Market Overview

Barron's Recap: 22 Smart Investment Ideas

Barron's Recap: 22 Smart Investment Ideas

This weekend in Barron's online: part two of the Barron's 2015 roundtable, where to find gains as profits slow down, the Barron's forecasting contest winner, as well as the prospects for Ameriprise Financial, Oracle, Union Pacific, Remy International and more.

Cover Story

"Getting Down to Business" by Lauren R. Rublin.

In this week's cover story in Barron's, four experts share their investment bets for 2015. Scott Black, Abbie Joseph Cohen, Brian Rogers and Felix Zulauf have 22 great picks in this week's roundtable installment.

See why these four panelists are bullish on Boeing Co (NYSE: BA), FedEx Corporation (NYSE: FDX), General Electric Company (NYSE: GE) and others. Find out why bond rates could fall even further and what could spark a stock market correction. And discover the best way to bet on the dollar and the best time to buy gold.

The article also includes some background on these four experts and videos of each. There are links back to last week's roundtable installment and to the 2014 roundtable report cards.

See also: Why This Money Manager Just Added Budweiser, International Paper And Northrop Grumman To His Portfolio

Feature Stories

"A Money Manager Whose Shares Are a Bargain" by Sandra Ward takes a look at how asset management has come to contribute more to the bottom line at Minneapolis-based Ameriprise Financial, Inc. (NYSE: AMP) than its insurance unit does.

Jack Hough's "Where to Find Gains as Profits Slow" suggests that corporate earnings growth could come to a surprise halt sometime this year. However, the article goes on to offer six stocks that offer growth at a reasonable price and could buck that wider trend.

In "Why Oracle Will Mimic Microsoft's Revival," Jack Willoughby examines how even though enterprise-software giant Oracle Corporation (NYSE: ORCL) was late to cloud computing game, it still has plenty of competitive weapons to draw on, such as deep pockets.

Richard Mashaal and his team at Canadian hedge fund Senvest Partners are profiled in Michael Shari's "Buyers On Bad News." Discover how this fund has notched top performance by picking up out-of-favor stocks. And see why the bad times for McDonald's Corporation (NYSE: MCD) may have only just begun.

Check out "Meet Daniel O'Connor, Barron's Contest Winner," in which Andrew Bary presents who came out on top when Barron's invited readers to predict the biggest news and market trends of 2014. See how O'Connor handily beat the quiz author and more than 1,500 entrants.

In Jacqueline Doherty's "'Who Doesn't Love a Train?'" the CEO spotlight is turned on Jack Koraleski of Union Pacific Corporation (NYSE: UNP). Shares of this Omaha-based company have more than doubled under his stewardship, and see why they are likely to keep riding high.

Newly independent auto-parts supplier Remy International Inc (NASDAQ: REMY) is poised to get a nice boost from strong global demand for cars and trucks, according to "Remy Fires Up Its Growth Engine" by David Englander.

"No Oscar for Obama" is an editorial commentary by Thomas G. Donlan in which he asks, haven't we seen this movie before?

See also: Will Apple Rise On Record iPhone Sales Or Fall On Weak Apple Watch Guidance?


Columns in this weekend's Barron's discuss:

  • Deflation in the eurozone and the NFL
  • Why analysts have lowered their forecasts for 2015 corporate profits
  • Whether the State of Union address was right about economic progress
  • Why betting on Twitter now may be a bad bet
  • Online survival guides for oil investors
  • Why two of the oldest and largest ETFs may go the way of the dodo
  • Signs of a possible comeback for managed-futures hedge funds
  • Dividend hikes from Alaska Air and others last week
  • How slim the chances are for a capital-gains tax hike
  • The best way to view and listen to the coming Super Bowl

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

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