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stac013

stac013
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  • Tesla $110: A Game Of Musical Chairs [View article]
    Reading your comment just makes me think you're stupid.

    Your first paragraph is irrelevant. I never called Tesla a bubble, i called the stock market a bubble.

    The Europe argument, we'll see who's right when this year comes to a n end. I was saying that Europe is not like a market that will generate significant growth for Tesla this year. Basically implying they will sell less than 8000 Model S there.

    Same for China, my prediction is that they will sell less than 1000 Model S there this year.

    Your last sentence just tells me you're an arrogant prick, that's all.
    Jun 6, 2013. 05:34 AM | Likes Like |Link to Comment
  • Tesla Q2 Preview: Huge Upside Potential For Results And Guidance [View article]
    Nice research, but...

    i guess you missed the report that Tesla only sold 1470 (around) Model S in MAY. Google it.
    Jun 6, 2013. 05:23 AM | 4 Likes Like |Link to Comment
  • Tesla $110: A Game Of Musical Chairs [View article]
    This stock is going to 200, because we are in something called a stock market bubble. Company sells 5000 cars, is hardly profitable (or won't be profitable when the year ends), is now bidded up to 12billion dollars in market cap.

    Where is their growth this year? The company says Europe and China.

    Europe: Debt crisis there, who is going to shell out $70,000 for a luxury electric car?

    China: Top 1% have huge spending power. But they love to show off their wealth and power, I am Chinese, I know. So they buy Rolls Royce, Ferraris and Lamborghinis. An American electric car? Unless the government pushes hard for an electric car program, I see 0 chances of this taking off in China.

    (Japan won't support cars made by another country)
    (Wealthy Chinese doesn't care about pollution, they just want the most expensive car to show off. )
    May 29, 2013. 03:18 AM | 5 Likes Like |Link to Comment
  • Pandora, Groupon, Zynga And Mobivity: Hard Numbers Show They're Turning A Corner [View article]
    wow. I only read your GRPN segment. But boy, is there a lot of misinformation there. Almost every sentence is wrong.
    Mar 14, 2013. 08:53 AM | 2 Likes Like |Link to Comment
  • Groupon Bull Turns Bearish On Decline In Gross Profit [View article]
    Hi there. Good point and solid analysis. I am also a long time GRPN bull until the recent report. I like Mason, he was the one who created the company and the creative leader. What baffles me is the rally after they announce that Mason was fired.

    Truth of the matter is..
    - Their main business, daily deals, is declining in revenue since at least Q3.
    - Their Q1 guidance implies that deals revenue is going down even further. Their guidance is more likely to be correct, since they report each quarter so late, they get to look at both Jan and Feb numbers.
    - What's driving their top line growth is Groupon Goods, which have almost 0 profit potential in the future. (Overstock.com trades at a 250m~ market cap.)
    - Mason being fired is perceived as an extremely positive news, the stock rallied from before at $4.53 to $5.42 today. People must think Mason was running the company down and that daily deals is a profitable business. So why did the LivingSocial lost 650mil in 2012? They also have a bad CEO?
    - This also makes me wonder: LivingSocial had to writeoff hundreds of millions on their International acquisition. Does GRPN need to do to the same in the future?
    - Sure, they have 1.2 billion in cash. But their Accrued Merchant Payable also grew from 521mil to 671m. It means that they are really just holding on to the money they owe their merchant clients.
    - The theory is, once they grow the deals revenue to a certain size, they will start to make profit. What happens when they aren't making profit, and deals revenue is already declining? We are seeing this right now.


    My theory as to why the stock is raising: ZNGA. We all know the market is highly risk on right now, people just chasing for stories that will make them rich. ZNGA rose from ~$2.50 to $3.50, that's 40% in the past month. People might be thinking GRPN IPO'ed at $20 and that it is a steal at $5.


    I thought this company had a great potential with Mason's vision for the services he could provide to local commerce. I wasn't just investing for an internet coupons company - who would do that. But now that the reason this company even exists - daily deals revenue, is declining for 2 quarters already, I don't think this company will grow nor make profit in the years to come.
    Mar 4, 2013. 08:17 PM | Likes Like |Link to Comment
  • Coinstar - Fairly Valued Or Overpriced? [View article]
    This is the thing that is happening to bestbuy, coinstar and the rest of the dying industry due to the digital age.

    Just to throw it in there, CSTR have 283mil in cash and 386mil in debt. If their DVD segments dies, they dont really have any money to invest to new businesses. And that is probably why the CEO just decides to retire.
    Feb 10, 2013. 10:15 AM | Likes Like |Link to Comment
  • Coinstar Falls Sharply; Is It Time To Buy? [View article]
    NFLX have too much of a start in streaming movies. Behind NFLX is AMZN, I don't see how Redbox can suddenly attract subscribers at the same 8 dollar price with no money to spend on content. Not to mention, CSTR streaming platform is being built as we speak, I expect the quality of the platform to be substantially lower than NFLX such as having lag, no HD, and not as user friendly.

    As for their DVD business, we all know this is a dying business. While there will still be people renting DVDs, the masses are changing their movie watching habit. This is further pushed by the growth of tablet users .
    Feb 10, 2013. 12:00 AM | Likes Like |Link to Comment
  • 2 Growth Stocks: 1 To Buy, 1 To Sell [View article]
    42% of short interest, where did you pull that out from? Last I check short interest is 12mil and float is 52mil, which makes 23%. Source: nasdaq + wsj.com
    Jan 31, 2013. 04:14 PM | Likes Like |Link to Comment
  • Lenovo: Downplays RIM Acquisition Reports, Explores M&A Opportunities [View article]
    Classic pump and dump. People behind the scenes are hyping RIMM like crazy, and look at the stock price now.

    1. Why would Lenovo say publicly they want to buy RIMM? So that the stock price can go up more, and it will be more expensive for them to make a bid?

    2. Lenovo and any Chinese companies could not buy RIMM. Even if the Canadian government approves the deal, the US government wont. Think of how many government agencies used to use Blackberries, or are still using.

    3. And why would a CFO be the one to make any interest or decision in a takeover. Makes no sense.
    Jan 28, 2013. 07:00 AM | 1 Like Like |Link to Comment
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