something as liquid and intangible as shares in a company.

    Also, if I have a choice between owning the stock or an automobile of a company that is "a few quarters away from bankruptcy", I'll take the stock. If you really believe that the company is in such a precarious position, recommending spending $80k+ on one of their vehicles is terrible advice.

    No matter how much of a bear you are about Tesla's future, it's quite a stretch to say they are a few quarters away from bankruptcy. I'd be curious to know what facts that statement is based on.
    Jun 29, 2014. 08:45 AM | 5 Likes Like |Link to Comment
  • Even Elon Musk Says Tesla Is Overvalued [View article]
    "When the CEO says his company is overvalued, it's overvalued. Tesla Motors (TSLA) CEO Elon Musk tried to call a halt to the Musk-mania yesterday stating the stock is going too high for the second time in three months. (He also warned in August.)"


    October 24th was not "yesterday". Cheap attempt to get hits by recycling old news or the author is a very slow writer.
    Nov 1, 2013. 12:46 PM | 5 Likes Like |Link to Comment
  • Is Apple Moving Toward Safe Haven Status Within A Long-Term Trading Range? [View article]
    A well balanced article.
    Mar 3, 2013. 10:36 AM | 6 Likes Like |Link to Comment
  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    Excellent fact-based article.
    You guys really did your homework.
    Jan 24, 2013. 10:14 PM | 3 Likes Like |Link to Comment
  • Apple Disappointed In Part Due To Supply Constraints [View article]
    On the iPad side, especially if we are talking about Christmas gifts, I agree that some sales were lost. At least for now. But yesterday's bad news was not really about poor iPad sales.

    It was about the drop in Mac sales.
    In my opinion, that's where the big logistical, and possibly avoidable, misstep occurred.

    It would not have made sense for Apple to hold off on announcing the iPad mini before Christmas.

    However, they could have held off on announcing the new iMac and had the previous model available and in-stock for the Christmas season.

    I suspect that their philosophy of offering "the best products in the world that enrich customer’s lives" took precedence over logistical ability. From a short-term shareholder perspective, that might not have been a good decision.

    However, I'm not about to argue with Apple's philosophy towards its customers.
    Jan 24, 2013. 12:01 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
44 Comments
193 Likes