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  • Musk: Preorders start soon for Tesla for the masses [View news story]
    No, they find multiple sources citing a relatively high lemon factor for Tesla's relative to other models of cars (4-5% by True Delta customer surveys). That said, most Tesla's are fine so it would be surprising if many on here who owned one would have one of the lemon's that are out there. But make no mistake, they do exist.
    Sep 3, 2015. 10:16 AM | Likes Like |Link to Comment
  • Musk: Preorders start soon for Tesla for the masses [View news story]
    I'll put it in even simpler terms,

    Timing belt replacements (at 100K, $500-1000 after ~10 years) are far cheaper than the tire replacements you'll have to make on your Tesla every 20K miles if you're lucky ($1100 after ~2 years over the lifetime of your car).
    Sep 3, 2015. 09:11 AM | 1 Like Like |Link to Comment
  • Musk: Preorders start soon for Tesla for the masses [View news story]
    capt,
    I get it perfectly fine. I can get guaranteed quotes for the exact car I want online, order my car online, get my financing online and just sign the paperwork upon delivery from a dealer. It's really no hassle whatsoever. And when I buy my car, I don't need to drive 100 miles out of my way if I run out of gas just to find a gas station. I go a mile down the road, fill up and am fine.

    If/when supercharging/battery swapping locations are as ubiquitous as gas stations, EVs will have a shot as a viable mass market vehicle...but not until then.
    Sep 3, 2015. 09:06 AM | 1 Like Like |Link to Comment
  • Musk: Preorders start soon for Tesla for the masses [View news story]
    re: 4. It'll probably be more like a Lincoln Continental to a Ford Fiesta.
    Sep 3, 2015. 07:27 AM | Likes Like |Link to Comment
  • Musk: Preorders start soon for Tesla for the masses [View news story]
    Despite the hopium, rainbows and unicorns, a 200 mile EV (supercharger or not) is just a glorified city car. Nobody's taking that puppy on long road trips.
    Sep 3, 2015. 07:23 AM | 3 Likes Like |Link to Comment
  • Musk: Preorders start soon for Tesla for the masses [View news story]
    Tesla has no leg up considering there are already low cost EVs on the market so it's not a question of whether there will be competition because it's already here. The question is will the range of current EVs be extended further and be comparable to a Tesla.
    Sep 3, 2015. 07:19 AM | Likes Like |Link to Comment
  • Can Apple Burst The Netflix Bubble? [View article]
    1. Netflix isn't doing it at $7.99 a month, that's just the cheapest subscription plan in the US. Many pay more.
    2. Netflix already has a huge library of content that it has licensed, Apple has 0.
    3. Netflix has 65 million plus subscribers and 42 million subscribers in the US who provide recurring revenue, Apple has 0.
    4. The $1 difference at 42 million subscribers over 12 months is half a billion dollars (helps pay for content).
    5. Legacy NFLX subscribers (~35 million in the US) will face a $1 increase in the first half of next year which will end up generating another $100M per quarter which will help pay for more content.

    Apple could put a streaming service in place and charge $6.99 but they would be throwing money down a hole - they would need to both pay for content and marketing all the while have 0 subscribers providing any revenue, let alone recurring revenue and in order to attract and retain subscribers, they would need to establish that they're at least as good as, if not better than Netflix. That's going to be hard to do without decent original content, Disney, etc.
    Sep 2, 2015. 12:44 PM | 2 Likes Like |Link to Comment
  • Will Netflix's original content plug the gap between Epix and Disney? [View news story]
    While that was true 5 years ago, it's probably not today. Netflix is investing heavily in original content for a reason and it's not because Epix movies are drawing in subscribers en masse.
    Sep 2, 2015. 10:01 AM | Likes Like |Link to Comment
  • What To Buy Now [View article]
    They'll be in value territory again before the week is out.
    Sep 1, 2015. 09:40 AM | Likes Like |Link to Comment
  • Will Netflix's original content plug the gap between Epix and Disney? [View news story]
    No, actually I wouldn't be willing to spend an extra $2-4 to keep forgettable movies that are outdated within 6 months of release.
    Sep 1, 2015. 09:32 AM | Likes Like |Link to Comment
  • Will Netflix's original content plug the gap between Epix and Disney? [View news story]
    They already have. I'll take any single episode of OiNB over anything from the Epix deal.
    Aug 31, 2015. 04:23 PM | Likes Like |Link to Comment
  • Will Netflix's original content plug the gap between Epix and Disney? [View news story]
    You can't have your cake and eat it too. If you want to pay under $10 a month for streaming, you ain't going to get all the content under the sun. You'll get whatever Netflix deems necessary to keep subscribers. They've just told you that they believe their content and the upcoming Disney bonanza is more valuable to subscribers than keeping a deal with Epix in place. I think they're right.
    Aug 31, 2015. 04:22 PM | 3 Likes Like |Link to Comment
  • Netflix parting with high-profile films as deal with Epix lapses [View news story]
    Subscribing to ESPN will hardly get you all live sports. It'll get you some but of major sporting events but that's it. The majority of everyday sports broadcasts are now dominated by regional sports networks. Until they offer direct to consumer subscriptions, cable packages will still be a selling point for many.
    Aug 31, 2015. 04:18 PM | Likes Like |Link to Comment
  • Retirement Strategy: Did You Freak This Week? [View article]
    I expect better prices are to come and am holding out for more but congrats to getting in on these dividend aristocrats at very good yields.
    Aug 28, 2015. 12:55 PM | 7 Likes Like |Link to Comment
  • At the close [View news story]
    October 2014 was predicated on the fear that Ebola was going to spread around the world and stop global trade.

    Now it's China imploding, Greece still unstable, USD strength and foreign currency weakness, along with the complete collapse of big oil.

    China became the world's largest economy in 2014 (it's now back to being second largest), propped up on nothing more than made up figures and facts. And while the majority of profits of multinationals do not come from just China, it plays a big role and it's collapse will cut balance sheets by 5-10%, which will have an effect on revenue, earnings and stock prices. We've seen some of that correction already but we won't know how bad it's going to be until the dust settles in China.

    As the China markets go, so will the rest of the world. Not to the same magnitude but as long as it China keeps dropping, days like this can be summed up in 3 words - dead cat bounce.
    Aug 26, 2015. 05:03 PM | 1 Like Like |Link to Comment
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