Forget Ford – Invest in This EV Leader Instead

You'd be hard-pressed to find an earlier adopter of electric vehicles ("EVs") than Clara Ford. Considering she passed away more than 70 years ago, that may seem hard to fathom. But as the wife of Henry Ford, the "grandfather" of the U.S. auto industry, Clara was ensconced in the auto business for most of her […] You're receiving this email as part of your subscription to Michael Robinson’s Trend Trader Daily [Unsubscribe](. [Trend Trader Daily] Forget Ford – Invest in This EV Leader Instead April 28, 2023 You'd be hard-pressed to find an earlier adopter of electric vehicles ("EVs") than Clara Ford. Considering she passed away more than 70 years ago, that may seem hard to fathom. But as the wife of Henry Ford, the "grandfather" of the U.S. auto industry, Clara was ensconced in the auto business for most of her life. Historians noted that Clara loved the simplicity of the 1914 Detroit Electric Model 47 Brougham, which featured a push-to-start engine rather than the then-common hand crank apparatus. Sure, the car had a limited range of 80 miles. But Clara found it fun and convenient to drive, and she cruised around in the vehicle for many years. Knowing this, it's fair to say that her family's company, Ford Motor (F), has experience with EVs going back nearly 110 years... Which is why recent news that it will suffer a loss of $3 billion on its EVs came as such a shock. Today, I'll explain why Ford's struggles might be enough to scare off those looking to invest in EVs. And I'll reveal where you should consider putting your investment dollars instead. > ADVERTISEMENT < Shocking true story about a beverage manager... A guy named Hal K. spent 30 years with Coke... including roles in general and revenue management, strategy, operations, marketing, and sales. It turns out, Hal figured out an investing secret. He discovered a special way to increase the value of his shares from $39,000 into $627,260. Hal did NOT use day trading, options, leverage or anything complicated. And the crazy part? Anyone could've gotten in with Hal for the chance at the same 1,588% returns. In this short message, Whitney reveals his "blueprint" to show his readers how they could profit from this opportunity To get the "blueprint" for 10x gains, [go here now](. A Promising Start Clara Ford wasn't the only one who favored EVs over traditional cars in the early 1900s. That's because the internal combustion engine was still new and unreliable. Gas was expensive, gas stations were few and far between, and having to manually crank your engine to get it running was strenuous and time-consuming. Meanwhile, EVs would start immediately, a fact that automakers like Detroit Electric used to market to women, physicians, and others who couldn't (or didn't want to) spend time hand-cranking their car. By the early 1920s, though, the internal combustion engine had advanced enough to compete with early EVs. At the same time, their increased popularity resulted in more gas and gas stations. The message was clear: EVs were doomed – until recently, that is... Call it a Comeback These days, we're in the midst of a (long overdue) EV comeback. Today's models boast huge batteries, excellent performance, and lower maintenance costs. Ford, for example, offers three fully electric vehicles: the F-150 Lightning pickup truck, the Mustang Mach-E crossover SUV, and the Transit van. All are selling well. There are waitlists for each and plans to increase production. However, it's not all good news. Operating profit margins for Ford's EV business unit last year were negative 40%. That's not a promising number. However, it's not that unusual. EVs are so different from gas-powered cars that Ford has had to invest in new factories, retrain workers, and source new equipment and components. Objectively, it will take time and higher production scale to bring the costs of this unit down. And that scale is coming – the EV market is expected to make up 30% of car sales by 2030, according to industry research firm EVAdoption... Time to Meet Demand By that time, there will be dozens of cars and trucks to choose from, and not just from Ford. Nearly every major global brand intends to offer EVs by the end of the decade. And this effort comes as the Biden administration seeks to ensure that 50% of all new car sales by 2030 are electric. By that same year, the European Union wants to have 30 million zero-emission cars on the road. As the long waitlists for EVs show, demand is there. Now it's a matter of building the infrastructure to meet this demand. Of course, that will require more than just factories. It will also mean EV charging stations. According to the Association for Convenience and Fuel Retailing, there are about 145,000 gas stations across America. Meanwhile, there are only about 60,000 EV charging stations, even though EVs tend to have shorter ranges than gas-powered cars. For driving to and from work, this isn't usually an issue. But for longer-distance trips to see family or go on vacation, we're going to need a lot more charging stations – ASAP. They're Coming They're coming, though. As part of last year's Bipartisan Infrastructure Law, $1.5 billion has been earmarked to fund EV charging stations along 75,000 miles of highways across all 50 states, as well as Washington D.C. and Puerto Rico. Many more billions will be devoted to plug gaps in the EV charging network to build stations in rural areas and to offer grants to public buildings – libraries, schools, and parks – to provide EV charging. In total, some $7.5 billion will be spent by the federal government over the next few years on building more and better chargers. And don't forget the huge investments being made in moving EV battery production from China to the U.S. to expand America's access to lithium. That's a key component of EV batteries. A Huge Opportunity The EV boom and the trends it's creating are a huge opportunity. This is an unstoppable wave that investors will be able to ride for years to come. Earlier, we looked at Ford's long-standing interest in EVs, but noted that the company is still figuring out how to usher in this new revolution. Against this backdrop, I don't recommend investing in the company if you're looking to add an EV play to your portfolio. Instead, I'd focus on a company that has the pole position in this sector and has spent the past several years crushing the stock market. 12x the S&P Over the last five years, this company's stock has gained a whopping 720%, more than 12x the return of the S&P 500. Although earnings were a bit soft in the most recent quarter, putting the stock under a little pressure, this is still a good long-term play that's available at a nice discount. I still see plenty of upside ahead because this company has been doubling its earnings year-over-year... And remember that when earnings rise, stock prices often do, too. Make sure you're a "Pro" subscriber so you can learn about this company and how to get ready to profit from the EV revolution.   FOR TREND TRADER PRO READERS ONLY > [LEARN MORE]( < Cheers and Good Investing, [Michael Robinson] Michael Robinson Chief Investment Officer Trend Trader Daily   Copyright © Trend Trader Daily, All rights reserved. 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