Roy Philipose Stocks

(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?) Today, I would like to talk about those who shorted Tesla Motors and SolarCity. Here is some background on the companies. As you know, Tesla Motors makes premium electric cars and SolarCity is a solar electric supplier. Elon Musk is a major shareholder of both companies, with Musk being Ceo/Chairman of Tesla and Chairman of Solarcity. Tesla went public at $17 in June 2010 and Solarcity went public at $8 in Dec 2012. Both companies at the time were considered to be overvalued and thought to be future failures, especially Tesla. So naturally short-sellers (investors who bet against the stock) bought in short. There were of course people who believed in what there were doing and bought in long (myself included, though I bought in at later prices and traded the stocks). The companies went public, continued to progress (with some problem...

July 26, 2103 I recommend SodaStream ( SODA ) a Strong Buy at $57. The company has come down to a more safer level of investing and the attractive business model has not changed. Factors: See Previous Buy Post Disclosure: I am long SODA. Stocks: SODA

Jun 12, 2013 4:03 PM | about stocks: Z June 2013. I recommend Zillow ( Z ) a Buy at $50. The company is innovating and becoming a leader in the consumer real estate market. Factors: 1) Good Management 2) Inside Ownership 3) Leader in Field 4) Competitive Edge 5) Strong Product Offering 6) Little or No Debt Disclosure: I am long Z . Stocks: Z

Jul 3, 2013 9:27 AM | about stocks: SODA July 2013. I recommend SodaStream ( SODA ) a Buy at $67. The company has an innovative business model for soft drinks and expanding market share. Factors: 1) Growing Revenue 2) Good Management 3) Leader in Field 4) Competitive Edge 5) Strong Product Offering 6) Little or No Debt Disclosure: I am long SODA . Stocks: SODA

Jul 5, 2013 6:33 AM | about stocks: YHOO July 2013. I recommend Yahoo! ( YHOO ) a Buy at $25. The company is turning around under new leadership and enhancing the user experience. 1) Company Turnaround 2) Strong User Base 3) New Management 4) Better Product Offering 5) Strong Book Value 6) Favorable Risk/Reward 7) Share Repurchases Disclosure: I am long YHOO . Stocks: YHOO

May 24, 2013 8:34 PM | about stocks: IRWD May 2013. I recommend Ironwood ( IRWD ) a Buy at $12.00. The company's new drug is growing revenue and acceptance in the marketplace. Factors: 1) Good Management 2) Inside Ownership 3) Leader in Field 4) Favorable Risk/Reward 6) Competitive Edge 7) Strong Product Offering Disclosure: I am long IRWD . Stocks: IRWD

Jun 3, 2013 8:09 AM | about stocks: PHYS June 2013. I recommend Sprott Physical Gold ( PHYS ) a Buy at $11.00. The fund holds physical gold and is good insurance against fiat currency collapse. Factors: 1) Good Management 2) Inside Ownership 3) Leader in Field 4) Competitve Edge Disclosure: I am long PHYS . Stocks: PHYS