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User 6267481

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  • American Capital Agency's Dividend Sustainability Analysis (Post Q4 2014 Earnings) - Part 1 [View article]
    Scott, point well taken. If interest rates start rising slowly (as most everyone seems to think will happen) in the coming months/years, then flatten out/stabilize, what's your long-term prediction for AGNC's business/share price (over next 1-10 years)?
    Feb 21, 2015. 03:33 PM | 2 Likes Like |Link to Comment
  • American Capital Agency's Dividend Sustainability Analysis (Post Q4 2014 Earnings) - Part 1 [View article]
    Thank you, Scott...great info. What's your long-term prediction for AGNC's business/share price (over next 1-10 years)?
    Feb 19, 2015. 08:46 PM | 10 Likes Like |Link to Comment
  • Tesla: Real Competition Ahead? [View article]
    @molli,
    How/why is your confidence level 100% that the model 3 will be $35K? Just trying to understand what you're basing your confidence on.
    Feb 17, 2015. 08:51 PM | 2 Likes Like |Link to Comment
  • Tesla: Real Competition Ahead? [View article]
    What confidence level is there that the Model 3 will be $35,000? What if it ends up being $45,000?
    Feb 14, 2015. 09:13 PM | Likes Like |Link to Comment
  • GM To Deliver Inexpensive 200-Mile EV 2 Years Ahead Of Tesla [View article]
    @Russell,

    Over a million jobs spared.
    And $39.4B saved/avoided in unemployment, etc in 2009 and 2010.
    It seems like all in all, the best thing was done.
    Feb 11, 2015. 10:25 PM | Likes Like |Link to Comment
  • Tesla Outperformed My Guidance In 2014 And Is Likely To Catch Up With It In 2015 [View article]
    Juan,

    When are you forecasting the model 3 will be launched? Based on what information?
    Feb 11, 2015. 09:57 PM | 1 Like Like |Link to Comment
  • Tesla: If You Thought The Q4 Earnings Miss Was Bad, Q1 Will Be Even Worse [View article]
    I think strong competition will prevent that.
    Feb 11, 2015. 09:50 PM | 2 Likes Like |Link to Comment
  • Tesla: If You Thought The Q4 Earnings Miss Was Bad, Q1 Will Be Even Worse [View article]
    @mmmm83,

    When is model 3 coming out? You think Tesla will make 26% on model 3?
    Feb 11, 2015. 09:47 PM | 2 Likes Like |Link to Comment
  • GM To Deliver Inexpensive 200-Mile EV 2 Years Ahead Of Tesla [View article]
    @watchingfromabove,

    In theory you're correct. But, I don't think Tesla will want to get in the business of taking that type of risk. If they "lock in" a price based on what they think is a good price, then it could work out, or graphite could go down more and then Tesla would be overpaying. And, there are no graphite swaps or futures to hedge their price risk...so it's just very difficult. Tesla will probably just try to buy in bulk every few months from the lowest price they can find based on the purity they need. But, as you know, when the market smells demand, it will be difficult to get lower and lower pricing that Tesla needs to drive their battery prices down. Again, things like graphite are not "normal" markets...very difficult to manage.
    Feb 11, 2015. 09:17 PM | 1 Like Like |Link to Comment
  • GM To Deliver Inexpensive 200-Mile EV 2 Years Ahead Of Tesla [View article]
    @watchingfromabove,

    Purer graphite is more expensive. Synthetic graphite is more expensive. Graphite is not an easy commodity to buy.
    Feb 11, 2015. 09:09 PM | 1 Like Like |Link to Comment
  • GM To Deliver Inexpensive 200-Mile EV 2 Years Ahead Of Tesla [View article]
    @watchingfromabove, I can only think of a couple corporations in American history that have created more real total wealth for the middle class than GM. We can only hope for the sake of future generations of Americans that more large manufacturing companies thrive over the next 100 years.
    Feb 10, 2015. 09:47 PM | 4 Likes Like |Link to Comment
  • GM To Deliver Inexpensive 200-Mile EV 2 Years Ahead Of Tesla [View article]
    @watchingfromabove

    "Sure, that's why Wal-Mart has such high prices because they sell so much and their suppliers keep jacking up the price. NOT."

    Mining companies of graphite are different. They will raise prices as demand goes up, especially if they have a higher grade of graphite that Tesla will need.
    Feb 10, 2015. 09:30 PM | Likes Like |Link to Comment
  • GM To Deliver Inexpensive 200-Mile EV 2 Years Ahead Of Tesla [View article]
    I think GM as a 100+ year company that has employed many millions of people that helped put America on a path to prosperity during the industrial revolution that helped allow American manufacturing to create more wealth than anything ever in the world deserves a little break on the getting bashed.
    Feb 8, 2015. 09:12 PM | 3 Likes Like |Link to Comment
  • GM To Deliver Inexpensive 200-Mile EV 2 Years Ahead Of Tesla [View article]
    @dollardragon, and graphite suppliers around the world will love raising their prices to Tesla when they start making all those batteries at the gigafactory.
    Feb 8, 2015. 08:57 PM | 1 Like Like |Link to Comment
  • Tesla's Cost Advantage Destined To Disappear [View article]
    Tesla has the best engineers because they hired some people from Apple with no automotive engineering experience?
    Feb 7, 2015. 11:05 PM | 3 Likes Like |Link to Comment
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66 Comments
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