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chickensevil
Active Member
I'm guessing this is the B of A note:
http://www.streetinsider.com/Analys....+May+Have+to+Tap+Public+Markets/9694721.html
http://www.streetinsider.com/Analys....+May+Have+to+Tap+Public+Markets/9694721.html
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
The analyzis branch of BofA shouldn't have anything to do with their investment branch. Yeah right, who believes that?
(As a side note I had previously though Bank of America was usually abbrevated BOA so image how I read BOFA
)
(As a side note I had previously though Bank of America was usually abbrevated BOA so image how I read BOFA
)
The analyzis branch of BofA shouldn't have anything to do with their investment branch. Yeah right, who believes that?
(As a side note I had previously though Bank of America was usually abbrevated BOA so image how I read BOFA
^^this^^ is now their new abreviation on TMC
For me, it was first screwing the American people six years ago that got me to start hating them and today it's screwing with TSLA investors.
I've just went back and reviewed some of john lovallo's previous press releases.
Is the most bearish Tesla analyst too extreme? - Feb. 27, 2014
Anytime there is a possibility of a positive catalyst the shorts JUMP on it. If you go back and read what this guy has written in the past, he has his reputation riding on this. If Tesla succeeds, his career is in the crapper. This will be poetic justice.
Is the most bearish Tesla analyst too extreme? - Feb. 27, 2014
Anytime there is a possibility of a positive catalyst the shorts JUMP on it. If you go back and read what this guy has written in the past, he has his reputation riding on this. If Tesla succeeds, his career is in the crapper. This will be poetic justice.
Wow, the guy's analysis sounds like it relies on SeekingAlpha articles for source material. Last year he was predicting TM would be moving 21k vehicles...in 2020: Bank of America Has 300,000 Reasons to Doubt Tesla | Benzinga
I wonder at what point he loses his job for being so wrong.
whats is truly awful about this guy and the b of A organization is that when he puts out a note like this it trickles to all of the b of A and Merrill financial advisor/broker reps who then go calling all their retail clients who own TSLA telling them they should sell based on research notes their firm has produced on the stock.
my poor mom who knows both nothing about stocks (other than what I tell her) was victim to this last year when following one of this analyst's bearish reports on TSLA when the stock was in the 150s. Luckily she didn't fall for it right off the bat and first called me thinking she was giving me some special news that she should sell TSLA and I was going to say her advisor is right and to sell it...
This isn't about the BOA analyst in particular--he's clearly a long-term bear--but keep in mind that being short TSLA at any given point in time doesn't necessarily imply long-term bearishness or lack of belief in the company. Obviously, there are plenty of those types out there, but TSLA also happens to be a very good stock for short-to-intermediate term countertrend short-selling. The long-term trend is decisively up (rightfully so, I think we'd all agree), but the stock behaves in a way that makes it a great candidate for shorting if you're an active trader whose timeframe ranges from a few days to a couple weeks.
Richard hammond of top gear reviewed the Model S and gave it a raving review. Expect sales to double haha. Hope to see it on the show soon. Tesla Model S: The luxury electric car with performance to blow away the petrolheads - Richard Hammond - Mirror Online
sundaymorning
Active Member
I have no problems with customers who short this stock. Especially when they're caught in one of those particularly unpredictable tesla moments. You can't change the mentality of a gambler, better they bring their fortunes here than a Vegas casino
chickensevil
Active Member
I think there is nothing wrong with playing the volatility of the stock. But it is the ones who are always short to the point of sub 100 levels that baffles me. If I had the cash to play both angles I probably would have. I was able to pretty accurately predict quite a few ups AND downs.
Well, I get that, but it also kinda sounded like attributing short-term downward price moves to his reports (or perhaps more broadly to sell-side analysts in general):
Maybe I'm misreading that, but my point is just that shorts "jumping" on TSLA likely has less to do with any two-bit BOA analyst dogging on the fundamentals, and far more to do with active (and systematic) traders seeing a quick shorting opportunity in a stock that's a bit prone to near-term bouts of euphoria and depression.
I have no problems with customers who short this stock. Especially when they're caught in one of those particularly unpredictable tesla moments. You can't change the mentality of a gambler, better they bring their fortunes here than a Vegas casino
It's a dangerous game, no doubt about it.
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Agree with you on all counts. A trader who would take a stubborn and long-term bearish position in TSLA at this point in time is pretty much the exact opposite of what I personally consider a good trader. Market needs all types though, right? Even the silly ones who pay us longs once the short squeeze is on. :wink:
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"The base case scenario assumes that Tesla sells 61,020 vehicles in 2020, a CAGR of 16 percent in volume."
Wow, lol. Even from the picture last summer, If that's the best case he can imagine feasible he is a terrible analyst.
Hi TMCers, I haven't been able to follow TSLA as closely as I used to over the past quarter, but TSLA has done quite nicely since the drop from the last report. Is anyone planning to make a short term play on this ER? Personally, I think that the quarterly variations in delivery numbers will mean less and less now in terms of impact on share price, and more important will be progress towards milestones like Model X and GF/Model3. I'm hesitant to make any sort of big play on this ER, instead I probably will just add to my core holdings if there is any dip pre-ER. That said, there must be some more big news about MX coming fairly soon, right (like sometime in the next quarter)? What I did notice from the past ERs is that Elon would breadcrumb information about ModelX or Gigafactory that the market apparently did not realize the full impact of until officially announced. I'm talking more specifically about the Q3 call and Elon mentioning the gigafactory, but it wasn't until after Q4 that investors really understood what he meant.
So to summarize, I'm probably just going to add a little bit and comb through the ER for hints about future developments. Good luck to TSLA longs
So to summarize, I'm probably just going to add a little bit and comb through the ER for hints about future developments. Good luck to TSLA longs
FredTMC
Model S VIN #4925
I would be shocked if TM didn't announce Panasonic deal on Thursday. Likewise, battery factory location
Even if they did not announce it they are sure to be asked during the conference call. Let's hope we get some good questions about the GFs (where/how many/time frame); MX ( final version ready date/amp date/reveal date/equipment it might have that S does not, battery size/range/tow capacity)); China demand (as well as some questions about demand in general); Batteries (any sign of increase in capacity). Analysts: Are you reading/listening? Analysts: PM DaveT if you need advice on questions!:wink:
Lovallo in particular, and/or BOA in particular. I don't think they are "stupid," I just think their reports are written for a purpose other than enlightening the public about Tesla's attractiveness as an investment.
hmm... so what will John Lovallo's question be this call? Maybe he'll ask about the drive train replacements. I'd actually like hearing about that, and I think it would be good for Tesla to clear the air on it if they can. Yeah, I'd definitely take the drive train question from JL over my second guess on what he'll ask, "will you continue to try to expand into China despite customers dissatisfaction reaching the point that they smash their cars?"
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