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  • Tesla Energy launches with a charge [View news story]
    runiter, one more point: remember, electricity isn't like a bank account. Your system has to handle the spikes as well as the total. When an AC motor starts it uses a lot more than rated power. If you want to run a typical house, you might need 25KW peak capability (depends on the house and loads). So, yes you might be using 48KW per day in an apartment, but you still need the high peak capability to run your motors and bigger items. I am not invested either way on TSLA, as I have just started looking at the stock, but it would really, really worry me if I thought the CEO is pushing this and he doesn't have the slightest clue about how much amperage it takes to start an AC motor!!!
    May 1, 2015. 11:30 AM | 2 Likes Like |Link to Comment
  • Tesla Energy launches with a charge [View news story]
    Dave, seriously? I can't believe anybody with enough money to move the needle could be that stupid. Worse than that, there are busloads of securities lawyers waiting to pounce on disappointment generated by false advertising claims.
    May 1, 2015. 11:20 AM | 3 Likes Like |Link to Comment
  • Tesla Energy launches with a charge [View news story]
    runiter, 2KW is pretty high if you are plugging small stuff into a generator and you aren't running AC motors. If you are trying to start a four ton AC (typical size for a 3-4 BR house), you might need about 6-8X that amount. An electric hot water heater is 2-3X that amount. A dryer or range is about 2-3X. It all adds up. This system will not run a house, or come close. If you had a little shed off of the grid and you wanted some lights and a plug in for very small devices, it might work. Tesla is saying it will help in a power outage and I don't see how. If you had some circuits isolated, and you had some emergency lights wired, then there might be a limited capability. However, nobody should think that this system can back up an entire house. It simply won't work. I don't understand why Musk said what he said. Does he not understand the basics of home electrification, or is it false advertising? I'm not sure.
    May 1, 2015. 10:58 AM | 2 Likes Like |Link to Comment
  • Tesla Energy launches with a charge [View news story]
    runiter, after looking at the specs, and reading the ad on Tesla's site, I am left with many nagging questions. They say you can use it as a backup for power system outages after storms for your house, but then they say the max continuous load is a tiny 2KW, with a 3.3KW peak!!!?? That won't backup a house. That won't even backup a kitchen in a house. Why would the engineers allow Musk to make such a deceiving and false claim? Unless I am missing something really big, they are going to get sued for false advertising. Also, they say the inverter is not included? Huh? So, you buy and install your own inverter with a 2KW capability?! It either looks like a joke, or the info on their site must be wrong. If it could simply be a surge protector/power outage backup (a couple of minutes worth) for the house, I would have bought one, but this appears to be completely worthless to me, outside of a few very specific and limited uses.
    May 1, 2015. 06:05 AM | 11 Likes Like |Link to Comment
  • Apple: The Bull Comes Back [View article]
    Just think if Apple had come out with bigger screens three years ago! Android might be in the garbage bin with Blackberry.
    Apr 27, 2015. 05:14 PM | 2 Likes Like |Link to Comment
  • Apple beats estimates, guides in-line, ups dividend [View news story]
    When the Cookie Monster starts talking, endlessly repeating the keywords--amazing, incredible, we were blown away, unbelievable, etc. we should hit 137 or so. It might rally tomorrow...if only they would announce a profit losing delivery service or something! I look for the $140s this week, but that could be a little hope talking, too.
    Apr 27, 2015. 05:11 PM | 8 Likes Like |Link to Comment
  • Apple beats estimates, guides in-line, ups dividend [View news story]
    Right now it's up $1.44. You look at how Mr. Market reacts to AMZN's latest PR on how much they are losing, and then how he reacts to Apple, and it could be frustrating if you bought a bunch of calls. It helps to see this a few times, so you can temper your expectations.
    Apr 27, 2015. 04:58 PM | 9 Likes Like |Link to Comment
  • Apple beats estimates, guides in-line, ups dividend [View news story]
    I agree! 58Bn is more than Apple's first quarter *last* year (the holiday quarter)! The growth is impressive, as is 193Bn in cash and securities, as is 71% growth in China, as is $2.33/sh.
    Apr 27, 2015. 04:48 PM | 13 Likes Like |Link to Comment
  • Apple: The Bull Comes Back [View article]
    Ernest, remember the value can go up or down extremely fast and the increase or loss goes to shareholders--that is how you make a profit. Apple doesn't have to raise the 225Bn to get the price to go up. They could halt Apple and it could open up at $155 tonight. It could go up or down 100Bn in the blink of an eye. Having said that, I doubt it will move to $170 this week!!
    Apr 27, 2015. 12:52 PM | 4 Likes Like |Link to Comment
  • Apple: The Bull Comes Back [View article]
    Sami, actually Apple is deeply discounted right now based on current fundamentals. They really don't need perfection; they simply need the same valuation as the NSDQ 100 to get to $170 this afternoon. That gives zero extra credit for cash.
    Apr 27, 2015. 12:07 PM | 7 Likes Like |Link to Comment
  • Chicago Bridge & Iron N.V.'s (CBI) CEO Philip Asherman on Q1 2015 Results - Earnings Call Transcript [View article]
    Two points: the price action on CBI continues to be interesting. It gets driven lower (possibly by new short positions?) and then the big buying kicks in and drives it higher, and this has been the pattern. Shorts have been piling into CBI for the last few months, and the last report was showing almost a million new shares shorted each week. This move, again, looks quite similar, so I will be very interested in the next short interest report. The bears try to take CBI down artificially and all they end up with is higher prices and more outstanding days to cover. CBI is a coiled spring. I would be really nervous about being short with almost two full weeks to cover. Second point: I don't know if anyone is looking, but the forward PE for the major averages is still twice CBI's valuation--CBI is about half price right now. Any resolutions or good news could drive CBI right back to the $80-$100 range in a matter of days. Even a price of $100 leaves CBI a bit undervalued this AM relative to the forward price for the S&P 500.
    Apr 27, 2015. 11:33 AM | 1 Like Like |Link to Comment
  • Apple: The Bull Comes Back [View article]
    Harm, the other point I usually check on is valuation. As of this AM (Friday's numbers), the forward PE estimate of the NSDQ 100 is 19.54. That would make Apple $170+ with the current earnings estimates and zero extra credit for cash, if it simply had the same valuation as the NSDQ 100 today! Apple is the value pick; Apple is the growth pick. The problem is disappointment, as Mr. Market stands ready to pounce on any apparent weakness. But, as you said, any weakness that isn't justified by horrible news is likely to be a buying opp. I would not underestimate the PR machine at Apple on the Watch. I would bet a lot that they will announce "incredible" sales that just "blew away" the various execs, even though they probably won't mention many, if any, actual numbers. That is investable, as are iPhone sales. Guidance will be key, obviously. I would not be surprised by the 140s on a strong report, nor would I be surprised by the 1+teens on any weakness. GLTA.
    Apr 27, 2015. 10:40 AM | 5 Likes Like |Link to Comment
  • Dave Ramsey's 12% Return Strategy Is Replicable [View article]
    Thomas, I enjoyed the column, but:

    >>Anyone who has studied the bible will see multiple verses and proverbs warning about debt and usury. For Dave and other Christians, profiting from debt would be considered a sin, so one should not do it.<<

    That is not true. Millions have studied the Bible and concluded that collecting interest is fine; usury is not fine. There is a difference, and you seem to confuse them. You might read a good book on the Reformation if you would like to learn more about the subject. I do agree with you that Ramsey gets a lot of great advice out to the masses--get out of debt, have some emergency savings, and invest for future needs. Your quibbling over the exact return since the 1920s is kind of like arguing with somebody about exactly how much their blood sugar and pressure will go down if they eat healthier, lose weight and exercise--you run the risk of obscuring the message! The point is to get started today eating a healthy diet, losing weight, and exercising. Don't get distracted worrying about whether your systolic number will drop by 10 or 12!
    Apr 25, 2015. 08:37 AM | 8 Likes Like |Link to Comment
  • Apple: A Small Change In Apple Maps, A Giant Leap Into Mobile Ads [View article]
    beefy, watch out for Apple TV rumors! We have earnings, news of watch sales (rumored to be way more than expected), dividend and buyback news, and WWDC coming one after another over the next few weeks! I think Apple TV could end up being bigger economically than the Watch. It depends on what Apple brings to the could be another huge announcement! 150 is not off the table by summer, but certainly not 135-140, barring any negative surprises.
    Apr 15, 2015. 02:41 PM | 1 Like Like |Link to Comment
  • Apple: A Small Change In Apple Maps, A Giant Leap Into Mobile Ads [View article]
    Lest we all forget, something big has been telegraphed for WWDC in early June. Apple TV is going to take a giant leap in capability and has great potential to add significant revenue. Some of the most reliable Apple rumor sites are saying it is likely to happen. Even with an A8X, the Apple TV will be capable of everything the current box can do plus a whole lot more. TV programming, which people can watch on the go (most likely) on their iPad, along with Homekit, and gaming. I think it is going to be huge, and all accretive, in addition to the Watch. Apple hasn't rolled out a new product outside of Fall in years (except for Mac updates). This year is going to have a lot of new revenue--TV programming, Apple TVs, Watch, and who knows what else (mobile ads?). BTW, I agree the phone is selling like hotcakes, and the latest rumors are that they have another major update coming this Fall, skipping the S year we have come to know and love. GLTA.
    Apr 15, 2015. 02:17 PM | 5 Likes Like |Link to Comment