My Favorite Stocking Stuffer This Holiday Season

Can you believe the Christmas holiday is only a few days away? You may be set for gifts for your family, but have you considered a gift for your portfolio?

Personally, I like companies that accelerated technological change and boosted productivity in the U.S. during 2021, which has been surging during in the inflationary environment and can make more money with fewer workers.

One area of the booming tech environment I am particularly excited about is electric vehicles (EVs).

Globally, EV sales rose 80% in 2021, and made up 7.2% of global car sales in the first half of 2021. This is up from 2.6% in 2019 and up from 4.3% in 2020. In North America alone, EV sales made up 3% of sales in the first half of the year. Analysts estimate that number could go up to around 5% once the second half of the year numbers are released.

This tremendous growth was made possible due to the commitment of major automakers this year, like General Motors (GM) and Ford Motor Company (F), for all new car sales to be zero-emission by 2040.

So, if you want to give your portfolio an extra “stocking stuffer,” you might want to consider the car giant, Ford Motor Company.

Here’s why…

Back in October, Ford shares surged after the company smashed analysts’ expectations for its third quarter in fiscal year 2021 and upped its full-year guidance.

In its latest quarter, Ford achieved sales of $33.21 billion, which crushed analysts’ estimates for $32.77 billion. Third quarter earnings soared to $0.51 per share, and analysts were looking for earnings of $0.27 per share, so Ford posted a whopping 86.44% earnings surprise.

During the first nine months of the year, Ford achieved total revenue of $98.7 billion and adjusted earnings per share of $1.52 per share. That’s up from revenue of $91.2 billion and adjusted earnings of $0.07 per share in the first nine months of 2020. Ford also increased its outlook for full-year 2021 – and analysts have, in turn, upped their estimates for the fourth quarter. Fourth-quarter earnings are now forecast to grow 11.8% year-over-year to $0.38 per share, up from previous estimates for $0.29 per share a month ago.

The company’s Mustang Mach-E has been a massive hit, and it’s been steadily stealing market share from Tesla. In October, sales of Ford’s Mustang Mach-E totaled 2,848 – and the company has sold 21,703 vehicles year-to-date.

As popular as the Mustang Mach-E is, I’m betting Ford’s upcoming release of the F-150 Lightning is going to be even more popular. Remember, Ford’s best-selling vehicle remains the F-150 pickup truck, and the company has already received 160,000 reservations for the Lightning model. The Ford F-150 Lightning is anticipated to potentially displace the Tesla Model 3 or Y as the best-selling electric vehicle in the U.S. in the upcoming years.

The bottom line is that there has been plenty of chatter surrounding the EV revolution, given Rivian’s recent IPO and even the COP26 Summit in Glasgow, Scotland. But even with the recent interest in EVs and the industry set to grow exponentially in the upcoming years, not all EV stocks are created equally. Many are still losing money and not even projected to achieve profitability for many years down the road.

As far as overall EV sales are concerned, Ford is expected to take the number-two spot in the U.S. by 2023 due to its hot-selling Mach-E and reservations for the F-150 Lightning.

Aside from being a strong play on the EV industry, Ford is also a good example of the type of stock investors will rotate to in 2021 as Wall Street becomes more fundamentally focused in the New Year.

For full details on Ford Motors, as well as the other stocks I like right now, sign up for Growth Investor now. Once you do, you’ll have full access to my High-Growth Investment Buy List and Elite Dividend Payers Buy List, my Top Stocks and newest recommendations.

You can also read my Growth Investor Monthly Issue for January. In this Monthly Issue, I discuss how I expect the investment landscape to change and where to find the best opportunities. I also unveil my newest buys in the cybersecurity and the 5G sectors. You can get the name and my buy advice here.



Louis Navellier 

P.S. The stock market will be closed on Friday, December 24, in celebration of the Christmas holiday. The InvestorPlace offices, including our customer service department, will be closed on December 24, December 27 and December 31.

I hope you have a wonderful holiday season and a happy New Year!

The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:

Ford Motor Company (F)

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