fareastwarriors Posted January 8, 2015 Share Posted January 8, 2015 Ferrari Float May Struggle to Hit Top Speed Boosting Supply May be Good For Parent Company, But Not Necessarily for the Brand http://www.wsj.com/articles/ferrari-float-may-struggle-to-hit-top-speed-heard-on-the-street-1420647670 Link to comment Share on other sites More sharing options...
kfh227 Posted January 8, 2015 Share Posted January 8, 2015 is it possible to get a top holders list for the company? i'm not sure after doing a quick search on yahoo given the company was only listed recently. Thanks! ;D You can find the holders that you should care about at gurufocus.com. 13-F forms do not have to be submitted via XML forms. So, their parsing can not be automated. It's a manual process to collect the data. That's what gurufocus does for a select group of about 150 popular value investors. Link to comment Share on other sites More sharing options...
Philip Morris IV Posted January 8, 2015 Share Posted January 8, 2015 Alfa USA recently released this commercial for the 4C. Makes one helluva statement. https://www.youtube.com/watch?v=HkmfVsWunJ0 The use of an all-carbon fiber chassis is unheard of in this price range and should distinguish it favorably. Annual production at a few thousand units probably won't be gangbusters to FCAU earnings yet but this strategy of leading with your most bold entrant is smart. Should hype up the marque and keep anticipation high for the models to follow. Link to comment Share on other sites More sharing options...
muscleman Posted January 8, 2015 Share Posted January 8, 2015 Ferrari Float May Struggle to Hit Top Speed Boosting Supply May be Good For Parent Company, But Not Necessarily for the Brand http://www.wsj.com/articles/ferrari-float-may-struggle-to-hit-top-speed-heard-on-the-street-1420647670 I wonder if WSJ really works for the big funds. When Chrysler-Fiat merger was announced, WSJ came up with 13 bashing articles on that same day. Now you want to spin off Ferrari? More bashing articles on Ferrari! Link to comment Share on other sites More sharing options...
peter1234 Posted January 9, 2015 Share Posted January 9, 2015 Ferrari Float May Struggle to Hit Top Speed Boosting Supply May be Good For Parent Company, But Not Necessarily for the Brand http://www.wsj.com/articles/ferrari-float-may-struggle-to-hit-top-speed-heard-on-the-street-1420647670 I wonder if WSJ really works for the big funds. When Chrysler-Fiat merger was announced, WSJ came up with 13 bashing articles on that same day. Now you want to spin off Ferrari? More bashing articles on Ferrari! Interesting observation. In general, headlines sell, especially negative ones. Information not so much. ;) Link to comment Share on other sites More sharing options...
Phaceliacapital Posted January 9, 2015 Share Posted January 9, 2015 I think Fiat has been one of the most "hated" companies in recent years, both at the press & sellside community. That's why we are making a lot of money. If you read Fiat's transcripts you know they are doing everything they can to create long term shareholder. BTW personal opinion: It would not surprise me that Fiat eventually gets sold, Exor only keeps its Ferrari stake and Sergio ends his career as Ferrari CEO. Link to comment Share on other sites More sharing options...
brker_guy Posted January 10, 2015 Share Posted January 10, 2015 For all of you FCAU hardcore: http://www.cnet.com/videos/why-you-should-pick-this-maserati-over-a-ferrari/ Cool 8min video review... Link to comment Share on other sites More sharing options...
Kiltacular Posted January 11, 2015 Share Posted January 11, 2015 BTW personal opinion: It would not surprise me that Fiat eventually gets sold, Exor only keeps its Ferrari stake and Sergio ends his career as Ferrari CEO. Agree with you on this Phacelia -- even see it as likely -- and probably for the same reasons. Link to comment Share on other sites More sharing options...
Phaceliacapital Posted January 11, 2015 Share Posted January 11, 2015 http://www.fcaspace.com/en/jeep_vehicle_sales_exceed_1_million_units Link to comment Share on other sites More sharing options...
compounding Posted January 11, 2015 Share Posted January 11, 2015 It's likely that the Agnellis will wake up one day after a century of ownership and decide the auto business is too capital intensive, cyclical and without pricing power? I think the exact opposite is probably more likely, sell Ferrari and keep FCA. Maybe even make a bigger bet on mass market by buying one of the Japanese. Sergio needs FCA to be able to retire as a king of business and with lots of money. Link to comment Share on other sites More sharing options...
krazeenyc Posted January 12, 2015 Share Posted January 12, 2015 It's likely that the Agnellis will wake up one day after a century of ownership and decide the auto business is too capital intensive, cyclical and without pricing power? I think the exact opposite is probably more likely, sell Ferrari and keep FCA. Maybe even make a bigger bet on mass market by buying one of the Japanese. Sergio needs FCA to be able to retire as a king of business and with lots of money. They've already mentioned that the mass market automakers would benefit from consolidation. I think that's why people are speculating that they will sell FCA. I expect that they will look for a merger, but would like to hold on to their stake in the new combined company. Link to comment Share on other sites More sharing options...
Phaceliacapital Posted January 12, 2015 Share Posted January 12, 2015 http://www.bloomberg.com/news/2015-01-12/alfa-romeo-said-to-plan-first-suv-to-push-6-billion-expansion.html Link to comment Share on other sites More sharing options...
compounding Posted January 12, 2015 Share Posted January 12, 2015 Marchionne live from today: https://new.livestream.com/FCALive/2015NAIASFCACEOBriefing Interesting as always. Especially the part on consolidation. Link to comment Share on other sites More sharing options...
investor-man Posted January 12, 2015 Share Posted January 12, 2015 Marchionne live from today: https://new.livestream.com/FCALive/2015NAIASFCACEOBriefing Interesting as always. Especially the part on consolidation. Haha the audio cut out right when the guy asked him to pronounce his last name... now we'll never know :) Link to comment Share on other sites More sharing options...
Avyalake Posted January 12, 2015 Share Posted January 12, 2015 Marchionne live from today: https://new.livestream.com/FCALive/2015NAIASFCACEOBriefing Interesting as always. Especially the part on consolidation. Haha the audio cut out right when the guy asked him to pronounce his last name... now we'll never know :) We do know here : Link to comment Share on other sites More sharing options...
Grenville Posted January 12, 2015 Share Posted January 12, 2015 Marchionne live from today: https://new.livestream.com/FCALive/2015NAIASFCACEOBriefing Interesting as always. Especially the part on consolidation. Haha the audio cut out right when the guy asked him to pronounce his last name... now we'll never know :) We do know here : Thanks for the video on the correct way to pronounce his name. It's funny that FCA's own IR team pronounce it differently. Just listen to the start of any of their earning calls. Link to comment Share on other sites More sharing options...
cubsfan Posted January 12, 2015 Share Posted January 12, 2015 Marchionne live from today: https://new.livestream.com/FCALive/2015NAIASFCACEOBriefing Interesting as always. Especially the part on consolidation. I love this guy. Talking about auto execs protecting their turf in an industry consolidation. "You'll never see a turkey inviting themselves over for Thanksgiving dinner" But there is some great stuff in there about capital allocation starting around 28 minute market. Good interview. Link to comment Share on other sites More sharing options...
Ross812 Posted January 20, 2015 Share Posted January 20, 2015 Weird question about IB. I sold FCAU Feb 20th contracts for $0.2 this morning. I was charged $1.59 per contract... The trade was routed over the BATS exchange. Does anyone have any idea why they would charge $1.59? Has anyone else sold option contracts lately on FCAU. I sold some expiring in December '14 that where $0.39/contract. I can't seem to figure out IB's pricing. Link to comment Share on other sites More sharing options...
greatimes Posted January 25, 2015 Share Posted January 25, 2015 I use IB for options. The price per contract from IB's end is fixed but variations occur depending on which exchange the trade is executed. I've incurred the $1.59/per contract fee a few times. I've also received many rebates when I've created liquidity rather than hitting the bid/ask. Link to comment Share on other sites More sharing options...
ZenaidaMacroura Posted January 27, 2015 Share Posted January 27, 2015 Weird question about IB. I sold FCAU Feb 20th contracts for $0.2 this morning. I was charged $1.59 per contract... The trade was routed over the BATS exchange. Does anyone have any idea why they would charge $1.59? Has anyone else sold option contracts lately on FCAU. I sold some expiring in December '14 that where $0.39/contract. I can't seem to figure out IB's pricing. What contracts are you selling if you don't mind me asking Link to comment Share on other sites More sharing options...
Phaceliacapital Posted January 27, 2015 Share Posted January 27, 2015 http://www.fcagroup.com/en-US/investor_relations/events_presentations/other_presentations/2015/2015_Bank_am_Bellevue_Flims_conference.pdf Link to comment Share on other sites More sharing options...
phil_Buffett Posted January 27, 2015 Share Posted January 27, 2015 http://www.fcagroup.com/en-US/investor_relations/events_presentations/other_presentations/2015/2015_Bank_am_Bellevue_Flims_conference.pdf thanks!! very nice :) Link to comment Share on other sites More sharing options...
Ross812 Posted January 27, 2015 Share Posted January 27, 2015 Thanks greatimes! IB's option commissions are strange. I didn't know if there was anything I could do to get the cheaper pricing. I think their flat rat is 70c per contract and I usually don't even check. The commission seems to be what I expected or a little cheaper. This time I was expecting a $20 commission and ended up with a $50 commission so I was scratching my head. Zenaida, I am selling the Feb '15 $14 contracts. I sold them at 20c last week and 45c yesterday. Link to comment Share on other sites More sharing options...
Rust Belt Capital Posted January 27, 2015 Share Posted January 27, 2015 Thoughts heading into earnings tomorrow? Debating whether to add before, or wait Link to comment Share on other sites More sharing options...
Phaceliacapital Posted January 28, 2015 Share Posted January 28, 2015 http://www.fcagroup.com/en-US/investor_relations/events_presentations/quarterly_results_presentations/FullYear2014_ResultsPresentation.pdf Link to comment Share on other sites More sharing options...
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