AD #2741 – Shelby GT350 Heritage Edition; Tesla’s Stock Soaring; Should Screens Be Mounted Portrait or Landscape?

December 19th, 2019 at 12:01pm

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Listen to “AD #2741 – Shelby GT350 Heritage Edition; Tesla’s Stock Soaring; Should Screens Be Mounted Portrait or Landscape?” on Spreaker.

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Runtime: 10:05

0:07 Tesla’s Stock Soaring
0:42 USMCA Will Cost Automakers $3 Billion In Tariffs
1:57 BMW & Daimler End Car Sharing in North America
2:43 Daimler Hit With $20 Million Fine Over Recalls
3:35 Nissan’s Universal Powertrain Mounting System
4:51 Virginia Orders Electric School Buses
5:24 Mercedes Introduces New Electric Sprinter
6:42 CA Approves Self-Driving Delivery Vehicles
7:14 Honda Reveals Wild New Autonomous Concept
7:54 Limited Edition Shelby GT350 Heritage Package
8:35 Should Screens Be Mounted Portrait or Landscape?

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60 Comments to “AD #2741 – Shelby GT350 Heritage Edition; Tesla’s Stock Soaring; Should Screens Be Mounted Portrait or Landscape?”

  1. Kit Gerhart Says:

    I’d consider buying a Tesla car, if I could charge it at my condo, but there is no way I’d buy the stock. It is crazy for a company making ~300K cars a year to have more stock value than Ford or Hyundai, especially when they will soon have real competition from other car companies.

    Yes, Tesla is going a lot right, as an electric car company, both with the cars, and the charging network, but the stock value is crazy, half that of VW, who makes more than 20 times as many cars, including very profitable ones from Porsche and Audi.

  2. Brett Cammack Says:

    On the morning commute I had the road before me devoid of other vehicles. Tooling along at 60 MPH, I saw up ahead a black sedan pull out of an apartment complex on the left, cross the opposing lanes and enter the median cut.

    I started to reach for the signal stalk to flash my headlights as in “don’t you dare take off on me!”, but, too late, it pulled into my lane maybe 1/2 a block ahead of me.

    “Nuts!” I thought as the ass of the car raced toward my front bumper. Then I recognized it as a Tesla Model 3. The guy nailed it, matched my speed and started pulling away before I got within five car-lengths of him.

    No muss, no fuss, no drama. Just “ping!” and he was going faster than I. Impressive.

  3. Brett Cammack Says:

    I should mention that I didn’t lift. I never lift. :)

  4. Larry D. Says:

    I’ve said it 1,000 times and every business school worth its salt always tells its MBA students, that the price of a stock is the expectation of FUTURE PROFITS. Has NOTHING to do with the assets of the company or how many cars it makes (losing $9,000 on each one, as GM does with the stupid Bolt).

    Is it so hard to remember?

  5. Larry D. Says:

    1 the competition is yet to be seen. It sure will not bew Porsche with its niche of a niche $200k andn $150k “turbo” nonsense.

    So far the only serious competition there is is only in CHINA, and that from the domestic BEV makers. Once it prices the Model 3 20% less, it will be cheaper than even these cars, and next year you will wonder why Tesla stock went above $600 US.

  6. Larry D. Says:

    AAH this afternoon should be very interesting but I have to be on the road at 3:30 PM and will listen to the rest of it later.

    3 back to the competition, neither will it be the coruplent Audi Etron and sure not the Jag. These are also niche vehicles and the Model 3 costs a fraction of what they cost, and in fact is very close to the average transaction price in the US, which is a midsize non-luuxry sedan or small SUV.

  7. GEORGE RICCI Says:

    On the topic of portrait of landscape, I prefer portrait. For the reason Sean mentioned, with navigation you can see more detail on what is coming ahead. Another reason is if you have a large screen in landscape, you have to reach a long way for touch functions on the right side of the screen.

  8. Larry D. Says:

    7 actually, while I have not used huge screens on cars yet, I have over 35 years of use of always “Landscape” desktops and laptops, dozens of them, and would probably need to adapt to a ‘portrait’ screen, which may be good for those who use it to read books or write papers, so they can have a full page on it, but I doubt people looking at the screen for GPS and similar services would prefer the portrait version.

  9. Jon M. Says:

    Portrait or landscape? Coke or Pepsi? Burger King or McDonalds? If they would ask, I’d say give me the option. Let me be able to rotate the screen for what works best at the moment.

  10. Larry D. Says:

    8 But if I buy a BEV any time soon, it probably will be a used Tesla S, which has the portrait 17″ screen, and I will have to get used to it.

  11. Kit Gerhart Says:

    4 Yes, we know all too well that you’ve said that thousands of times, but I don’t see much reason to think that Tesla’s profits will become huge, long term, when they will soon have real competition from established car companies around the world.

    5 Yes, at least some of the home grown Chinese companies will seriously compete, maybe in the near future. Also, competition will come from the soon to hit the market VW brand EVs, and maybe even Ford, in spite of the stupid name they are using. The Porsche Taycan will sell to people who are already paying premium prices for their other products, like Cayenne.

    I think we agree about not buying the stock, or any individual stock, though it sounds like maybe you’re ready to buy Tesla to take in the windfall from when it hits $600. I haven’t bought any individual stocks in about 20 years, and am unlikely to in the future.

  12. Larry D. Says:

    1 In fact, if you really like the car (and it is a major share of the company’s production), some insanely successful investment greats suggest that you buy the stock too. I am referring here to the Legendary manager of Fidelity Magellan, Peter Lynch, whose book “One up on Wall Street” I bought and really enjoyed in the 80s, and from which I have benefitted.

    He gave all kinds of examples of companies who make all kinds of goods and services, such as the “LaQuinta” motel/hotel chain he liked, and right away bought their stock which became on of his “ten-baggers” (ie it rose 900% to ten times its purchase price).

    Of course this does not mean that if you like your Corvette you should buy GM stock. IF Corvette was an independent company, maybe. But 99% of GM’s sales are not COrvettes and look and drive anything but.

  13. cubbiesoh Says:

    9 I like your idea about the screen. Just let it be like an IPAD or tablet that can go from landscape to portrait by a spin of a wheel to turn it 90 degrees. It should not add that much cost, and can help all viewers and situations.

  14. Larry D. Says:

    12 This method of buying stocks is far more rational than the ridiculous (I wonder how these analysts still have jobs and are invited to CNBC and the like) so-called “technical” analysts, who get a graph of this year’s daily market prices, and then draw arbitrary lines and produce utterly unproven so-called “trendlines” as to where they are headed. I consider that truly “voo doo” finance. There are no laws of physics or math that apply here so we know what the curve will be like.

    Instead, Peter Lynch did a ton of homework, besides the (very few) companies whose products he had first hand experience AND he liked, he had a team of researchers that would visit the actual companies and “kick the tires” before they invested in them. If I remember well this is called “bottoms up” investing.

  15. Kit Gerhart Says:

    6 The cheapest Model 3 you can now order is “Standard Plus Rear Wheel Drive,” base price $39,900 plus on ons. The “average” transaction price for a Model 3 is probably ~$58K, for a Long Range with autopilot, and an optional color.

  16. Kit Gerhart Says:

    8 I use “landscape” with desktops and laptops, and usually use “portrait” with my phone. I sometimes use a tablet, and switch format, depending on what I’m looking at.

    I used my phone for navigation, and rarely look at it, after I set the destination. I just use the voice turn-by-turn commands.

  17. DanaPointJohn Says:

    Portrait for display screens, for the reasons you noted. Now a personal rant: would everyone PLEASE use landscape, or horizontal, when taking video with a mobile phone! We watch television and movies in a horizontal format, when we walk down the street our vision is horizontal. Heck, all the OEM videos we see on Autoline are horizontal. Recording vertically cuts-out too much of the scene/action. Okay, that’s it…whew! Merry Christmas everyone and have a Fantastic New Year!

  18. Larry D. Says:

    https://en.wikipedia.org/wiki/Peter_Lynch

    112 this is the guy (besides a stellar investor, he was always interesting to listen to or read his book)

    “…In 1977, Lynch was named head of the then obscure Magellan Fund which had $18 million in assets. By the time Lynch resigned as a fund manager in 1990, the fund had grown to more than $14 billion in assets with more than 1,000 individual stock positions.

    From 1977 until 1990, the Magellan fund averaged a 29.2% annual return and as of 2003 had the best 20-year return of any mutual fund ever.”

    almost 30% every year for 13 years is a humongous return that should make even a poor church mouse investing $100 a month in it, a multi-millionaire. I know because I can compare it with my $100 a month investment in Fidelity’s Select Biotechnology mutual fund since the late 80s, which modest investment grew less than 14% annually, less than half Lynch’s return, and still is currently worth over $650k.

  19. Kit Gerhart Says:

    16 I suspect most people doing vertical videos with a phone assume most people will view it with a phone or tablet. Yeah, if you view it on a TV or regular monitor, vertical is not good.

  20. Larry D. Says:

    14 I know, and it confirms what I said. $40k or less is less than 10% higher than the average transaction price of any US sold new vehicle, which is 100% a far inferior vehicle than the Model 3. As I said, $37k barely gets you a midsize NON-luxury sedan or a small (or medium, at best) size Crossover, with NONE of the performance (or other qualities buyers value, such as 100% emissions free, fuel savings etc) of the Model 3.

  21. Larry D. Says:

    Jon M. Says:
    December 19th, 2019 at 12:47 pm

    Portrait or landscape? Coke or Pepsi? Burger King or McDonalds?

    Your idea of having the option of portrait or lanscape is a good one, I don’t know how easy it is to realize it.

    But as to your other comparisons, is there even the least bit of difference?

    Coke vs Pepsi? Empty calories from a sugar-laden colored, carbonated water sold at 20 times its cost of production?

    B.King vs McDOnalds? What choice is this? Crappy vs Crappier, or Triple vs Quadruple Bypass?

  22. Thirsten Says:

    Larry D,

    Put your money where your mouth is and buy Tesla. Then you can give us a report next year on their progress having skin in the game.

  23. Larry D. Says:

    I just saw this in Facebook, the market capitalization of all automakers in the world:

    https://www.facebook.com/photo.php?fbid=10157828659639534&set=gm.1218214945039027&type=3&theater

    Toyota is first by a mile, with $233 billion.

    VW is a distant second, with $97.6 bill

    T E S L A is third, above everybody else, BMW, Merc, and of course GM, Ford, FCA, PSA, the works, at $72.5 bill.

    Hope you can see the rest in the link.

    This should be able to give Musk billions and billions to invest in all his future products.

  24. Larry D. Says:

    22 and down the list, FERRARI is worth $30 bill, which is more than all of FCA!!!!, which is worth less than $24 bill!

    Investors sure seem to have really strong opinions as to who will be profitable in the future and who will not!

  25. Kit Gerhart Says:

    19 The base price of a Model 3 is 57% of the base price of the faster, better riding, quieter, and probably roomier 4wd iPace. Yes, if you option up the Model 3, it will be faster, have more range, and be 4wd, but still cost only 3/4 of what the iPace costs. Probably the iPace would sell better, if they’d made it square, and called it a Land Rover.

  26. Kit Gerhart Says:

    22 The chart I saw earlier (US News) had Tesla 7th, just after BMW. Checking it again, it was from September.

  27. Tom Cain Says:

    Portrait or Landscape? Both! Mount it on a secure swivel and let the driver decide.

  28. Larry D. Says:

    24 I have said before that to attract buyers, a pure BEV maker should not call its cars with the name of any of its ICE brands. When one spends considerable moneys, one does not want to have to explain to everybody else that one owns a 100% emissions free vehicle. If you tell them you own a Tesla, that’s it, because the company only makes BEVs.

    Any other automakers should establish new companies, that will only make BEVs, and give them a new name not shared with any ICE products.

    I don’t know when and if any of these other makers will ever make a “better Tesla”, but they seem to lose a lot of valuable time, and Tesla was unopposed for years (except in China maybe) and was able to get a million enthusiasts buy its cars. Timing is important, now the others will fight for the rest of them, who may not be as generous with their $ as those who bought all these 6-figure Ss and Xs.

  29. Larry D. Says:

    25 my chart was after Tesla topped $400, I believe, which happened today, else I would hafve heard it yesterday on FB, where I still am a member of an S model owners group and a general Tesla owners group. I was a member of the cybertruck group for a couple days, but was not impressed with the other members there, and when I wrote a comment (about how I am more interested in a used model S) and it was not approved, I left them.

  30. Larry D. Says:

    21 I don’t remember having ever told you or anybody else to buy GM or Ford or whoever loser you work for, and I sure have not asked you to tell me what to buy either. If you knew anything about me, you would know I like BARGAINS in everything I buy, regardless of the price, AND that I am not an illiterate person who would put all of his eggs in one basket, which is why I NEVER recommend to people to buy ANY INDIVIDUAL stock, and suffer unnecessary RISK, but buy a well chosen MUTUAL FUND and only subject yourself to part of the total (Systematic and UNsystematic) risk. If you had a clue about Finance, you would know what these two are, and even if you don’t, you can google them.

  31. Kit Gerhart Says:

    27 For me, it would be easy to make a “better Tesla” in some ways, like operator interface. I’m not too crazy about touch screens, even for radio presets, and I certainly wouldn’t want to have to use a touch screen for windshield wipers. Also, while I haven’t driven or ridden in one, multiple reports are that the Model 3 can clearly be improved in ride, road noise, and general refinement, except for the powertrain.

    As far as electric powertrain, what Tesla has now, is probably close to as good as it will get, except, of course, for batteries/super caps, or whatever new power sources might come along.

  32. Carl Says:

    Want screens in landscape orientation.

  33. Bob Wilson Says:

    Well I did put a small lot up for $420/share … not because I need the money but just to have the honor of sending a copy to the SEC with a cover note, “FINANCING SECURED!”

    FYI, Sandy Munro has some nice things to say about the Cybertruck (see web link.) Having a superior product will eventually show up in the stock price.

  34. Dale Leonard Says:

    I say mount it so it could swivel,just like a cell phone or tablet,and let the driver make the decision themselves.

  35. Kit Gerhart Says:

    I’d say integrate the displays into the the dash, or console, in a way that they don’t look like an iPad stuck to the dash with velcro. Then, use them mostly as DISPLAYS, and have actual control knobs and buttons for the things you use regularly, like audio system, wipers, HVAC, windows, mirrors, etc.

    Touch screen controls are fine for setup of display preferences, that you do in the first few days you have the car, and then don’t change. These things are done primarily when the car is not moving.

  36. Kit Gerhart Says:

    35 And stalks, along with the knobs and buttons. Stalks are great, even better than steering wheel buttons, for cruise control, and are ideal for wiper controls.

  37. ChuckGrenci Says:

    There have to be ergonomic experts out there that should know what size screen is the right size screen for an automobile where the driver or passenger can see most efficiently. Too big a screen is distractionary in my opinion; sight centric makes the most sense and landscape is the most widely accepted with perhaps the cellphone or reading tablets the exception. Here’s a bad example; sitting 5 feet from an 80 inch t.v.; you can see so much detail, you can’t see the whole picture.

  38. Kit Gerhart Says:

    NAFTA 2.0 was passed by the house today, and goes to the senate. It will be voted on in the senate next year.

    Revised North American Trade Pact Passes House https://www.nytimes.com/2019/12/19/us/politics/usmca-deal.html

  39. TERRENCE Says:

    When you say something is “getting a whole lot greener” because it is electric, to be transparent you should then say where the electricity is generated.

  40. Rick Says:

    I don’t think portrait or landscape is the right question. We should be asking why we need these screens. You are always talking about safety and distracted drivers yet these sirens are probably one of the biggest distractions ever.

  41. Larry D. Says:

    John,

    I already had posted that this AAH would be very interesting, but I had no idea how much better it would be even compared to my high expectations.

    Congratulations on an OUTSTANDING show. I learned a lot in areas I thought I already knew a fair amount, and may even listen to the show again to catch anything I missed.

    Even if next week is a really slow news week, you can have excellent shows till the end of the year by just repeating segments of this excellent AAH.

  42. Larry D. Says:

    39 Most of new power plants are 100% clean wind, solar or nuclear, and if they use fossil fuels they always make them natural gas since coal plants are actually much more expensive to build with all the legal and emissions issues. So there. Satisfied? Are you looking for an excuse to justify sitting in your gas or diesel F 150 and idling it in the parking lot while waiting for the commuter bus, as many do where I work?

  43. Bob Wilson Says:

    #41 – I quite agree that AAH was well done. But one thing missing … the value added engineering by the OEMs.

    Outsourcing EV drivetrains to non-USA manufacturers condemns the OEM engineers to institutional ignorance. The OEM is funding newer drivetrain design and engineering to companies who will turn around and sell/provide it to the OEM competition. In contrast, Tesla is wiping them out on the track and highways.

    Not understanding the technology, Bob Lutz claimed all EV technology is equal . . . until the rubber hits the road.

  44. Larry D. Says:

    43 Lutz has a 100% defeatist position about BEVs, he has capitulated to making them at huge loss and stealing billions from Crossover and Pickup profits to make them up, instead of hiring the best engineers, like TESLA did, and coming up with innovative solutions so they can be made profitably, as Munro’s detailed analysis showed.

  45. Kit Gerhart Says:

    I just listened to AAH, and started wondered if they would discuss Toyota. It seems that Toyota will just keep building cars, and wait to see what happens, before going all in with EVs. They should have the resources to develop EVs when they need to. For my purpose, their hybrids continue to work very well, but they are clearly an interim technology.

  46. Kit Gerhart Says:

    I hadn’t thought much about it, but it is likely that development of new automatic transmissions for ICE cars is pretty much finished, forever. I don’t think anyone is really working on new 14 speed transmissions, because 10 is not enough. VW has more or less officially announced that they won’t be designing any new gas or diesel engines. That could change, of course, but is there even much progress that can be made from what we now have?

    Maybe the next new transmissions will be two-speeds for EVs, which can slightly improve efficiency, and can significantly improve low speed acceleration of EVs, like Leaf, with non-huge motors.

  47. Larry D. Says:

    45 Toyota prices its hybrids rather reasonably so one would think they would have far greater sales esp in $8 gas Europe, but for some reason they don’t. Part of this may be the ignorance of the vast majority of car buyers, who are far less informed than the regulars on this site. They talked about how people were very confused about what kind of animal exactly the Chevy VOLT was.

    Perhaps the most interesting info for me from AAH is how Tesla in CA also got in the Auto Insurance business, and how they can offer far more precise and fair rates that are appropriate to each insured’s exact driving record, and not using broad categories and generalizations like regular Insurers use (who also waste billions in advertising, which can be VERY annoying to the viewer as well)

    The reason Tesla is able to do the above precise profiling is the VAST amount of data they collect from their customers as they drive their almost one million Teslas every year.

    If Tesla offered this insurance in MI it might be the straw that would finally make me buy one, as I am 100% disgusted with present insurance practices.

  48. ChuckGrenci Says:

    I thought AAH was pretty good but 90% of the show was ‘electric’, and while electric will be a big part of the future, with a market segment of 1.5%, I thought the yearly wrapup show should have included other varied content as well. It’s too early to throw the baby out with the bath water (especially when the “baby” is providing most of the funding for that same new ‘jacuzi’ bath).

  49. Larry D. Says:

    48 “when the “baby” is providing most of the funding for that same new ‘jacuzi’ bath”

    That is true for incompetent managers like Lutz, who shamelessly admitted that they steal billions from SUV and Pickup sales to fund their Failed and uncompetitive Bolts and Volts, and automakers with mediocre engineers that cannot innovate and succeed in producing BEVs profitably, and at a price equal to that of their ICE Rivals, and NOT true for Tesla, which has succeeded on both counts, esp. with the Model 3.

  50. Larry D. Says:

    48 also, the big news in 2019 were mostly in this CURRENTLY small segment BUT which will grow at huge rates in China, Europe, and possibly even in $2.50 gas USA.

    I also watched the first few minutes of the Munro video about the Cybertruck, the video was over 40 mins long, but it was interesting to hear that when Obama cut NASA’s funding and NASA had to fire many brilliant Engineers, it was MUSK who scooped them up, and he sure got his money’s worth. At the same time the traditional, arrogant, politically correct automakers were more worried that they hire a diverse and multicultural bunch of engineers, increasing the numbers of women, minorities, endangered species and what not, and much less worried about getting the BEST.

  51. cwolf Says:

    Tesla hires the best engineers, but so do all the others. The only difference is that Tesla looses theirs as fast as the burn through cash.; 35 Tesla engineers QUIT this year alone!
    Not a good reputation to have.
    ***********

    The reason Tesla is able to do the above precise profiling is the VAST amount of data they collect from their customers as they drive their almost one million Teslas every year.

    Is anyone stupid enough to want to be profiled to that extent? With the info Tesla collects, they know your every stop, who you talk to and what was said. They know where you and all your contacts live and even has everyone’s picture. This is just like China, except they banned face masks. My privacy is too valuable to lose just to save a few hundred bucks on insurance.
    Anyone who think this is OK is a frigging idiot!!!!

  52. Kit Gerhart Says:

    Is there any info on how Tesla’s insurance rates compare to others? For me, the huge ripoff is that rates are mostly “per vehicle,” rather than use. I pay about 3/4 as much for liability on my van, driven about 1000 miles a year, as if I drove it 20,000 miles a year. The “declared” mileage is 2000.

  53. Larry D. Says:

    52 All I know is what I heard on AAH. It’s offered in CA, I don’t think it is offered elsewhere. If they think about it at Tesla, they could make a killing by using their superior driver info to their advantage, by insuring safe drivers, even if they give them a share of the profits in the form of lower rates. They may go nationwide later.

    It fits with their efforts towards vertical integration, they attack more and more segments of the business that traditional automakers leave to others, such as suppliers, dealers, now insurance cos, etc.

  54. ChuckGrenci Says:

    Will that superior driver info be classified as Tesla’s data; I’m with cwolf (about privacy of data). Most insurance companies that I know have your opt-in (give your driving data) to get discounts. I wonder if Tesla’s is, and to get insurance, you need an opt-in. I don’t know, just bringing this up.

  55. Larry D. Says:

    54 Ι bet it is 100% legal and most Tesla owners are aware of it and support it towards far better service and savings. Don’t be paranoid about privacy.

  56. Kit Gerhart Says:

    47 It’s surprising to me, that even after all these years, people still don’t know how a hybrid works. As recently as a year or two ago, I’ve had people who are fairly knowledgable about cars, ask if you plug in a Prius.

  57. Larry D. Says:

    55 on the same topic, I am fortunate to live in an area where supermarkets have fierce competition, and it hugely benefits the consumer.

    Kroger had to lower their prices to the levels of the lowest-priced competitors.

    Meijer, which used to be the lowest priced, sends me tailor-made coupons, all of which offer discounts or totally free products that I have bought before and which I will still buy in the future, all useful and essential products. They would not be able to do that if they did not have the data on what I buy and at what quantities.

    Aldi, which has by far the lowest prices on fresh fruits and veggies and other products too, was so successful, a week ago I saw they opened another store 5 miles from the one I use, and closer to my home.

    Trader Joe, a “whole Foods” like expensive organic place, also has the lowest prices within a 8 mile radius on a couple items I always use, raw almonds and real (72% cocoa) dark Belgian chocolate, both at $4.99 a lb.

  58. Larry D. Says:

    56 I know most buyers are ignorant, but isn’t that question valid, if a Prius plugs-in (the now Prius prime, former Prius plug-in) or not?

  59. cwolf Says:

    Tesla is not the only one to insure their EV’s. Merc. has done this long before them.

    All insurance companies have a 95-100% break even point. Just about all their profits are made by investing customer premiums. Most rate policies the same and abide by DOI regulations. Tesla is no exception. I wonder if they still use the same underwriter?
    I don’t know if I would want my Tesla to be insured by the same people due to a conflict of interest. If I had trouble with my repair work, I would have to deal with an arbitrator—hired by Tesla! Guess who would win?

  60. Kit Gerhart Says:

    58 These people were thinking that all Priuses plug in.

    Those familiar with the cars can tell by looking at the car, if it’s plug-in or not. The current Prius Prime has somewhat different styling, and the older plug-in was badged as such.