Despite calls by Wall Street investors to split the roles of Chairman and CEO from companies such as JPMorgan Chase & Co. (JPM -0.60%) and Walt Disney (DIS 0.92%), Tesla's (TSLA 0.66%) Elon Musk has not yet been subject to the same sort of public scrutiny. This is even more perplexing considering Musk's role at SpaceX and SolarCity (SCTY.DL). So while shares of Tesla have plunged post-Q313 earnings release, there could be more downside for the electric automaker.

This has me thinking that SolarCity may really be the better long trade for investors. This idea is reinforced by the company's potential for expansion into the Northeastern residential market, advances in engineering that could lower costs, and the growth opportunities in the building market.