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  • S&P cuts outlooks to negative at Canada‚Äôs six biggest banks [View news story]
    S&P says they're in trouble? This must mean that the Big 6 Canadian banks didn't pay S&P enough. Either that or they didn't have enough toxic mortgage backed securities to qualify for an AAA rating from S&P.
    Aug 8, 2014. 06:26 PM | 4 Likes Like |Link to Comment
  • Report: Tesla Motors strikes battery plant deal with Panasonic [View news story]
    I realize you are anti-Tesla, but in your context, it is spelled ante, i.e. "up the ANTE and buy more".
    Jul 28, 2014. 03:07 PM | 4 Likes Like |Link to Comment
  • Report: Tesla Motors strikes battery plant deal with Panasonic [View news story]
    We should look back at all the Seeking Alpha articles and comments about why Panasonic wouldn't be a partner, why Tesla was in trouble because Panasonic isn't on board, etc. Then we can more easily judge their credibility.
    Jul 28, 2014. 01:31 PM | 15 Likes Like |Link to Comment
  • Is Tesla Model S Really A Quality Green Car? [View article]
    It's easy to point out that Consumer Reports gave it a 99, i.e. it's highest score ever. And also that in the Consumer Reports survey of car owners, the Model S ranked highest of any car. That's from actual owners using the actual car. But it's too easy to just say that.

    The real question is why the troll comes out? Simple ignorance of the facts? Works for an oil company? Doesn't believe the climate is changing? His life savings are in shorting Tesla? Or all of the above?
    Jun 20, 2014. 06:27 PM | 4 Likes Like |Link to Comment
  • Tesla's Got Momentum [View article]
    It's amazing how trolls can get so many people worked up and angry just by spouting a bunch of half-truths and lies.
    Jun 17, 2014. 07:19 PM | 3 Likes Like |Link to Comment
  • Tesla's Q2 Earnings Will Be A Massive Disappointment [View article]
    You make some good points, but not about demand or the "underbody armor".

    Cash deposits for Tesla vehicles rose 21%. Hard to say demand is going down if cash deposits are up so solidly.

    Re: Underbody armor. Within the community of Tesla owners, having this added to the car isn't a big deal, i.e. people aren't rushing out to do it. Most don't care about it. It's being done when a car is brought in as part of normal service. My understanding is it only takes a few hours of labor and the part doesn't look very expensive. While there's obviously a cost to Tesla of doing this, it certainly isn't a burdensome amount.
    May 8, 2014. 09:11 AM | 5 Likes Like |Link to Comment
  • Tesla: Strong Quarter, But Investors Feel Like They Need More Details [View article]
    Here's a key sentence: Speaking of the demand, Tesla's "customer deposits" increased from $163 million to $198 million during the quarter....

    Seeking Alpha is full of people saying demand has fallen or flatlined. Yet an increase in deposits is yet more evidence they are production constrained, i.e. they can't produce enough cars to meet demand. If they start shipping a lot to Norway/Europe and soon China, that means there's less available for California.

    Tesla produced more cars AND increased deposits. What does that say about demand?
    May 8, 2014. 07:20 AM | 6 Likes Like |Link to Comment
  • Tesla Motors - Invest In Its New Models [View article]
    It's certain there will be lots of competition for the Model E in 2016/7. Will it be better? Well, Mercedes, BMW, Cadillac, Lincoln, Lexus, Acura and Infiniti etc. have all been making cars a long time. None of them have ever made a car in the $90-100,000 price range that can compete with the Model S. It really is that much better, and if you think otherwise, then you've never spent much time with a Model S. It's no guarantee the Model E will really be available in 2016/7. And if it is available with 200 miles of range for under $40K, there's no guarantee it will be the best. But right now, Tesla has the inside track (and the technology) and no one else is close.
    May 1, 2014. 05:54 PM | 12 Likes Like |Link to Comment
  • Somewhere In Europe, 100 Model S' Destroy A Myth [View article]
    Demand is falling so far I have to wait two months to get one. And I live in California where you feel demand has collapsed. Gee, maybe they're allocating what they produce? In China, it's a six month wait.
    Mar 20, 2014. 07:40 PM | 17 Likes Like |Link to Comment
  • Is The Tesla Electric Car On A Road Called 'Overvalued'? [View article]
    What horrible sales figures out of Europe?
    Mar 6, 2014. 02:28 PM | 2 Likes Like |Link to Comment
  • Evidence Of Peaked Model S U.S. Deliveries Continues To Pile Up [View article]
    And one other thing :-)
    As we know, Tesla does not do any advertising. The car sells itself, and in fact, the car is the best sales tool out there. Since Tesla has more demand then supply, someone is deciding where the cars should be delivered. Should Tesla deliver more cars to neighborhoods that already have a bunch of Tesla's? (I see a few every day) Or should they send them to markets with fewer Tesla's?
    Feb 14, 2014. 05:30 PM | 3 Likes Like |Link to Comment
  • Evidence Of Peaked Model S U.S. Deliveries Continues To Pile Up [View article]
    That even though you have been saying, for a long time, that sales have peaked, they continue to sell and deliver more cars every quarter. When anyone can get immediate delivery, like every other brand that's sold, then let's discuss how sales have peaked. If California is declining enough to be concerned, why is there still a 1 or 2 month wait in California to get a Model S? Unfortunately, Tesla is production constrained, as Mr. Musk has said many times. Because Tesla has diverted some of it's production to Europe and China, you feel there are alarm bells ringing?
    Feb 14, 2014. 05:22 PM | 1 Like Like |Link to Comment
  • Evidence Of Peaked Model S U.S. Deliveries Continues To Pile Up [View article]
    Paulo has been saying demand for the Model S has peaked for a long time. And yet each quarter sales figures come out and show more deliveries and a strong waiting list. Read all the tea leaves you want. It still takes a month or two to get delivery of a new Model S in the USA, and longer in Europe and Asia. This doesn't mean the stock is priced correctly. It just means there's still more demand than supply.
    Feb 14, 2014. 04:54 PM | 7 Likes Like |Link to Comment
  • Tryst With Tesla [View article]
    I think you should compare Apple to Kodak, and then maybe do Google to Xerox. Or maybe Amazon and Sears. And by the way, European countries have some pretty strong incentives to buy EV's.
    Jan 27, 2014. 06:47 PM | 4 Likes Like |Link to Comment
  • Proof That Tesla Production Is Already 10% Above Guidance? [View article]
    Open market, but two days after initial offering. Initial broker apparently couldn't get it.
    Dec 15, 2013. 03:28 PM | Likes Like |Link to Comment