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Preview: Heard on the Street Heard on the Street

Heard on the Street

Last Build Date: Mon, 11 Dec 2017 00:31:40 EST

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

Will Media Deal Making Dethrone Netflix?

Sun, 10 Dec 2017 21:03:50 EST

Big media struggles with streaming but increased competition will make it harder for Netflix to stay ahead.

Broadcom's Biggest Challenge With Qualcomm

Fri, 08 Dec 2017 12:42:53 EST

Broadcom’s solid results also show what a challenge integrating Qualcomm would be.

How Tight a Job Market Is Too Tight for the Fed?

Fri, 08 Dec 2017 10:52:56 EST

The labor market is red hot except for wage growth. The Federal Reserve probably won’t have to wait long for more signs that conditions are tight enough to keep raising rates.

Paint Giants Still Primed for an M&A Wave

Fri, 08 Dec 2017 12:24:37 EST

One might be forgiven for thinking that some paints just don’t mix. But despite three failed deals this year, the strategic and financial logic for mergers in the paint industry remains strong.

Brexit Breakthrough Leaves Thorniest Problems for Later

Fri, 08 Dec 2017 08:18:46 EST

The U.K. is hailing a Brexit breakthrough. It is more a small step toward confronting even bigger political, financial and economic issues.

China's Message to World: Global Growth Still Has Legs

Fri, 08 Dec 2017 02:12:50 EST

Chinese exports rebounded in November, bucking the weakening regional trend and giving a shot in the arm to hopes for continued strong global growth.

Banks Dodge a Bullet From Global Capital Fight

Thu, 07 Dec 2017 14:06:40 EST

After years of intense analytical work and high-level political battles, reforms to global bank capital rules are finished. And what is the upshot? Most banks already hold more than enough capital.

GE Brings Bad Things to Light

Thu, 07 Dec 2017 11:33:39 EST

There still is little to celebrate at General Electric, but new management is passing early tests in its bid to clean up the mess

Actually, Here's Why Stocks Can Keep Going Up

Thu, 07 Dec 2017 10:25:10 EST

The environment still looks more friendly for stocks than bonds. Global growth is broad and momentum appears good. Earnings have recovered and are forecast to rise further around the world in 2018.

Accounting Blowup at Steinhoff Was Hiding in Plain Sight

Thu, 07 Dec 2017 08:41:33 EST

Steinhoff had lumps in its mattress long before the 63% plunge in its stock price Wednesday. Lest they suffer another sleepless night, investors should stay up late studying the string of warning signs that preceded an admission of “accounting irregularities” by one of the world’s largest furniture retailers.

Samsung's Rally Can't Keep Living on Memories

Thu, 07 Dec 2017 10:09:32 EST

The Korean tech giant’s stock price and profits have doubled in the past two years. Industry fundamentals suggest it will struggle to maintain that pace.

There Are No Good Reasons to Buy Stocks

Thu, 07 Dec 2017 13:27:05 EST

Why buy stocks now? If the market is to keep on rising, there will need to be new answers, and the tax cut isn’t one of them.

Google and Amazon Bicker: Roku May Win

Wed, 06 Dec 2017 15:54:34 EST

Competing with the world’s most well capitalized companies, Roku surely appreciates all the help it can get.

Don't Get Left Behind in Health-Care Deal Frenzy

Wed, 06 Dec 2017 13:59:18 EST

Investors should expect health-care deal-making to continue in the wake of UnitedHealth’s move to acquire DaVita Medical Group, days after CVS Health agreed to buy Aetna.

Asian Banking Gold Rush Might Yet Provide a Few Nuggets

Wed, 06 Dec 2017 14:45:28 EST

Asia has long been seen as the next big market for the world’s megabanks. But in the past three years, more U.S. and European players have abandoned Asia-wide ambitions.

Investors and the Gender-Equality Agenda

Wed, 06 Dec 2017 18:46:01 EST

There are ways for investors to promote workplace fairness that go beyond calling for more women on boards.

Pharma's Helping Hand May Pinch Investors

Wed, 06 Dec 2017 17:13:51 EST

Scrutiny of patient-assistance charities, a key profit source for the drug industry, is increasing. That means it is getting harder for investors to forecast industry growth.

A Trump Tax Victory Won't Be Celebrated in China

Wed, 06 Dec 2017 08:48:21 EST

A more competitive investment environment—and rising inflation—in the U.S. could spell trouble for China.

Why Uranium Miners' Glow Is Temporary

Tue, 05 Dec 2017 17:15:29 EST

Shares of Cameco and other miners soared after Kazakhstan said it would cut back exports of uranium, but it may take years to balance the market.

Why Sexual Harassment Matters to Investors

Tue, 05 Dec 2017 12:46:03 EST

There was a time when what happened inside a company stayed inside a company. Today, corporate culture and the behavior of top employees matter to profits, stock prices and to a company’s competitive position.

Spotify, Like Google, Wants to Reinvent the Tech IPO

Tue, 05 Dec 2017 08:35:05 EST

Spotify is next year expected to mount what is arguably the greatest challenge to the Wall Street IPO machine since Google went public in 2004. Silicon Valley’s startup giants will be watching closely.

U.S. Tax Reform Could Be Big in Japan

Tue, 05 Dec 2017 06:04:20 EST

Tokio Marine is typical of Japanese financial institutions with big U.S. businesses that could benefit from lower tax rates.

The Great Tax-Windfall Surprise

Wed, 06 Dec 2017 16:24:05 EST

The biggest winners of the Republican tax plan are corporations. How they actually spend their windfall could jolt the economy and surprise markets.

How China's Migrant Crisis Could Hit Alibaba

Tue, 05 Dec 2017 07:33:54 EST

Despite all the talk about artificial intelligence and big data, the success of China’s e-commerce industry relies on something more dull: millions of workers willing to work cheaply to deliver parcels to customers’ doorsteps. The workers being evicted in Beijing have been vital to e-commerce giant Alibaba’s low-cost model.

Broadcom Plays the Long Game With Qualcomm

Mon, 04 Dec 2017 13:54:47 EST

There are two things that Broadcom made very clear Monday morning: It is still very interested in buying Qualcomm, but it is in no particular hurry to do so.

CVS-Aetna Is More Tortoise Than Hare

Mon, 04 Dec 2017 15:27:26 EST

Investor reaction was lukewarm Monday to CVS’s agreement to buy Aetna for $69 billion, but investors shouldn’t lose sight of the deal’s rationale.

Batteries Are Taking Over the World

Mon, 04 Dec 2017 08:05:30 EST

The battery industry is mustering for exponential growth as car makers electrify their fleets. But for investors the path to profitability is far from clear, and technological breakthroughs could upset the competitive order.

Plummeting Prices Make Batteries a Tough Investment

Mon, 04 Dec 2017 06:29:20 EST

Low prices aren’t a problem for battery makers if they kick-start electric-car sales—but for production costs to go that low may require new technologies.

Why Central Banks Continue to Put Asset Prices Out of Whack

Mon, 04 Dec 2017 08:08:09 EST

Even as the world’s central banks edge away from the extraordinary policies of the past decade, huge market distortions remain. The unwinding of years of easy money will continue to puzzle investors.

Rio Tinto's New Chairman Needs Tech Savvy and Iron Discipline

Mon, 04 Dec 2017 08:31:34 EST

Rio’s choice as chairman—boardroom veteran Simon Thompson—will placate investors worried about a return to risky deal making. Driving growth, however, will be trickier.

Chinese Battery Champion Has Fully Charged IPO

Mon, 04 Dec 2017 08:05:17 EST

China has the world’s largest market for electric cars and wants its companies to dominate globally when it comes to the batteries that power these vehicles. That makes the initial public offering of a turbocharged player at the center of that effort well worth watching.

CVS Aetna Deal Tests Positive

Mon, 04 Dec 2017 00:35:10 EST

A significant potential to re-energize the pharmacy business justifies the $69 billion price tag.

Economy Has Room to Grow, Here's Why

Sun, 03 Dec 2017 22:44:50 EST

Recent reports overstate how fast the U.S. economy is growing, but strength overseas and the tax plan should give it a boost

Hipsters Go Glamping, and RV Makers Soar

Sat, 02 Dec 2017 10:00:05 EST

Recreation vehicle manufacturers like Thor Industries and Winnebago are riding a boom fueled by younger buyers, but their share prices have rallied too far.

Kroger Investors Cleaning Up in Aisle Five

Fri, 01 Dec 2017 21:13:31 EST

Supermarket chain Kroger, slammed by Amazon’s entry into the grocery business and other competitive fears, is bouncing back and still looks like a bargain.

Value Is in the Eye of the Beholder at Ulta

Fri, 01 Dec 2017 14:02:04 EST

That may have to do with the fact that investors are overwhelmingly men.

General Motors Tries on the Language of Silicon Valley

Fri, 01 Dec 2017 11:20:57 EST

Silicon Valley isn’t just prodding General Motors into making electric cars—and soon driverless ones. It has also steered it toward a more audacious approach to setting goals.

When Memory Fades for Chips

Fri, 01 Dec 2017 15:56:22 EST

Fresh off another yearlong rally, semiconductor stocks are more vulnerable to fears that memory prices have peaked.

Surprise! Why Economists Can't Be Optimistic Enough

Fri, 01 Dec 2017 15:58:52 EST

The current bout of more synchronized growth around the world offers economists more reasons to be cheerful. But they find their habitual pessimism is hard to shake.

Credit Suisse Decides the Best Target Is One You Can Hit

Thu, 30 Nov 2017 08:21:47 EST

Tidjane Thiam has learned to be a little more cautious since he took the reins at Credit Suisse. The Swiss bank’s CEO set fresh profit and payout goals its investor day, but the strong share-price reaction is a slight surprise.

Why Electric Car Companies Don't Need Batteries

Mon, 04 Dec 2017 08:04:43 EST

Batteries are the heart of the electric car, yet for a host of reasons car companies shouldn’t be the ones to make them.

How Retailers Can Fight Back at Christmas

Thu, 30 Nov 2017 08:13:12 EST

In an Amazon-free world, retailers would be singing in the streets. Unemployment and inflation are low and consumer confidence is high. Yet e-commerce continues to cannibalize store profits.

A Bitter Winter for China's Entrepreneurs

Thu, 30 Nov 2017 02:06:59 EST

As the U.S. reaffirms China’s status as a nonmarket economy, the latest data shows China’s economy is holding up well—as long as you are a large, state-owned manufacturer. China’s private factory owners are taking fire from multiple sides, however.

Big Tech's Bad Day

Wed, 29 Nov 2017 17:43:27 EST

The selloff in tech stocks was less surprising than the rally in downtrodden names.

Can Tiffany Turn Tea Into Diamonds?

Wed, 29 Nov 2017 15:06:30 EST

The revamp of luxury jeweler Tiffany will depend on the success of several new initiatives.

Why Tax Cut Winners are Losing

Wed, 29 Nov 2017 11:46:58 EST

Many of the stocks that would benefit the most from a tax cut have fallen out of favor with growth-obsessed investors.

Heads Roll at LSE and the Timing Is Terrible

Wed, 29 Nov 2017 15:22:34 EST

The fight to keep Xavier Rolet as chief executive of the London Stock Exchange is over, but that doesn’t mean its problems are too.

Will Tesla Die for Lack of Cobalt?

Mon, 04 Dec 2017 08:04:02 EST

Cobalt, a critical part of batteries, has nearly tripled in price since last summer as concerns grow about whether there will be enough cobalt to meet demand.

German Banks: Chronically Sick and No-One Has a Cure

Wed, 29 Nov 2017 07:22:41 EST

For all of Germany’s economic strength and discipline, its banking system remains a mess.

Shell's Gift to Investors Could Prove Premature

Wed, 29 Nov 2017 14:51:09 EST

Shell is finally scrapping its much-hated scrip-dividend program, with its accompanying shareholder dilution. Great news—but a closer look at the company’s financials and strategy raises some questions.

Amazon's Early Christmas Bonus

Tue, 28 Nov 2017 13:00:02 EST

Projections for retail and cloud businesses are growing as Amazon’s already-rich valuation gets another boost.

UnitedHealth Reaches an Unhealthy Altitude

Tue, 28 Nov 2017 11:28:55 EST

UnitedHealth’s stock has more than quadrupled over the past five years. But its high valuation means that the health insurer has a lot to live up to.

Barclays at the Back of the Class in U.K. Stress Tests

Tue, 28 Nov 2017 10:49:29 EST

Even though all seven banks passed, some will still face higher capital demands to counter a consumer credit boom in which they are systematically underestimating the risk of losses.

Trump Is Ignoring a Healthy Opportunity in China

Tue, 28 Nov 2017 05:27:43 EST

What’s the highest-margin, protected growth industry in China? Hint: It isn’t energy, finance or beef.

Tax Reform Is a Game Changer for Buyouts

Mon, 27 Nov 2017 21:13:14 EST

Proposed tax changes could shift incentives for private equity, changing how deal making is done in the U.S.

Julius Baer Loses CEO and Some of Its Luster

Mon, 27 Nov 2017 10:19:52 EST

When a chief executive jumps ship suddenly it is a cause for concern. When that CEO had led an aggressive, acquisitive expansion, investors may worry even more. So it is with Boris Collardi’s departure from Julius Baer.

Samsung's Tumble Sounds a Warning for Tech Stocks

Mon, 27 Nov 2017 07:53:25 EST

The 5% fall in the Korean tech giant’s shares followed a mild analyst report on its outlook—a sign of the market’s current high state of nervousness.

Beijing is Making Its Most Serious Effort Yet to Tackle Its Financial-System Issues

Mon, 27 Nov 2017 10:36:44 EST

New rules to crimp China’s ballooning shadow banking system are a healthy step. The government must persist through any market fallout.