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Preview: Heard on the Street Heard on the Street

Heard on the Street

Last Build Date: Sun, 18 Feb 2018 00:33:58 EST

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

Does Private Equity Really Beat the Stock Market? Readers React

Sat, 17 Feb 2018 18:11:54 EST

Heard on the Street’s series this week on the boom in private assets elicited copious commentary from readers. Our columnist, Paul J. Davies, selected some interesting comments and responded.

Growth Is the Missing Ingredient for Kraft Heinz

Sat, 17 Feb 2018 01:20:16 EST

Kraft Heinz should tend to its own brands before snapping up more.

A Cheap Option on Car Industry Consolidation

Fri, 16 Feb 2018 11:33:05 EST

Is the French government under Emmanuel Macron any closer to letting go of Renault, France’s biggest car maker? The signals are mixed, but a move might be worth betting on anyway.

Infrastructure Plan Falls Flat for Investors

Fri, 16 Feb 2018 08:45:55 EST

President Donald Trump’s infrastructure plan has left investors in infrastructure firms unimpressed.

CBS Profits Add to Case For Independence

Fri, 16 Feb 2018 07:47:13 EST

In CBS and Viacom’s on-again, off-again merger talks, the burden falls disproportionately on Viacom to make the case that it is worth CBS’s trouble.

Airbus Soars Into Cash

Thu, 15 Feb 2018 10:28:45 EST

So long as airplane giant Airbus churns out planes with increasing frequency, while picking up efficiency gains along the way, more cash will follow.

Nestlé's Fortunes Melting Like Ice Cream

Thu, 15 Feb 2018 10:34:37 EST

Nestlé’s Chief Executive Mark Schneider has grasped the challenge facing the world’s largest food company. But making Nestlé more responsive and entrepreneurial is proving to be a very tall order.

What Markets Tell Us About Jacob Zuma's Demise

Thu, 15 Feb 2018 18:06:33 EST

South Africa’s rand has already performed strongly this year, while President Jacob Zuma’s departure may help keep the country’s bonds in an elite club that investors all but have to own.

The Rise of Private Assets Is Built on a Mountain of New Debt

Thu, 15 Feb 2018 13:56:31 EST

Credit businesses have helped drive the private equity industry’s expansion but things could get awkward when companies hit trouble.

Health-Care Deals: An Offer They Can't Refuse

Thu, 15 Feb 2018 11:26:23 EST

The health-care industry is in the throes of a major shake-up. That creates a situation in which companies face a greater risk by standing pat than possibly overpaying for an acquisition.

China's Iron Ore Belt and Road Won't Save Steel

Wed, 14 Feb 2018 22:15:36 EST

China’s “One Belt One Road” Asian infrastructure push is the most ambitious regional development program since the Marshall Plan. How much does that matter for steel demand? Less than you might think.

Cisco Switches Back On

Wed, 14 Feb 2018 18:07:58 EST

The network giant’s old businesses help revive growth.

Markets Be Damned, Fed Has Inflation to Worry About

Wed, 14 Feb 2018 15:53:11 EST

With the economy throwing off more heat, the biggest risk for the Federal Reserve is that it falls behind on raising interest rates. And if investors suffer as a result? So be it.

Credit Suisse Is Finally Finding Its Sweet Spot

Wed, 14 Feb 2018 08:48:11 EST

Credit Suisse is getting its house in order. Cost cuts give it a good base to benefit from private-equity deal making and any further pickup in action among its superwealthy clients.

The New Wizards of Wall Street

Thu, 15 Feb 2018 08:14:43 EST

Big private-equity firms can now behave like old-fashioned investment banks, using their own balance sheets to move quickly, make big bets and earn fees from partners. But as they become more powerful on Wall Street, there are greater risks of conflicts and scrutiny.

Baidu Should Be Back on the Radar

Tue, 13 Feb 2018 23:53:06 EST

The Chinese search-engine giant delivered strong fourth-quarter earnings, and is starting to siphon off cash-burning businesses.

Google Must Shine More Light on its Cloud

Wed, 14 Feb 2018 10:53:03 EST

Google is the world’s second-largest company by market value. But even for huge businesses, little things can count for a lot—like, Google’s cloud platform.

Is This a Market Made for Goldman Sachs?

Tue, 13 Feb 2018 12:11:53 EST

During the lean, low-volatility years, Lloyd Blankfein cut Goldman Sachs’s big trading business by less than Wall Street rivals. Now he sees evidence the bet will start to pay off. Investors should pay attention.

Beating Low Expectations Isn't Enough for Under Armour

Tue, 13 Feb 2018 12:07:13 EST

Shares of Under Armour soared after reporting fourth-quarter earnings Tuesday, but the sportswear maker’s turnaround is far from complete.

Why U.S. Oil Drillers Are Flooding the World

Wed, 14 Feb 2018 15:04:13 EST

As oil rebounded last year, it seemed that the U.S. shale patch had become more disciplined in its spending. New projections for production suggest that assumption could be wrong.

The Next Big Number Keeping Markets on Edge

Wed, 14 Feb 2018 07:53:18 EST

Throughout last year, investors worried about a phantom menace that could upset markets: higher U.S. inflation. They were wrong, to their own pleasant surprise. Now they could be right, which creates its own complications.

Does Private Equity Really Beat the Stock Market?

Thu, 15 Feb 2018 08:13:52 EST

Private-equity returns are really hard to measure and come with big caveats. It helps to understand just exactly what sort of performance private-equity managers are selling.

Why Private Equity Risks Tripping on Its Own Success

Thu, 15 Feb 2018 08:15:57 EST

The past decade has seen a flood of capital into hard-to-see, less liquid assets, transforming the scale and scope of the private-equity firms managing this money.

Time to Put Alibaba's Ant Under the Microscope

Tue, 13 Feb 2018 06:42:48 EST

Ant Financial has a big share of China’s huge mobile payments market. That doesn’t mean investors should swallow talk of a lofty valuation as it gears up for a possible IPO.

White House Eyes Role of Middlemen in Drug Price Fight

Mon, 12 Feb 2018 14:00:26 EST

A closer look at the Trump admistration’s 2019 budget shows where policymakers are hoping to get deeper cost savings on drug prices.

The Wayfair Riddle

Mon, 12 Feb 2018 15:37:02 EST

The furniture retailer’s business has serious flaws. But the stock keeps soaring.

Why New Barclays Fraud Charge Isn't the Threat it Appears

Mon, 12 Feb 2018 15:29:08 EST

Barclays was slapped with another fraud charge by U.K. investigators following last summer’s charges. Luckily for Barclays’s investors, this new element sounds more serious than it probably is.

Where to Find the Next Big Telecom Deal

Mon, 12 Feb 2018 14:35:09 EST

Telecom deal action has shifted across the Atlantic to Europe. But the best way for investors to play it could be a company listed in New York: John Malone’s Liberty Global.

Nvidia's Cryptic Road Ahead

Sun, 11 Feb 2018 23:02:05 EST

Nvidia seems to be selling all the chips it can make, and it has benefited from demand from videogamers and cryptocurrency enthusiasts.

Cloud Bills Will Get Loftier

Sun, 11 Feb 2018 14:52:00 EST

Capital spending by big cloud operators accelerated last year and is unlikely to slow this year.

Why Boring Is No Longer Beautiful in Stocks

Fri, 09 Feb 2018 16:18:01 EST

Popular defensive strategies aren’t working so well in a rising interest-rate environment.

Stocks Are Cheaper, But Not Cheap

Fri, 09 Feb 2018 16:08:22 EST

Stocks are a lot less expensive than they were two weeks ago. Unfortunately, they are still far from cheap.

Beyond Tesla: How Else to Buy Into Electric Cars

Fri, 09 Feb 2018 12:57:27 EST

Chemical group Umicore is massively expanding its capacity to produce cathodes for electric car batteries.

What to Watch in Markets? Hint: It Isn't Just Stocks

Fri, 09 Feb 2018 16:09:56 EST

Markets are in turmoil and the drama is clear in equities is clear. But investors shouldn’t ignore less drastic moves elsewhere. Two things in particular stand out: the U.S. dollar and credit markets.

Viacom Inches Closer to a Deal

Fri, 09 Feb 2018 05:39:04 EST

Though still struggling, the media company is showing early signs of a turnaround and odds of a deal with CBS have risen.

Venezuela's Pain is OPEC's Gain

Fri, 09 Feb 2018 05:30:02 EST

The cut in oil production engineered by OPEC and Russia is now in its second year, defying skeptics and helping to boost crude prices. But the cartel’s compliance owes a big debt to a single member: Venezuela.

Beijing Hasn't Stopped Watching the Markets

Fri, 09 Feb 2018 07:34:55 EST

The Chinese authorities have done little to try to halt this week’s stock slide. That doesn’t mean they are ready to let market forces have their way.

BlackRock's New Ambition Is a Sign of Froth

Thu, 08 Feb 2018 11:38:53 EST

BlackRock sees an opening in the massive amount of money looking for a home, but that should worry investors.

Twitter Makes Money---Beautiful!

Thu, 08 Feb 2018 11:08:21 EST

Twitter finally solved the Twitter problem. The home of presidential tweet storms and chatty journalists has never been able to turn those rants into profits. On Thursday, it did just that.

Investors Are Overpaying for Teva's Turnaround

Thu, 08 Feb 2018 11:50:32 EST

It is possible to imagine a bright future at Teva Pharmaceutical Industries for the first time in quite a while. There is no great need to rush into the stock, however.

What Tech Giant SoftBank Wants With Boring Old Reinsurer

Thu, 08 Feb 2018 18:27:38 EST

The idea of a Japanese tech company spending $10 billion on a stake in a reinsurer sounds crazy, but when you think about Softbank’s pursuit of Swiss Re, it starts to make frighteningly good sense.

Advertising Firms Finally Have Good News to Sell

Thu, 08 Feb 2018 10:00:15 EST

The embattled advertising industry has found some much-needed cheer. Expectations are low enough that even slight improvements can give shareholders a nice boost.

Stocks Changed, but Bonds Still Sound the Same

Thu, 08 Feb 2018 09:49:47 EST

Trouble for stocks has often been a boon to bonds in recent years. But recent turmoil seems unlikely to have the same outcome. The economic backdrop is simply too bond-unfriendly.

No-Wynn Situation Looks a No-Win for Investors

Thu, 08 Feb 2018 11:09:32 EST

For the moment, investors seem to be hoping things will soon go back to normal at Wynn Resorts following Steve Wynn’s departure as chief executive. But many uncertainties remain.

Tesla Can't Defy Gravity Forever

Wed, 07 Feb 2018 18:12:59 EST

Tesla doesn’t seem to be getting closer to profitability, even after record fourth-quarter deliveries.

The Board of Wynn Resorts Needs to Go, Too

Wed, 07 Feb 2018 23:46:10 EST

Following the resignation of Steve Wynn, the casino operator’s stock has rallied, but a removal of the company’s board would be a logical next step given some unique risks.

Prudential Bets Retirees Won't Keep Living Even Longer

Wed, 07 Feb 2018 12:59:20 EST

Curious as it sounds, Prudential Financial is rapidly gaining a big exposure to the health and well-being of British retirees.

The Fed Put Is Far Away

Thu, 08 Feb 2018 00:13:58 EST

Investors think the Federal Reserve is waiting with a net below the stock market, and chances are they are right. The only problem is that the net is far below where stocks are now.

Why the SOX Won't Get Socked

Wed, 07 Feb 2018 09:01:48 EST

Chip stocks might look expensive, but looks can be deceiving. Investors should keep that in mind for the turbulent times that may still lie ahead.

Rio Tinto Should Keep Part of Its Record Haul

Wed, 07 Feb 2018 05:12:23 EST

Australian miner Rio Tinto is generating a lot of cash. It needs to keep some of it in reserve for the next phase of its growth.

Snapchat's Parent Sharpens Up

Tue, 06 Feb 2018 18:59:08 EST

Snapchat parent finally pleases investors with accelerating user and revenue growth.

For Banks, This Volatility Is Too Much

Tue, 06 Feb 2018 16:12:32 EST

Banking stocks have been hit along with everything else the past couple days. Are investors making a mistake?

How the Bull Market's Greatest Trade Went Bust

Tue, 06 Feb 2018 13:36:57 EST

A record increase in volatility blew up a trade that had been among the most lucrative of the entire bull market—betting the market would get calmer and stay calm.

Market Plunge Lays Bare the Peril of 'FOMO'

Tue, 06 Feb 2018 17:12:48 EST

The only thing investors have to fear, Franklin Delano Roosevelt might have said, is the fear of missing out. As investors struggle to grasp the recent sell-off, it is worth taking a look at popular recent advice.

Why Banks Will Cut Stock Market Fuel Supply

Tue, 06 Feb 2018 10:36:32 EST

When stock markets plunge suddenly, margin calls are never far behind. This time, banks already have reason to be nervous about lending against shares.

In Global Selloff, It's All About America

Tue, 06 Feb 2018 12:02:44 EST

Is there anywhere investors can hide from the global stock selloff? Stock markets elsewhere may look more attractively priced, but it will require stabilization stateside to allow investors to take advantage.

If You Fear U.S.​Inflation, Buy Asia

Wed, 07 Feb 2018 14:17:23 EST

U.S. markets are panicking about the prospect of higher, wage-driven inflation. U.S. wage inflation should be rather good for certain assets, however.

Broadcom Forces Qualcomm Into a Tough Choice

Mon, 05 Feb 2018 18:06:12 EST

Broadcom’s raised price for Qualcomm is harder to refuse, though a deal still likely to face substantial regulatory hurdles.

How Stimulus Made a Soft Landing Harder

Mon, 05 Feb 2018 22:06:46 EST

The tax cuts and high valuations so many have been cheering have made the Fed’s job even harder—and could end up being the bull market’s undoing.