An activist is reportedly building a stake in the industrial giant.A prominent activist has reportedly taken a position in Johnson Controls International (JCI 2.92%), which could be the first step toward pushing for change at a company that has underperformed of late.Investors are intrigued, sending shares of Johnson Controls up as much as 5.8% on Monday morning and up 3% as of 11 a.m. ET.An underperformer catches the eyeJohnson Controls is a maker of climate-control, security, and other building products. ...

Here's everything you need to know about the electric vehicle maker's week.In this week's video, I cover need-to-know news items related to Tesla (TSLA -1.88%) during the week of May 13.You can find last week's summary here.*Stock prices used were from the trading day of May 17, 2024. The video was published on May 18, 2024. ...

At less than 5 times trailing free cash flow, Li Auto stock looks like a buy.Three months ago, Chinese electric-vehicle (EV) company Li Auto (LI -14.66%) announced powerful fourth-quarter earnings, but with a caveat: Management warned that a sales slump was coming in the 2024 first quarter.Now it's time for that first-quarter report, and the news is not good. Earnings came in at just $0.17 per share, half of what Wall Street expected. Quarterly sales of $3.55 billion similarly missed consensus targets of $3 ...

Revenue growth during what should be a disastrous patent cliff is encouraging.Wall Street is feeling pretty good about AbbVie's (ABBV -0.35%) performance in 2024 so far.Louise Chen from Cantor Fitzgerald recently initiated coverage on the stock with an overweight rating. Chen also slapped a $200 price target on the pharma stock, which implies a gain of more than 20% from recent prices.The positive rating is more than a little surprising because AbbVie's lead drug, Humira, lost its market exclusivity in the ...

Nvidia's last stock split occurred amid similar circumstances.Nvidia (NVDA 2.47%) has risen to become a nearly $1,000 stock again, which is usually a threshold where investors start to expect a stock split. While there's no hard and fast rule about when to expect a split (some companies never do), history tells us that Nvidia could be considering one now.Additionally, May 22 may be the day that one is announced, which is right around the corner. The last time Nvidia announced a stock split, the stock went w ...

Core Viewpoint - Visa and Mastercard are high-quality enterprises with significant historical success, but they face risks from potential direct payment channels that could bypass their networks [1]. Group 1: Business Model and Risks - Visa and Mastercard operate global networks for processing card transactions, earning fees from billions of cards in circulation, which constitutes a financially successful business model [2]. - Merchants pay interchange fees, which can significantly reduce their margins, and if they could bypass card networks, they could save substantial amounts [2]. - Target's Circle Card offers a 5% discount to shoppers, potentially saving the retailer around $2.1 billion in interchange fees if all customers used it, highlighting the risk to Visa and Mastercard if other retailers adopt similar strategies [3]. Group 2: Competitive Position and Mitigants - Despite the risks from direct payment methods, Visa and Mastercard are highly profitable with high margins and strong free cash flow, benefiting from powerful network effects due to widespread card acceptance [4]. - The entrenched position of Visa and Mastercard in daily transactions and their importance to the global economy make them difficult to disrupt [4]. - Consumer preference for general-purpose credit cards, along with the ongoing trend towards cashless transactions, supports the continued growth of Visa and Mastercard, even in developed markets like the U.S. [5].

These stocks are poised for more gains in 2024 and beyond.It's a smart idea to consider what stocks billionaire investors are buying (or selling), and there's no better investor to follow in this regard than Warren Buffett, who has built a mountain of wealth for Berkshire Hathaway shareholders.Three Motley Fool contributors recently combed through Berkshire's holdings to find three stocks that are screaming buys right now. Let's see why they selected Mastercard (MA 0.30%), Louisiana-Pacific (LPX 0.84%), and ...

With its share price around $950, Nvidia could be a candidate for another stock split.Ahead of Chipotle Mexican Grill's planned 50-for-1 stock split, investors may be wondering which stock could be next.One candidate is Nvidia (NVDA -1.99%), whose stock has skyrocketed 230% over the past year and is now hovering around $950 per share. So, let's explore why a company might split its stock, Nvidia's history of stock splits, and whether investors should buy the chipmaker.What's a stock split?A stock split is a ...

Apple made headlines following its announced $110 billion share buyback, but another company also buying back stock may be the better opportunity.Earlier this month, iPhone maker Apple turned heads after announcing a $110 billion stock buyback. On the surface, this looks like great news for investors. However, I see the latest buyback as a way to distract investors from the operational challenges Apple faces. Investors may be finally getting fed up, as shares of Apple are modestly down over the last year.An ...

It's important for companies to remain flexible with their EV strategies at a time when the market is slowing. Ford is doing just that.It's easy for companies to make dramatic claims and pledges for future strategies, but when new information becomes available, they need to be just as willing to adjust those pledges. That's the scenario Ford Motor Company (F -0.81%) faces with its electric vehicle (EV) strategy in Europe, where it once made a pretty dramatic claim.But here's why it has 5.5 billion reasons t ...