Barron’s, the weekly publication owned by the Wall Street Journal, in its latest issue mentions several names.
Dick’s Sporting seen as ‘bargain in retail’s wreckage’ – Value investors should warm up to Dick’s Sporting (DKS), Jack Hough writes in this week’s edition of Barron’s. While it could be a potential victim of Amazon.com (AMZN) in the long term, weaker sports chains will throw in the towel in the near term, creating cut-rate competition for Dick’s, he notes. Investors who get the timing right on Dick’s stock can profit, Barron’s says.
General Dynamics can still go higher – In a follow-up story, Barron’s writes that General Dynamics (GD) has returned more than 35%, to $198, and it is still valued below its peers. Nonetheless, the stock can go higher as it stands to benefit from new planes, military contracts, and more defense spending, the publication says.
Microsoft could rise 20% in a year – Microsoft (MSFT) has been shifting its decades-old products to the cloud and has shown it can transform itself without injuring its profit margins, Bill Alpert writes in this week’s edition of Barron’s. Additionally, the company has a “vibrant” computer-game franchise, he notes, adding that the company’s shares could rise 20% or more in a year.
Volkswagen could jump 50% – Volkswagen (VLKAY) looks inexpensive, thanks to improving operating performance, the high value of its luxury brands, a lucrative Chinese joint venture, and an attractive truck business, Andrew Bary writes in this week’s edition of Barron’s. Bulls argue that the company’s shares are worth over 50% more of their current price, he notes, adding that one tantalizing idea is a breakup of the company.
Netflix could drop more than 50% – Netflix’s (NFLX) shares could drop more than 50% as Disney (DIS) goes its own way and Amazon (AMZN) looms, Jack Hough writes in this week’s edition of Barron’s. Meanwhile, Facebook (FB) has launched a video service with niche shows covering sports, cooking and more, he points out.
Investors trapped in Teva can use options to get back some money – Teva Pharmaceuticals (TEVA) has recently reported weak earnings, offered dour financial guidance, and cut its dividend by 75%, which are reason to dump the stock, Steven Sears writes in this week’s edition of Barron’s. However, some investors are trapped in the rubble, he notes, adding that investors trapped in the stock can use options to get back some of their money.
United Technologies’ $140/share for Rockwell Collins not a bargain – In a follow-up story, Barron’s writes that reports have surfaced that United Technologies (UTX) is considering buying Rockwell Collins (COL), a move that would strengthen the conglomerate’s portfolio as a supplier to aircraft manufacturers in areas like seats, galleys, and cockpit systems. Some analysts think the price would be $140 a share for Rockwell’s stock, which would be no bargain, the publication says.
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