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Barron's Picks And Pans: Ingersoll-Rand, Michael Kors And More

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Barron's Picks And Pans: Ingersoll-Rand, Michael Kors And More
  • Featured stories in this weekend's Barron's offer a look at the prospects for a climate control giant, a London-based apparel company, a pending motor oil spinoff and a healthcare spinoff.
  • Barron's has 16 ways to play the rebound in value stocks.
  • Other featured stories include a special report on strategic beta ETFs.

"Ingersoll-Rand Stock Might Pop 20%" by Jack Hough points out that while industrials may have slipped on the drop in oil prices, Ingersoll-Rand PLC (NYSE: IR) makes most of its money in climate control, not energy. With its steadily rising earnings and limited exposure to the energy patch, Barron's thinks the air-conditioning specialist could generate a 20 percent return for investors.

In "Michael Kors Shares Could Rally 30%," Sandra Ward suggests that, after shares tumbled by some 50 percent last year, London-based handbag and apparel company Michael Kors Holdings Ltd (NYSE: KORS) is now on the mend. Find out how its new designs, international expansion and a move into menswear could boost earnings going forward.

Jack Willoughby's "Valvoline Spinoff: A 45% Gain for Ashland Holders" examines why the spinoff of its Valvoline unit later this year could unlock as much as 45 percent upside for specialty chemical company Ashland Inc (NYSE: ASH). Barron's takes a look at why the spinoff of the motor oil and quick-lube company could be worth much more than the stock price reflects.

Related Link: Barron's: A New Dawn For Value Stocks

Medical products maker Halyard Health Inc (NYSE: HYH) stumbled after its spinoff from paper products giant Kimberly Clark Corp (NYSE: KMB), according to "Halyard Health Shares Look Poised to Double" by David Englander. See why Barron's thinks its shares could double as this Georgia-based company pursues acquisitions and expands its product lineup.

In Andrew Bary's cover story "Move Over, FANGs: Value Investing Is Rebounding," the case is made that value investing could be on the verge of a multiyear comeback. There are hundreds, if not thousands, of value plays in the market today, including individual stocks and mutual and exchange traded funds. Barron's focuses in particular on 12 stocks, two ETFs and two mutual funds worth a look now.

Also in this week's Barron's:

  • A special report on strategic beta ETFs
  • How to take advantage of underpriced stocks
  • Who is in denial about the death of the personal computer market
  • Finding the best value mutual funds
  • Finding value in big stocks and emerging markets
  • How mining companies are striving for sustainability
  • Why Zillow Group, Inc.-Class C (NASDAQ: Z) could fall 25 percent
  • Six unconventional yield plays for an uncertain market
  • Why Alibaba Group Holding Ltd (NYSE: BABA) investors may lose in hot IPO

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

Image Credit: Public Domain

 

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