Allstate faces an uncertain future because of a changing media and insurance landscape. A major challenge for the company in the years ahead will be maintaining brand recognition in a changing media environment.Read more
It goes without saying that Ford will be in a great position to buy up the remains of Tesla when it finally collapses.
Until then Ford and its competitors are enjoying some great auto sales. Americans purchased 17.4 million vehicles in November 2017, down slightly from 18.1 million in vehicles in October and 18.6 million in September, The Detroit Free Press reported.
More importantly, Ford’s sales rose by 6.7% in November while those at competitors fell. Fiat Chrysler’s (NYSE: FCAU) sales fell by 4% and General Motors’ (NYSE: GM) slid by 2.9%.Read more
Currently, I’m leery of both UPS and FedEx because of the danger they are in, in a changing retail market. Threats to these companies abound from both new businesses and new technologies.Read more
Jeep is planning to bring out a plug-in hybrid version of its iconic Wrangler in 2020, The Free Press reported. The Wrangler is the basic four-wheel-drive Jeep modeled on the iconic off-road vehicle that served America’s military in three wars.
The Alphabet (NASDAQ: GOOG) alliance is vital to Chrysler’s future, because it provides access to autonomous vehicle technology, data, and expertise, without a lot of risks. Another alliance that Fiat Chrysler should seriously consider is one with Tesla Motors (NASDAQ: TSLA) which has vast amounts of expertise in electric and autonomous vehicle technology.Read more
The decision to buy 21st Century Fox (NYSE: FOX) will have many observers wondering if the Walt Disney Co. (NYSE: DIS) is making money. The financial data indicates Disney is making money, but it also shows why the company’s CEO Bob Iger wants Fox.Read more
Square has the ability to dramatically increase the amount of cash flowing through the till but a hard time maintaining that cash from operations. The danger here is that cash flow is not steady, which makes it hard to generate flow, or keep the moneyRead more
The Republicans efforts at “tax reform” are likely to make the tax code even more confusing and cumbersome, creating more demand for Intuit’s tax-preparation software. That means Intuit will end up selling more copies of Turbo Tax and Quick Books next year.Read more
All the companies and governments planning to harness AI will need something to develop it on, and NVIDIA is selling technology that creates the AI.
All of this points to a classic value investing strategy, do not buy the high-profile brand that puts the products before the public. Buy the company that makes the tools they use. In the AI revolution is that company because it makes the infrastructure AI needs to operate on.Read more
This demonstrates that Capital One’s business is growing but becoming less lucrative.
The company needs to do more to control expense and increase the more profitable aspects of its business. An obvious solution might be to find better ways to market credit cards; perhaps Samuel L. Jackson and Jennifer Garner’s salaries might be better spent elsewhere.
One obvious strategy would be increased investment in social media and more modern marketing. A potential solution might be sentiment based-social media marketing driven or directed by artificial intelligence.Read more
These figures gave Tesla; which produced 83,922 vehicles and delivered 76,230 cars and SUVs in 2016 according to CleanTechnica, an “Enterprise Value” of $58.58 billion on 6 December 5, 2017. Meanwhile Tata; which shipped 554,401 vehicles from just one subsidiary in 2016, had an enterprise value of $26.33 billion.Read more