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Barron's Picks And Pans: Media Stocks, Hilton, ITT And More

Barron's Picks And Pans: Media Stocks, Hilton, ITT And More
  • This weekend's Barron's cover story takes a look at the prospects for mega-mergers among the media giants.
  • The prospects for a fabled hotelier, an industrial conglomerate and a Canadian excavations company are also examined.
  • This issue also offers three thrifts worth betting on that could be lucrative for investors.

"What's Next for Media Stocks" by Andrew Bary suggests that the AT&T Inc. (NYSE: T) deal for Time Warner Inc (NYSE: TWX) has set off a fresh round of speculation about other mega-deals, and among the most attractive candidates is T-Mobile US Inc (NASDAQ: TMUS). See which media stocks Barron's says to buy and which to avoid.

In "Hilton's Breakup Could Boost Value by 25%," Avi Salzman takes a look at the plan for fabled hotel operator Hilton Worldwide Holdings Inc (NYSE: HLT) to split three ways -- into a franchiser, a timeshare company and a real estate investment trust -- and push further into profitable overseas markets. See why Barron's believes the stock looks like a bargain now.

Jack Hough's "ITT Could Return 20% as Brake-Pad Business Soars" points out that shares of conglomerate ITT Inc. (NYSE: ITT) are down about 30 percent in the past two years, as oil-industry demand for the company's pumps has dried up -- for now. However, the company's brake-components business is zooming higher and has plenty of room to grow in North America and China.

Based in and traded in Canada, this hydro-excavation specialist looks overpriced as growth slows, according to "Badger Daylighting Could Tumble Around 30%" by Bill Alpert. Shares rallied after a better-than expected June quarter, but questions about accounting anomalies have gone unanswered. Barron's takes a look at why the company's shares could fall by as much as a third.

In David Englander's "Three Thrifts Worth Betting On," the case is made that Kearny Financial (NASDAQ: KRNY), Clifton Bancorp Inc. (NASDAQ: CSBK) and Waterstone Financial Inc. (NASDAQ: WSBF) could produce solid gains, either from operations or from being sold. Over time, thrift conversions have proved to be lucrative for investors.

Also in this week's Barron's:

  • Why commodity ETFs pose a challenge
  • What investors can expect if Hillary Clinton wins
  • Why to choose the scary over the safe when stock-picking
  • Whether, Inc. (NASDAQ: AMZN) and Alphabet Inc (NASDAQ: GOOGL) the new Apple Inc. (NASDAQ: AAPL)
  • A sneak peek at the new TD Ameritrade Holding Corp. (NASDAQ: AMTD) robo-advisory
  • How the Dogs of the Dow have fared this year
  • The most recent "October surprise"
  • Whether Brexit will benefit U.K. small businesses
  • Mutual funds that invest in high-yielding illiquid assets

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