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GeoffHiker

GeoffHiker
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  • Gilead: Earnings Forecast Justifies $140 Price Target [View article]
    Since Gilead has billions in cash, that gives them lots of options. They can further fund research and development or buy out startups working on promising new drugs. I'm long GILD and I own 20 Sep 2014 $106 Calls
    Aug 26, 2014. 01:26 PM | 1 Like Like |Link to Comment
  • A Fresh Look At Solar City Valuation [View article]
    I read the default part of the lease deal. I doubt they will put someone in default status if they just have one bill late. It sounds tough, but some people like to see how far they can push, and you have to get tough with them. I used to be a board member of a condo association. One owner was not paying the monthly assessment and was claiming to be poor, but he had a $500 a month payment he was making on a Cadillac, and that was in the 1990s. You have to get tough with people like that. I pay my bills on time - I'm 54 years old and have never bounced a check. I know my credit card and other bills have tough fees for being late, but I never see them.
    I did not like the part about when you sell your home. You should be off the hook for that. What will most likely happen is the new owner would like to continue the SolarCity lease because it's better than the alternative of paying more than the local electric company. However, SolarCity's service should stand on its own when the house is sold. It should be up to SolarCity to be competitive at that point, something the homeseller has no control over.
    I haven't seen the video yet, but will catch it later.
    Jun 16, 2014. 02:05 PM | Likes Like |Link to Comment
  • NQ Mobile: The Long And Short Of It [View article]
    This is the most balanced article I've seen about NQ. Great job!
    I don't trust anything Muddy Waters says - they claimed NQ didn't have the cash and cash flows NQ claimed, and Muddy Waters was flat out wrong. Are there any laws against such market manipulation?
    On June 4, I bought 2000 shares NQ for $9.89 and sold 20 June 21 covered calls for $1.20. I'm hoping the 20-F comes out after June 21.
    Jun 11, 2014. 01:30 PM | 4 Likes Like |Link to Comment
  • Corning - Soon It Will Be The Right Time To Unleash The Bulls [View article]
    I was thinking something like this could happen because sapphire is more expensive than gorilla glass and that you'd still get the more scratch resistant surface. If GTAT can get sapphire to come down in price further then that extra step won't be necessary. Corning still has a lot going for it with or without Gorilla glass.
    Apr 8, 2014. 08:58 AM | Likes Like |Link to Comment
  • Tesla's Success Bad News For Hybrids And EREVs, Good News For BEVs [View article]
    Unless someone replaces their large SUV with a Model X.
    Mar 19, 2014. 08:47 AM | 7 Likes Like |Link to Comment
  • GT Advanced Technologies Is Still A Buy [View article]
    I suspect $30 - $40 in a couple years. They are also going to provide equipment late this year or early next year to grow ingots that break the 22% efficiency limit of solar cells, which is why I originally bought GTAT. The sapphire deal with Apple is a nice extra boost.
    Mar 19, 2014. 08:42 AM | 1 Like Like |Link to Comment
  • Bullish Algorithmic Forecast For Tesla, But Is Now The Time To Buy? [View article]
    I don't believe in pattern trading alone, but patterns shouldn't be ignored either. Patterns often hold when there is no new stimulus. Stimuli can be specific to the company, specific to an industry or macroeconomic. It's good to read up on patterns to reduce your chances of buying (or selling) a stock at the wrong time.
    Mar 18, 2014. 09:06 AM | Likes Like |Link to Comment
  • Bullish Algorithmic Forecast For Tesla, But Is Now The Time To Buy? [View article]
    Some tire shops deliberately don't balance the tires or mount rims properly so they can blame the car and try to sell parts the car doesn't need. Find out who solves such problems in your area and always go back to them when you need tires. Wheelwerks in Salt Lake City solved my vibration problems the first time, after Big O Tires installed new wheels and tires improperly and were given 5 chances to get it right.
    Mar 18, 2014. 08:58 AM | Likes Like |Link to Comment
  • Bullish Algorithmic Forecast For Tesla, But Is Now The Time To Buy? [View article]
    Here's another reason: Tesla hired GM's smart employees who weren't listened to at GM.
    Mar 18, 2014. 08:51 AM | Likes Like |Link to Comment
  • Bullish Algorithmic Forecast For Tesla, But Is Now The Time To Buy? [View article]
    The Chevy Volt is a Hybrid. It makes GM happy because dealerships still get to do all the ICE maintenance.
    Mar 18, 2014. 08:48 AM | Likes Like |Link to Comment
  • Bullish Algorithmic Forecast For Tesla, But Is Now The Time To Buy? [View article]
    Tippydog: I care about my investments. I'm up 64% for the year. I initially bought TSLA in the mid-40s, then bought more at 120s and 140s. I sold in the 240s this year because I thought there was more near term downside risk than upside potential. I'll consider buying TSLA again later. Tesla is a great company. You are picking the wrong stock to short. Best in class, proven leadership, huge growth story - yeah, definitely the wrong stock to short if you do that kind of thing. There are lots of pharmaceutical stocks out there with outrageous valuations that haven't even hit $1 million in sales yet, and they don't have final approval from the FDA. The FDA doesn't approve everything. Those stocks would be better shorting opportunities.
    Mar 18, 2014. 08:47 AM | Likes Like |Link to Comment
  • Can New Jersey Harsh Tesla's Mellow? [View article]
    We'll see how long Texas, Arizona, New Mexico, Maryland, New Jersey, and Virginia can stand losing sales taxes on $100,000 cars when their residents buy them in neighboring states. This just shows that politicians are corrupt, stupid, and incompetent.
    This is a huge loss for Christie, but he doesn't know it yet. In one moment of being himself, all that time and energy he spent trying to show he is different was just flushed down the drain.
    Mar 16, 2014. 12:46 PM | 3 Likes Like |Link to Comment
  • Is The Tesla Electric Car On A Road Called 'Overvalued'? [View article]
    Is TSLA really overvalued? Ford has 3.98 billion shares. Tesla has 123 million shares. If Ford had the same number of shares as Tesla it would be worth
    $15.62 x (3980/123) = $505 per share
    Will TSLA grow into it's current valuation? Probably, but that will take a while. I took my shares off the table in the $240s because I thought other stocks have more upside potential and less downside risk (i.e., GTAT). Don't get me wrong, I'm very pro Tesla. If there is a significant pullback I'll probably jump back in. GTAT has a better chance than TSLA of doubling in the next two years, with almost no long term downside risk.
    Mar 9, 2014. 12:50 PM | 1 Like Like |Link to Comment
  • Tesla's Recent Financing May Bite Back [View article]
    Illuminati: Tesla shares outstanding increased from 114.2 million in Q4 2012 to 122.6 million in Q4 2014, or an increase of about 7.3%, not a big deal Tesla's rate of growth. A small company that isn't well established enough would have a hard time selling a couple billion $ in convertible bonds or attracting several billion $ from partners. Tesla could sell more stock if they wanted to, but plans to call the convertible bonds before they get converted to stock to limit dilution.
    Mar 4, 2014. 09:49 PM | 2 Likes Like |Link to Comment
  • GT Advanced rallies; SA author upbeat about mobile solar cells [View news story]
    A big pull back may not happen any time soon. I suggest reading the 4Q report. GTAT will be doubling its revenue this year with a big ramp up in 2H. It's a huge growth story.
    Mar 4, 2014. 09:16 PM | Likes Like |Link to Comment
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