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Heard on the Street

Why Volatile Markets Are Good News for Careful Investors April 19, 2018

Managing money involves a balancing act that trades off risk against return. This year is proving more challenging, with stocks and bonds swinging about. But it also shows how a return to a more normal level of market volatility might be good news for careful investors.

P&G Needs a Workout, Not Vitamins April 19, 2018

European dietary supplements won’t cure what ails Procter & Gamble. The consumer products maker should focus on fixing its core business to resume growth.

Third Time Unlucky for Takeda and Shire April 19, 2018

Shire has rejected Takeda’s three offers to buy it, and there may not be much more wiggle room to sweeten the bid.

Publicis Shows WPP Has Long Road to Recovery April 19, 2018

It has taken at least four years for global ad giant Publicis to get its house in order. That provides a cautionary tale for WPP as it deals with the drama of Martin Sorrell’s exit.

Qualcomm Is in the Eye of U.S.-China Storm Again April 19, 2018

China has said issues with the U.S. chip maker’s proposed $44 billion tie-up with NXP Semiconductors may be “hard to resolve.” That isn’t a good sign either for this deal or broader global deal-making

Will 'Fortnite' Ambush Profits at Rival Videogames? April 19, 2018

The impact of the surprise gaming phenomenon “Fortnite” on rival video-game makers should become more clear over the next couple of weeks when quarterly results are reported.

Morgan Stanley Is a Standout and Priced Accordingly April 18, 2018

Morgan Stanley’s first-quarter results pleased investors, and the bank will continue to return capital according to plan, but uncertainty past midyear leaves the shares fairly valued.

Apple Faces the Music April 18, 2018

Music is key to growing Apple’s services base, but big profits will have to come from elsewhere.

VW's Resurgence Faces Old Auto Industry Realities April 18, 2018

Volkswagen has come a long way since its emissions scandal. But investors may benefit from tempering recent enthusiasm.

CSX Is Back on Track April 18, 2018

CSX CEO Jim Foote went on what he called an “apology tour,” asking forgiveness of customers whose supply lines had been disrupted and promising improvements. After the company reported first quarter results, investors don’t need a similar show of atonement.

How Fast Can the Global Economy Go? April 18, 2018

The world economy has found the accelerator pedal of late. But for policy makers and markets, an important question is what is happening to potential growth, a sort of speed limit for the economy.

Aluminum Bulls Should Soon Return to Rare-Breed Status April 18, 2018

Aluminum prices have skyrocketed in London following the Trump administration’s decision to impose sanctions on major Russian producer Rusal. But that kind of gain may prove too much, too soon.

U.S. Tech Caught in Crossfire of China Trade Fight April 18, 2018

One of China’s most successful global companies has been punished by the U.S. government. That means trouble for its suppliers too.

How Long Until China Cranks Up the Debt Engine? April 17, 2018

The country’s first-quarter growth was strong, boosted by a seasonal industry rebound. But it masked some worrying signs.

Back to the Drawing Board for Tesla April 17, 2018

Latest Model 3 shutdown should make investors nervous.

Goldman Reaps the Benefits of Diversification April 17, 2018

Goldman Sachs benefited in the first quarter from a turnaround in fixed-income trading, but also progress growing other business lines.

Why WPP Is Better Off Without Martin Sorrell as CEO April 17, 2018

WPP faced serious disruption to its business long before CEO Martin Sorrell stepped down. His exit won’t clear away those problems, but it might set the company on the path to addressing them.

Netflix Hasn't Found an Expectation It Can't Beat April 16, 2018

Streaming service has record quarter and predicts more strong growth.

The Surprising Winners in Stormy Markets April 16, 2018

It has been a rough ride this year for many of 2017’s winning trades. But one region is weathering the market storm relatively well: Southern Europe.

Bristol-Myers Has Farther to Fall April 16, 2018

Bristol-Myers Squibb shareholders have a valuation problem after releasing mixed clinical data in a carefully watched trial for patients with lung cancer.

WSJ Market News