Seth Goldstein

We see long-term potential for this wide-moat seed and chemical producer.

We think the oversupply causing lower lithium prices is temporary.

Fewer acres planted will likely result in lower crop input volumes, but we expect profit impacts to be short-lived.

As fresh water demand exceeds supply, wide-moat Ecolab stands to benefit.

The wide-moat company's progress on its Goderich mine operations is encouraging.