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Preview: Heard on the Street Heard on the Street

Heard on the Street

Last Build Date: Thu, 23 Nov 2017 00:31:56 EST

Copyright: copyright © 2017 Dow Jones & Company, Inc.

Who Needs a Tax Cut? Companies Are Spending Anyway

Wed, 22 Nov 2017 12:50:31 EST

Tax cut or no tax cut, companies could be spending a lot more money in the year ahead.

Good as It Gets for Deere Stock

Wed, 22 Nov 2017 12:49:01 EST

More strong results for agricultural giant, but stock rally is aging.

Who Knew the Paint Industry Could Be This Exciting?

Wed, 22 Nov 2017 10:41:37 EST

The otherwise quotidian world of paint is turning into a feeding frenzy of merger activity. Money is to be made betting on the prime targets.

Meg Whitman's Latest Turn Signal

Wed, 22 Nov 2017 11:07:38 EST

Hewlett Packard shareholders should be used to the fact by now that Meg Whitman sometimes changes her mind. That doesn’t always work out too badly.

Electronic Arts Can Come Back From the Dark Side

Wed, 22 Nov 2017 11:10:50 EST

Loss of “Star Wars Battlefront II” microtransactions is manageable for Electronic Arts in light of strong digital growth overall.

China's Online Lending Army Runs Into Beijing

Wed, 22 Nov 2017 21:38:58 EST

What could go wrong betting on fintech companies catering to China’s increasingly affluent consumers? Quite a lot, it turns out.

Why Investors Should Be Pleased to See Chinese Interest Rates Rise

Tue, 21 Nov 2017 22:23:49 EST

There are encouraging signs that Beijing is allowing the cost of credit to be driven more by market forces.

Hold the Confetti for Biotech Stocks

Tue, 21 Nov 2017 13:00:53 EST

Strong biotech index performance masks investor disappointment.

Bull Market Has Long Memory of Bearish Times

Tue, 21 Nov 2017 10:08:16 EST

The dark days of the global financial crisis cast a long shadow over a key stock-market measure.

Don't Sell Your Company's Private Jet Fleet Just Yet

Tue, 21 Nov 2017 06:10:10 EST

General Electric is cutting back on its executives using private jets, but in fact, judicious use of these symbols of privilege can boost company performance, a study finds.

Tencent Still Has a Bit to Learn From Facebook

Tue, 21 Nov 2017 05:44:11 EST

Chinese tech giant Tencent has surpassed Facebook in market cap, but it needs to earn money like the U.S. social-media behemoth.

Commodity Bulls Ignoring a Few Large Elephants

Mon, 20 Nov 2017 23:43:32 EST

Rising prices for growth-sensitive commodities have been one factor assuaging investors’ fears about richly valued stocks. But investors have been ignoring warning signs in metal and energy markets too.

Wall Street Will See Washington in Court

Tue, 21 Nov 2017 14:10:35 EST

AT&T’s deal for Time Warner may be going to the courts where deal makers have a decent shot at challenging the Trump administration’s suit against the media deal.

Marveling at Marvell Again

Mon, 20 Nov 2017 13:03:20 EST

Sometimes confused with the comic-book company that bears almost the same name, Marvell Technology has lately been pulling off some superheroic feats of its own.

Borrowing Bonanza in Emerging Markets

Mon, 20 Nov 2017 09:32:17 EST

A decade of loose monetary policy from the Federal Reserve has sent gushers of cash to emerging markets. One big impact has been to reduce funding costs for a host of riskier, first-time borrowers such as Maldives and Tajikistan.

The Crude but Effective Way to Gauge the Oil Market

Mon, 20 Nov 2017 10:43:56 EST

The widening discount of WTI to Brent crude seems odd now that the U.S. is an export juggernaut, but it explains a lot about the energy market.

Life Is Suddenly Looking Up for Toshiba

Mon, 20 Nov 2017 06:45:06 EST

After its $5.3 billion share sale, the world is suddenly a brighter place for Toshiba. If its deal to sell its memory-chip business fails, it could be brighter still.

How to Spot a Market Top

Tue, 21 Nov 2017 08:44:59 EST

With central banks scaling back stimulus in a world filled with money, the current investing nirvana is facing its biggest threat in years. Heard on the Street walks through the risks and likely scenarios for markets in the coming months.

Top of the Market? That Could Be a Good Thing

Mon, 20 Nov 2017 09:38:33 EST

When is it going to end? And how? In a year when asset prices have surged, those are questions that should be nagging at investors’ minds.

If There Is a Bubble, It's in Bitcoin

Sun, 19 Nov 2017 07:00:13 EST

If the markets are at a top, bitcoin has scaled the highest peak, rising more than 700% this year and powering through multiple sharp corrections.

A Risky Corner of the Market With Room to Run

Sun, 19 Nov 2017 07:00:11 EST

The market for packaging risky loans is running hot-as-hell. It may not be a bubble yet, but troubling characteristics make it an area to watch.

Why Worriers (Usually) Get the Market Wrong

Sun, 19 Nov 2017 07:00:08 EST

Sir John Templeton famously said “this time is different” are the four most dangerous words in investing. While anyone caught up in a speculative bubble would do well to heed him, the four costliest words for a long-term investor may be “this is the top.”

Bond Markets on the Edge

Sun, 19 Nov 2017 07:00:04 EST

If the great bond rally of the past decade is nearing a top, the losses could be bigger than many people think. Even blue-chip U.S. corporate bonds, traditionally regarded as the next safest thing to government debt, could harbor nasty surprises.

The Winning Formula for Tech IPOs

Fri, 17 Nov 2017 16:32:31 EST

Tech investors may be pickier, but they are still willing to welcome new entrants—at the right price, as Stitch Fix learned this week.

Tesla Changes the Subject

Fri, 17 Nov 2017 13:36:31 EST

Elon Musk needs more focus as he grapples with Model 3 production issues.

How GE Can Win Back Investors

Fri, 17 Nov 2017 09:52:09 EST

A strong market for industrial assets gives GE a chance to win investors back after the company’s dividend cut.

Why It Has Been So Hard to Win the Spinoff Trade

Fri, 17 Nov 2017 09:38:32 EST

Corporate spinoffs such as Ferrari, from Fiat Chrysler, and PayPal, from eBay, have a well-documented history of outperforming the market. But the few funds that invest exclusively in spinoffs haven’t.

Upbeat Moody's Misses the Mark on India

Fri, 17 Nov 2017 01:37:48 EST

Moody’s has upgraded India’s sovereign debt for the first time in more than a decade. Investors should question the timing.

Applied Materials Tools Up for More Chip Demand

Thu, 16 Nov 2017 20:16:33 EST

Even Applied Materials knows the party can’t last forever. But the company doesn’t see the bash ending anytime soon.

Why Wal-Mart Should Worry Amazon Investors

Thu, 16 Nov 2017 17:22:33 EST

Wal-Mart still can learn a lot from Amazon, but it has the online retailer beat in one important category—profits.

Car Makers Count Costs of Global Warming Emissions Standards

Thu, 16 Nov 2017 10:30:43 EST

Car makers are spending billions to develop electric vehicles and comply with emissions rules designed to combat global warming. But the effort may not be enough to avoid hefty fines in Europe.

Chinese Banks Find a Convertible Solution to Capital Problem

Thu, 16 Nov 2017 09:14:37 EST

Struggling midsize banks that need to raise equity are turning increasingly to the convertible-bond market.

A Wild Ride to Gains at Altice

Thu, 16 Nov 2017 04:12:01 EST

Shares in the embattled cable group Altice surged 8% Wednesday after management committed to paying down debt and avoiding acquisitions.

The Bright Side of Low Inflation

Thu, 16 Nov 2017 11:13:00 EST

Low inflation might be a worrying puzzle for the Federal Reserve, but it is also putting more spring in consumer spending. That will make it easier for the central bank to raise rates again when it meets next month.

What's Behind the Market Wobble?

Wed, 15 Nov 2017 12:59:42 EST

Some assets certainly feel chillier in November than in October. Answers are elusive, but markets may have set themselves up for a fall.

How Not to Handle Activist Investors: A Lesson From London

Wed, 15 Nov 2017 09:25:21 EST

The London Stock Exchange Group and its chairman, Donald Brydon, seem to be writing a case study in how not to deal with an activist.

Tencent's Videogame Business Hits Another High Score

Wed, 15 Nov 2017 10:23:05 EST

The world’s biggest videogame company saw sales and profit handily beating analyst estimates, with games accounting for half of the company’s revenue. In particular, revenue from mobile games nearly doubled from a year ago.

Buy These Banks, Not Those, on Regulatory Relief

Tue, 14 Nov 2017 16:16:35 EST

Midsize banks are the most obvious beneficiaries of a bipartisan deregulation plan, but the most significant impact could be to help even smaller banks to grow.

Chips for Electric Cars Put Infineon in Fast Lane

Tue, 14 Nov 2017 10:04:40 EST

How do you justify an investment in an expensive stock? By setting it against peers that look even pricier, like Tesla. Such comparisons, together with takeover rumors, could keep Infineon’s stock buoyant.

With a Tweak, Earnings Look Even Better

Tue, 14 Nov 2017 08:18:09 EST

Take away the losses that insurers suffered from hurricanes and earthquakes, and S&P 500 earnings grew at a double-digit rate in the third quarter.

The Real 'War on Coal' Is in China

Tue, 14 Nov 2017 08:53:44 EST

China’s president Xi Jinping has made a commitment to a “better” – not just richer – life for Chinese citizens. That, combined with slowing industry in China, spells trouble for the dirtiest type of fuel.

Why Qualcomm Said No to Broadcom

Mon, 13 Nov 2017 14:56:59 EST

The proposed deal between Qualcomm and Broadcom poses substantial risks, and analysts think Broadcom can easily go higher.

GE's Dividend Cut Doesn't Mean What You Think

Mon, 13 Nov 2017 19:36:26 EST

Investors think smaller payouts mean lower earnings, but what they get is more volatility in profits.

The Light Bulb Finally Goes On at GE

Mon, 13 Nov 2017 21:22:07 EST

New CEO John Flannery is sounding the right notes, but the turnaround effort at GE will be a major challenge.

Break Up And Die: Why Spinoff Fever Can't Last Forever

Tue, 14 Nov 2017 08:36:31 EST

General Electric and other industrial conglomerates are under pressure to slim down, but big will likely become beautiful again when markets turn sour.

SoftBank's Uber Deal Shows Doubts About Ride-Hailing

Mon, 13 Nov 2017 06:18:21 EST

The Japanese company’s $10 billion investment effectively lowers Uber’s value. It may still be overpaying.

A U.S. Natural-Gas Bonanza in China Isn't a Done Deal

Mon, 13 Nov 2017 06:10:09 EST

Big deals signed Thursday in China under President Trump’s watchful eye make large quantities of American gas in China more likely. Investors shouldn’t underestimate the uncertainties in the Asian gas market, however.

Why Legal Risks Matter for Generic Drug Stocks

Mon, 13 Nov 2017 10:02:01 EST

Generic drugmakers and their investors have so far shrugged off a state lawsuit and federal investigation into possible price collusion. That may be the right bet, but there are a few things that investors should watch closely.

How Mobile Games Keep Aging Well

Tue, 14 Nov 2017 10:44:39 EST

Nearly anyone can make a mobile game these days. Crafting one with staying power is the real trick.

Why Investors Should Get Nervous About Tax Cuts

Fri, 10 Nov 2017 22:33:52 EST

Congressional Republicans and President Trump are confident they will notch a win on taxes. Investors may not see the final result as the win they had anticipated.

A Rare Win for Wall Street in China

Fri, 10 Nov 2017 15:03:25 EST

There won’t be a land rush for financial firms in China, but the opening up of the Chinese financial system to overseas ownership makes some deals very attractive for Wall Street.

Plunging Cable Giant Altice Is a Bargain for the Brave

Fri, 10 Nov 2017 10:25:32 EST

Contrarians could profit from investing in billionaire shareholder Patrick Drahi’s ailing trans-Atlantic empire.

Turkey Is the Canary in the Global Risk Coal Mine

Fri, 10 Nov 2017 05:30:52 EST

For investors everywhere, Turkey looks like an important country to watch for signs that the calm in global markets could be upended.

China's Finance-Sector Opening Would Be Great News---if You Could Make Money

Fri, 10 Nov 2017 04:44:17 EST

U.S. banks will finally get a chance to run their own securities firms in China and take big stakes in local lenders, as Beijing marks President Trump’s visit with a concession. Translating that into big profits will be a lot trickier.

Beijing Revives an Old Way to Fix Its Problems

Thu, 09 Nov 2017 22:23:52 EST

Securitization has had a bad reputation since the financial crisis. But it’s on the up now in China.

Nvidia Keeps Upping Its Game

Thu, 09 Nov 2017 19:30:53 EST

The chip maker’s strong gaming and data-center sales help justify its surging market value.

A Bit of Holiday Cheer From Retailers

Thu, 09 Nov 2017 16:44:11 EST

Retailers are confident that shoppers will visit their stores during the holiday season. Investors who procrastinate may miss out.

Salesforce Won't Let Age Slow It Down

Thu, 09 Nov 2017 10:25:12 EST

The acquisitive cloud software giant expects to double its revenue without relying on M&A deals.

Time to Remove Italian Banks from List of Global Worries

Fri, 10 Nov 2017 15:21:44 EST

Here’s one less thing for global investors to worry about: Italy’s once-tottering financial system isn’t nearly as scary as it was.

The Missing Ingredient in Burberry's Creative Revival

Thu, 09 Nov 2017 09:17:49 EST

Burberry’s new boss has set a sensible path for the fashion house’s creative renewal. But he doesn’t yet have a creative director to take it from the boardroom to shops.

Sina Shows Its Disregard for Shareholders

Thu, 09 Nov 2017 01:07:51 EST

The U.S.-listed Chinese company has given its chairman extra voting rights to fend off activist investors.