I am very close to GO TIME on FORD.- Ford's Lightning is expected to beat EV truck offerings by GM and Tesla to market, with Rivian beginning deliveries but struggling to scale output. Ford also has access to the base of fleet customers that pure EV players won't for years. Despite the industry-wide slowdown in car sales, Ford recorded an increase in sales of31.5%YoY in June versus a decline of 11% in the industry. The growth was fueled by a 26.4% increase in sales of F-series trucks and a 76.6% increase in EV sales. Ford's all-electric truck, F-150 Lightning, booked 1,837 sales in its second month on the market, making it the second-best seller of plug-in models behind Tesla.
RADIO SAVANT PORTFOLIO- GBA Buys- Updated* New Buys: Karuna $131 NFE $38.75 Delta $30 GS $279 Bavarian-$10 PORTFOLIO------------------------------------------------------------------------------ 1- SIGA * (new)- $12.60--> $13.00--> $14.96 2- Coca Cola- $61.00--> $59---> $62.87 (slow) 3- Nutrian- $84.25--------> $87---->$83! ---->$75.70<-------- --> $73.75 LOSER-- keeps losing we may have to sell. 4- FORMULA 1-- $55.85 (flat) 5- Boston Scientific $36.10---> $37.94--> $37.00--> $37.55 (slow---) 6- Next Era ENERGY - $76.50 (VAN)---> $78.00---> $79.83 7- BYD Gaming-$48----> $50.54---> $52.00 8-NU-$3.86--> $4.04 9- BA- $137.80---> $149----> $147.75 10-ARCH- $141.70--> $139.56 11- Trade Desk TTD-->$45--> $43 UPDATE* We made our initial picks in a very scary market environment and with an eye on preserving capital. Which they have done. Now I have to figure out if my Aug rally has been pulled forward two weeks and if we are actually in it now- In which case we may sell these slow names. I have bought new ones (above) that fall right into the slots... Don't forget we have four or five rotations out of the portfolio already- ALL BIG GAINERS...
NORD STREAM NIGHTMARE) The big action next week won't be earnings it will be the pipeline that Russia has turned off for annual cleaning and inspecting... I want to say the 24th is the date. And That nat gas is expected to flow again freely... or will it? Putin surely wants to freak Germany out but it isn't really cold enough yet to start a panic. Ukraine war: Germany fears Russia gas cut may become permanent// ->Germany could nationalize part of Nord Stream 2 pipeline This would allow part of the pipeline to be connected to a floating LNG terminal that is already connected to Germany's gas transmission system. According to Spiegel, this would allow the transportation of LNG, delivered and processed at the terminal on the Baltic Sea, to southern (Bavaria) and eastern Germany. So far, gas supplies to these regions depended directly on Russian supplies. Boats filled with Nat Gas to that floating terminal could come from LNG and NFE and SEMPRA Energy <-----~si
National The Jan. 6 panel has subpoenaed the Secret Service for erased texts- The secrete service is a disgrace. We already knew that from their drunkin' escapades while on duty but this new bit of tampering shows the agency has been infected with Trump-like virus. I do sincerely hope our tech masters (PLTR) can still retrieve these messages despite the best efforts of the SS.