Roy Philipose Stocks

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

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.

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.

(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