TMC is an independent, primarily volunteer organization that relies on ad revenue to cover its operating costs. Please consider whitelisting TMC on your ad blocker and becoming a Supporting Member. For more info: Support TMC

What other tech stock to consider?

Discussion in 'TSLA Investor Discussions' started by Sanny, Jul 10, 2013.

  1. abasile

    abasile Conscientious investor

    Joined:
    Oct 21, 2012
    Messages:
    1,252
    Location:
    San Bernardino Mts., CA (Elev. 6100' / 1900m)
    According to this Gallup poll, vegans and vegetarians compromise roughly 8% of the US population:
    Snapshot: Few Americans Vegetarian or Vegan

    Here's a Wikipedia entry that gives percentages for a number of other countries (and cites the above Gallup poll):
    Vegetarianism by country - Wikipedia

    One might argue that, even if Beyond Meat is too expensive to attract most consumers, they could do okay just by selling to vegans and vegetarians who are willing to pay more for meat-like products, plus consumers who are trying to "cut back" on meat. Is that a large enough market to justify buying the stock? Hmm, I don't know. Food for thought.

    The really exciting market opportunity (and environmental boon) would come from selling to anyone who just wants a better burger. But that's apparently expecting too much for now. The Impossible Burger (from Impossible Foods) is also an attempt to achieve that, and may be a more convincing meat substitute than the Beyond Burger, but it still doesn't quite appear to have captured the hearts of meat lovers.
     
    • Like x 1
  2. EVNow

    EVNow Active Member

    Joined:
    Sep 5, 2009
    Messages:
    4,841
    Location:
    Seattle, WA
    One caution about traditional vegetarians like me vs “converted” to not eating meat. I wouldn’t even think of getting anything like a meat substitute, even the thought of it is as repulsive as eating meat. So you can strike off the largest vegetarian market, India, as a possible large market.
     
    • Informative x 2
    • Like x 2
  3. AudubonB

    AudubonB Mild-mannered Moderator Lord Vetinari*

    Joined:
    Mar 24, 2013
    Messages:
    6,775
    I found nothing in the Gallup data that probed into for how long a respondent had been vegetarian, nor amongst non-v's whether they had been one in the past and if so, for how long.

    My wife and her mother are lapsed v's. When she came to Alaska, she'd been vegetarian for most of her adult life; the exigencies of our lifestyle, however, preclude that choice. As a reasonably useless aside with which I will regale you anyway, one of the very first things I told her about me was that I was a vegetable rights advocate, which at the time she thought hilarious but now regards as background noise in a sea of Audieisms.
     
    • Funny x 3
    • Like x 1
  4. neroden

    neroden Model S Owner and Frustrated Tesla Fan

    Joined:
    Apr 25, 2011
    Messages:
    13,310
    Location:
    Ithaca, NY, USA
    I'm also looking at NEOEN. No free cash, though
     
    • Helpful x 1
  5. neroden

    neroden Model S Owner and Frustrated Tesla Fan

    Joined:
    Apr 25, 2011
    Messages:
    13,310
    Location:
    Ithaca, NY, USA
    I haven't dug in in detail, but there are *big* differences between the NY and VA AMZN deals.

    Apparently NY demanded that AMZN build a lot of infrastructure for NY and donate it to the city, though I haven't seen the details.
    VA didn't.
     
  6. defc0n

    defc0n Member

    Joined:
    Sep 30, 2016
    Messages:
    878
    Location:
    Indiana
    FMC seems pretty undervalued right now. What am I missing?
     
  7. uselesslogin

    uselesslogin Active Member

    Joined:
    Jun 13, 2013
    Messages:
    1,677
    Location:
    Omaha, NE
    Are you missing the spinoff? FMC's Lithium business is now LTHM.
     
    • Informative x 1
  8. defc0n

    defc0n Member

    Joined:
    Sep 30, 2016
    Messages:
    878
    Location:
    Indiana
    Ahhh I didn’t know they actually went through with that. And LTHM already seems pretty fairly valued.
     
  9. K3jSe7Llp7

    K3jSe7Llp7 Closed

    Joined:
    Dec 1, 2018
    Messages:
    113
    Location:
    Calif
    Anyone have an opinion on renewable energy yieldcos TERP, EVA, CVS, HASI, and PEGI? How would they be in recession? They've seemed to hold pretty well during the down times recently. Any others that don't include fossil and pay good dividends? Sold my GPP yesterday, just doesn't cut it in a couple of ways.
     
  10. mongo

    mongo Well-Known Member

    Joined:
    May 3, 2017
    Messages:
    8,898
    Location:
    Michigan
    • Informative x 1
  11. AudubonB

    AudubonB Mild-mannered Moderator Lord Vetinari*

    Joined:
    Mar 24, 2013
    Messages:
    6,775
    Have any of you California Techies learned or heard anything new about Palihapitiya's "Hedosophia" (IPOA // IPOA-U)? Other than the June article suggesting a slew of departures, there has been so frustratingly little news - good bad or otherwise - that it beggars imagination for a tech firm in this day and age. Stock price likewise has been flat-lined.
     
  12. gene

    gene Supporting Member

    Joined:
    Feb 11, 2013
    Messages:
    1,858
    Location:
    Santa Barbara, CA
    Sun Power, SPWR is at a year low. It's a good company with good product. There is a lot of serious legislation that bodes well for solar and a lot more coming in 2019. It's a good time to buy SPWR today.
     
    • Informative x 2
    • Helpful x 1
  13. aubreymcfato

    aubreymcfato Member

    Joined:
    Sep 16, 2016
    Messages:
    679
    Location:
    Italy
    I heard good things of SPWR panels, was considering installing them myself (in Italy).
    I've seen that solar stocks have been hammered in the last few years, hope they'll come back.
     
  14. gene

    gene Supporting Member

    Joined:
    Feb 11, 2013
    Messages:
    1,858
    Location:
    Santa Barbara, CA
    I have two 4.3 kw systems on my home. One uses Trina panels, the other Sun Power. The Sun Power actually produces 10% more! Both systems are the same age.
     
    • Informative x 2
  15. wsucougz

    wsucougz Member

    Joined:
    Feb 8, 2015
    Messages:
    39
    Location:
    Washington
    Facebook looking interesting at these levels. Amazon.... What are folks seeing as cheap right now in tech, if anything? Horizon: LONGGG.

    I'll check out SPWR.
     
  16. EVNow

    EVNow Active Member

    Joined:
    Sep 5, 2009
    Messages:
    4,841
    Location:
    Seattle, WA
    Not FB.

    It’s as good as dead. Too arrogant, too corrupt and no respect for customer data at all.

    There will be a plethora of investigations and regulations on FB all over the world. If they are going to destabilize the world’s most powerful democracies, do you really think they will let FB thrive ?

    Even Silicon Valley is calling for FB regulation.
     
    • Love x 3
    • Like x 2
  17. EVNow

    EVNow Active Member

    Joined:
    Sep 5, 2009
    Messages:
    4,841
    Location:
    Seattle, WA
    How does it compete with the Chinese solar ? I used to invest in solar a long time back - but gave up because the Chinese were getting agressively inexpensive.
     
  18. anthonyj

    anthonyj Active Member

    Joined:
    May 16, 2018
    Messages:
    1,396
    Location:
    NJ
    FAANG, Nvidia are all overhyped bubble stocks imo.
     
  19. ggr

    ggr Roadster R80 537, SigS P85 29, M3P 80k

    Joined:
    Mar 24, 2011
    Messages:
    5,079
    Location:
    San Diego, CA
    The new bear thesis: Tesla is a FAANG stock, and they're all overhyped bubble stocks...
     
  20. EVNow

    EVNow Active Member

    Joined:
    Sep 5, 2009
    Messages:
    4,841
    Location:
    Seattle, WA
    Only growth stock there is Amazon - that too only because it’s so diversified.

    Rest are basically monopolies that are attractive regulatory targets.
     
    • Informative x 1

Share This Page

  • About Us

    Formed in 2006, Tesla Motors Club (TMC) was the first independent online Tesla community. Today it remains the largest and most dynamic community of Tesla enthusiasts. Learn more.
  • Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. As a thank you for your contribution, you'll get nearly no ads in the Community and Groups sections. Additional perks are available depending on the level of contribution. Please visit the Account Upgrades page for more details.


    SUPPORT TMC