Seth Goldstein, CFA

We maintain our fair value estimate for Tesla stock.

We think Tesla stock is fairly valued.

We’ve raised our fair value estimate of Nutrien stock.

Trading 19% below fair value, this company looks attractive for patient investors.

We raise our fair value estimate for Tesla stock.

We think Tesla stock is moderately overvalued.

Because Lithium Americas currently generates no revenue, maintaining its timeline and budget for Thacker Pass is key.

We think Nutrien stock is moderately undervalued.

We think Tesla stock is significantly overvalued.

An equity stake fits the Trump administration’s framework for supporting US producers of critical materials.

We’ve lowered our fair value estimate of Lithium Americas stock.

We think Lithium Argentina stock is significantly undervalued.

We view Nutrien shares as significantly undervalued.

A key provision of the new award is that Musk must remain in a senior leadership position at Tesla.

Cutting fair value estimate, but we think Dow stock is cheap.

We think Tesla stock is overvalued.

The company just increased its dividend, too.

Our top picks in this sector include FMC and Eastman.

We believe Tesla stock is trading in overvalued territory.

This cheap small-cap stock with a 4.6% dividend yield looks attractive. Here’s why.

After the drop, we view Tesla stock as trading in fairly valued territory.

For now, maintaining our value estimate, but Tesla stock is overvalued.

We’ve lowered our fair value estimate of Lithium Argentina stock.

We continue to forecast lower deliveries in 2025.

We’ve lowered our fair value estimate of Nutrien stock.