Barron's Picks And Pans: Amazon, Novartis, Tesla And More

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  • This weekend's Barron's takes a look at why the king of e-commerce must avoid becoming too profitable.
  • Other featured articles offer the prospects for retail stocks that benefit from woes in the sector and a Swiss drug giant with an underappreciated pipeline.
  • The outlook for the big automakers and a small New Jersey bank are also examined.

"Amazon's Profits Are Soaring: Why That Could Be Bad for the Stock" by Jack Hough, takes a look at why, as it steamrolls traditional retailers, Amazon.com, Inc. AMZN must avoid becoming too profitable. Could its shares exceed $1,000 by summer? Could they gain 20 percent in a year? Will the company's market value swell to $1 trillion within five years?

In "The Amazoning of American Retail," Jack Hough suggests that Amazon laying waste to traditional retailers is a good thing for the likes of TJX Companies Inc TJX and Ross Stores, Inc. ROST. See who is on the Death by Amazon Index, as well as which retailers are shuttering stores and which ones may see store counts expand up to 70 percent.

Andrew Bary's "Novartis Has the Right Prescription for Profits" makes a case for new branded and generic drugs for heart failure and psoriasis propelling Swiss drug giant Novartis AG NVS to a multiyear run of earnings gains starting in 2018. Is the pipeline at this out-of-favor company underappreciated, and how does Novartis stack up against its peers?

See also: What Will Berkshire Look Like Post-Buffett?

The long-awaited auto slowdown appears to be here. So why might that be good news for shares of Ford Motor Company F and General Motors Company GM, according to "Tesla Could Lose the Love; Ford, GM Might Gain It" by Alex Eule? And see why Barron's expects Tesla Inc TSLA shares to fall instead.

In David Englander's "OceanFirst Financial Could Put Investors in the Money," see why Barron's believes this small New Jersey bank has attractive attributes and undervalued shares, even if there is a lot less value in the sector for investors than there used to be. Could OceanFirst Financial Corp. OCFC stock still have up to 13 percent upside after the recent run up?

Also in this week's Barron's:

  • A dozen and a half exchange traded funds with reliable payouts
  • Betting on a stock market crash
  • Big tech as a security blanket
  • Recent tech winners and losers
  • Whether retail employment is really dying
  • The cost of Costco Wholesale Corporation COST special payouts
  • When high standards become an obstacle to growth
  • The tax advantages of a private-equity partnership
  • Whether South Korean stocks are a better bet than Japan

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Posted In: Barron'sMediaAmazonAmazon.comBarron'sCostcoFordGeneral MotorsGMNovartisOceanFirst FinancialRoss StoresTeslaTJX Companies
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