Elazar Advisors, LLC Blog | Talkmarkets | Page 1
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Elazar is run by Chaim Siegel.  Chaim worked for Steve Cohen at SAC Capital twice, was a partner at JLF Asset, run by Jeff Feinberg, a $1B hedge fund and Chaim ran his own fund. Before that he was one of 7 analysts working for a $13B fund at Morgan Stanley.  He started Elazar 12 years ... more

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Tesla: Secret Sauce For Valuation, Strong Buy Rating
Despite the challenges that COVID-19 presented, Tesla has delivered amazing results. Gross margins, our key metric for Tesla, were up big last quarter along with a Musk promise of a huge potential longer term.
Picking On Netflix Again - Slowing Trends
Netflix key metric is sub growth which is our focus and typically drives the stock.
Apple Upside Hinted By Teradyne Earnings
Teradyne had a big quarter and a big guide-up.
Netflix: Subscriber Growth Risk
There are a few headwinds to subscriber growth. No doubt Netflix is the leader. But the market cares about that subs number, which could have risk.
Political Fed Is Stock Market Bullish Medium Term
The Fed has turned political. That's something new and historically significant. Probably market bullish.
Micron And SMH: Weak Memory Demand Risk
Micron, WDC and other reports are pointing to a cloud led tech slowdown. The pandemic pulled forward cloud spending which risks the second half.
Reacting To The Tesla And Stock Market Break
Tesla and the stock market have been up in a spike.
Zoom: The Next Tesla
Zoom had numbers not seen in most public companies.
Netflix Membership Drop In June Is Concerning
Netflix had one critical number that went the wrong way in June, membership. Not good for a momentum stock.
Tesla: More To Go, And A Look At The Stock Market - Great News, Bad Action
Tesla had everything working against them. Fremont was down. The supply chain was disrupted. Global demand was in a depression. And they pulled it out?
Facebook: Libra Potential Push-Out, Ad Boycott, Not Great
Facebook is a mixed bag right now. EPS drives stock prices, and we believe that in Facebook’s case, their EPS won’t be enough to justify their current valuation.
Stock Market About To Turn Down?
The increase in daily cases of COVID-19 is such that it is unclear as to how the stock market can achieve new highs.
Amazon: Why We Think There's Earnings Upside
Amazon has been on a great run since March but we think the stock can keep going. Our earnings model gives us conviction there’s more stock price upside despite the run.
Stock Market At Turning Point?
The Federal Reserve is doing everything it can to hold up this market but the market is just churning sideways.
Stock Market Deciding Point
While everybody's sold on only-up, the market stopped going up. The Fed has been all-out buying, trying to keep the market's momentum higher.
Activision Blizzard: Strong Buy Rating
Gaming sales have jumped since the start of the pandemic, and new games and console releases can help drive the stock significantly higher. Stay-at-home stocks, like Activision Blizzard, can provide investors upside with potentially less risk..
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