Articles for author: Ron Finklestien

January 6, 2024

Ron Finklestien

Electric Vehicles’ EPA Range Estimates Tesla and Other Electric Vehicles Receive Revised EPA Range Estimates

Ralf Hahn The EPA recently issued new range estimates for three Tesla models and four trim levels, slightly lowering all four range estimates from the prior figures. Interestingly, the range estimate for the Model S Plaid was adjusted to 359 miles when equipped with the smaller 19-inch wheels, down from the previous 396 miles. Strikingly, the Plaid’s range estimate on the larger wheels remained unchanged. The Model Y Long Range now has a 310-mile range estimate versus the prior estimate of 330 miles. Furthermore, the Model Y Performance’s range estimate dropped to 285 miles from 303 miles, and the Model

January 6, 2024

Ron Finklestien

An In-Depth Review: VICI Properties in Focus

Exploring the Journey Now, let’s delve into the journey of my investment in VICI Properties Inc. (NYSE:VICI). Much like the recent Starbucks (SBUX) analysis, it’s time to review my two-year tenure with VICI to gain a comprehensive perspective. Over the past six months, VICI has received substantial attention on Seeking Alpha with 30 published articles. Fellow analysts have displayed a bullish sentiment towards VICI, as evidence by only 2 “Hold” ratings against 18 “Buy” or “Strong Buy” ratings from the last 20 articles. VICI holds a unique position in my portfolio as the sole Real Estate Investment Trust (REIT), and

January 6, 2024

Ron Finklestien

Financial Winners and Losers Financial Rollercoaster: Winners and Losers of the Week

Photo by Torsten Asmus It was a tumultuous week for the financial sector, where the winners celebrated their ascent while the losers endured a rollercoaster ride of descending fortunes. Two fintech companies and three crypto-linked firms faced substantial declines, outweighed by the triumph of a Colombian lender, two asset managers, and two insurance giants. Financial stocks with a market capitalization of over $2 billion rose for a holiday-shortened week that ended on January 5. The Financial Select Sector SPDR ETF (NYSEARCA:XLF) edged up 0.7%, outperforming the S&P 500’s 1% decrease. AI-powered loan platform Upstart Holdings (NASDAQ:UPST) fell the most of

January 6, 2024

Ron Finklestien

An In-Depth Look at Enbridge’s Investment Potential

This article was coproduced with Wolf Report. Just weeks back, we touted Enbridge Inc. with the article title, Enbridge: We’re Backing Up The Sleigh: “…as long as it skirts around this $35/share level, the company is a superb investment here.” When Enbridge Inc. (NYSE:ENB) experienced a dip and a long-dormant alert re-awakened, we swiftly took action. Fast forward a month, and we are more than satisfied with our decision, as the shares purchased at less than $32/share have now surged above $36, underscoring the company’s robust outlook. We invest in Enbridge in multiple ways – through common shares and debt/prefs,

January 6, 2024

Ron Finklestien

Investor’s Eyes on ICR Conference Action: Retail Stocks to Keep on the Radar

solarseven The ICR Conference is imminent – scheduled to run in Orlando, Florida from January 8-10. This exclusive event is tailored for institutional investors, private equity professionals, presenting companies, select media, and equity research analysts within the retail sector. Historically, this conference has been instrumental in precipitating movements in share prices, primarily through the slew of guidance updates for the crucial holiday quarter. For this year’s gathering, the prevailing expectation is a positive tilt on Q4 results, albeit accompanied by cautionary sentiments regarding the consumer spending landscape in 2024. Nevertheless, several tailwinds are propelling the retail sector into the new

January 6, 2024

Ron Finklestien

Insight into Coca-Cola’s Upcoming Dividend Increase Coca-Cola: 62nd Consecutive Annual Dividend Increase On the Horizon

The Coca-Cola Company (NYSE:KO) investors eagerly await February each year as historically, the company’s annual dividend increases have been announced on the third Thursday of the month. For me, personally, this anticipation encompasses not only the thrill of potentially increased returns but also the opportunity to set expectations within the Seeking Alpha community, evident from prior articles. It is now time to delve into the intricacies of the highly probable 62nd consecutive dividend increase expected in the coming weeks. Anticipating the Dividend Increase Coca-Cola is likely to declare its 62nd consecutive dividend increase on February 15th, 2024. This announcement speaks

January 6, 2024

Ron Finklestien

Vietnamese EV Revolution: Founder Returns to Helm VinFast Auto Vietnamese EV Revolution: Founder Returns to Helm VinFast Auto

Photo by Victor Golmer Vietnamese electric vehicle manufacturer VinFast, trading under the ticker symbol NASDAQ:VFS, has made a strategic maneuver by appointing its founder, Pham Nhat Vuong, as the new chief executive officer. This move sees Vuong step in for Le Thi Thu Thuy, who will continue to serve as the chairwoman, focusing on engaging with external stakeholders. As the founder and chairman of Vingroup, VinFast’s parent company, Vuong’s reinstatement underscores the company’s commitment to a significant leadership transition. The VinFast board emphasized that the change is timely, aligning with the company’s evolution into its next developmental phase. In his

January 6, 2024

Ron Finklestien

The Fiscal and Monetary Policy Conundrum

This article delves into the glaring divergence between U.S. fiscal policy and U.S. monetary policy over the past year, and its differential impact on various sectors of the economy. It also takes a look at the sharp variance in these policies among the United States, Europe, and China. The Clash of Titans: The Fed vs the Treasury Over the past several years, navigating an overarching macroeconomic framework has been indispensable. Yet, maintaining agility and adaptability within that framework has been equally crucial. In retrospect, my success was attributed to my willingness to continuously revise my perspective based on the dynamic

January 6, 2024

Ron Finklestien

Alaska Airlines reacts to Boeing 737 Max midair emergency Alaska Airlines reacts to Boeing 737 Max midair emergency

Aeon Aviation Photography/iStock Editorial via Getty Images Alaska Airlines (NYSE:ALK) has taken the difficult decision to ground its entire fleet of 65 Boeing 737 Max planes after one of the jets encountered a midair emergency, leading to an emergency landing in Portland, Oregon. The incident involved a 737 Max-9, which was carrying 171 passengers and six crew members. The aircraft experienced a “pressurization issue” shortly after takeoff, prompting the crew to return safely to Portland International Airport late Friday. The Federal Aviation Administration confirmed the issue in a statement. Passengers aboard Alaska Airlines Flight 1282 shared images and videos on

January 6, 2024

Ron Finklestien

BorgWarner: Unleashing an Electrifying Future at an Unbeatable Discount

The Case for Investment BorgWarner (NYSE:BWA) is a pioneering force in the automotive sphere, producing a diverse array of ICE and EV components, solutions, and parts. The company’s sturdy economic moat, rooted in substantial intellectual properties, switching costs, and concrete competitive advantages, sets it apart. The market has seemingly overlooked a notably favorable Q1-Q3 of FY23, as the company’s shares remain deeply undervalued both by traditional metrics and The Value Corner’s proprietary intrinsic value calculation, presenting an alluring investment opportunity. BorgWarner’s strategic positioning to capitalize on the burgeoning EV market, bolstered by ongoing innovation and distinctive designs, coupled with a