Market Overview

Barron's Recap: The Penta Quarterly

Barron's Recap: The Penta Quarterly

This weekend in Barron's online: Lyrical U.S. Value Equity hedge fund, the Penta Quarterly, the best hedge funds, as well as the prospects for Level 3 Communications, Media General, Brink's and more.

Cover Story

"Lyrical U.S. Value Equity's Sweet Results" by Michael Shari.

The name of this top-performing value fund belies a disciplined, tough-minded investment style, says this week's Barron's cover story. See how Andrew Wellington's Lyrical hedge fund achieves its impressive results with concentrated bets on names such as Aetna and Comcast.

See also: Leon Cooperman's Omega Advisors Sells Apple, Gilead; Buys Humana, GM And IBM

Feature Stories

"A Tipping Point for Level 3" by Leslie P. Norton says that with its vast fiber optic network, Level 3 Communications, Inc. (NYSE: LVLT) is well positioned for the broadband explosion. See why although shares could rise 20 percent, the company's assets are worth more.

Robin Goldwyn Blumenthal 's "Media General Is Channeling Growth" takes a look at how former newspaper company Media General Inc (NYSE: MEG) has transformed in recent years into the nation's number two local broadcaster.

In "It's Time to Haul-In Profits," David Englander suggests that given its gain in the past year, shares of Brink's Company (NYSE: BCO), along with investors' expectations, might have risen too much following first-quarter earnings.

Baron Emerging Markets portfolio manager Michael Kass is profiled in "Betting on the Emerging-Market Entrepreneur" by Sarah Max. See how Kass has outperformed with a focus on the rise of entrepreneurs in places like China and India.

Check out "L'Oréal's Agon Sells Beauty Around the World," in which Jonathan Buck examines how this chief executive's passion for marketing has helped French company L'Oréal cement its status as the world's number one cosmetics and beauty care company.

"No Help Needed" is an editorial commentary by Thomas G. Donlan that discusses why free trade is automatically fair, while governments managing trade infringe on our liberties.

Follow-up article "Start-Up Market: Is It an Uber Bubble?" indicates that as the median valuation of private-market start-ups has reached new highs, the IPO market looks less enthusiastic.

Penta Quarterly

In Michael Shari's "The Deliberate Investor," the case is made for 33 as the perfect number of stocks to own. See some of the favorite stock picks from the top-performing Lyrical U.S. Value Equity hedge fund featured in the Barron's cover story.

Indexing may be in style, but old-fashioned stock pickers rule the Barron's list of top hedge funds, according to Eric Uhlfelder's "Best 100 Hedge Funds." See why equities dominated rankings for the second straight year on the back of a bull market now well into its seventh year.

"What Art Collectors Can Learn From an Art Thief" by Philip Boroff offers advice from burned collectors who were robbed of $100 million. Check out the tips for doing due diligence on the art dealer handling any art purchase.

In "Hunting Mexico's Sierra Mackerel," Jim McTague offers a look at Cabo San Lucas. See how his fly-fishing skills were put to the test while pursuing fierce saltwater game fish. The article includes tips for travel to Baja.

Jeffrey Podolsky's "Paul Smith's Charming Silhouette" features the English designer who makes conservative suits witty, enjoys a kind of cult status in Japan, as well as oversees a $300 million global empire spanning 73 countries.

See "Breguet Winds Its Springs," in which Paul Boutros looks at the new masterpieces from Swiss manufacturer of luxury watches Breguet, and he discusses how Swatch revived the spirit of the greatest watchmaker who ever lived.

See also: Is Apple Becoming A One-Trick Pony?


Columns in this weekend's Barron's discuss:

  • The Avon buyout hoax
  • Whether fears of another "taper tantrum" are overblown
  • How DuPont may win the battle but corporate America may lose war
  • A cautionary tale about buying hot pre-IPOs
  • New ETFs that aim to better track commodity prices
  • Where in the world U.S. currency has gone
  • The past week's dividend hikes
  • Whether the U.S. Strategic Petroleum Reserve is a boondoggle

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

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