Barron's Picks And Pans: Dropbox, Slack, Starbucks And More

Loading...
Loading...
  • This weekend's Barron's reveals how to play the boom in convertible securities.
  • Other featured articles look at retailers scooping up new business, winners as Americans end their sheltering and the pressure on small-cap dividends.
  • Also, the prospects for a cloud pioneer, a business communication platform provider, favorite breakfast spots and more.

"Looking for Yield? You'll Find it Here" by Andrew Bary shows why the convertible securities market has become an important source of rescue capital for companies like Dicks Sporting Goods Inc DKS and Southwest Airlines Co LUV that are seeking to get through the economic crisis.

Teresa Rivas's "Mom and Pop, Look Out: Retail Giants Will Keep Gaining Ground" suggests it bodes well for shares of big-box chains like Home Depot Inc HD and Walmart Inc WMT as they gobble up more business from struggling smaller chains.

In "It's Time To Rethink This Cloud Pioneer," Daren Fonda makes a case that Dropbox Inc DBX was overlooked as investors rushed to stay-at-home tech stocks and it deserves a fresh look.

A narrower market breadth means many businesses are facing headwinds and that investors are piling into just a few names like Amazon.com, Inc. AMZN and Netflix Inc NFLX. So says "A Few Big Stocks Are Driving Market Gains. That's an Opportunity" by Al Root.

In Alex Eule's "The Great Outdoors Is Open for Business," see why Americans began the lockdown by hoarding toilet paper and puzzles but, with Memorial Day around the corner, that's about to change. What does that mean for Harley-Davidson Inc HOG, Winnebago Industries, Inc. WGO and others?

See also: What The Yield Curve Is Saying About The Stock Market Rally

"Slack Stock Is a Bet on the Future of Work. How to Play It With Options" by Steven M. Sears examines why, in the absence of face-to-face conversations, people are using Slack Technologies Inc WORK to converse in a virtual world that is organized around subjects.

Many large-cap S&P 500 companies, such as Boeing Co BA, have cut or suspended dividends this year, according to Lawrence C. Strauss's "Small-Caps Have Seen More Dividend Pressure Than Large-Caps." How have the smaller players fared?

In "Dunkin' and Starbucks Are Missing Out on Breakfast Sales," Teresa Rivas discusses why Dunkin Brands Group Inc DNKN and Starbucks Corporation SBUX face more downside risk to their stocks from a lack of breakfast bounce-back than to peers.

Also in this week's Barron's:

  • Why America's small businesses are sputtering
  • How to instill values when teaching kids about money
  • What China's hard line on Hong Kong means for investors
  • Why day trading is America's new national pastime

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

Keep up with all the latest breaking news and trading ideas by following Benzinga on Twitter.

Loading...
Loading...
Market News and Data brought to you by Benzinga APIs
Posted In: MediaBarron's
Benzinga simplifies the market for smarter investing

Trade confidently with insights and alerts from analyst ratings, free reports and breaking news that affects the stocks you care about.

Join Now: Free!

Loading...