I don't see any news or issues that would cause any decline let alone taking 1/20th of the entire company value off the table. Just Mr. Market getting crazy today
Never gonna happen. Apple is universally hated and the belief that Android is destroying it and will continue to put margin pressure on it (as it has) will continue and get much worse. Without a new product category that is a hit like iphone or ipad the direction for sales will be slightly up with margin pressure keeping profits mostly flat near term. Then as margin pressure continues with cheaper competitors bottom line profits will slowly drift lower.
Apple as about 45% net profit margin and now is in the mid to high 30 percent. This will drift to the lower 30's then 20's thus less top line going to the bottom line. Either that or the price will keep sales growth down or push lower in the next couple years and less on the top will mean less on the bottom.
Well you can't sell what you don't have. Target is no longer selling any ipad airs on sale. all listed as unavailable online. all models except 16GB now also unavailable in stores.
Excellent point on the S&P inclusion for sure. With their outsized market cap it is going to carry a lot of weight and much share accumulation will take place once they are included. I forgot if they are now eligible but if the post IPO waiting period is over the call for inclusion can't be far off.
The financials are fine. This is a smart company with an innovative culture. They have plenty of cash for acquisitions and whatever teens they are leaking to instagram can be monetized there.
Looks like the fears and panic selling was overdone after all. Interesting article on the stable teen platform. How snapchat is not a threat and FB is still growing that segment. How they have more monetizing leverage up their sleeves. I'm in.
Hyundai Fuel Cell cars will provide unlimited fuel at no cost for the 3 year lease. That means no cost to drive as much as you want. UNLIMITED
I think to compare fire rates you need to compare Tesla up against the same model year cars, not all gasoline vehicles dating back a decade or more. Newer cars are safer so that is apples to apples.
Second you have to compare miles driven and not number of cars. Because of tesla's limited range it will have a lower miles driven per car than its gasoline counterparts. While all drivers may do their typical errands and daily commutes it is the gasoline car that will vault ahead with longer trips and thus have more miles driven per vehicle over any given time frame (on average).
Taking these into account I wonder what the ratio of fires for Tesla to model year '12 and '13 cars for miles driven
How many longs just watched their profits go poof? How many still holding hoping it goes back up and drinking the Kool Aid still? Watch what happens when it goes to 30 and gains go to losses.
If you do a rational valuation and get rid of the 7500 tax credit and ZEV credits the company makes very little money. 30/share or lower
Well at these multiples CMG is now part of the momentum club. No rational investor is paying 55 times for an 18% grower. Left to trade are only speculators and traders who only care if there is a greater fool to sell to. This means the stock can do just about anything now. It can go to $1000, $2000 or go down to a multiple where its growth of 18% matches its earnings which puts it under $300/share. All depends when the greater fools (traders and speculators) leave and go onto the next great ticker.
Chipotle is a great company. It has years of growth ahead. Unfortunately is it priced today to not only perform to perfection and see no deceleration in growth but priced today where it should be priced in 4 or 5 years based on any rational DCF of what an owner would pay for this company if it were a private business.
I'm actually long Chipotle and now have to try and time close to the top and sell my shares to the greatest fool before the momo party ends
Was curious to see market caps and revenue compares after today's amazon run.
Amazon now has 2/3 the market cap of Wal-Mart. However AMZN is estimated to do about 90B in revs next year while Wal-Mart is going to have over 5 times that and with higher margins around 500B. Is Wal-Mart undervalued by 5 or 10 times here?
Went to store. 5S sold out still. Guess this makes sense why no china mobile deal. Why do a deal with China Mobile when you can't make enough phones already for existing markets. Save that for the "off season" in Q1 or Q2 to get a boost once supply catches up and demand in existing markets cools a little.
While Tesla and gasoline vehicles share the risks of fire does the Tesla also include one additional risk of potential electrocution. All those amps in the batteries require special procedures for fireman to deal with them in a crash but could the driver or passenger be at risk in a certain type of crash? Just curious
Tesla has 3 fires out of 20k vehicles. ICE does not have that fire to production rate. I've seen 100's and 100's of accidents in my life if not not 1000's and have only seen one fire on an ICE
I'm pretty sure some guy did not risk his life smashing through a concrete wall just to make money shorting tesla. OMG
Tesla is going down because it is incredibly overvalued and in a bubble. Stock should be at 30 or under. Until then more downside
What are FB revenues. multiple that by 50 to get twitter valuation.
don't people realize twitter had 1 billion almost sign up. just 650k are inactive. can't get growth from them anymore. why they go public? they know it is the peak and the game is over unless they milk the market for cash to burn
Get the M5. It blows away the Model S in quality, luxury, speed, handling, ride, comfort. I've driven both.