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Wednesday, February 15, 2023

The Market -- February 15, 2023

AAPL: headed to $177? Last year it was headed to $200 and then reality reared its ugly head. But at $177? It's been there before (or very close).

NVDA: the large cap rally is largely about these three stocks.

Kraft: easily beats, but fears the future.

F: reimagined -- this is the story. Barron's has the same story behind a paywall.

  • CEO predicts Tesla will build more storefront kiosks but still few service centers
  • unlike ICE vehicles, EVs need little routine maintenance, like regular oil changes;
  • Tesla sees service centers as money-losers
  • traditional ICE service centers: huge money machines
  • Ford: will split itself into two entities
    • Ford Model e for EVs
    • Ford Blue for ICE vehicles
    • dealers expected to specialize in one or the other
    • EV certified Ford dealers will sell EVs at fixed prices under strict standards,
    • lower-tier EV dealers will only be allowed to sell those vehicles in small batches with no online presence or inventory, though they will be able to provide EV loaners for customers.
  • as for the automaker’s luxury arm – Lincoln – it’s expected to receive its own unique set of standards that haven’t been revealed yet.

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