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SolarCity Corporation Message Board

frdmhr 21 posts  |  Last Activity: Apr 21, 2016 10:28 AM Member since: Jul 2, 2012
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  • Reply to

    is oil above 100 dollars already ?

    by pratheesanp Apr 20, 2016 2:51 PM frdmhr Apr 21, 2016 10:28 AM Flag

    Also more shares outstanding. I like to look at Einhorn's "Mother Fracker" video from May of last year. The frackers produced no excess cash even at $100. Expensive capital intensive process that Saudi Arabia, Iraq, Libya, and now Iran don't have to do to generate barrels. The story is of the unregulated OTC futures markets which allows an Exponential amount of bets on a finite product. I just heard where the bearish bets were 10 x the bullish bets therefore in order to cover they have to buy, buy, buy! This moribund frackers and overleveraged players will surely hedge up all their production for another year, bankers orders, and this ought to create more pain for the better capitalized companies such as PXD. They are goin to loss money now for the next 3 years guaranteed.

  • frdmhr Apr 14, 2016 12:08 PM Flag

    Where do you get a 5 PE. What is the adjusted number they want us to look at and why does that make sense. I'm long the stock when I saw the oversold condition I'm just wondering if I continue to hold.

  • Reply to

    Great Company.

    by chiropracticdoctorofamerica Apr 2, 2016 12:01 PM frdmhr Apr 13, 2016 10:14 AM Flag

    Isn't that a little bit of hyperbole for what is clearly a poster child for Financial engineering? 50 year old tired Burger joint teams up with Tapped out Canadian Donut shop, ehh! Horton's tried expanding in the Northern states to their most similar demographics and it was a flop, now how are their revenues going to look with the weaker CAD. I believe Horton's is already heavily franchised so the Burger King franchise boost is not there for this one so now I hear the RBC shill talk about cost savings. If you want to pay 40 x earnings for a cost cutting story your obviously standing in line to get Tea bagged by Bill Ackman. I'll pass, thanks.

  • by frdmhr Apr 7, 2016 10:41 AM Flag

    Fascinating how everyone states that Tesla is a great car, great Technology because that's what somebody has said over and over again. What I read is that they have plenty of problems with their cars just like other auto makers. The consumer report rating was misleading because Tesla has jarring acceleration which skewed their whole rating system. They later came out and took down their rating based on the aforementioned maintenance issues. The other fascinating thing is that sedans are dying in the market place, why because when given a choice people would rather have the functionality of a crossover or SUV. No doubt Tesla has captured a portion of the public's admiration and they have down a great job of moving EV's into the mainstream but this is as good as it gets. You now have a situation where the more the Model 3 gets ordered the less cool it will be. If your goal is to become a Toyota Camry how cool is that?

  • They need to get rid of that clown, he was a Wall Street analyst who thinks running a company is about financial engineering bamboozlement. Well Anthony, you're not fooling anyone with that embarrassing rug on your head and your quarterly clown dances have been a total failure. Next time Joe Pesci is going to shoot you in the foot and then we can get a business leader in your position and you can take time off and get a proper hair transplant or come back looking like Michael Milken, it's your choice.

  • Reply to

    Why is SYNA selling off so bad this morning ?

    by dalton880 Apr 1, 2016 9:37 AM frdmhr Apr 1, 2016 11:48 AM Flag

    Actually the first time I heard of the Chinese offer my thoughts were that it will be blocked because the significance of handing over great technology to the Chinese. I think the political climate against Chinese takeovers is very real. With that said I will be looking to re-enter the stock maybe even today because I think their technology is going to be everywhere in the future and they will be a big winner moving forward.

  • Reply to

    management of capital

    by oldtucker Feb 24, 2016 6:07 AM frdmhr Apr 1, 2016 10:14 AM Flag

    Good call on EPR!

  • Reply to

    Why is SYNA selling off so bad this morning ?

    by dalton880 Apr 1, 2016 9:37 AM frdmhr Apr 1, 2016 10:09 AM Flag

    I'm guessing that the Chinese Insurer Anbang pulling out of the Starboard deal cast a doubt on the viability of Chinese takeover offers for either financial or political reasons or both.

  • frdmhr Apr 1, 2016 10:04 AM Flag

    The same loons who are standing in line. You know that once they order the whitewall tires and the cup holder armrest the car will be at least 40k. Most of these loons will probably be laid off as the country falls into recession before their overpriced Scion is ready for delivery.

  • by frdmhr Mar 30, 2016 11:28 AM Flag

    They have sucked all the fools into this contracting earnings story now prepare for the lower close and the downtrend into the putrid earnings report.

  • OBERHELMAN DOUGLAS R sells 48,082 shares for $75.79. It's amazing how these guys get filled at such great prices. I wonder if that was a market order?

  • Analyst Kenan Thompson is quoted as saying, "What's up with that?"

  • frdmhr Mar 8, 2016 2:44 PM Flag

    Who do you think is in a worse position CRZO or PXD ???

  • by frdmhr Mar 8, 2016 1:15 PM Flag

    How companies are allowed to put all this adjusted nonsense front and center on Press Releases just goes to show you that the regulators only come running in after the fact to try to extort fines from these criminals. They didn't make Pro forma, adjusted 7 cents because even that fabricated nonsense doesn't include all of the convertible B shares. So I guess it trades at 200 x earnings as though that matters. GLTA

  • Reply to

    Ignoring the leverage on these companies is folly

    by ndibari73 Feb 26, 2016 12:58 PM frdmhr Feb 29, 2016 4:30 PM Flag

    Just shorted. I used to be long an MLP fund until I started looking at the financials of the holdings after the fund tanked, What a bunch of Ponzi schemes. Every single one of them has to borrow money to pay dividends. I agree these guys have entered into a non-virtous cycle. More dividend cuts, more downgrades and more dilution, rinse and repeat. Yeah look mommy my faux MLP has a 2.8% dividend yield. When the stock falls by 20% it will only take me 7 years to recover.

  • frdmhr Feb 29, 2016 3:18 PM Flag

    Sounds reasonable for the financial engineers that they are. They might as well be rolling up Dry cleansers, just keep taking on debt and buy up more until you explode then start a new compensation plan. Oh well if the credit markets stay weak these guys may be ready to implode.

  • Reply to

    management of capital

    by oldtucker Feb 24, 2016 6:07 AM frdmhr Feb 24, 2016 11:07 AM Flag

    The only possible trade would be to buy the bounce in the stock after they announce the dividend cut/elimination. And that would only be for a trade once it gets cut in half again, unless you believe that next year will be better. I'm a big skier and I constantly lament the fact that I don't see groups of twenty somethings partying and renting ski houses for the season. It's like drivers licenses, home purchases, etc.. the media likes to talk about how the new generation would rather rent or Uber, that is nonsense, the answer as is usually the case is ... money, money, money. Skiing is expensive, ski resorts are expensive to run, lots of fixed cost. I'll short this stock again if I can and cover when it craters on the dividend cut. GLTA

  • Reply to

    Gold is the next Donald Trump!

    by frdmhr Feb 23, 2016 2:16 PM frdmhr Feb 24, 2016 9:53 AM Flag

    Thanks, I think its happening. Dollar up this morning rates down and ho, ho, ho Gold is up. Fade that Goldman! What do you think is going to happen when the western world falls into recession.. more monetary nonsense which should turbo charge gold. Maybe Gold works its way up to $1400 and then I think the rocket ship will take off towards old highs with some new catalyst, i.e QE 4 or deeper negative rate policy out of the EU, or bank stock collapse from all the putrid energy loans. Stay tuned!

  • All the pundits underestimated Trump, touting all the reasons he would implode yet he hasn't because they didn't take into account how humans react when they are backed into a corner. Now the financial pundits tout deflation, low rates and strong dollar for why Gold will fall. Once again they don't understand that when people are faced with Negative interest rates and systemic currency devaluation,they stack cash, buy safes, and yes buy Gold. Seems pretty logical to me, however the great and powerful Oz wants everyone to put that money back in electronic form so the central banks can control your life for the worse.

  • Reply to

    Setting up for a short right here

    by frdmhr Jan 29, 2016 5:04 PM frdmhr Feb 3, 2016 6:40 PM Flag

    I did short a little the other day at 27, today's oil inventory was quite bearish, however the weaker dollar and the idea of an emergency OPEC meeting has been rolled out yet again. This will be dispelled by next week. I will short more at the Top of the Bollinger band. If the Saudi's actually agree to a meeting I'll cover.

30.32-1.92(-5.96%)Apr 29 4:00 PMEDT