Thursday, July 13, 2017

How the iPhone Was Born: Inside Stories of Missteps and Triumphs

How the iPhone Was Born: WSJ 6/25/2017 9:00AM 

On the iPhone’s 10th birthday, former Apple executives Scott Forstall, Tony Fadell and Greg Christie recount the arduous process of turning Steve Jobs’s vision into one of the best-selling products ever made.

Saturday, April 15, 2017

Tesla

How does Tesla wind up having a stock market valuation greater than Ford or GM?


Monday, April 03, 2017

MLPs

MLP is short for Master Limited Partnership.  These are taxed like a partnership, but are traded much as common stocks are traded.  There will be a general partner, typically a corporation, that assumes the general risk so the unit holders have a limited liability just as shareholders in a corporation.

Marcus McGregor and High Quality MLPs
 Marcus McGregor is a MLP Equity Strategist with Conning Asset Management tells Barron's senior editor Jack Hough investors should buy high-quality MLPs for income and stability because they have stronger balance sheets and less regulation. He says their average yields around 7% look sustainable.

Libby Toudouze Sees a Sideways for MLPs

Jack Hough interviews Portfolio Manager Libby Toudouze of Cushing Asset Management. She suggests three for growth and yield.




4/1/2017

Wednesday, March 15, 2017

The Wall Street Journal: Carlos Ghosn

Nissan CEO Carlos Ghosn spoke to Journal about "How I Work:" the true automobile of the future, the toughest period in his career, and whether he'd rather go on a road trip with Elon Musk or Mary Barra. The Wall Street Journal, 3/14/2017, Photo: Robert Libetti

Friday, March 10, 2017

News from the FT & WSJ Today

Bonfire of Wall St analysts burns some big names

Snap's $19.7bn IPO explained

The February Jobs Report in 11 Charts

Analysis: Strong February Jobs Report 3/10/2017 9:44AM WSJ's Paul Vigna and Nick Timiraos analyze the February employment report, representing the first full month of the Trump administration. They discuss whether the upbeat payrolls and hourly wages figures are likely to give the Federal Reserve the green light to carry out several interest rate increases this year. Photo: iStock




Wednesday, March 08, 2017

Wednesday, February 15, 2017

Fast Growing Companies at Value Prices

12/30/2016 5:06PM Heidi Heikenfeld, manager of the Oppenheimer Emerging Markets Innovators fund, is finding health care and tech stocks selling cheaply relative to their growth rates.

Barron's Buzz: Can Chipotle Be Fixed?

2/3/2017 4:04PM Barron's senior editor Jack Hough and WSJ's Shelby Holliday preview the latest issue of Barron's. Topics include Chipotle's recovery from food illness outbreaks and pressure on earnings. Also, calculating health-care costs during retirement. Plus, challenges facing Snapchat ahead of parent Snap's IPO.

Thursday, November 03, 2016

Time For Value?

The bottom 20% of the S&P500 ranked by P/E ratio is selling at 10.2 times earnings versus 52.2 times earnings for the top quintile. Is now the time to go for value? 

Here are the views of three value managers interviewed by Barrons


4 Deep Value Stocks to Buy Now 9/21/2016 7:00AM Fund manager Bill Smead says Bank of America shares are ready to soar along with three other underpriced companies.  
4 Undervalued Stocks from Scott Black 10/23/2016 8:19AM The Boston-based value investor makes the case for Shire, Carnival, Celestica, and Lionbridge.

Financial Stocks: Undervalued, Earnings Growing 12/9/2015 2:56PM With a Fed rate hike (possibly) around the corner, portfolio manager Chris Davis lists 3 favorite stocks and many reasons he thinks they can beat the market in coming years.