Honeywell International Inc. HON will release its first-quarter financial results before the opening bell on Tuesday, April 29. Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time. The dividend yield is calculated by dividing the annual dividend payment by the current stock price. As the stock price changes, the dividend yield will also change. For example, if a stock pays an annual dividend of $2 and its current price is $50, its divi ...

Core Viewpoint - Warren Buffett has invested nearly $78 billion in share buybacks of Berkshire Hathaway since mid-2018, reflecting his confidence in the company and its long-term value [1][17][19] Investment Strategy - Berkshire Hathaway's CEO, Warren Buffett, has a history of outperforming the S&P 500, with Class A shares showing a cumulative increase of over 6,310,000% since the mid-1960s [2] - Investors often look to Buffett for guidance on stock purchases, although he does not provide specific recommendations [3] Major Holdings - Five major stocks account for nearly 64% of Berkshire Hathaway's $268 billion invested assets, including Apple, American Express, Coca-Cola, Bank of America, and Chevron [4][6] - The largest holdings are valued as follows: Apple at $59.9 billion (22.4%), American Express at $38.3 billion (14.3%), Coca-Cola at $29.6 billion (11%), Bank of America at $26.1 billion (9.7%), and Chevron at $16.3 billion (6.1%) [7] Share Buybacks - Since July 2018, Berkshire Hathaway has repurchased shares without a ceiling, spending almost $78 billion and reducing the outstanding share count by approximately 12.5% [17] - The buyback strategy is intended to increase the ownership stakes of existing shareholders, boost earnings per share (EPS), and signal Buffett's confidence in the company [18][19] Recent Developments - Despite aggressive buybacks, Berkshire's stock is currently trading at its highest price-to-book multiple since 2008, leading Buffett to pause share purchases in the latter half of 2024 [20][21]

Core Viewpoint - 3M Co. is set to report its first-quarter earnings, with Wall Street expecting an EPS of $1.77 and revenue of $5.76 billion, marking the company's first quarterly update of 2025 [1] Group 1: Stock Performance - 3M stock has increased by 38.03% over the past year but has seen a decline of 1.43% year to date and a significant drop of 14.98% over the past month [1] - The current trading price of 3M stock is $130.22, which is below its short and medium-term moving averages [5][2] Group 2: Technical Indicators - The eight-day, 20-day, and 50-day simple moving averages are at $139.03, $140.20, and $128.86 respectively, indicating weakening momentum [2] - The Moving Average Convergence Divergence (MACD) indicator is at 1.53, suggesting bullish divergence and potential positive movement if earnings exceed expectations [3] - The Relative Strength Index (RSI) is at 43.32, approaching oversold territory, which may indicate a short-term bounce if supported by strong fundamentals [3] Group 3: Analyst Ratings and Price Targets - The consensus analyst rating for 3M stock is a Buy, with an average price target of $138.75 [4] - Recent calls from Citigroup, Barclays, and JPMorgan have raised the average target to $147.33, suggesting a potential upside of 15.33% from current levels [4]

Group 1: Apple Inc. - Apple is Berkshire Hathaway's largest investment, holding 300 million shares, and is ranked as the most valuable brand globally [2] - The company is expected to see growth from the rollout of Apple Intelligence, which has already shown strong performance in markets where it is available [3][4] - The services segment revenue grew 14% year over year, now comprising 21% of total revenue, indicating opportunities for further growth [5] - Apple ended the last quarter with $141 billion in cash and marketable securities, producing $96 billion in net profit and returning over $15 billion to shareholders [6] - Analysts project earnings to increase at an annualized rate of 10% over the next several years, making it a solid long-term investment [7] Group 2: Berkshire Hathaway - Berkshire Hathaway is a strong investment, with Buffett holding 38% of Class A shares and a stock portfolio valued at $271 billion [8] - The stock has outperformed the S&P 500 over the last five years, with a return of 161% compared to the index's 88% [8] - Berkshire entered the year with $331 billion in cash and short-term investments, providing significant capital for potential investment opportunities [10] - The company reported $47 billion in operating earnings last year, with total operating earnings up 72% over the last three years [11] - Berkshire Hathaway is considered undervalued, with growing earnings and substantial stakes in companies like Apple, American Express, and Coca-Cola [12]

Core Viewpoint - Tesla's market capitalization is currently $888 billion, reflecting a year-to-date drop of 38%, attributed to vehicle quality issues and CEO Elon Musk's controversial actions [1] Group 1: Tesla's Current Situation - Tesla's brand and reputation have suffered, potentially impacting stock growth over the next decade [2] - The company reported revenue of $98 billion for the year, which is lower than BYD's record revenue of $107 billion [4] Group 2: Competitors with Growth Potential - BYD, a Chinese clean energy vehicle manufacturer, has a market value of $162 billion and reported a 29% year-over-year revenue increase in 2024 [5] - BYD delivered 4.25 million vehicles last year, nearly matching Ford's output [4] - If BYD's market value grows at 20% annually, it could reach approximately $1 trillion in a decade, and at 25%, it could approach $1.5 trillion [5] Group 3: Intuitive Surgical - Intuitive Surgical, a leader in robotic surgical equipment, has a market value of around $182 billion and reported a 25% year-over-year revenue increase [6] - The company installed 493 da Vinci surgical systems in the last quarter, increasing its global installed base by 15% [6] - If Intuitive Surgical's market value grows at 20% over the next decade, it could reach $1.1 trillion [8] Group 4: Berkshire Hathaway - Berkshire Hathaway has a market value of $1.1 trillion, already surpassing Tesla [9] - The company has seen a total revenue growth of 30% from 2019 to 2024 and has roughly doubled its revenue over the past decade [11] - If Berkshire Hathaway's market value grows by 80% in the next decade, it could reach near $2 trillion [11]

Group 1: Stock Performance and Forecast - 3M stock has seen a significant rise, with shares increasing by 7% in the last week of February and 65% over the past 12 months, indicating potential for further growth [1][2] - The 12-month stock price forecast is set at $148.87, with a downside of 4.11%, and a high forecast of $184.00, suggesting a bullish outlook [1][2] - Analysts have shifted sentiment from a bearish bias to a Moderate Buy, with 67% rating the stock as Buy or higher, indicating a strong positive outlook [2][5] Group 2: Financial Health and Capital Return - 3M's balance sheet is improving, with a capital return outlook that includes increased distributions and share buybacks, totaling $3.8 billion in F2024, which is about 77% of free cash flow [2][6] - The company is guiding for $5.25 billion in free cash flow for 2025, with a capital return rate of 71% if unchanged, and an attractive dividend yield of 1.85% [7][8] - The dividend payout ratio stands at 38.68%, with a history of annualized dividend growth at -15.20% [8] Group 3: Business Growth and Operational Performance - 3M is expected to return to growth in ongoing operations, with a forecast of approximately 1% growth in ongoing business and improved margins as legal settlement impacts diminish [8][9] - Long-term projections indicate mid-single-digit growth for both top and bottom lines through 2030, with modest acceleration anticipated [9] Group 4: Market Sentiment and Technical Indicators - The technical indicators for 3M stock are bullish, showing patterns that suggest a potential move to $180, with analysts and institutional trends supporting this outlook [10] - Institutional activity has shifted from selling to buying, reaching a six-quarter high in Q1 2025, which aligns with the positive sentiment from analysts [5][10]

Group 1: Berkshire Hathaway Overview - Berkshire Hathaway reported a 25.5% increase in stock value for the year, continuing its long-term performance of nearly 20% compounded annually since Warren Buffett became CEO [1][2] - The company’s investment portfolio is closely monitored by investors, with quarterly disclosures required for institutional investors with over $100 million in assets [2] Group 2: American Express - American Express has established itself as a premium credit card provider, attracting high-earning customers with exclusive offerings like the Centurion Card and the Platinum Card [4][5] - The company reported a 10% revenue growth to $74 billion and a 25% increase in earnings per share (EPS) to $14.02 last year [7] - Despite a recent stock decline due to earnings guidance, it is viewed as a buying opportunity for long-term investors [7] Group 3: Moody's Corporation - Moody's is the second largest credit rating agency in the U.S. and has been part of Berkshire's portfolio since its spin-off from Dun & Bradstreet in 2000 [8] - The company benefits from high barriers to entry in the credit rating industry and has a competitive advantage due to established reputations [9] - Moody's Analytics segment provides steady income through a subscription-based model, helping to offset weaknesses in its credit ratings business [11][12] Group 4: Chubb - Chubb is a multinational insurance company that has recently been added to Berkshire's portfolio, with 27 million shares acquired in late 2023 and early 2024 [13] - The company has a strong track record of underwriting profitability and has increased its dividend payout for 31 consecutive years [15] - Chubb's investment portfolio of $150 billion allows it to benefit from higher interest rates, resulting in a 20% increase in net investment income to $5.9 billion last year [16][17]

Group 1: Market Overview - Q4 2024 earnings reporting indicates positive trends, but the outlook for 2025 earnings growth has dimmed [1] - Stocks in leadership positions are regaining traction after price dips, suggesting a continued uptrend in the S&P 500, albeit at a slower pace than in 2024 [1] Group 2: NVIDIA - NVIDIA's automotive segment grew nearly 30% year-over-year in Q4, driven by demand for driver-assist technology essential for EVs and autonomous driving [2][3] - Analysts view the automotive segment as a potential billion-dollar revenue stream that will grow in the coming years, aiding in diversification from the data center segment [3] - The consensus price target for NVIDIA has risen, indicating nearly 30% upside potential, with 91% of ratings at Buy or better [4] Group 3: Salesforce - Salesforce reported mixed earnings and weak guidance, leading to lowered price targets, but analysts believe business remains strong with a forecasted 20% upside [5][7] - Highlights include high single-digit growth, substantial margins, and free cash flow sufficient for capital returns, including dividends and buybacks [8] Group 4: 3M - 3M is expected to revert to organic and adjusted growth in 2025, with improving cash flow and capital return outlook [10][11] - Analysts have a positive sentiment for 2025, with a consensus rating of Moderate Buy and a rising price target [11] Group 5: SoundHound AI - SoundHound AI's stock price has pulled back to long-term lows, but the growth outlook remains intact despite NVIDIA selling its stake [12][13] - Analysts rate SoundHound as a Hold, with potential for a 30% gain, possibly reaching $22.50 by year-end [14] Group 6: Shopify - Shopify is among the most upgraded stocks post-Q4 reporting, with a consensus rating of Moderate Buy and potential for at least 10% upside, likely 20% or more by year-end [15][16] - Q4 results showed accelerated growth and strength in both top and bottom lines, with guidance indicating continued strength in 2025 [17]