Name: Investing in Big Tech, Russia; Avoiding Energy
Uploaded: 2015-07-15T11:30:00Z
Duration: 4 min 20 s
Description: Steve Romick, manager of the five-star FPA Crescent Fund, sees value in Oracle and Microsoft, dirt-cheap prices in Russia, and is concerned that energy stocks have not fallen as far as oil itself.

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Under CEO Cristiano Amon, semiconductor company Qualcomm is bringing its technology to multiple industries. This conversation was recorded on May 28, 2025.

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Qualcomm CEO Shares the Company's Disruption Strategy

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NYU Langone CEO on NIH Cuts: 'That Takes a Scalpel, Not a Sledgehammer'

Though quality of care is excellent in the U.S., access to care needs to be improved, said Dr. Robert Grossman, CEO of NYU Langone Health, which has consistently ranked as one of the best hospitals in the nation.

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NYU Langone CEO Says This Can Help the U.S. Government Fix Healthcare

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How This Massive NYC Health System Changed Its Business Model

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Why Aon's CEO Is Betting on GLP-1 and Other Weight-Loss Meds

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Why Aon's CEO Thinks Volatility Isn't Going Anywhere

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Scott Bok, the former board chair of the University of Pennsylvania, breaks down the financial risks and implications that come with removing tax-exempt status from colleges and universities.

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Taking Away Tax-Exempt Status: A “Nuclear Weapon Against Universities”

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Gauging Upside Potential

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The Fed's Rate Pause, Explained

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Stock Splits Are Big This Year. Here's What They Mean for Investors.

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What to Know About Roth IRA Conversions

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Preparing Your Portfolio for a Recession

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Thinking Of Retiring Abroad? Here's What to Consider.

Billionaire-backed space companies have made space tourism a reality. How to participate in a potential private-sector space boom.

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How To Invest In Space Tourism

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Is Tesla Miles Ahead of Others in the Electric Vehicle Race?

Chinese tech company DiDi Global, which runs a ride-sharing app, has announced it plans to delist from the New York Stock Exchange. Investors are watching and waiting to see what other Chinese giants with U.S. listings, like Alibaba and JD.com, will do. Here's what delisting entails.

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What Happens When a Stock Delists?

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What's Next for Qualcomm?

On the Barron's Streetwise Podcast, Barron’s senior writer Al Root sits down with Jack Hough to discuss Toyota’s recent success with hybrids, the coolest cars at the New York Auto Show, and what’s ahead for Tesla stock.

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Is Electric Vehicle Demand Cooling Off? 

On the Barron’s Streetwise podcast, Rystad Energy’s Alexandre Ramos Peon discusses how U.S. oil producers have boosted profitability and production despite fewer wells.

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The Outlook for Oil

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Bitcoin as 'Digital Gold' 

On the Barron’s Streetwise podcast, Raphael Zagury of Swan Bitcoin shares his bitcoin price model with Associate Editor Jack Hough.

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The $600,000 Case for Bitcoin

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Bond Funds or Individual Bonds?

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Chipotle's CEO on How He Plans to Double the Business. Again.

Jim Farley on competing with Tesla, and why Ford is favoring Level 3 autonomy over full self-driving capability.

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Ford CEO On the Outlook for EVs and Robo Cars

J.P. Morgan Asset Management's David Kelly says inflation is like a rollercoaster: It will come down again.

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Inflation, Attractive Bonds, and Value Abroad

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Stocks are expensive, risks abound, and AI is about to change the world. Other than that, building a calamity-proof retirement portfolio should be a cinch. Tune in as two veteran money managers size up the markets and share their investment ideas.

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Saving for a Sunny Day

Research shows that people greatly underestimate the healthcare costs they’ll face in retirement. Learn from experts how to estimate those costs, prepare for potential long-term care needs, and manage healthcare expenses in retirement.

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Are You Fiscally Fit?

Surging power demand, new energy sources, and growing competition have spurred the utility industry to become more innovative than ever before. Our panelists will unpack the changes afoot and explore what lies ahead for companies, customers, and investors.

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Not Your Father's Utility

Modernizing America's grid will take creativity and money -- lots of money. Learn how players across the power sector can achieve their electrification goals and serve new customers without breaking the bank for consumers.

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Ready for a Revamp?

The launch this year of Bitcoin ETFs has made it easier for investors to buy and trade the cryptocurrency. But is that a wise move, and if so, how much crypto should you own?

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Investing in Cryptocurrencies

Bitcoin and other digital currencies reside on software networks that aim to revolutionize everything from finance to art. Barron's talks to industry experts about the outlook for blockchain technology and its potential uses.

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Is Crypto Really a Game-Changer?

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Protecting Your Nest Egg from Rising Prices

The impact of inflation is felt unevenly across the economy and markets. Learn which industries, and companies do best in a “sticky” inflation era, and how fixed income, alternative assets, and gold can help investors hedge against further price growth.

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Don’t Trim Your Inflation Hedges

Science, tech, and better healthcare delivery are helping people live longer and improving quality of life. Two healthcare investment experts tell us about some of the most promising developments in medicine, and the companies behind them.

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Steve Romick, manager of the five-star FPA Crescent Fund, sees value in Oracle and Microsoft, dirt-cheap prices in Russia, and is concerned that energy stocks have not fallen as far as oil itself.

https://m.wsj.net/video/20150714/steveromick070815/hls/manifest-hd-wifi.m3u8

Investing in Big Tech, Russia; Avoiding Energy

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