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Across the automotive industry, legacy car makers and manufacturers are charging up their performance and electrifying their vehicle line-ups as they gear momentum for the mainstream endorsement of electric vehicles (EVs) and battery-electric vehicles (BEVs) across growing consumer markets. Q4 2022 hedge fund letters, conferences and more To speed things up, governments and automakers have set out energetic goals over the next several years. Across several markets, including the United States, Europe, and China, EV adoption has seen steady growth over the last several years, as new sustainable...
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Q4 revenue jumped 18% year on year.A low price-to-earnings ratio makes them attractive.Headwinds remain in the form of the supply chain, inflation and FX.5 stocks we like better than Ford MotorWith their shares having rallied as much as 30% since the end of December, Ford Motor Company (NYSE:F) investors would have been looking forward to a strong February and potentially March. Ford shares have been stuck in a pretty defined range since last summer, bouncing off the support line for the third time at $11 only last month. Q4 2022 hedge fund letters, conferences and more Find A Qualified Financ...
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Tesla has cut prices quite significantly on many of their most popular models.The goal is likely to liquidate older models and boost revenue.The move comes when the EV market has more competition and other complications.A price cut should help many new Tesla buyers receive a tax credit.Overall, TSLA is doing alright, but the HOLD rating signal that they aren’t out of the woods yet.5 stocks we like better than TeslaTesla Inc. (NASDAQ:TSLA) is cutting prices in its European and North American markets. The most recent figures suggest the carmaker could slash retail prices by as much as 20% in the...
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In his podcast addressing the markets today, Louis Navellier offered the following commentary. EU’s Energy ProblemsI am on the Forbes cruise this week in the Baltic Sea and have learned some interesting things. First, the war in Ukraine cannot be ignored in Europe due to the fact that it is too close and refugees are being held in many Baltic Sea countries. The guard posts on the Russian border for Estonia and other neighboring countries are largely abandoned since Russia needed soldiers to fight in Ukraine. Q2 2022 hedge fund letters, conferences and more Estonia is proud that it is building ...
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U.S. lawmakers are trying to push increased adoption for electric vehicles by boosting the number of available EV charging stations and offering tax breaks on EV purchases. However, it’s looking like all Americans will be paying for the installations of those charging stations, whether or not they drive EVs. Meanwhile, some lawmakers are concerned that many or potentially even most electric vehicles won’t even qualify for the tax breaks. Q2 2022 hedge fund letters, conferences and more Who's Paying For All Those EV Chargers?It's no secret that the U.S. requires a sizable investment in public E...
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Stanphyl Capital commentary for the month ended June 30, 2022. Friends and Fellow Investors: For June 2022 the fund was down approximately 1.3% net of all fees and expenses. By way of comparison, the S&P 500 was down 8.3% and the Russell 2000 was down 8.2%. Year to date the fund is up approximately 36.8% net of all fees and expenses. By way of comparison, the S&P 500 is down 20.0% while the Russell 2000 is down 23.4%. Since inception on June 1, 2011 the fund is up approximately 134.3% net while the S&P 500 is up 250.6% and the Russell 2000 is up 133.9%. Since inception the fund has compounded ...
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In hisDaily Market Notes report to investors, while commenting on General Motors and Ford, Louis Navellier wrote: Testing S&P CorrectionOfficial S&P correction is being tested, but bounces back. The S&P 500 Index has broken below 3,900 this morning and is approaching the 20% drop from the high. The mega-techs continue to sell down with Apple symbolically no longer the most valuable public company in the world as Saudi Aramco is now worth more. Q1 2022 hedge fund letters, conferences and more It feels like we may have hit a near-term bottom as stocks gapped down on the open and have rallied bac...
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In hisDaily Market Notes report to investors, while commenting on domestic and commodity companies, Louis Navellier wrote: The Federal Open Market Committee (FOMC) minutes on Wednesday openly acknowledged that it was behind the curve (i.e., market rates) and that 0.5% increments in Federal Funds increases may be forthcoming. [soros] Q4 2021 hedge fund letters, conferences and more Interestingly, former Fed Governor, Laurence Lindsey, told CNBC “I do think we’re going to have a recession, probably in the next quarter.” Lindsey added that “Inflation is eating into consumer spending power, they’r...
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I’m kicking off 2022 with a big call… Q4 2021 hedge fund letters, conferences and more One of the longest-running disruptive trends is set for a surprising reversal this year. This trend sits at the center of one of America’s largest and most important industries—autos. Everyone from Ford Motor Company (NYSE:F) to General Motors Company (NYSE:GM) and Tesla will soon be talking about it. It will be plastered on the front pages of The New York Times and Wall Street Journal too. Yet virtually nobody has a clue this reversal is coming. I’m betting this will become one of 2022’s biggest investment ...
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Stanphyl Capital’s commentary for the month ended December 2021, discussing the U.S. economic situation, and their long positions in NuScale Power, Volkswagen AG (OTCMKTS:VWAPY), and General Motors Company (NYSE:GM). Q3 2021 hedge fund letters, conferences and more Friends and Fellow Investors: Stanphyl Capital's PerformanceFor December 2021 the fund was up approximately 15.3% net of all fees and expenses. By way of comparison, the S&P 500 was up 4.5% while the Russell 2000 was up 2.2%. For 2021 the fund was up 25.9% net while the S&P 500 was up 28.7% and the Russell 2000 was up 14.8%. Since i...
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