SolarCity Corporation (NASDAQ:SCTY)

CAPS Rating: 3 out of 5

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Member Avatar SmartAce (99.82) Submitted: 4/11/2014 10:32:11 AM : Outperform Start Price: $57.35 SCTY Score: -0.75

I would like to die on Mars. Just not on impact.
Elon Musk

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Member Avatar PaulaB9 (< 20) Submitted: 4/8/2014 6:05:09 PM : Outperform Start Price: $56.65 SCTY Score: -0.30

The company wisely purchased a rack mounting system that cuts the installation time. Elon Musk's cousin runs the company. Do you think he might get some good advice?!!!

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Member Avatar Ikarruss (36.78) Submitted: 4/8/2014 11:51:14 AM : Outperform Start Price: $55.07 SCTY Score: +2.16

SCTY has an interesting model in that it installs solar cells and expects to make money on the saved consumption. The financing is the trick part. It should go up from 55 but this is a high risk buy.

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Member Avatar ccivin (< 20) Submitted: 4/1/2014 11:43:04 AM : Outperform Start Price: $63.65 SCTY Score: -10.13

If were are going to succeed as a society, we will eventually need to take advantage of the greatest natural, clean power source in the solar system: the sun. Within the next 15 years I predict to see solar panels on most homes and buildings. SCTY is poised to capitalize on this.

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Member Avatar XGenius (< 20) Submitted: 4/1/2014 12:41:32 AM : Outperform Start Price: $62.79 SCTY Score: -9.01

One day there will be solar panels on every rooftop in America.

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Member Avatar newbuddha (50.68) Submitted: 3/27/2014 9:47:41 AM : Outperform Start Price: $57.67 SCTY Score: -2.75

will likely be leader in profitable installation of solar infrastructure in the US for the next few years

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Member Avatar Traveler000 (47.23) Submitted: 3/20/2014 12:44:39 PM : Outperform Start Price: $72.04 SCTY Score: -20.55

For years, solar technology has been subsidized in Europe, China, and elsewhere. The capability of solar has been increasing dramatically and product costs have been dropping rapidly. Innovative financing models that do not require capital outlays by the consumer will add to the growth of companies like Solar City. Many homes in Florida have had water-based solar heating for swimming pools for years. If Solar City markets conversion approaches to electric solar to cover the total electric needs of those homes, many might convert. Obviously, they already believe in solar energy.

At some point, we must wonder whether big utilities in sunny climates might consider buying companies like Solar City or at least buying controlling stakes.

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Member Avatar wealthwiser (56.48) Submitted: 3/19/2014 6:41:55 PM : Outperform Start Price: $72.58 SCTY Score: -21.93

Us Leader in solar panels. Elon Musk in Board and good Chance they will benefit from better batteries produced in Tesla's gigafactory

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Member Avatar TMFJoeFriday (34.09) Submitted: 3/19/2014 4:28:32 PM : Outperform Start Price: $72.58 SCTY Score: -21.93

Taking the chance now on the pullback to enter an outperform call here. I love the sticky business model, solar costs should continue to come down, and if Mr. Musk says they want to double their wattage output this year, I don't doubt him.

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Member Avatar 10qdetective (< 20) Submitted: 3/4/2014 1:34:41 AM : Underperform Start Price: $85.18 SCTY Score: +33.10

SolarCity’s value proposition to bullish investors rests on the following argument: the transformation of the company from a PV manufacturer to a distributer of solar power. No longer will margins be tied to the cyclical nature of supply/demand plaguing manufacturers; with only 9% of first-half 2013 new U.S. generation capacity coming from distributed solar, the energy markets are their oyster: With approximately 377,000 GWh of retail electricity currently sold in the United States per year at a price averaging at or above the company’s current blended electricity price of $0.141/kWh, the implied annual U.S. market for PV electricity priced at or above $0.141/kWh is $63 billion!

Unfortunately, there are some glaring weaknesses lurking in this PV retail distribution model, including the following: attractive margins of 66% will likely attract more competitors, including First Solar and traditional utilities (all of whom have greater capital resources); three states, California, Arizona, and Colorado account for 90% of portfolio lease revenue; though historic default rates have historically run lower than even car loans (loss rate of about 2.2%), a repeat of the housing debacle of 2008 could adversely affect cash flows; and, legislative lobbying by traditional electric companies could limit returns - should SolarCity be viewed as an “energy utility,” profitability could be constrained (regulated) like its new peers.

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Member Avatar rivahrat (77.81) Submitted: 3/3/2014 6:34:47 PM : Outperform Start Price: $84.08 SCTY Score: -32.35

Innovative management coupled with TSLA technology.

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Member Avatar dunloggin (76.86) Submitted: 3/3/2014 9:14:24 AM : Underperform Start Price: $83.03 SCTY Score: +32.61

Wholly dependent on govt largess.......

"If, for any reason, we are unable to finance solar energy systems through tax-advantaged structures ... we may no longer be able to provide solar energy systems to new customers on an economically viable basis," SolarCity's third quarter 2013 reportsaid. "This would have a material adverse effect on our business, financial condition and results of operations."

http://www.foxnews.com/politics/2014/03/03/solarcity-skyrocketing-stock-dependent-on-government-tax-giveaways/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+foxnews%2Fpolitics+%28Internal+-+Politics+-+Text%29

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Member Avatar AKillerWhale (< 20) Submitted: 2/27/2014 8:35:46 AM : Outperform Start Price: $87.00 SCTY Score: -35.78

I see people talking about how the batteries Tesla will produce with its giant battery factory could help SolarCity, but I never see mention that perhaps SolarCity can get a big contract from Tesla for the installation of solar panels.
According to the battery factory plan released by Tesla the factory will be powered in part by solar energy. Not sure how much such a contract would be for, though.

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Member Avatar DCrook1 (28.27) Submitted: 2/25/2014 9:38:02 PM : Outperform Start Price: $83.54 SCTY Score: -32.80

Reduced installation prices. Has been doing well lately.

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Member Avatar TSIF (99.96) Submitted: 2/25/2014 4:38:37 PM : Outperform Start Price: $76.35 SCTY Score: -26.42

I need to do more DD on SolarCity Corporation. Usually I do my DD before my calls, but in this case I wanted to see if I could take some advantage from Mr Market's confusion. Basically the forcast was lower, but the news the books would be delayed by a week or so seems to have rattled some. I don't know if the 5% down in afterhours yesterday was a reaction to the earnings report, or the delayed filings. I suspected the delayed filings and with the complexity involved, the books didn't concern me from this company...smaller ones maybe, but not this one.

Overall, this could be a growth story, and it will need it to maintain the book value at this P/E. A lot of growth is factored in and in their business costs can grow as fast as profits and growth might be affected. Margins need to go higher for this to continue the momentum. SolarCity will continue to be erratic as it's peers oscillate such as FSLR's 10% hit after hours today. SolarCity, however, is not a play on waffers, but on installations. As long as government incentives remain so investors soak up the tax credits and homeowners get in at low/no entry point, this could continue to work out.

Without better margins, I'm not sure this is the growth story people want, and it definitely needs institutional investors to increase their stakes. I'll take a capscall here while I do some more study.

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Member Avatar klstylez01 (< 20) Submitted: 2/25/2014 2:02:44 PM : Outperform Start Price: $35.99 SCTY Score: +45.36

Sales has nearly doubled! I see the future being extremly bright for those solar panel company. Esp if Tesla decides to start installing solar panels on future cars.

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Member Avatar Risky88 (91.98) Submitted: 2/21/2014 11:27:59 AM : Underperform Start Price: $75.59 SCTY Score: +25.84

As good as the future might be.
I cannot be behind that's under investigation.

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Member Avatar TMFConan (98.91) Submitted: 2/11/2014 4:50:32 PM : Outperform Start Price: $71.38 SCTY Score: -22.83

I've been impressed with their innovative, aggressive but mutually beneficial approach to business development. And yes, the Musk-factor.

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Member Avatar jesusmve (24.85) Submitted: 2/6/2014 7:46:49 PM : Outperform Start Price: $68.30 SCTY Score: -21.51

Like this company for the long term potential

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Member Avatar GordonsGecko (70.33) Submitted: 2/6/2014 12:18:23 PM : Outperform Start Price: $59.61 SCTY Score: -5.62

rb

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