Barron's Recap: Beware the Zillow Merger
This weekend in Barron's online: a look at the Zillow-Trulia merger, as well as the prospects for Terex, Sterling Bancorp, master limited partnerships and more.
"Pricey Fixer Upper" by Bill Alpert.
The new real estate site may have strong curb appeal, but how well does it stand up to close scrutiny? See why Barron's thinks that Zillow shares could fall by 50 percent.
Andrew Bary's "Opportunity in the Melee" suggests that abandoned merger plans and concerns about the future of tax inversions have created plenty of bargains among the shares of the affected companies. See where the action is.
"Why Terex Could Rise 30%" by Jack Hough makes the case that as big construction projects get underway, prospects for crane maker Terex (NYSE: TEX) are also growing. See the four ways that investors have to win.
In "Growth Opportunities Abound for New York's Sterling Bancorp," David Englander explains that the merger of Sterling Bancorp (NYSE: STL) and Provident New York has left the bank well-positioned. See why shares could rally 20 percent.
See "The New Frontier for MLPs" by Michael Aneiro to find out what wisdom Barron's MLP Roundtable participants have to offer on the best types of funds and top companies when it comes to master limited partnerships.
In a special letter from the editor, "Barron's Editor Goes Hollywood," see how persistence has paid off for Penta editor Richard C. Morais, as a movie based on his debut novel, The Hundred-Foot Journey, opens in theaters.
Harold Levy and Eric Stone are profiled in "First Eagle Fund Plays All the Angles" by Sarah Max. The article discusses how the fund's co-managers have thrived by buying deeply discounted stock in companies that are undergoing transition.
"Nick Heymann Is Selectively Bullish on Industrial Stocks" by Lawrence C. Strauss features an interview with veteran analyst Nick Heymann. Check out the article to discover why Heymann sees 20 percent upside potential in General Electric (NYSE: GE).
Leslie P. Norton's "United Rentals' Michael Kneeland" is a CEO spotlight article. According to the article, Kneeland's overhaul of the equipment-rental outfit is one of the great post-crisis stories in industrial America.
"Outgo Exceeds Income" is an editorial commentary by Thomas G. Donlan in which he discusses how the annual warning about Social Security and Medicare has gone unheeded again.
Columns in this weekend's Barron's discuss:
- The many forces that are trying to boost equities
- The odds of a victory for Valeant in its pursuit of Allergan
- Positive surprises in economic data
- The rosy promise of so-called yieldcos
- The state of small-company value funds
- The value of patience with exchange traded funds
- Dividend hikes from Monsanto and others
- Controversy over gasoline reserves
- New mobile apps aimed at millennials
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