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wrynot

wrynot
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  • Tesla Signature Model X Pricing: Why It's Good News For Investors [View article]
    ...or it could mean it was a slap-dash article.
    Just because there are plenty of Democrats and Republicans who think Trumps an idiot doesn't mean that he's not! ;-D
    Sep 2, 2015. 01:33 PM | 2 Likes Like |Link to Comment
  • Tesla Signature Model X Pricing: Why It's Good News For Investors [View article]
    An article that makes every comparison, but leaves out what the Cayenne's sales numbers are. How conveeeeeenient.
    Even if everyone who buys a Cayenne jumps to the TSLA, there's' no way to justify this valuation.
    But I know, I know- it's really all about the Model 3. So we wait for the "Godot" car, which will propel annual sales to 500,000 units in 5 years.
    Sep 2, 2015. 12:50 PM | 1 Like Like |Link to Comment
  • Baxalta reportedly in talks to buy another pharma; Ariad +17% on speculation [View news story]
    No, I think with Inclusig Rx's growing and B-tib in the on-deck circle, he would be UNlikely to want to sell at $11. Then again, he's been in the trade almost 2 years, his basis is probably half that number, and hedge fund guys are rarely on the 5-10 year plan.
    Aug 28, 2015. 01:16 PM | 2 Likes Like |Link to Comment
  • Baxalta reportedly in talks to buy another pharma; Ariad +17% on speculation [View news story]
    A $2B price tag implies an approx. price of $11...Hard to think Denner would punt at that price.
    Aug 28, 2015. 01:11 PM | Likes Like |Link to Comment
  • Carl Icahn Is Not Necessarily Great For Freeport-McMoRan's Stock [View article]
    Don't forget WCI Communities. Not the one today, the former entity he took a stake in and ultimately went bankrupt. The guy's had more winners than losers to be sure, but he's a lot more human than some make the guy out to be.
    Aug 28, 2015. 10:16 AM | 1 Like Like |Link to Comment
  • Tesla: You Are Funding Elon Musk's Iron Man Lifestyle [View article]
    ...so...the whole "Noble Prize" thing is a tongue-in-cheek inside joke to see how many TSLA bears can spell.

    Perhaps you should incorporate another ruse in your comments to flag how many TSLA bulls are regularly seen gloating here over shorts "loosing money".

    TSLA. Good product (so far, at least). Charismatic CEO. Stock price valuation that is entirely out of touch with reality based on a Nirvana-like, soft focused belief that is absolutely at odds with the likely financial performance of this company over the next 5 years.
    Aug 19, 2015. 03:18 PM | 7 Likes Like |Link to Comment
  • Tesla: You Are Funding Elon Musk's Iron Man Lifestyle [View article]
    It's worth noting that McClendon is no longer with CHK and the stock is trading at about 1/3rd what it was back then.
    Aug 19, 2015. 12:05 PM | 2 Likes Like |Link to Comment
  • Tesla: You Are Funding Elon Musk's Iron Man Lifestyle [View article]
    I know what the Nobel Prize is, but I've never heard of the "Noble Prize".
    And I'm pretty sure you didn't win the former.
    Aug 19, 2015. 11:38 AM | 21 Likes Like |Link to Comment
  • Retrophin sues former chief Shkreli for $65M [View news story]
    Maybe Katy Perry will lend him the money. ;-D
    Aug 18, 2015. 03:37 PM | Likes Like |Link to Comment
  • Apple: Reversing My Call, Stock Is A Buy Once Again [View article]
    Umm...short interest as a percentage of float us just over 1%. Always find it humorous to see people cite "shorts" as the cause of something without even bothering to check to see if it could possibly have any basis in fact.
    Aug 10, 2015. 01:29 PM | 4 Likes Like |Link to Comment
  • Tesla Motors hit by UBS downgrade [View news story]
    Here is a corollary....I wonder how many people look at loss per share in any given quarter without bothering to check if the total outstanding share count has increased? Because perversely, a loss per share looks more palatable if there are more shares to distribute that loss over. Of course, once earnings come in, the price must be paid, as the EPS is lower if there has been significant issuance/dilution.
    Aug 7, 2015. 03:19 PM | Likes Like |Link to Comment
  • Sears Holdings updates on Q2 performance [View news story]
    I'm so glad that some people use someone else's net worth as a barometer of infallibility instead of viewing something objectively.

    The SHLD saga is one of a decision (a financier deciding he could run a retailer) made with hubris and tremendously bad timing. You would think that having seen Berkowitz and Lampert buy the stock when it was over -100 points- higher would clue one in, but hey, those guys have mansions, so there's no way they could have made a giant mistake.
    Aug 3, 2015. 02:02 PM | 6 Likes Like |Link to Comment
  • Sears Holdings updates on Q2 performance [View news story]
    Every SHLD shareholder should be required to go into a Sears store once a month until they realize this company is in a death spiral that no real estate or online "strategy" will be able to fix. The only thing keeping this thing going to single-digits now is the fact that over half the float is already short. Lampert will leave with more money that most because of his financial engineering, but even he will leave this experience with a giant hickey, and there will be no saving the average shareholder or Berkowitz.
    Aug 3, 2015. 09:25 AM | 4 Likes Like |Link to Comment
  • Tesla Motors to test referral program [View news story]
    You miss my point. The bull thesis (and stock price) of TSLA is entirely tied to their EV moving way, way beyond a niche car for local urban driving or something for car cult aficionados who can afford a second car. A car that can drive from St. Louis to Nashville without stopping. Or can recharge in the time it takes to fill a tank of gas. For $30k.
    I'm not saying it's 'impossible' for all that to happen some day, but there's nothing known today that indicates that day is just around the corner. And the stock is priced like it is. For now, I believe it's a 'hot car' just like the Miata was, and like the new Corvette is. But the tide is pulling back soon.
    Jul 31, 2015. 10:33 AM | 2 Likes Like |Link to Comment
  • Tesla Motors to test referral program [View news story]
    These comment sections are so entertaining.

    Remember when Mazda Miatas first came out and "everybody" wanted one? People were paying crazy amounts over sticker. And then, demand was satiated, and today, I imagine whatever version of the Miata they're making now can be had at a discount to sticker. Why? Because the seller needs to do that to move the metal.
    Bulls can put whatever spin they want on this, but they should recognize this program for what it is: It amounts to a 'rebate'....an 'incentive'....And you don't do that if you are looking on the horizon and seeing your biggest problem is that you are supply constrained.
    Jul 30, 2015. 11:14 AM | 12 Likes Like |Link to Comment
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