2017 Investor Roundtable: TSLA Market Action

[DragonWatch]

@RobStark and @MitchJi, while I might like to agree with you; I have watched this stuff since the JFK murder.
I have said before here, that if you used a white eraser for the executive branch, nothing would change. I wish I could say I always made the best choices:-( But, I cannot without telling you a lie. Yes, we do have a cherry(s) trees

It’s going to be even more ugly for them in 2018 if they pass their hugely unpopular bill. If two republican senators or a few house members figure that out the bill is in trouble.

They are trying to rush it through before the public figures out how bad it is. They might be able to do but if they do that they will be in trouble in 2018.

 

[Richgoogol]

Really getting fed up with the low volume and closing fade lately

 

[Reciprocity]

It’s going to be even more ugly for them in 2018 if they pass their hugely unpopular bill. If two republican senators or a few house members figure that out the bill is in trouble.

They are trying to rush it through before the public figures out how bad it is. They might be able to do but if they do that they will be in trouble in 2018.

Kinda like Obama care.. too soon?

 

[jackdillio]

Really getting fed up with the low volume and closing fade lately

Tesla/EM is not fooling investors by selling several hundreds of M3 and expect it to get priced at 300 or above. Tesla is truly a M3 company. M3 sales will give Tesla the highest revenue followed by Ride Share market (huge market right here).. No Semi, modelS X or Y or that roadster will bring a huge revenue for Tesla.

M3 pictures dont count. Monthly deliveries are what counts the most and I am looking at those EV monthly delivery report like an eagle.

 

[Richgoogol]

Tesla/EM is not fooling investors by selling several hundreds of M3 and expect it to get priced at 300 or above. Tesla is truly a M3 company. M3 sales will give Tesla the highest revenue followed by Ride Share market (huge market right here).. No Semi, modelS X or Y or that roadster will bring a huge revenue for Tesla.

M3 pictures dont count. Monthly deliveries are what counts the most and I am looking at those EV monthly delivery report like an eagle.

Ok so it seems like this hasn't been a great quarter either for M3 deliveries based on third party counts. Maybe it's best to sell before the actual data is out and see what happens first..

 

[Waiting4M3]

Ok so it seems like this hasn't been a great quarter either for M3 deliveries based on third party counts. Maybe it's best to sell before the actual data is out and see what happens first..

Is this an advice?

 

[Richgoogol]

Is this an advice?

I don’t know anymore. Just trying to get an idea what people here thinks. I’m as depressed as the current SP.

 

[Menifeer]

I'm not expecting a major move upward any time soon. I've been successfully selling covered options (to the true believers) and, as a result, my portfolio is worth more now than it was when the stock price was a good bit higher...

 

[Waiting4M3]

I don’t know anymore. Just trying to get an idea what people here thinks. I’m as depressed as the current SP.

Most of my shares are from low $200 so not too worried. I bought some in Sep between $360 and $320, but wait a quarter or 2, those will turn out fine IMO. Right now there's nothing to do besides watching the M3s roll out of the factory.

 

[AlMc]

Most of my shares are from low $200 so not too worried. I bought some in Sep between $360 and $320, but wait a quarter or 2, those will turn out fine IMO. Right now there's nothing to do besides watching the M3s roll out of the factory.

Like 'counting sheep' when one is trying to fall asleep.

 

[Richgoogol]

Most of my shares are from low $200 so not too worried. I bought some in Sep between $360 and $320, but wait a quarter or 2, those will turn out fine IMO. Right now there's nothing to do besides watching the M3s roll out of the factory.

Here’s the difference between you and I then. My lowest is 304.8 which is currently under water. My highest is 341 which is deeply under water. I’ve been trying to do cost averaging lately but no luck. It just keeps going down. Could proudly say that I was a millionaire back in September but now have to start over again. All that work from beginning of the year is gone to waste. I know it will come back eventually still can’t help but feeling depressed lately since I’ve sold NVDA and SEDG to bet on TSLA, while they have doubled YTD yet TSLA is up merely 42% at the moment. Just kicking myself...I really hope the delivery report will turn out well.

 

[Starno]

I've seen a pattern here that after 4-5 weeks of mild or bad TSLA behavior, some people here seem to lose patience and wonder what's happening

Same thing happened in February-March, and in July.

I wasn't here before

 

[Mkorpal]

Here’s the difference between you and I then. My lowest is 304.8 which is currently under water. My highest is 341 which is deeply under water. I’ve been trying to do cost averaging lately but no luck. It just keeps going down. Could proudly say that I was a millionaire back in September but now have to start over again. All that work from beginning of the year is gone to waste. I know it will come back eventually still can’t help but feeling depressed lately since I’ve sold NVDA and SEDG to bet on TSLA, while they have doubled YTD yet TSLA is up merely 42% at the moment. Just kicking myself...I really hope the delivery report will turn out well.

Unless you sell tomorrow, you haven't lost anything but time.

Edit* assuming you aren't messing around with options.

 

[bdy0627]

Here’s the difference between you and I then. My lowest is 304.8 which is currently under water. My highest is 341 which is deeply under water. I’ve been trying to do cost averaging lately but no luck. It just keeps going down. Could proudly say that I was a millionaire back in September but now have to start over again. All that work from beginning of the year is gone to waste. I know it will come back eventually still can’t help but feeling depressed lately since I’ve sold NVDA and SEDG to bet on TSLA, while they have doubled YTD yet TSLA is up merely 42% at the moment. Just kicking myself...I really hope the delivery report will turn out well.

You're not the only one who's portfolio is depressing right now due to TSLA. I'm way down from where I was in June. Reread the Jesse Livermore quote that @neroden posted recently, and just sit tight. 6 months from now, you'll be very very glad you did. Until Model 3 production takes off, there is nothing to do except wait. You will be hugely rewarded for doing so, partly because so many others can't do it.

 

[Starno]

 

[SPadival]

Lagging customer demand? What is this guy smoking?

I am also interested in what Adam Jonas is smoking. Both bull and bear WS analysts now drive me nuts.

 

[JRP3]

I've seen a pattern here that after 4-5 weeks of mild or bad TSLA behavior, some people here seem to lose patience and wonder what's happening

Same thing happened in February-March, and in July.

I wasn't here before

I was, and it's been the same.

 

[tlo]

With sentiment at its lowest since we broke above 300, I'd like to point out the following:

- Support at 300 has held so far. Below that, we have strong support at the 287 level which had been resistance for 3 years.
- Since Tesla went public, the stock price has never declined for more than 4 straight months. We are in month 4 now.
- In most years, a Santa Claus rally does indeed occur, especially in years where the markets have been up overall. So this is still in the cards.
- If the target for Model 3 production hitting 5000/week was initially end of December, and now it's end of March, we are now closer to 5000/week than we were on June 23 and almost as close as we were on Sept 18 (TSLA closed above 380 on both those dates).

 

[doctoxics]

I don’t know anymore. Just trying to get an idea what people here thinks. I’m as depressed as the current SP.

Patience. Patience. Good things are about to happen.

 

[neroden]

WAG = wives and girlfriends?

Wild Ass Guess