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Please Watch My New YouTube video: Tesla’s headaches are causing real pain at GM and Ford

Please Watch My New YouTube video: Tesla’s headaches are causing real pain at GM and Ford

Today’s Trend of the Week video is Bad News from Tesla is even worse news for other electric vehicle companies. On January 24, after the close, Tesla announced a slight miss on their earnings report. Guidance was rather sparse but grim. Sales grew at about 38% in 2023, well below the 50% target that Tesla regularly touts. The 2024 guidance is even below that, (Wall Street estimates 24%). While this isn’t great for Tesla, it’s much worse for companies like Ford, GM and Volkswagen who are trying to figure out how much to spend and when to build market share for electric vehicles. The companies have been using estimates based on Tesla likely prices and profit margins in order to build their own projectors for their own profitability in  electric vehicles. Those estimates, thanks to recent guidance from Tesla, appear to badly outdated, especially if Tesla is considering cutting prices again. Now companies like GM and Ford will have to decide how much pain, and for how long, they’re willing to take in order to get into this market.

U.S. electric vehicle sales up 50% year over year in the third quarter, but Tesla loses market share

U.S. electric vehicle sales up 50% year over year in the third quarter, but Tesla loses market share

In the third quarter electric vehicle sales in the United States jumped to more than 300,000 for the first time, Cox Automotive reported today. Electric vehicle sales were up 50% year over year in the quarter. And electric vehicles made up 7.9% of total industry sales. It’s not surprising that as vehicle sales volumes have surged, market leader Tesla (TSLA) has lost market share.

It’s too soon to buy Tesla–stock drops another 12% on delivery “miss”

It’s too soon to buy Tesla–stock drops another 12% on delivery “miss”

Tesla (TSLA) can’t win for winning. On Monday, while U.S. markets were, fortunately, closed, the company reported record quarterly deliveries for the fourth quarter of 2022 of 405,278 cars. Unfortunately, Tesla had convinced Wall Street to look for delivery of 420,7690 cars. So even record deliveries amount to a miss. For a third straight quarter, Tesla’s deliveries missed company and Wall Street projections. The company saw deliveries rise 40% in 2022, but that too was short of the 50% growth targeted by the company. As of the close today, January 3, Tesla shares were down 12.24%

Please Watch My New YouTube Video: Ford Drops a Bombshell on the Market

Please Watch My New YouTube Video: Ford Drops a Bombshell on the Market

My one-hundred-and-seventy-eighth YouTube video: “Ford Drops a Bombshell on the Market” went up today. Ford (NYSE: F) came out on Monday with a pre-announcement on third-quarter earnings that was pretty grim – not just for them, but for the market and global economy as a whole. Instead of Ford’s expected $3 billion in operating profits for the third quarter, the pre-announcement stated it will actually be closer to $1.4 -1.7 billion. This of course caused the stock to plunge by 9.18% by 11 am the following day. The reason the earnings were so disappointing is a continuing supply chain problem that has left them with 40,000-50,000 “uncompleted cars” awaiting computer chips. This is why I think it represents a larger problem within the global economy: supply chain issues and inflationary costs cutting into profit margins.

Ford shares pop on EV/gas-powered split but no spin off–adding Ford to my Millennial Portfolio

Ford shares pop on EV/gas-powered split but no spin off–adding Ford to my Millennial Portfolio

Shares of Ford Motor (F) were up 7.01% as of noon on Wednesday, March 2, on news that the company would reorganize its auto operations into two distinct businesses—one that makes its gasoline-powered vehicles and and another that produces electric vehicles. But, the company said, it has no plans at the moment to spin off the electric vehicle business.

Special Report: It’s a Market Melt Up!!! Ten stocks to buy; when to sell; and strategies for long term portfolios–today the first 4 picks

Special Report: It’s a Market Melt Up!!! Ten stocks to buy; when to sell; and strategies for long term portfolios–today the first 4 picks

Tolstoy was wrong when he wrote at the beginning of Anna Karenina that “All happy stock markets are alike; each unhappy market is unhappy in its own way.” (That’s what it says in the original Russian, I swear.) Truth is that all happy stock markets are different.
There are the long rallies from valuation bottoms that come after a disaster like the Global Financial Crisis and the Great Recession. There are the sharp quick explosive moves higher that come after the passing of a panic with less damage than expected like that after the Pandemic meltdown in the spring of 2020. And, among all the other happy markets, there are the market melt ups that come after a long bull market has already driven valuations to nose-bleed levels. Sometimes that melt up turns out to be the final blow out stage that comes before a big correction–but not always. And sometimes the melt up just drives stocks to a high where they stagnate while fundamentals catch up with prices. I believe we’re in the midst of a market melt up now. In this Special Report I’m going to outline the ways in which this “happy” market is different; give you advice on how to adapt this rally to your portfolio goals; and finally give you 10 picks for profiting from this melt-up.

Ford shares pop on EV/gas-powered split but no spin off–adding Ford to my Millennial Portfolio

Ford raises 2021 earnings forecast and reinstates dividend

So far Ford Motor (F) is meeting the expectations I had when I added it to the Jubak Picks Portfolio on June 9, 2021. Today, Wednesday, October 27, the company raised its earnings forecast (EBITDA) for 2121 to $10.5 billion to $11.5 billion on an improved supply of chips, and strong demand for its cars, especially for the electric versions of its Mustang and F150 pickup. The company also reinstated a quarterly dividend-

Special Report: 4 Strategies and 14 Best Buy on the Dip Stocks–Complete 4 strategies and 14 picks

Special Report: 4 Strategies and 14 Best Buy on the Dip Stocks–Complete 4 strategies and 14 picks

Yes, we want to buy on the dip. Whenever we get a significant dip. (And significant to me is 5% or more in the major indexes–and 10% or more in specific sectors.) But, we need new strategies for buying on the dip that take into account the market’s valuation problem, the central bank tightening that looks to be in the cards, and the real possibility of a dip in growth below forecasts in 2022. I’ve got fouir strategies to suggest for buying in this market on these dips. And 14 picks to use to execute those strategies.