BYD Company (BYDDY)

Go-to Chinese auto manufacturer. Could benefit from changes to Canadian EV imports, though just a small part of its revenue. Expectations for revenue growth are between 10-15%. Footprint growing around the world. China is way ahead in terms of autonomous vehicles, mainly due to fewer regulations. Trades ~20x PE.

Lots of analyst optimism, with 30-40% upside estimated.

He has no auto exposure right now. He spoke with an analyst a year ago on the topic of Chinese EVs; he said at the time that the game is over, they've won. When you want to do something correctly in manufacturing and be the best, ideally you want all the components (design, manufacturing) together geographically.

Offers low-cost solutions, and consumers would jump on them if given the chance. But what's that going to do to European and US auto sectors? Confident that it's leading in EVs, though can't recommend either Buy or Sell.

Avoid Chinese stocks, they're buyer beware. They don't have the rule of law there, and the Chinese government gets involved and upends things at will. Better places to look.

As a car company, changing the auto industry. Makes a very cheap electric car that's taken China by storm and will compete here. Not sure it'll be sold in NA anytime soon.

It is the largest EV producer, including hybrids, in the world and is based in China. It is also the second largest maker of batteries for EV's. It is more vertically integrated than its peers and can make all the components themselves including semi-conductors, so it can control its costs and production lines. They produce a high quality vehicle for $11000. The U.S. and Canada have put a 100% tariff on their cars but many other countries that don't have domestic auto industries to protect can welcome them which leads to global expansion.      Buy 32  Hold 4  Sell 0

Terrifically run. One of the better EVs around the world. Tariffs, slowing Chinese market. 12-month price target of $65. Not an investment, but more a trade. A success if you can get it in the low $50s, and let it go in the low $60s.

Low-cost provider, and that will be key. Leader in China, but the market's been tough. Lots of rhetoric around tariffs, so lots of uncertainty about its ability to export to other markets. Be cautious.

Off his radar. He owns BMW instead, and follows TSLA.

Massive conglomerate. Favourite of Warren Buffett's. Trading range between $50 and $70. Expected Chinese market to open up, but it didn't happen.