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diroha

diroha
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  • Tesla Will Become The Victim Of Its Own Success [View article]
    Very well written article. 200 mile range is not enough for the mass market. In addition the EV credits will have to be phased out if for no other reason then the cost to the US Treasury. This is going to be the last hurrah for Tesla's stock. Great product, great technology but price is outrunning fundamentals and eventual earnings power.
    Aug 11 09:16 AM | Likes Like |Link to Comment
  • Panera Bread Pulls Ahead With Panera 2.0 [View article]
    That has been an issue along w/ portion sizes (especially in their sandwiches)
    Aug 7 11:54 AM | Likes Like |Link to Comment
  • Panera Bread Pulls Ahead With Panera 2.0 [View article]
    Are you as satisfied w/ the meal as you used to be?
    Aug 6 12:45 PM | Likes Like |Link to Comment
  • The Fresh Market Remains An Excellent Short [View article]
    they have already altered plans. Look at the Houston area. I agree, the bulls are too optimistic but they have carved out a niche for themselves and I do not believe things are dire.
    Jul 3 11:02 AM | Likes Like |Link to Comment
  • The Fresh Market Remains An Excellent Short [View article]
    Very good reply. Also, the company can stop expansion at any time of their choosing is the investments are not warranted. Then the cash flow/store is what is relevant and that would produce a valuation much nearer today's stock price. The writer is way too negative.
    Jul 3 09:27 AM | 1 Like Like |Link to Comment
  • Buy Kohl's On The Pullback For Solid Long-Term Gains [View article]
    At a high cost to their balance sheet. It was probably the best use of cash but they are at the point where sales have to improve to leverage those buybacks. The share repurchases have only steadied the stock price, it has not added value.
    Jun 25 04:40 AM | Likes Like |Link to Comment
  • Sally Beauty Holdings: Looks To Be A Beautiful Investment With Multiple Growth Levers [View article]
    don't see how you get to $1.95 next year without robust retail and GDP growth. In which case you would see higher interest rates and a higher discount rate. Maybe at 22-3 not 28
    Mar 17 12:25 PM | Likes Like |Link to Comment
  • Travelers: 4 Different Insiders Have Sold Shares During The Last 30 Days [View article]
    EVP's? They might need the money for living expenses. Better look at the fundamentals before you yell fire on this one.
    Mar 17 10:27 AM | 1 Like Like |Link to Comment
  • Why A Profitable $35,000 Tesla Model E Is A Pipe Dream [View article]
    I don't disagree w/ your breakdown and analysis of cost. I am not sure the 35K price is written in stone nor do I think it matters quite as much as you suggest. The cost for building cars is going to keep accelerating due to the LT government mandates. We are not sure at this point to what extent government will extend or create incentives to buy EV's. These developments will decide whether the bulls or bears win this debate. Just look at the incredible incentives Norway provides to go electric.Be careful about relying upon your well thought analysis. Government irrationality could render it irrelevant.
    Feb 24 08:21 AM | 1 Like Like |Link to Comment
  • Evidence Of Peaked Model S U.S. Deliveries Continues To Pile Up [View article]
    Tesla does not intend to let others use their network!
    Feb 16 03:41 PM | 1 Like Like |Link to Comment
  • Evidence Of Peaked Model S U.S. Deliveries Continues To Pile Up [View article]
    It is a long way to 2017 however. I share you optimism for the addressable market. Tesla will have the super chargers covering 98% of the US by the end of 2015. The superchargers are what make the electric vehicle practical. The Model S will however hit some sort of wall before 2017 and that is what will increase volatility.
    Feb 16 03:34 PM | Likes Like |Link to Comment
  • Evidence Of Peaked Model S U.S. Deliveries Continues To Pile Up [View article]
    There are virtually no working parts that will wear out over time other then tires. You can take trips anywhere in the country and charge for free. Drive a car 15000mi figure 25/gal for a mercedes or BMW 600gal/yr avg $4/gal = 2400. BMW pays for oil changes nobody else does. If you lease you have to go to Mecedes 160/hr for service. Go to consumer reports and see what they estimate the annual all in cost is for a gas powered car. The difference will total around $4000. And this is after tax money you have to spend. Assuming most people who buy luxury are probably in at least the 33% bracket you get up 6000 pre tax a year. Do shoot the messenger. Do you own analysis
    Feb 16 08:16 AM | 3 Likes Like |Link to Comment
  • Evidence Of Peaked Model S U.S. Deliveries Continues To Pile Up [View article]
    Apple went from 5 to 500 on the back of 3 great revolutionary products. Tesla is even more revolutionary. They are talking mass market car around 40K by 2017. If it does it 200/shr will be a bargain
    Feb 15 11:21 AM | 4 Likes Like |Link to Comment
  • Evidence Of Peaked Model S U.S. Deliveries Continues To Pile Up [View article]
    Tesla might go down because of valuation but it will not go down from lack of demand. It is a no-brainer to buy the car if you can afford the initial outlay. It is conceivable that a Tesla owner could save $4000/yr in fuel and maintenance cost vs a GPV. It is going to continue to steal share in the luxury segment until apples to apples competition arrives. There are countries in Europe giving large incentives for EV's so that market is going to be robust. Short the June 120puts. If you could buy the stock under 120 you have yourself a bargain.
    Feb 15 11:17 AM | 1 Like Like |Link to Comment
  • Darden Restaurants: A Farewell To My Once Beloved [View article]
    You do not understand Darden or how mature restaurant chains can maximize value. Look no further then Brinker, Jack In The Box and Cheesecake Factory. Darden is very mismanaged. Mr. Otis is a very nice man but not up to the task. Darden management went from maximizing cash flow returns to trying to be a growth company. Yard House was a terrible acquisition when it is piled on top of RARE in 2009 and the attempt to grow still small chains Eddie V's Season 52 and Bahama Breeze. Too many competing concepts and too thin in the management ranks. In a super completive restaurant industry you have to make sure you guard your flank. DRI has failed there. There is still much value to be had in Darden and it would not surprise me if a PE firm swooped in should the stock dip to the low to mid 40's. Think about how much time a PE firm would have to fix this up and reconsolidate some venues and possible sell others.Plus they then do not have to pay that ridiculous dividend. It is a bad reco to sell now.
    Feb 8 11:46 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
30 Comments
27 Likes