BYD Company (BYDDY-OTC)

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.