Thread: TSLA

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  1. #1
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    TSLA

    Down to 735 today. Is this a good entry point?

  2. Stocks/Investments Moderator boneil's Avatar
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    #2
    Depends on how well you handle pain.

    I have a position that I will hold indefinitely, avg price in the 600s. I will buy some more at $600, which would be 50x 2022 earnings. I will buy more at lower prices. I have a high pain threshold, so if it goes to $500 or even lower, I'm okay. I really think there's a good chance at $500.
    They're eating the Penguins, they're eating the seals...

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    #3
    Ford, GM, Toyota, Hyundai ... they're all a threat to TSLA on the automotive side.
    Certainteed, GAF, Suntegra ... they're all a threat to TSLA on the solar roofing.

    In my experience, pioneers get the arrows, settlers get the land. TSLA = Short.

  4. Stocks/Investments Moderator boneil's Avatar
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    #4
    Quote Originally Posted by TampaJim View Post
    Ford, GM, Toyota, Hyundai ... they're all a threat to TSLA on the automotive side.
    Certainteed, GAF, Suntegra ... they're all a threat to TSLA on the solar roofing.

    In my experience, pioneers get the arrows, settlers get the land. TSLA = Short.

    Ford , GM and other's EVs are a threat to the ICE industry, not to TSLA. Someone who buys a Ford lightning isn't a sale taken away from TSLA, it's a sale taken away from a Ford F150. The threat of competition to TSLA will happen when the EV addressable market is saturated and we're 20 years from that. Orders for EVs from all manufacturers will outpace production capacity for many years.
    They're eating the Penguins, they're eating the seals...

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    #5
    I still cannot bring myself to buy it even at these prices. I think it will probably bounce, but I cannot fathom a 99 P/E. I know, I know, it's the future of it, but still

  6. Member
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    #6
    Quote Originally Posted by boneil View Post
    Ford , GM and other's EVs are a threat to the ICE industry, not to TSLA. Someone who buys a Ford lightning isn't a sale taken away from TSLA, it's a sale taken away from a Ford F150.
    <100 US Tesla dealers versus >3,000 US Ford dealers.

    And Ford isn't the only one in pursuit of Tesla either.
    Pioneer, absolutely. Settler, not even a chance.
    Look no farther than the advances by Hyundai/Kia.

    Short or buy with disposable funds, Tesla = Lower.

  7. Stocks/Investments Moderator boneil's Avatar
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    #7
    As a FB bagholder at $260, I certainly agree TSLA could go much lower.
    They're eating the Penguins, they're eating the seals...

  8. Member
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    #8
    Think I'll wait a bit. Thanks guys!

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    #9
    PE at the moment ... 98.38. At this point, it's a "value" stock.

  10. Stocks/Investments Moderator boneil's Avatar
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    #10
    EPS per quarter
    2020 Q1=.02, Q2=.10, Q3=.27, Q4=.24,
    2021 Q1=.39, Q2=1.02, Q3=1.44, Q4=2.05
    2022 Q1=2.86

    Notice a trend? PE looks at the past not the future. A PE of 98 is earnings based on Fremont production, and ramping of Shanghai production

    2022 should be $12-$15 eps or a PE of 60-50
    2023 estimated to $20 -$25
    25-30% margins
    Zero debt
    Texas and Berlin just started production.

    That's what makes a market, bull thesis vs bear thesis
    They're eating the Penguins, they're eating the seals...

  11. Stocks/Investments Moderator boneil's Avatar
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    #11
    At some point the margin calls start for the all the Teslanaires. I won't get margin called, but at some point I start crying.

    But I will be buying more through the tears
    They're eating the Penguins, they're eating the seals...

  12. idbefishing
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    #12
    Quote Originally Posted by boneil View Post
    At some point the margin calls start for the all the Teslanaires. I won't get margin called, but at some point I start crying.

    But I will be buying more through the tears
    good thing your chain mail gloves are on otherwise, your hands would be pretty messed up from catching them falling knives

  13. Stocks/Investments Moderator boneil's Avatar
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    Quote Originally Posted by idbefishing View Post
    good thing your chain mail gloves are on otherwise, your hands would be pretty messed up from catching them falling knives

    Knives?????? I'm catching chainsaws and torches with my feet. FB took the hands off already.
    They're eating the Penguins, they're eating the seals...

  14. idbefishing
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  15. Stocks/Investments Moderator boneil's Avatar
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    #15
    Getting closer to a bottom. Starting to see some teslanaires talk about how to hedge their downside, a little late for that. And some shareholders crying for a stock buyback to support the price. The pain is starting to set in. Need that big down day with heavy volume. Something that singles margin calls are hitting. The risk reward is definitely starting to shift to the reward side.
    They're eating the Penguins, they're eating the seals...

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    #16
    Rising interest rates, scandals, monkeypox, COVID, lockdowns, depleting tax credits, supply chain issues.
    Yep, time to buy more TSLA. I'd load up, while you still have a chance. Or go bungee jumping, sans cable.

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    #17
    Quote Originally Posted by TampaJim View Post
    Rising interest rates, scandals, monkeypox, COVID, lockdowns, depleting tax credits, supply chain issues.
    Yep, time to buy more TSLA. I'd load up, while you still have a chance. Or go bungee jumping, sans cable.

  18. Stocks/Investments Moderator boneil's Avatar
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    Quote Originally Posted by TampaJim View Post
    Rising interest rates, scandals, monkeypox, COVID, lockdowns, depleting tax credits, supply chain issues.
    Yep, time to buy more TSLA. I'd load up, while you still have a chance. Or go bungee jumping, sans cable.

    You forgot China invading Taiwan, and WW3
    They're eating the Penguins, they're eating the seals...

  19. Member
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    #19
    Quote Originally Posted by boneil View Post
    You forgot China invading Taiwan, and WW3
    Not going to happen. The US will handle both China and Russia. I heard someone say “Nobody messes with Joe”.

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    #20
    Quote Originally Posted by Bassin08 View Post
    Not going to happen. The US will handle both China and Russia. I heard someone say “Nobody messes with Joe”.


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