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  • More weekend buzz on Tesla Motors (TSLA) (previous): Shares will be on watch Monday following a Barron's cover story that pitches the case that a triple-digit share price is unjustified. Two things to consider for the EV automaker's long-term potential: 1) Will the cost of electric batteries come down as Tesla rolls out its Model X and Gen III? Opinion is sharply divided. 2) While CEO Elon Musk says he sees sales reaching 30K-40K per year soon, if you crunch the numbers it appears investors are betting on sales reaching a level of hundreds of thousands a year. Despite Tesla's transformative tech, as the company eventually enters the mass-market segment valuation could fall back in line with peers. [View news story]
    Hey...................... to rain on your parade but Barron's has a lot more influence than the denial seems to be allowing to come to consciousness. I am long TSLA but I've been here before, holding a stock over the weekend that Barron's panned on Saturday only to see it open down 9 points from Friday's close. Granted this other stock was a lot of smoke and mirrors but be prepared for TSLA to open down and hopefully recover by end of day.
    If Elon was smart which we certainly know he is he will make a statement about the Barron's article before the open tomorrow.
    Jun 9, 2013. 08:25 PM | Likes Like |Link to Comment
  • Apple (AAPL) roundup: 1) The WSJ reports Apple is shifting hardware orders from Foxconn to Pegatron, and plans to make Pegatron "the primary assembler" of its low-cost iPhone. Apple's reasons: risk diversification after last year's manufacturing issues, and pricing. 2) Apple is reportedly looking to tap Samsung to supply thin LCD glass for iPhones, iPads, and MacBooks. 3) Inside Apple author Adam Lashinsky wasn't impressed with Tim Cook's AllThingsD talk. "It is a strange sight to see the CEO of Apple, a company known for its brilliance and vision, decline over and over to discuss just about anything in any detail." 4) One detail shared by Cook: Apple has made 9 acquisitions in FY13. Only 2 - Particle and WiFiSlam - have been disclosed. [View news story]
    Tim Cook was certainly underwhelming in his delivery. There was little to no enthusiasm in his affect. If they've got something big brewing it is hard to tell. He didn't transmit any enthusiasm I felt.
    May 30, 2013. 08:39 AM | Likes Like |Link to Comment