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Preview: Heard on the Street Heard on the Street

Heard on the Street

Last Build Date: Wed, 21 Mar 2018 00:32:12 EDT

Copyright: copyright © 2018 Dow Jones & Company, Inc.

Banking on Deregulation Is Still a Good Bet

Tue, 20 Mar 2018 14:14:22 EDT

Despite some last-minute jitters in Washington, regulatory relief looks to be coming for small and medium-size banks.

Oracle Gets a Bit Cloudier

Tue, 20 Mar 2018 13:08:50 EDT

New program lures more licensing customers to the cloud but at a cost to some visibility.

Venture Capital vs Private Equity: Who's the King of Cash?

Tue, 20 Mar 2018 17:42:47 EDT

Venture capital is seen as private equity’s more glamorous cousin and that’s no surprise, but there is a wrinkle.

Is Ping An China's Most Valuable Insurer or a Tech-Investing Fad?

Tue, 20 Mar 2018 08:08:29 EDT

The $100 billion question for the world’s second-largest insurer: is it an insurance firm or is it a technology firm?

Aramco Could Still Be Hong Kong's Arabian Knight

Tue, 20 Mar 2018 04:59:06 EDT

A 2018 listing for Aramco, potentially the world’s most valuable company, looks increasingly unlikely. Interests might align in the Far East, however, a year or two down the line.

Why Facebook Could Lose Friends in High Places

Tue, 20 Mar 2018 06:52:02 EDT

Facebook’s huge business rides on user trust, and that could be in danger for the social network.

Death of the Mall? Greatly Exaggerated, Says Big Money

Mon, 19 Mar 2018 13:47:48 EDT

The world’s top shopping mall companies are betting that e-commerce isn’t such an existential threat. The latest sign is a tentative bid for U.K. real-estate investment trust Hammerson from its French peer Klépierre.

Why Global Markets Are Still Far From Normal

Mon, 19 Mar 2018 17:28:54 EDT

The world has felt more normal in recent months, in economic terms at least, but things are still far from settled. The widening gap in a key bond trade is one piece of evidence, which also highlights the puzzle of the weaker dollar.

Time to Give Pipelines Another Look

Mon, 19 Mar 2018 13:13:12 EDT

For the past two years, investors have bought and sold shares of pipeline owners for all the wrong reasons. Now there is a chance to buy them for the right ones.

Can China's New Central Banker Restart Reforms?

Mon, 19 Mar 2018 11:22:44 EDT

The new head of the People’s Bank of China has pedigree as an advocate of free-market reforms. But with Beijing reasserting the role of the state sector in China’s economy, he will find it hard to pursue real change.

What Investors Should Expect if AT&T Loses

Mon, 19 Mar 2018 08:36:12 EDT

A victory for the Justice Department over AT&T in their antitrust battle creates a more interesting—and more uncertain—situation in the media and telecom industries, and for deal-making, than if AT&T wins.

Qualcomm: In the Market for Fresh Perspective

Sat, 17 Mar 2018 19:08:39 EDT

Can Qualcomm break from its past without endangering its future? That should be the key question on the minds of the chipmaker’s board of directors in the wake of its close call with Broadcom.

Profitable Plans Afoot to Carve Rump of Yahoo

Fri, 16 Mar 2018 16:35:42 EDT

The $76 billion Alibaba stake owned by the rump of Yahoo could finally be unwound. Recent corporate tax cuts may end up being the catalyst to close one of the hedge-fund industry’s highest-profile trades.

Don't Be Fooled by Tiffany's Slowdown

Fri, 16 Mar 2018 13:04:05 EDT

Investors are overreacting to a January slowdown despite Tiffany’s success with new products.

Drinkers Go Crazy for Gin, Investors for Tonic

Fri, 16 Mar 2018 17:44:40 EDT

It’s party time in the gin industry—but buying a gin producer may not be the best way for investors to join the fun.

Li Ka-shing Has Already Left China Behind

Fri, 16 Mar 2018 06:47:35 EDT

The tycoon, still one of Asia’s richest men, has been channeling money out of the region and into steady developed market investments in recent years.

What Happens If AT&T Beats the Government?

Sun, 18 Mar 2018 09:33:49 EDT

No matter who wins, the blockbuster antitrust trial pitting AT&T against the U.S. government will reshape the media landscape. What it won’t do is end the upheaval of an industry contending with new competitors and new technologies.

Alibaba's Homecoming May Not Prove a Home Run

Fri, 16 Mar 2018 04:26:53 EDT

Alibaba’s investors may feel excited about its plan to list on a mainland Chinese stock exchange. In reality, there may not be much to celebrate.

What Price Is Right for Spotify?

Thu, 15 Mar 2018 20:55:34 EDT

There is a wide range of potential values for the music-streaming giant ahead of its nontraditional IPO.

In Battle of the Discounters, Dollar General Gains an Edge

Thu, 15 Mar 2018 14:29:02 EDT

Chains like Dollar General have thrived as the go-to stores for America’s left-behind communities. Last year a lot of investors preferred rival Dollar Tree, but the scale is tipping back again.

Why Foreigners Love Vladimir Putin's Bond Market

Thu, 15 Mar 2018 14:25:11 EDT

Russian elections this weekend highlight the strange economic attraction investors have shown for the country’s financial markets.

What Unilever Gains by Leaving London

Thu, 15 Mar 2018 11:07:11 EDT

Amid all the Brexit brouhaha about why consumer-goods giant Unilever chose Rotterdam over London, investors shouldn’t forget the bigger question: Why did the maker of Dove soap and Hellmann’s mayonnaise choose at all?

Time for Pharma to Play Defense With Deals

Thu, 15 Mar 2018 09:10:33 EDT

Health-care payer consolidation continues at a rapid pace. Look for drug manufacturers to chime in with some larger deals of their own.

Ctrip's Smooth Ride Has Been Rudely Interrupted

Thu, 15 Mar 2018 03:32:50 EDT

China’s largest online travel website facers slowing revenue, but still trades at a sky-high valuation.

Broadcom Lives Well to Fight Another Day

Wed, 14 Mar 2018 22:36:32 EDT

Hock Tan isn’t easily dissuaded. It is a quality that has served the Broadcom CEO very well over the last few years as he has cobbled together one of the largest and most successful chip companies in the world.

Don't Worry About American Consumers

Wed, 14 Mar 2018 15:47:49 EDT

A weak retail sales report probably had more to do with the aftereffects of hurricane-related spending than anything else.

What's to Like About Prudential Insurance Breakup

Wed, 14 Mar 2018 11:34:23 EDT

One of the longest running dramas in global insurance has finally reached its great reveal: U.K.-based Prudential has pressed the button on splitting itself in two.

Nike Investors: Time to Switch Teams to Adidas

Wed, 14 Mar 2018 10:10:09 EDT

Nike investors should cast their eyes across the Atlantic where Adidas is running faster and its stock is inexplicably cheaper.

Surprisingly Large Winners in a Bill to Help Small Banks

Wed, 14 Mar 2018 19:06:38 EDT

Three of the biggest winners, in a bill meant to help small and midsize banks, are anything but. Some large custody banks stand to get a healthy profit boost if the Senate bill goes through.

Beijing's Smoggy Skies Obscure China Slowdown

Wed, 14 Mar 2018 03:43:11 EDT

China’s economy kicked off 2018 strongly—kind of. This latest bump doesn’t look very sustainable, however.

Gun Stance May Hurt Ailing Dick's Sporting Goods

Tue, 13 Mar 2018 17:05:19 EDT

In the wake of the latest mass school shooting, investors seemed eager to distance themselves from gun sellers while rewarding socially-conscious firms such as Dick’s Sporting Goods. But will they stick by a retailer that is suffering as a result of its new gun policy?

When the Fed Wishes for Inflation

Tue, 13 Mar 2018 15:56:40 EDT

Inflation is dead, at least for now, and that is making life more difficult for the Federal Reserve.

Tillerson's Golden Parachute

Tue, 13 Mar 2018 13:18:33 EDT

Rex Tillerson is having a bad day, but a glance at the share price of Exxon Mobil might make the day of his firing better.

Don't Mistake Market Calm for Being Out of the Woods

Tue, 13 Mar 2018 08:57:06 EDT

Investors should search the past for lessons about where we are in the market cycle. 2005 was an instructive moment.

China's Super-Regulator Can't Kill Shadow Banking

Tue, 13 Mar 2018 11:47:25 EDT

Investors should celebrate a stronger banking and insurance regulator in China. The demise of Chinese shadow banking, however, remains greatly exaggerated.

Stitch Fix Stays in Fashion

Tue, 13 Mar 2018 10:16:01 EDT

Styling company Stitch Fix continues to grow its revenue and clients, disproving skeptics, as it added 100,000 clients in its latest quarter.

Trump Takes Qualcomm Off the Market

Tue, 13 Mar 2018 23:34:47 EDT

Qualcomm was saved from Broadcom’s hostile takeover, but the U.S. chipmaker now needs to convince investors of its own plan

How To Succeed in the Chemical Business Without Really Trying

Tue, 13 Mar 2018 00:18:45 EDT

Running a major American corporation has become so lucrative that critics of long-serving executives like longtime Dow Chemical boss Andrew Liveris are entitled to be blunt. In a world of mediocre to bad corporate leaders, Mr. Liveris stands out.

Getting the Drop on Big Tech IPOs

Mon, 12 Mar 2018 12:26:47 EDT

Spotify, Dropbox and Zscaler are planning IPOs, but all must deal with high expectations right out of the gate.

Running the Numbers on Deutsche Bank's Big Spin

Mon, 12 Mar 2018 11:01:46 EDT

Deutsche Bank has made the selling price of its asset-management arm attractive: that is good because the business bears some major handicaps.

A Glittery Prada Turns Investors' Heads Too Far

Mon, 12 Mar 2018 06:32:30 EDT

When the Italian luxury goods maker revealed poor first half results last September, its Hong Kong-listed shares slumped 12%. On Monday, after it said sales for the first two months of 2018 were up 7.5%, its stock jumped 15%. Some moderation is in order.

Zara's Blues: What's Keeping World's Most Valuable Fashion Retailer Down

Mon, 12 Mar 2018 10:40:46 EDT

Shares in Zara’s parent company have been plummeting. Should investors be worried?

Old Dogs Learn New Tricks in Payments Battle

Mon, 12 Mar 2018 11:58:17 EDT

Banks are catching up in mobile payments and have a stronger competitive edge than the likes of PayPal give them credit for.

Private Equity's Trick to Make Returns Look Bigger

Fri, 09 Mar 2018 22:14:51 EST

The most important performance number in the private-equity world is at risk of being massaged in a way that undermines the industry’s credibility.

Walling Off China Won't Erase U.S. Trade Deficits

Fri, 09 Mar 2018 17:51:56 EST

History shows that blocking imports only shifts them elsewhere.

What Will Determine Blankfein's Legacy

Mon, 12 Mar 2018 04:37:14 EDT

One Wall Street debate, which is still to be settled, may decide how Lloyd Blankfein’s leadership of Goldman Sachs is ultimately judged.

Market Anniversary an Occasion for Caution, Too

Mon, 12 Mar 2018 04:37:55 EDT

The bull market in American stocks enters its 10th year and should be a reminder of how wrong market forecasters were when it began.

Real Losers in Casino Battle Were Wynn Shareholders

Fri, 09 Mar 2018 11:37:53 EST

The battle between casino magnate Steve Wynn and Japanese pachinko king Kazuo Okada ended with both men dumped by their companies and Wynn Resorts paying a big bill.

Jobs Report Was No Fairy Tale

Mon, 12 Mar 2018 10:58:29 EDT

The blowout jobs report on Friday led investors to believe that the Fed can postpone tightening, but investors should watch distortions from weather and a burst of retail hiring.

Yes, Foxconn Can in China

Fri, 09 Mar 2018 07:04:28 EST

A subsidiary of the Taiwanese tech company has received a speedy approval for an IPO in China, the latest sign of Beijing’s keenness to keep investment at home.

Snap's Nip and Tuck

Thu, 08 Mar 2018 17:58:59 EST

Snapchat’s parent plans layoffs as growth slows. But the main question remains whether its young service has true long-term potential or is a fad that will burn out as fickle teens move on.

Trade Spat Just Noise as ECB Edges to Exit

Fri, 09 Mar 2018 03:32:09 EST

The past few weeks have seen financial markets swing to and fro sharply, with fears around trade and protectionism now added to the mix. But central banks like the European Central Bank aren’t changing direction.

Cigna's Cure Risks Dangerous Side Effects

Thu, 08 Mar 2018 20:00:15 EST

The $54 billion purchase of Express Scripts likely increases risks instead of lowering them.

Hong Kong Exchange May Have Reached Its Peak

Thu, 08 Mar 2018 06:47:22 EST

What next for Hong Kong? The city’s future as one of Asia’s pre-eminent financial centers has felt ever more precarious in recent years, as rival mainland Chinese markets have expanded and opened up to foreign investors.

Is More of the Same Enough for American Express?

Thu, 08 Mar 2018 11:45:49 EST

American Express has a new leader, but its strategy and message haven’t changed much. That may not cut it in a highly competitive and rapidly changing payments landscape.

United Technologies Doesn't Need to Lose Weight

Thu, 08 Mar 2018 11:43:23 EST

The rationale for breaking up United Technologies makes sense, but high valuations call for patience.

Telecom Italia and the Battle of the Billionaires

Wed, 07 Mar 2018 13:15:48 EST

Billionaire Paul Singer’s Elliott Management confirmed its latest target late Tuesday: Telecom Italia, Italy’s version of AT&T. Elliott is weighing into a political power struggle worthy of a Verdi opera.

The Trade Deficit Trump Wants to Fix May Only Worsen

Thu, 08 Mar 2018 11:34:14 EST

Despite protectionist measures, the net result of the Trump administration’s economic policies will be higher trade deficits.

Gearing Up for More Chip Demand

Wed, 07 Mar 2018 12:00:48 EST

Outlook from Lam Research suggests steady growth ahead for semiconductor manufacturing gear.

FDA Puts Drug-Supply Chain on Notice

Wed, 07 Mar 2018 11:08:18 EST

Scrutiny of prescription drug prices isn’t going away, no matter how badly investors wish that it might.

Does American Steel Need More Protection?

Wed, 07 Mar 2018 08:59:02 EST

The world—China in particular—makes too much steel. But U.S. steel prices are already among the highest of major economies. Are more tariffs the answer?