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Barron's Recap: Bad News For Intel

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Barron's Recap: Bad News For Intel
  • The cover story in this weekend's Barron's takes a look at who benefits from new cloud chip technologies.
  • This issue also includes picks from the Barron's Emerging Markets Roundtable, as well as a closer look at inflation indexes.
  • The prospects for Kinder Morgan, Pfizer, Avis Budget, Weyerhaeuser and more are covered in feature stories, too.

Cover Story

"Watch Out Intel, Here Comes Facebook" by Tiernan Ray.

Alphabet Inc (NASDAQ: GOOGL) and Facebook Inc (NASDAQ: FB) are seeking radically new chip designs to power their cloud-based operations, says this week's cover story in Barron's. Find out why that is good news for the likes of Micron Technology, Inc. (NASDAQ: MU), but bad news for traditional chip leaders such as Intel Corporation (NASDAQ: INTC).

See also: How Intel's Unexpected Move Could Decimate Micron Investors' Profits

Feature Stories

In "Emerging Markets Roundtable: What to Buy," Reshma Kapadia suggests that even though emerging markets have fallen sharply, they still are not cheap. The panelists of the Barron's Emerging Markets Roundtable discuss how to navigate the markets now.

"Kinder Morgan Could Fall Another 20% or More" by Andrew Bary points out that pressure from weaker commodity prices likely will continue to weigh on Kinder Morgan Inc (NYSE: KMI), the country's largest pipeline company.

Jack Hough's "Pfizer Is Attractive, With or Without Allergan" makes the case that after five years of declining revenue, Pfizer Inc. (NYSE: PFE) is poised for growth. Can the drug giant's shares return 20 percent in the next year?

Avis Budget Group Inc. (NASDAQ: CAR), the second-most famous name in car rentals, could enjoy a smoother ride now that much of the competition has departed, says "Avis Shares Could Double by Late 2017" by Jonathan R. Laing.

In Sandra Ward's "Weyerhaeuser Is Growing Money on Trees," see how big timber REIT Weyerhaeuser Co (NYSE: WY) has pruned some losing units and turned others around, generating more cash for its hefty dividend.

The manager of the Putnam Multi-Cap Core fund is profiled in Lawrence C. Strauss's "Putnam's Jerry Sullivan Takes a Three-Pronged Approach." See how Sullivan draws from his unusual career path to focus on three areas of stock picking, as well as what he learned from Peter Lynch.

Check out "Inflation Indexes: A Refresher Course," in which Gene Epstein shows how a close look at the key U.S. inflation indexes — the consumer price index (CPI) and the personal consumption expenditures price index (PCE) — suggests that both track price changes with reasonable accuracy.

"Duckburg Economics: Pricing and Scarcity in Drugs" is an editorial commentary by Thomas G. Donlan in which he discusses how pharmaceuticals are regulated because they can be dangerous, but one of the dangers is the impulse to regulate drug prices at the same time.

Follow-up article "Oaktree Could Score as Debt Cycle Turns" discusses Howard Marks's investment firm, Oaktree Capital Group LLC (NYSE: OAK), which is raising big bucks to invest in the next wave of troubled assets. See why that is good news for patient shareholders.

In Barron's Asia: "Beijing Can't Manufacture a Baby Boom" by Wayne Arnold takes a look at whether China's middle-class would rather spend money on a better lifestyle than on the expense of having an additional child.

See also: UBS: The Bull Market Is Ending, Just Not Yet

Columns

Columns in this weekend's Barron's discuss:

  • Whether China's new two-child policy will foster economic demand
  • What could convince the Federal Reserve to pull the trigger on a rate hike in December
  • How low is low when it comes to mutual fund fees
  • How the use of exchange traded funds (ETFs) can lessen your tax burden
  • Whether Trinity Biotech plc (NASDAQ: TRIB) is on the road to recovery
  • A valuable, if flawed, memoir by Barney Frank
  • The past week's dividend hikes and cuts
  • How with a little online research, consumers can fight the uptrend in banking fees

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

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