TSLA Market Action: 2018 Investor Roundtable

[Artful Dodger]

Tomorrow (Dec 18) is the day of the Boring Tunnel reveal. Anybody get an invite?

Any ideas about the Tesla passenger transporter rumored for a reveal during tomorrow's event?

Cheers!

 

[Gavyne]

Tomorrow (Dec 18) is the day of the Boring Tunnel reveal. Anybody get an invite?

Any ideas about the Tesla passenger transporter rumored for a reveal during tomorrow's event?

Cheers!

Zac on Now You Know channel on youtube is going and he'll be live streaming. Honestly I'm pretty excited, this will be the first of its kind in U.S. and I can't wait to see what street legal autonomous vehicle Tesla will be debuting.

 

[Causalien]

What if you get margin called during those 3-4 days due to a downturn?

Something is wrong with your asset allocation if you are transfereing 50% of your assets on each buy. It could be that icelandic brokers don't leave cash in brokerage accounts like some other country I am familiar with. When each buy and sell from the brokerage initiate a swift debit or credit. In that case they usually have an account in the middle as collateral.

So see if you can post collateral for your broker to allow you to execute trades that represent 50% of your account instantly.

Also, even if the margin is 100%, the stock still has to fall at least 20% in 3 days for you to get margin called. And even when that happens. Assuming you have a good relationship with your broker, just let them know a swift transfer is already in progress and give evidence..

 

[anthonyj]

What is the deadline for the two new independent directors?

 

[peopleweb]

特斯拉降价拉动单店销量成倍增加，受益汽车关税调整

 

[Opus BC fan]

What is the deadline for the two new independent directors?

I do not know if there is a deadline.

 

[tinm]

特斯拉降价拉动单店销量成倍增加，受益汽车关税调整

A Google Translate version of that page, in English: Google Translate

 

[mongo]

特斯拉降价拉动单店销量成倍增加，受益汽车关税调整

Google translation:
Tesla's price cuts have doubled the sales of single stores, benefiting from tariff adjustments

 

[scaesare]

Avatar: Changed

 

[shrspeedblade]

My car found a couple of its ancient ancestors the other day...
(new avatar)

 

[tsunamiofhurt]

A Google Translate version of that page, in English: Google Translate

"Tesla's continuous price cut will promote a new round of buying climax." ... sounds about right.

 

[Zhelko Dimic]

Regarding the margin discussion. I’ve just activated margin at my account and started using it rather aggressively. Firstly, you don’t have to go 100% on margin. I’ve made sure that even with a 30% drop in TSLA prices I won’t get a margin call.


As the market have already fallen a lot, I think some of the downside risk has been eliminated.

I’ve come to realize that the use of margin is a much better way to leverage than the use of call options. (I’m sure there are exceptions though). You don’t loose time value when using margin. And while you do have to pay interest, you can write about a quarter of the interest off on the tax return. Additionally, you do not have to worry about an experiation date. With Tesla, it is quite risky to make predictions about the stock price at a given date. Much better to just buy into the future and wait out any period of low prices.

If you're looking for light leverage, I bet you buying 2020 leaps with $100 or $150 strike will be cheaper (if held until expiration) than margin and offer similar leverage and a bit of capital protection should something really bad happens... But I hate paying interest, so there is that, and I never look (last 2-3 years) into more than 1.5x leverage. They are less liquid though, and you hav to 'fish' for the price in the middle, as spreads are usually bad

 

[oneday]

What is the deadline for the two new independent directors?

I do not know if there is a deadline.

They have 90 days from Sep. 29. Unless Tesla requests an extension and the SEC grants it. So essentially by Friday, Dec. 28.

 

[EVNow]

What if you get margin called during those 3-4 days due to a downturn?

You should be able to set a really low value for tsla below which its unlikely to go and buy on margin only the amount that can withstand tsla hitting that low point without margin getting called.

Before Q3 I bought a lot on margin because I didn't want to sell my other stock that was falling. I didn't get called on margin even though TSLA fell to 250s. In fact I held calls on margin until I sold them couple of weeks back.

I guess the question, though is, do you have any marginable securities in IB ? If you only have options, not sure you can buy anymore on margin. You need to have stock/cash.

 

[Unpilot]

Got tired of all the cats.

 

[Earlian]

While everybody is still shocked, Europe trades:

Tradegate: € 309,99 +1,00%
Stuttgart: € 310,20 +1,62%

Interestingly silent here @TMC Market Action in the morning.

 

[WarpedOne]

Avatar changed.

 

[Mobius484]

Giving in to peer pressure, avatar changed...

 

[FS_FRA]

While everybody is still shocked, Europe trades:

Tradegate: € 309,99 +1,00%
Stuttgart: € 310,20 +1,62%

Interestingly silent here @TMC Market Action in the morning.

Tried to buy knock-out ($310) this morning, but BNP (or my broker) suspended trading.....

So I sit on the sideline, not entirely unhappy about that....

 

[TSLA_Hopeful]

Watching these NIO vs Tesla comparisons are so hilarious, because Tesla is the established incumbent. I feel like I’m getting old now. Also, I do think NIO has a good future as well. I bought a few shares.