Elazar Advisors, LLC Blog | Talkmarkets | Page 1
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Contributor's Links: Elazar Advisors

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: Quietly, No FSD News Is Great News, More Bullish
The release of FSD will be a big catalyst for Tesla. It will hype up investors, and drive up margins. Musk has said margins will be way higher once autonomy is factored in.
Tesla: S&P 500 Forcing Big Money Bears To Start Buying, So Much Fun
We did some simple math to say how long this buying spree will be for Tesla stock now that it's getting added to the S&P 500. This should be a huge outperformance period for Tesla stock.
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.
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.
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.
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.
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..
Pricing Trends Favor Micron, But There Is A Dark Cloud Looming
Last week’s guidance increase can provide some short-term price gains. Despite spot pricing going down, Micron CEO says pricing trends are up.
Stock Market: Don't Want To Chase Here
The market closed higher than a key level for me 281 but it still is overbought after the run so I don't want to chase.
Stock Market Holding?
Fundamentally I think we are within a month of COVID-19 deaths slowing to a crawl but we need to see that. In the meantime the only trade will be to watch bad news action to see if the market's bottomed.
Stock Market Bounce To Month End, Then...
The market had a huge bounce in the last four days up 16% on the $SPY from the low.
The Stock Market Risk Of Lifting Lockdown Restrictions
The hard economic choice of going on an aggressive lockdown are probably ultimately better for the stock market.
Recommended To Short Breaking 331 SPY - Now What?
This Coronavirus is a big unknown. Cases keep accelerating. Stimulus keeps accelerating. But stimulus can't cure a cold. It holds the market up but it can't cure a cold.
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