About this episode
John Rekenthaler, vice president of research for Morningstar Research Services, discusses IBM’s 401(k) plan change and why many workers would want something similar. Nic Owens, an industrials equity analyst for Morningstar Research Services, talks about how Boeing’s 737 safety issues affect the company’s outlook and stock. Taiwan Semiconductor Manufacturing’s Improved Outlook Citigroup’s Disappointing Q4 BP’s New CEO IBM Retirement Accounts IBM’s Retirement Benefit Account vs 401(k) Match Plan Why Did IBM Switch from a 401(k) Match to the Retirement Benefit Account? Advantages and Disadvantages Will Other Companies Follow IBM’s Lead? Boeing’s Manufacturing Flaws FAA Safety Alert Targets Older Boeing 737s How Is Boeing Improving Safety Standards? Boeing Stock Outlook Read about topics from this episode. Taiwan Semiconductor Earnings: Upbeat Guidance and Lower 2024 Capital Expenditure Encouraging Citigroup Earnings: Turnaround Remains Complex, Expense Management Is Promising Despite Trimming Some Targets, BP Still Holds One of the More Aggressive Transition Strategies Boeing: We Quantify the Fallout from 737 Manufacturing Defects Between $1 and $30 Per Share Has IBM Built the Next Generation’s 401(k) Plan? What to watch from Morningstar. Why Now Is the Time for Value Investing AI Can Help Restaurants Innovate, But Will It Deliver Profits? Betting Big on Stocks Rarely Beats Boring Investing 5 Pieces of Good News for Investors as 2023 Wraps Up Read what our team is writing: Ivanna Hampton John Rekenthaler Nicolas Owens Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.