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johnjakubowski

johnjakubowski
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  • My 2013 IRA Additions: Amazon, Tesla, LinkedIn, InterActive And Lorillard [View article]
    i just feel the urge to say STOP !!!
    You are young, and have much to learn, it would be a shame to watch someone smart enough even to have an IRA at your age to lose it.
    These are the most volatile stocks, with the highest short floats in the market. Do yourself a favor - put your IRA cash in a MLP or GLD and forget about it.
    Make another account and dump some money in it for speculation or just paper trade it.
    Just throwin you a floaty mate
    Apr 10 11:05 PM | 3 Likes Like |Link to Comment
  • Tesla Motors settles back on adapter announcement [View news story]
    because every investor heard the word 'recall' and the shorts piled in. Then King Musk gets up there and says its really not a 'recall', but a software update ( uh huh ) and also ships out new parts. This is only the beginning.
    Clarity triggers short squeeze, now we watch TSLA drop like a lead balloon.
    Jan 14 10:25 PM | Likes Like |Link to Comment
  • Tesla: At The Tipping Point, Keep Your Eyes On The Big Picture [View article]
    ha. how much did they pay you for that ? you keep watchin the big picture there big boy, while i take all your money.
    he heh heh.
    Oct 22 04:12 PM | Likes Like |Link to Comment
  • Apple launches iPad Air, makes more software free [View news story]
    AAPL just killed it.
    Oct 22 02:24 PM | 1 Like Like |Link to Comment
  • Tesla Sales - What You Need To Know Before Earnings [View article]
    OK, so TSLA might beat two TINY little divisions of two MAJOR auto companies. Chevy is a DIVISION (meaning PART) of GM and Volt is the smallest of Chevy cars and GMs ENTIRE value is $47Bn (Nissan is $43Bn) while TSLA, at $173, has a market cap of $21Bn. This FACT completely escapes these people, who get so caught up in whether they sold 24,000 cars or 28,000 cars that they don't realize that each car would have to sell for $1,000,000 in order for the price to sales ratio to be 1:1. GM's price to sales ratio is 0.31 (sales 3x more than price) F is 0.46 (sales are 2x price), Nissan 0.34…

    Unfortunately, TSLA does not sell their cars for $1M each, their sales are projected to be, OPTIMISTICALLY, $2.1Bn which, conveniently, is exactly 10x sales or 20-30x more than the value of a normal auto company. How long can that keep up? If TSLA does end up selling GM's $150Bn a year, will they be priced at $3Tn instead of GM's $47Bn?

    Obviously that would be insane – therefore the price now is insane – only we can have distortions like this in small companies but, as they get bigger – the supply of idiots runs out and you don't have enough people to support the stock anymore.
    Oct 10 01:40 PM | 6 Likes Like |Link to Comment
  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    TSLA: NYU Prof. Damodaran puts a fair value of $67 on TSLA.

    Love this quote:

    "Assuming Tesla grows to have Audi-like revenues ($67 b) & Porsche-like margins (12.5%), I can't get past $70/sh."
    Sep 5 02:34 PM | 2 Likes Like |Link to Comment
  • Shares of Tesla Motors (TSLA) move up 3.6% premarket to $125.94 following the decision to add the company as a component of the Nasdaq 100. [View news story]
    nope. the fundamentals are going to drop you like a rock
    Jul 9 11:03 PM | Likes Like |Link to Comment
  • Tesla: A Curious Convergence Of Opportunity To Petition For A Stock Break Out [View article]
    TSLA forums say 23% of GM's market cap? Have TSLA investors noticed that Tesla’s sales are literally a rounding error on GM’s balance sheet, 0.62% of GM’s sales to be exact?
    What’s that, TSLA shareholders? I don’t get it? Get what? Oh, right. Musk is a genius and GM is a tired old brand. Tesla is a growth stock, the future. Okay. Thank you for the explanation.
    Jul 5 08:13 PM | Likes Like |Link to Comment
  • Tesla: A Curious Convergence Of Opportunity To Petition For A Stock Break Out [View article]
    Really 23% of GM's market cap? Have TSLA investors noticed that Tesla’s sales are literally a rounding error on GM’s balance sheet, 0.62% of GM’s sales to be exact?
    What’s that, TSLA shareholders? I don’t get it? Get what? Oh, right. Musk is a genius and GM is a tired old brand. Tesla is a growth stock, the future. Okay. Thank you for the explanation.
    Jul 5 08:06 PM | Likes Like |Link to Comment
  • Tesla: A Curious Convergence Of Opportunity To Petition For A Stock Break Out [View article]
    xxx Tesla Motors (Nasdaq:TSLA) has been downgraded by TheStreet Ratings from buy to hold. The company's strengths can be seen in multiple areas, such as its robust revenue growth, solid stock price performance and increase in net income. However, as a counter to these strengths, we also find weaknesses including generally higher debt management risk and poor profit margins.
    Jul 2 01:06 PM | Likes Like |Link to Comment
  • Tesla May Be Undone By Window Undressing [View article]
    Tesla Motors (Nasdaq:TSLA) has been downgraded by TheStreet Ratings from buy to hold. The company's strengths can be seen in multiple areas, such as its robust revenue growth, solid stock price performance and increase in net income. However, as a counter to these strengths, we also find weaknesses including generally higher debt management risk and poor profit margins.
    Jul 2 01:04 PM | Likes Like |Link to Comment
  • Tesla May Be Undone By Window Undressing [View article]
    That sounds great – to people who have no concept of math! TSLA may sell more than 21,000 cars in 2013? Let's see, even if they sold an average car for $80,000 and sold (let's go crazy) 25,000 of them – that's $2Bn. Now, let's keep the insanity flowing and assume they make double the industry average of 5% and rake in $200M in profits on those sales.

    $200M is a nice amount of money. Even a multi-Billionaire like Elon Musk is happy to have an extra $200M but TSLA Motors, Inc has floated 115M shares of stock so $200M, unfortunately, only works out to $1.74 per share and that means, if you buy TSLA stock for the current price of $117, it will take them 67 years to make your money back.

    If they DOUBLE their business (from our super-rosey outlook) to 50,000 cars in two years (ignoring the fact that it's taken them 10 years to get to 21,000 cars) and then they double it again to 100,000 cars in two more years – now it's 2018 and we're assuming that everything went perfectly and they're still getting $80,000 per car (essentially the ENTIRE current luxury car market) and they are still making double the industry-standard margins and it STILL will take you 17 more years (2035) to get your $117 per share back!
    Jul 2 12:56 PM | Likes Like |Link to Comment
  • Why Netflix Is Producing Original Content [View article]
    That exclusive with NFLX doesn't sound so exlcusive now: ///

    DreamWorks Animation (DWA +1.9%) signs a multi-year deal with German broadcaster RTL to produce animated TV shows. Under the agreement, the company will supply the leading children's TV channel in the nation with a steady stream of shows based on characters from its franchises.
    Jun 18 01:36 PM | Likes Like |Link to Comment
  • What Will Take For Tesla To Cross The Tipping Point? [View article]
    It's possible to admire Musk's achievements, while still wondering if Tesla's stock market fans are viewing its prospects through 3D glasses. The towering expectations now priced into the stock don't account for the Grand Canyon leap that Tesla must make to reach its goal of cutting its car's $90,000-plus sticker price in half.
    Industries and governments around the world have spent billions on battery research, but few expect to trim electric-car battery costs by more than 20%-30% by the planned 2016 launch of Tesla's car for the Everyman. Perhaps Musk will confound the industry again, but if Tesla's next-generation car can't go the distance at half the price, its stock will head much lower.

    Stubbornly costly batteries may even cause headaches when today's Tesla's luxury cars arrive on the used-car lot. Folks who buy $90,000 cars tend to replace them every few years, and the bid for a four-year-old Model S may prove disappointing if it's going to need an expensive new battery in a few more years. Musk has astutely met that concern with a financing option guaranteeing resale value, but that just shifts the risk to shareholders.

    As a result, Tesla's balance sheet will sprout a contingent liability for the "residual value" of those cars, and analysts worry that the amount will quickly rise to hundreds of millions of dollars — on the order of half of the company's book value. The deferred impact of all those used batteries will become clearer in coming years, after Tesla also starts running low on the government-legislated zero-emission-vehicle credits that offset $68 million in expenses in the March 2013 quarter.

    We had hoped Musk would advise us on these points, but our scheduled interview with him ended abruptly on Friday, when he hung up on us.
    Jun 14 02:07 PM | 3 Likes Like |Link to Comment
  • Is LinkedIn Really Overvalued? [View article]
    ya, for those of you over 30 - this sound familiar ?
    Feb 19 09:28 AM | 3 Likes Like |Link to Comment
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