Category Archives: Stocks

RIP First Class

Posted on March 12, 2019 by BarkerReport

Aviation has changed dramatically over the last half century, now we may be on the verge of witnessing the death of the first class cabin Continue reading →

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Shifts in the Car Industry

Posted on March 5, 2019 by BarkerReport

Why are so many shifts in the global car industry happening. Are tariffs the sole culprits? Is Brexit to blame? Continue reading →

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There Will Always be War

Posted on February 26, 2019 by BarkerReport

How does the German ban on arms sales to Saudi Arabia play out with the major weapons manufacturers around the world. Who are the winners, and who is clearly the big loser. Continue reading →

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Bonehead Questions

Posted on May 8, 2018 by BarkerReport

Elon Musk’s recent comments during last week’s earnings call, might set the wrong mood for future capital raising opportunities Continue reading →

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What’s With All the Chips?

Posted on April 3, 2018 by BarkerReport

  Back in 1995, semiconductors was the play of the town.  If you invested in Intel, Micron or National Semiconductors, you just couldn’t go wrong.  Then came the crisis, prices were reassessed, and the whole system was re-evaluated.  Intel (NASDAQ:INTC) … Continue reading →

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What is Wrong With Valuations?

Posted on March 27, 2018 by BarkerReport

Dropbox’s IPO and the subsequent price rise brings memories of the dot-com era. Continue reading →

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The End of an Era

Posted on March 20, 2018 by BarkerReport

After the demise of the video rental industry and the brick-and-mortar music retail industry, it is now the turn of the most famous toy store in the world to pay the piper for failing to acknowledge the massive online competition. What could have been done, and what are the lessons to learn? Continue reading →

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Where did 2018 go?

Posted on February 13, 2018 by BarkerReport

  Whew, what a week! On Friday the 2nd, an economic report came out stating that wages were increasing.  That surely was good news for the market… or was it? Higher wages mean the economy is reaching full employment, which means … Continue reading →

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Can Blackstone Take on Bloomberg?

Posted on February 6, 2018 by BarkerReport

Blackstone’s bid for Thomson Reuters’ Financial and Risk business opens the door for more investment and the potential of revitalizing the desktop business, or is the enterprise business all they are really interested in? Continue reading →

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The Emperor’s New Clothes

Posted on January 23, 2018 by BarkerReport

Just like in the fairy tale where people pretended to see clothes, now people are pretending to see a business worth $340 a share. In both cases they are to afraid to point out the obvious. Continue reading →

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