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STOCK MARKET: Let's talk stocks and investing

Discussion in 'BBS Hangout' started by SWTsig, Jun 2, 2008.

  1. fallenphoenix

    fallenphoenix Member

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    anyone here have stock in google? holy cow
     
  2. Benchwarmer

    Benchwarmer Member

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    I don't but I wish I bought it back in '05.
     
  3. Spacemoth

    Spacemoth Member

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    It's top 5 in my ROTH IRA ETF but again that's just a ROTH, can't have much in there can I? It's returns though are very good, happy I chose that fund.

    It sure seems as though Google and Apple will be duking it out for control of the world within our lifetimes. Umbrella CORP all the way. They never run out of good ideas either; they have all the brain talent and it's just like a runaway train over there.

    BTW regarding CPRX, Zacks now has changed its valuation from $3 to $1 so it may still be too volatile for ya'lls tastes. I'm still sticking with it but waiting for the nadir before I commit to buying back in. Here's another post on the yahoo boards corroborating everything I've said. CPRX really should sue that thestreets.com writer, amazing to believe that one journalist can have such a large effect on a company, with speculative information only, to boot.

    http://finance.yahoo.com/mbview/thr...20b8-49d1-40c0-8d89-63ed6c7abe88&tls=la,d,1,3
     
  4. Spacemoth

    Spacemoth Member

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    Seems this fearmongering journalist has conjured up quite the angry mob.

    http://www.exposeadam.com/

    Anybody know anything about Feuerstein? Sounds like he is associated with Jim Cramer, and his sole job is to cook up "great bear stories" particularly focusing on the pharmaceutical industry.
     
  5. Dream Sequence

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    yeah its easily my biggest stock investment at this point...though my dollar cost position is around $550, so not like I got in super early or anything...just couldn't think of another stock I wanted to own more in my retirement accounts when I bought it...of course now the valuation is getting quite rich, so debating taking some money off the table and looking for a new reentry point...

    hard to think of too many companies that just dominate their space like they do and still have a reasonable (or had) valuation. Any ideas anyone? I own Mastercard, Blackrock, and Intel as well and am looking for more ideas....
     
  6. eddiewinslow

    eddiewinslow Member

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    Tesla is severely undervalued if you think about it. The talking heads claim its overvalued bc they're looking at it like its a value stock

    1.tesla has no expensive dealerships to maintain
    2.tesla has a backorder till march according to musk
    3.tesla has no expensive maintenance costs
    4.tesla has the highest margins in the auto industry
    5.tesla has ppl pay full price no negotiating while ford and gm beg you to take cars for $10k+ off MSRP
    6.tesla has a $20B market cap so it could easily be a $100B company
    7.tesla keep being mentioned as a car co, its a tech company that makes cars
    8.tesla has a model coming up next year that has 6,000 preorders already
    9.tesla is rolling out a FREE supercharger network around america
    10.tesla hasn't even expanded to china and europe full scale yet
    11.tesla is getting all the bright young engineers(who wants to work for ford or GM when tesla exists???)

    tesla is going places i can't even tell you, this is a once in a lifetime opportunity to buy a hot stock with the best CEO in the game Elon Musk, watch the national geographic tesla video. I think Tesla will be a $1000/share in the next 5 years or so
     
  7. robbie380

    robbie380 ლ(▀̿Ĺ̯▀̿ ̿ლ)
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    Well buy it then.
     
  8. eddiewinslow

    eddiewinslow Member

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    Tesla,Himax, and Solar City all got whacked today

    all are great buys at these levels long term
     
  9. robbie380

    robbie380 ლ(▀̿Ĺ̯▀̿ ̿ლ)
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    did you buy them?
     
  10. robbie380

    robbie380 ლ(▀̿Ĺ̯▀̿ ̿ლ)
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    http://finance.yahoo.com/news/german-magazines-story-teslas-prospects-163225464.html

    Tesla's stock is down 4% today on a story by Germany's Manager Magazine — it suggests that the car maker may face more challenges expanding in the European market than previously thought.

    While Tesla has seen success in Europe — it's the number one car in Norway, for example — there have been issues with the car company's supply chain.
    Model S Director of Programs Jerome Guillen, who was interviewed in the Manager Magazine piece, also says that Tesla needs to work on building an infrastructure of charging stations across Europe, so Tesla owners can go wherever they want without worrying about power.
    Guillen in the interview:

    Our biggest challenge is currently the development and expansion in Europe. A few weeks ago we started with the delivery of the Model S in Norway, the Netherlands, Belgium, Germany and Switzerland. The people here have been waiting for their vehicles, now we need to accelerate the handover to customers. We owe it to them easily. In addition, we need the right infrastructure.Therefore, we build a network in Europe own Tesla fast-charging stations, allow long distance travel.

    What Guillen didn't talk about, though Manager Magazine asked, is what all that building will cost Tesla. He only said that the company would "make sure that the expansion is cost-effective."

    Tesla wants to meet its Supercharger charging station target in Germany by the end of 2014. It's trying to build in a few years what traditional car companies have spent decades doing.

    This gets to the heart of the short thesis on automaker's stock. Tesla bears say quarter after quarter that the company is burning through cash too quickly to build the infrastructure it wants, and make the improvements to supply chain that it needs.

    Bank of America analyst John Lovallo addressed that directly on the company's Q2 conference call, saying:

    "If we think about cash flow for a minute... free cash flow was a use of about $79 million in the quarter, and I think if you make the adjustments you guys were talking about... $11 million for the DOE payment, a $67 million increase in receivables that may not occur. That looks like the use of about a million dollars. Now, you have cap ex ramping up in the back half of the year so how are you thinking about free cash flow generation through the remainder of the year into 2014?"

    Tesla CFO Deepak Ahuja could only reply that Tesla "want to be very careful about burning cash...We want to stay as close as we can to a free cash flow position... but that's not something we necessarily want to guide to. We're going to manage it... and spend the cap ex where we need to to ensure we're growing at the right pace."

    Apparently that's not completely reassuring to everyone.
     
  11. eddiewinslow

    eddiewinslow Member

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    Germans bought 42 tesla, but who cares where they are sold? You can't get one here till march. I expect Germans like to support Mercedes and BMW this is a non story look at Norway where tesla was the highest selling car period, yes not just electric car but highest selling car.the revolution is coming
     
  12. Pete Chilcutt

    Pete Chilcutt Member

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    Just got in TSLA @ 171.85
     
  13. Benchwarmer

    Benchwarmer Member

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    Anybody bought stock in Apple ? It's at $520 now, do you think it can go any higher?
     
  14. Spacemoth

    Spacemoth Member

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    I wouldn't call HIMX "whacked". Everything that's happened to them the past month has been within the normal fluctuation of what I would say is their baseline price valuation. I got in at 10.08 which is also somewhere in the middle; we're all just waiting for news and developments at this point. 2014 should be the make or break year for Google glass and other VR technology which they appear to be tied inexorably to now. Never gonna be a home run hitter like a biotech stock might, but it should have solid doubles power in the future, as long as it doesn't strike out.
     
  15. robbie380

    robbie380 ლ(▀̿Ĺ̯▀̿ ̿ლ)
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    nflx just blew it out
     
  16. Air Langhi

    Air Langhi Contributing Member

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    Even if you factor in future earning how can nflx justify the price it is at?
     
  17. eddiewinslow

    eddiewinslow Member

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    anyone here in mnkd??? Ill admit i never invest in biotechs bc theyre so hit or miss and I've seen some catastrophic losses but mnkd seems like its drug affrezza which would allow diabetics insulin via nasal spray could get FDA approval in 6 months or so and its $5 now and many pieces i've read said with FDA approval could be in the $27.50 - $45 range

    What is the process of FDA approval, what could derail the approval and how far can mannkind fall if it doesn't happen. It's market cap is $1.5B so its not a small company
     
  18. GanjaRocket

    GanjaRocket Member

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    @fezziwig2008 on twitter is a reputable HALO follower/analyst and he is saying that researchers at Yale prefer insulin delivered with hyaluronidase enzyme rather than Afrezza..

    he doesnt like the hypoglycemia levels associated with Afrezza
     
  19. GanjaRocket

    GanjaRocket Member

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    pic.twitter.com/qypG8qC3wd --- doctors not optimistic

    this journal shows cinnamon, yes cinnamon, lowered HbA1C (essentially blood glucose) just as much as Afrezza (.82% vs .83% for afrezza)

    BoA and ML lowered their expectations
     
  20. GanjaRocket

    GanjaRocket Member

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    what about them getting caught in between shifts that are happening in the auto industry... affordable cars are getting better, more luxurious, and more efficient (+50mpg in coming yrs; honda accord hybrid gets 50mpg and is solid built)

    and luxury cars are going to another level in terms of plushness. This leaves the Model S as not real luxury, but priced like one. The interior leaves much to be desired compared to an A8, S-Class, or 7series

    and it could leave the genIII priced too high for the average consumer and not offering enough fit&finish and bells/whistles compared to affordable hondas, toyotas, hyundais, fords and chevys.
     

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