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Heavy Buy Call - 20% Gain (Updated)

We are initiating a "Heavy Buy" on the following companies. Our Heavy Buy call implies a minimum 20% gain in 12 months. The companies are in fundamentally good shape with current attractive valuations. We advocate long-term holding of shares vs short-term trading.

Companies - Current Price - Target Price
(In no particular order)

1) Tesla - $224 - $268
2) SolarCity - $48 - $57
3) Zillow  - $100 - $120
4) Alibaba - $85 - $102

Disclosure: Long on TSLA, SCTY, Z, BABA

SolarCity 2014 Annual Meeting

I attended the SolarCity 2014 Annual Meeting on June 4, 2014.

The CEO, Lyndon Rive, gave a presentation about the company and how the company is experiencing strong growth. He also stated the market share for the company was small compared to the opportunity.

I asked the CEO 2 questions:

1) About Shareholder Lawsuits.
An attorney came up and said, "There was one actual lawsuit against the company. Even though it looked like there were many, but only one. And they would be fighting the lawsuit vigorously, as the lawsuit has no merit."

2) About Shareholder Buyback.
The CEO stated that, "They have no intention of a buyback. That basically the company is experiencing such strong growth, that they would get better returns on growing the company." At first I didn't understand that. I mentioned how the stock price is down. But the CEO, Mr. Rive stated, "We are better off using capital to grow the business because of our high growth rates." Later a boar…

Strong Buy on Twitter, SolarCity, Tesla

Twitter, SolarCity, and Tesla experienced record declines, but the company prospects are still "solid." A "safety of margin" is present. Therefore we are reiterating a "Strong Buy" on all three companies. 

Our 36M Target Price (May 2017) is $60 for Twitter, $100 for SolarCity, and $400 for Tesla. We see a minimum 100% upside based on today's prices of $31, $49, and $198 respectively.

"The time to buy stocks is when everyone else is selling." -- RP.

Disclosure:
Long on TWTR, SCTY, TSLA

Twitter, A "Strong Buy" at $44

I recommend Twitter (TWTR) a "Strong Buy" at $44. The company has come down to a more safer level of investing and the attractive business model has not changed.

(As mentioned before)
I recommend Twitter (TWTR) a "Buy" at $54. The company is growing and a becoming a leader in the real-time news communications market.
Factors:
1) Growing Revenue
2) Leader in Field
3) Competitive Edge
4) Strong Product Offering
5) Little or No Debt
Disclosure: I am long TWTR.

Twitter, A Buy at $54

I recommend Twitter (TWTR) a Buy at $54. The company is growing and a becoming a leader in the real-time news communications market.
Factors:
1) Growing Revenue
2) Leader in Field
3) Competitive Edge
4) Strong Product Offering
5) Little or No Debt
Disclosure: I am long TWTR.

You Bet Against Elon Musk, "Super Genius", And Lost! Twice!

(This was supposed to be my 2nd article attempt on Seeking Alpha, but was rejected. Why read the same kind of articles, over and over again?)