Stock price when the opinion was issued
Didn't rush to build EVs the way others did, and this will help in the long run. In general, EVs are not selling well, inventories are building up, and infrastructure isn't yet there. Hybrid option has the most mileage longevity, and Toyota seems to be going that route, which is the most prudent approach. Great cars, huge company. Safe for a 3-5 year hold.
Depends on your risk tolerance. He's been looking at GM recently, but hasn't taken any action. Really good recent quarter, will be pressure on financing side of the business. Targets are pretty optimistic. TM is a safer bet for the next year or so; it's a giant company with improving profits, uncertainty on EV strategy is not a short-term game-changer. TSLA is his favourite EV play in the auto-making space. TSLA has already won the EV race, especially as to vertical integration.