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traxx said:
You read this, its an interesting story, although even I doubt even Goldmans are stupid enough to lend money to buy Tesla shares using other Telsa shares as collateral
http://seekingalpha.com/article/3875456-tesla-marg...
Hadn't seen that, I have no position in Tesla apart from a few hundred quid chucked on a lotto options for earnings. I did have the 200 calls but don't see them in play anymore bought the 170 calls today. http://seekingalpha.com/article/3875456-tesla-marg...
Seems momentum has left and you know what happens when momentum leaves these stocks, i.e. gpro,twtr. He might struggle as I see Solar city going much lower too.
Only added Google and Apple today, nothing else properly set up, maybe tomorrow if the bounce continues.
Call me crazy but I actually see Apple buying Tesla at some point.
Edited by twinturboz on Monday 8th February 21:17
twinturboz said:
Call me crazy but I actually see Apple buying Tesla at some point.
Look what Apple did with that Saphire glass company - let them go bust first then buy them cheapEdited by twinturboz on Monday 8th February 21:17
Personally I think Apple are real trouble - even my kids don't go for their overpriced kit, given the choice of phone with them paying they went for Microsoft rather than Apple
I'm also starting to get fed up with endless crashes with their new software
Its like the world has reversed - now I have problems all the time with my IMac but my Windows10 computer runs flawlessly
This weakness has been coming for sometime and to some extent was quite foreseeable. The next q in Apple should be weak too but bigger picture I think this weakness will turn into a similar buying op that 2012 was. If Apple comes anywhere near $80 I'd be buying bucket loads.
Whilst the smartphone market might be saturated there is still a large % of Apple customers that still havn't upgraded. Also the stats for the last 2 quarters is that they've had more and more android customers moving over to iPhones then ever before.
Apple is still making huge amounts of money if you put a gun to my head and said pick one stock to own for the next 12 months it would be this.
In the long term are you really willing to bet against Apple? Granted it isn't the same company as when Jobs was about, but I'd still bet on Apple over say Google to come out with the next major product.
If Apple had released a product like Google glass and then took it off the market 2 yrs later they would have been slaughtered.
Let's wait and see what they have in-store for the latter half of the year.
Whilst the smartphone market might be saturated there is still a large % of Apple customers that still havn't upgraded. Also the stats for the last 2 quarters is that they've had more and more android customers moving over to iPhones then ever before.
Apple is still making huge amounts of money if you put a gun to my head and said pick one stock to own for the next 12 months it would be this.
In the long term are you really willing to bet against Apple? Granted it isn't the same company as when Jobs was about, but I'd still bet on Apple over say Google to come out with the next major product.
If Apple had released a product like Google glass and then took it off the market 2 yrs later they would have been slaughtered.
Let's wait and see what they have in-store for the latter half of the year.
Edited by twinturboz on Monday 8th February 23:17
What do people think of VW at these levels?
I was annoyed with myself for not going long when we down at high 80s a few months back, we are almost there again. However the world outlook has changed somewhat. I think we could possibly see new lows shortly off slower global growth, china slowdown, oil pressure etc.
Or do people think its an artificial squeeze from exterior factors on a stock that should rebound?
I was annoyed with myself for not going long when we down at high 80s a few months back, we are almost there again. However the world outlook has changed somewhat. I think we could possibly see new lows shortly off slower global growth, china slowdown, oil pressure etc.
Or do people think its an artificial squeeze from exterior factors on a stock that should rebound?
gibbon said:
What do people think of VW at these levels?
I was annoyed with myself for not going long when we down at high 80s a few months back, we are almost there again. However the world outlook has changed somewhat. I think we could possibly see new lows shortly off slower global growth, china slowdown, oil pressure etc.
Or do people think its an artificial squeeze from exterior factors on a stock that should rebound?
I wouldn't touch it yet and expect it to fall into the 70s or even lower.I was annoyed with myself for not going long when we down at high 80s a few months back, we are almost there again. However the world outlook has changed somewhat. I think we could possibly see new lows shortly off slower global growth, china slowdown, oil pressure etc.
Or do people think its an artificial squeeze from exterior factors on a stock that should rebound?
potential Impending EU recession
US fines & compensations
Tarnished reputation
lack of demand for their cars (they're already shutting down plants - see here
and on top of that they are forced to invest big sums into EV development to catch up to Tesla, BMW and others while the oil price is at a record low.
then there's Apple and Google knocking on their door too. Can't forget Uber/Lyft either.
Just today there were rumours that VW is going to sell the ship engine department of MAN to Chinese investors and I doubt this will be the last sale of this kind.
gibbon said:
What do people think of VW at these levels?
I was annoyed with myself for not going long when we down at high 80s a few months back, we are almost there again. However the world outlook has changed somewhat. I think we could possibly see new lows shortly off slower global growth, china slowdown, oil pressure etc.
Or do people think its an artificial squeeze from exterior factors on a stock that should rebound?
Personally, the risk reward isn't there. At 80 you could look at buying and dollar average cost down a bit if you need to but at 95 notes it's not there yet. VW could stay low for years. It's not like things were great before the scandal I was annoyed with myself for not going long when we down at high 80s a few months back, we are almost there again. However the world outlook has changed somewhat. I think we could possibly see new lows shortly off slower global growth, china slowdown, oil pressure etc.
Or do people think its an artificial squeeze from exterior factors on a stock that should rebound?
gibbon said:
What do people think of VW at these levels?
Looks like it might be setting up a double bottom. Clear downtrend since the 250 high, I'd wait and see how it handles the recent lows at 99, at which point could could either buy there and risk it moving lower or buy it when it reclaims 145 with a target of around 188. In the immediate short term looks like it won't even test that low and will make a move towards 130.
As the others have said it's very news driven though so anything could change the picture quickly.
Edited by twinturboz on Wednesday 10th February 10:22
twinturboz said:
Looks like it might be setting up a double bottom. Clear downtrend since the 250 high, I'd wait and see how it handles the recent lows at 99, at which point could could either buy there and risk it moving lower or buy it when it reclaims 145 with a target of around 188.
In the immediate short term looks like it won't even test that low and will make a move towards 130.
As solid as that analysis may be, i dont really follow technical analysis, so i cant comment, it totally overlooks whats happened both in micro and macro senses since VW was at the 250 range, i think its these forces that will effect a stock like VW in its current state rather than technical trend analysis etc, though i could well be wrong.In the immediate short term looks like it won't even test that low and will make a move towards 130.
Edited by twinturboz on Wednesday 10th February 10:20
gibbon said:
As solid as that analysis may be, i dont really follow technical analysis, so i cant comment, it totally overlooks whats happened both in micro and macro senses since VW was at the 250 range, i think its these forces that will effect a stock like VW in its current state rather than technical trend analysis etc, though i could well be wrong.
Each to their own you have to trade with whatever strategy works for you, but the change in fundamentals is reflected in the drop from 250. The real question is has it all been priced in or not. If your a fundamental trader and I simply don't have a clue, what's the fair value price for Vw is it currently overvalued or undervalued?
twinturboz said:
Each to their own you have to trade with whatever strategy works for you, but the change in fundamentals is reflected in the drop from 250. The real question is has it all been priced in or not.
If your a fundamental trader and I simply don't have a clue, what's the fair value price for Vw is it currently overvalued or undervalued?
Thats the $64k question! Or in this case, the $60 odd billion question. If your a fundamental trader and I simply don't have a clue, what's the fair value price for Vw is it currently overvalued or undervalued?
gibbon said:
Thats the $64k question! Or in this case, the $60 odd billion question.
But thats something that can be calculated looking at the fundamentals no?Shop didn't see the spike but got into some Amzn. FANG doing well today.
Just some scenarios wonder if the usual pattern of Friday/Monday week before opex ends up being the lows with a rally rest of the week. Also this recent pattern looks similar to the August pattern which might lead to a 10% rally which would tie in perfectly with the 2008 scenario.
Tesla and Twitter after the bell, twitter is bound to suck they make no $$. Tesla any sort of beat and I reckon they rocket up $80 a miss and could well be another Linkedin.
Edited by twinturboz on Wednesday 10th February 17:28
twinturboz said:
But thats something that can be calculated looking at the fundamentals no?
Well if you knew how hard the landing will be in China, risk of global recession and brand damage of the emissions scandal then yes, no problem!Fundamental investors don't always agree on intrinsic value!
Holding 170 and 200 calls. Has to be a beat for some serious upside otherwise see you later. I have a figure of 31% short.
Amzn $5 billion in buybacks, no chance they buy back at these levels.
Big miss for Tesla but stock not tanking yet.
Amzn $5 billion in buybacks, no chance they buy back at these levels.
Big miss for Tesla but stock not tanking yet.
Edited by twinturboz on Wednesday 10th February 21:20
twinturboz said:
Big miss for Tesla but stock not tanking yet.
Huge miss. But just goes to show, its not all in the figures. There's a lot of good news in that release. Huge upside on Model X and Model 3 confirmation is being well received.Edited by twinturboz on Wednesday 10th February 21:20
Drats. Knew it will be good. Somehow think the overall downturn will see it coming back under 150 again within a week, then I might open a long.
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