Barron's Recap: Strategies for a New Age

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This weekend in Barron's online: part three of the Barron's 2015 roundtable, the best stock pickers of 2014, a farewell to a longtime Barron's columnist, as well as the prospects for Advanced Micro Devices, Delphi Automotive, Wendy's and more.

Cover Story

"
Strategies for a New Age
" by Lauren R. Rublin. This week's cover story in
Barron's
offers the final installment of the 2015 Barron's Roundtable. The experts explain why to buy gold, bet on Macau, and invest with John Malone. Discover where to find bargains around the world, from European blue chips to Singapore real estate investment trusts (REITs). Panelists Marc Faber, David Herro, Oscar Schafer, and Mario Gabelli discuss their approaches to investing and offer 33 savvy picks. The article includes videos of these four, as well as links back to the first two parts of the Barron's Roundtable.
See also:The Yo-Yo Market: Dollars And Oil And Feds, Oh My!

Feature Stories

"Revenge of the Giants in Stock Picks" by Vito J. Racanelli features the winners of Barron's 2014 second-half rankings. See how exposure to soaring consumer-oriented stocks and a general avoidance of small-cap stocks put Morgan Stanley Wealth Management and Credit Suisse on top. Robin Goldwyn Blumenthal's "AMD Bets With a New Stack of Chips" points out that while the long-term decline in PC sales may have slammed shares of chip maker
Advanced Micro Devices, Inc.AMD
, its efforts at diversification are paying off. In "Delphi Automotive Wins with Safety Technology," Jack Hough makes the case that
Delphi Automotive PLCDLPH
, a leader in driving technology, has become a robocar player that is mistaken for an old-line supply company. Shares of
Wendys Co
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WEN
are now at a premium valuation, says David Englander in "After Big Gain, It's Time to Exit Wendy's." Discover why all the good news appears to be built into the stock's price. Check out "Thriving by Seeking Both Cheap and Good," in which Daren Fonda profiles Rick Lane, co-manager of the Broadview Opportunity fund. See how Lane has built a career on finding growth stocks and then waiting for the right price. In Richard C. Morais's Penta article, "The Latest From Geneva's Watch Fair," the focus is on how the worlds' luxury watchmakers showed off some tempting wares at the Salon International de la Haute Horlogerie (SIHH), even after a Swiss-currency move that boosted prices overnight. The best advice of New York advisor Gregg Fisher is offered in "A Financial Advisor With an Eye on the Bottom Line" by Michael Vallo. Because it is not what investors earn but what they keep that is important, Fisher's focus is on tax efficiency, as well as investment gains. "Shirley Lazo: The Very Best of Barron's" is a letter from editor and president Edwin A. Finn Jr. The article offers a fond farewell to columnist Shirley Lazo, who is retiring after 46 years of service at Barron's. "In the Cradle of Democracy" is an editorial commentary by Thomas G. Donlan in which he suggests that Greeks have voted for good times and debt forgiveness.
See also:The Most Important Message Investors Need For Earnings Season

Columns

Columns in this weekend's Barron's discuss:
  • What it means that stocks stumble as government bonds soar
  • The retirement of longtime dividend chronicler Shirley Lazo
  • How central bank easing could create global recessionary and deflationary forces
  • Microsoft, Apple and the ongoing search for value
  • The merger of OptionsHouse and tradeMonster
  • How shareholder returns significantly trail those of the funds they invest in
  • Political risks in new China-bond focused exchange traded funds
  • Bret Stephens' America in Retreat
  • Dividend hikes and cuts of the past week
  • The outlook for U.S. gross domestic product this year
  • A dangerous long-term rise in U.S. debt
  • Reforming the process of investors suing brokers
At the time of this writing, the author had no position in the mentioned equities.
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Posted In: Barron'sMediaAdvanced Micro DevicesAppleBarron'sDelphi AutomotiveMicrosoftwendy's
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