Could Company 401(k)s Go the Way of IBM?

Investing Insights

Morningstar, Ivanna Hampton, Sarah Hansen

Bonds, Stocks, Analysis, Advice, Trading, Funds, News, Investment, Morningstar, Entrepreneurship, Mutual, Ideas, Etfs, Finance, Investing, Business, Economic, Independent, Christine Benz

4.2 • 539 Ratings

🗓️ 26 January 2024

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

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Summary

Also, the potential hit on Boeing’s stock value in the wake of its safety troubles.

Transcript

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0:00.0	Please stay tuned for important disclosure information at the conclusion of this episode.
0:06.0	Here's what to head on this week's Investing Insights.
0:09.4	IBM's new 401k plan changes how it funds employees' retirement savings.
0:15.8	I'll talk with John Reckenthaler from Morning Star Research Services about the hybrid plan.
0:21.4	The vice president of research will also weigh in on whether other companies could follow
0:27.1	IBM's lead.
0:28.5	Plus, Boeing's safety reputation worsens.
0:32.0	The Morning Star analyst who covers the Aerospace Company will share his outlook on Boeing's future and stock. And the
0:40.1	demand for AI is expected to help power a big chipmaker's revenue for years to come. This is
0:46.9	Investing Insights. Welcome to Investing Insights. I'm your host, Ivana Hampton. Let's get started with a look at the
0:58.4	Morning Star headlines. Taiwan Semiconductor Manufacturing's outlook has picked up. The world's largest
1:05.7	contract chip makers' full year forecast for 2024 surpassed Morning Stars' expectations.
1:13.0	TSM has reduced its capital spending plan, and that should erase investors' concerns
1:19.3	about an underwhelming recovery and a potential excess inventory soon.
1:24.8	Management upped its AI expectations for the next several years, since more customers
1:30.6	are working with its chips. The demand is expected to grow. As devices like smartphones and factory
1:37.1	equipment adopt the technology, the chipmaker's high growth phase will likely continue. Meanwhile,
1:46.4	TSM predicts first quarter revenue will fall about 6% to just over $18 billion from the previous quarter. Its first
1:52.9	quarter and full-year revenue forecast of up to mid-20% year-on-year growth looks achievable. Morningstar lifted its estimate for what Taiwan
2:03.5	semiconductors, U.S. listed shares are worth to $151. The stock looks undervalued.
2:10.1	Morningstar does not think it's too late for investors to jump on it. City Group remains a complex
2:17.4	turnaround story with substantial uncertainties.
	...

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