The One Fed Statement Markets Are Not Prepared For [View article]
I'm very satisfied with Bernanke's communication at the press conference through the prepared statement. Very clear and should be digestible for markets. He should have said we could even increase asset purchases if rates rise. I believe he may have said that there at the end of his statement. If long rates rise, I expect we will hear this in the future, or we should anyway.
Nokia Will See No More Mercy From Apple [View article]
Analysts consensus growth forecast is 7.5%. It reflects recovery from losses that must be stopped first. I think it's prospective to focus on upside here, considering momentum. NOK has some hope thanks to MSFT and its own presence globally in regular phones. It's really the bloody part of the war for Nokia now; it will either survive or not from here, and it should become clear this year whether they will.
Nokia Will See No More Mercy From Apple [View article]
I can see MSFT having a stake in NOK some day, but outright ownership would be a step in a different direction than Microsoft wants to go right now. Things could change depending on the success of its operating system on mobile. It's something to keep in mind and watch, and could even save Nokia someday, though it might work against both companies long-term. Thus, I think MSFT will avoid it unless no other option exists. Creative financing can happen, but that could be dilutive and costly to NOK longs.
Sell Real Estate Securities As False Hope Built Today On Imperfect Data [View article]
Yes, for most banks. However, if spiking mortgage rates stall the housing recovery in this vulnerable economy, banks that do a higher percentage of mortgage business are likewise vulnerable.
Don't get lost on the GM catalyst. See what is happening on a change in sentiment and momentum, catalyzed by Barron's, GM and whatever else. Whatever else, it's happening.
Folks, your risk of not paying attention to this article is a stock decline to $69 to $86 range (2.0 to 2.5 PEG), or 10% to 28% depreciation in stock value. The stock dropped 2.5% while I was authoring this piece and it's still falling. Don't shoot the messenger. I'm just an unbiased voice who can spot excesses and vulnerabilities.
Right. The Model S is comparable there. It's next generation lower priced model will match against BMW 5 Series, but it's not a far reach regarding hybrids. Where there is government incentive and gas savings, there is a similar pool of buyers for Tesla's lower priced model. The stock is down today on the news; otherwise explain the gap open. A continuation of yesterday has little reason to gap.
Good points. But the bar is going to be higher down the road, and price will matter. Tesla has got to lower the cost of its battery to get to a competitive let's say (5 series) type model compare.
or maybe it's the weather... There's a barrage striking at Tesla this week, after Barron's and now this. Add to that, risk off, and you have high beta cut back taking it lower too.
Right! Absolutely! This is not about the Model S, but Tesla's coming lower priced model ($40K or so likely). That car will have a tougher time competing for market share if there are cheaper options. The forecast cash flows from that eventual model are in the stock price, and so when GM cuts the price of one of its hybrids, it raises the bar for Tesla.
The One Fed Statement Markets Are Not Prepared For [View article]
The One Fed Statement Markets Are Not Prepared For [View article]
Nokia Will See No More Mercy From Apple [View article]
Nokia Will See No More Mercy From Apple [View article]
Nokia Will See No More Mercy From Apple [View article]
Nokia Will See No More Mercy From Apple [View article]
Nokia Will See No More Mercy From Apple [View article]
Nokia Will See No More Mercy From Apple [View article]
Sell Real Estate Securities As False Hope Built Today On Imperfect Data [View article]
GM Just Curbed Tesla [View article]
GM Just Curbed Tesla [View article]
GM Just Curbed Tesla [View article]
GM Just Curbed Tesla [View article]
GM Just Curbed Tesla [View article]
GM Just Curbed Tesla [View article]