Market Overview

Barron's Picks And Pans: Kinder Morgan, Gilead Sciences And More

  • Featured stories in this weekend's Barron's offer a look at the prospects for MLPS, leading biotechs, small banks and more.
  • The cover story makes a case for the price of oil to bottom at $20 a barrel.
  • Also, check out a special report on the best mutual fund families.

"MLPs: The Worst Isn't Over" by Andrew Bary features Kevin Kaiser, a brash young energy analyst who was mocked for his short calls on the likes of Chesapeake Energy Corporation (NYSE: CHK), Kinder Morgan Inc (NYSE: KMI) and Linn Energy LLC (NASDAQ: LINE), but is getting the last laugh. See why Kaiser thinks the worst may not be over for investors in master limited partnerships.

In "Celgene and Gilead: Two Drugmakers, 30% Upside," Jack Hough takes a look at why concentrated drug portfolios may be a concern for Celgene Corporation (NASDAQ: CELG) and Gilead Sciences, Inc. (NASDAQ: GILD), but low valuations and strong free cash flow give them appeal. Though they have been ailing along with other biotech stocks, these two could rally over the next year.

David Englander's "TowneBank and Seacoast: Small Banks With Big Potential" makes the case that the stocks of TowneBank (NASDAQ: TOWN) and Seacoast Banking Corporation of Florida (NASDAQ: SBCF) look cheap and appealing, even though they have been battered by this year's rout of financial shares. See how small banks are benefiting from consolidation.

See also: Barron's: Here Comes $20 Oil

The price of oil could bottom as low as $20 a barrel in the first half of this year, according to cover story "Here Comes $20 Oil" by Gene Epstein. See why Barron's thinks that oil prices recovering to $55 by the end of the year should help drive stocks higher, too. Not only is the price of gasoline closely correlated to oil, but the stock markets have been of late, as well.

In Sarah Max's "Top Mutual Fund Families," discover how the top firms in 2015 Barron's/Lipper Fund Family Ranking avoided the pitfalls of the past year. And see how Eaton Vance Corp (NYSE: EV), T. Rowe Price Group Inc (NASDAQ: TROW) and others became leaders among the best mutual fund families last year.

Also in Barron's:

  • How Chinese companies buying U.S. manufacturers gives a boost to manufacturing stocks and helps U.S. investors
  • Why cloud software makers like, inc. (NYSE: CRM) tumbled on Friday
  • Bank of America Corp (NYSE: BAC) and other banks set to grow earnings in 2016
  • How competitive pressures make Church & Dwight Co., Inc. (NYSE: CHD) too pricey
  • The tail winds that could lift Thermo Fisher Scientific Inc. (NYSE: TMO) stock 25 percent or more this year

At the time of this writing, the author had no position in the mentioned equities.

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