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Barron's Picks And Pans: Trump Stocks, Thermo Fisher, Discover And More

Barron's Picks And Pans: Trump Stocks, Thermo Fisher, Discover And More
  • This weekend's Barron's takes a look at the expected winners and losers following Donald Trump's election victory.
  • The prospects for a leading biotechnology product development company and a prominent financial services company are also examined.
  • Other featured stories offer where Jeffrey Gundlach sees bond yields going and more on what to expect in the Trump era.

"Trump Win Creates Winners, Losers" by Andrew Bary says that Wall Street quickly decided that Trump's surprise election victory was good for business. See why Barron's thinks JPMorgan Chase & Co. (NYSE: JPM) and Pfizer Inc. (NYSE: PFE) are among the winners, while the likes of Verizon Communications Inc. (NYSE: VZ) are not.

In "For-Profit Colleges Could Prosper Under Trump," Bill Alpert points out that investors have bid up shares of DeVry Education Group Inc (NYSE: DV), Capella Education Company (NYSE: CPLA) and others, on hopes for reduced regulations. See why the industry, a longtime underperformer, is giving high marks to a Trump presidency.

Jack Hough's "Thermo Fisher Has 30% Upside" examines why, even though this biotechnology product development company has beaten earnings for 20 quarters in a row, its shares are valued no higher than other serial disappointers. Find out why Barron's believes Thermo Fisher Scientific Inc. (NYSE: TMO) is likely to grow its earnings per share at a double-digit clip for years to come.

If Discover Financial Services (NYSE: DFS) can grow its loan book just a little bit faster, the shares could offer a 12 percent return within the next year, according to "Discover: A Credit-Card Stock With a Rewards Program for Investors" by Robin Goldwyn Blumenthal. And if interest rates rise, says the article, Discover looks even more like a winner going forward.

In Jack Hough's "10 Stocks Set to Win Big With Trump Tax Cuts," takes a look at companies that have gotten clobbered by taxes, such as Altria Group Inc (NYSE: MO), CVS Health Corp (NYSE: CVS) and CSX Corporation (NASDAQ: CSX). If rates slide, says Barron's, the earnings of these companies and more could soar and their shares could rally.

Also in this week's Barron's:

  • Where Jeffrey Gundlach sees bond yields in five years
  • The prospects for a American Vanguard Corp. (NYSE: AVD) comeback
  • Why one analyst prefers Whole Foods Market, Inc. (NASDAQ: WFM) to Kroger Co (NYSE: KR)
  • The epidemic of financial abuse of the elderly
  • Whether real assets will bounce back after Trump win
  • The good and the bad of Trumponomics
  • Whether Trump will declare war on technology companies
  • Where to research Trump-era stocks
  • A Fitbit for funds
  • Whether infrastructure stocks are overheated
  • Why top-yielding stocks are not the top bets anymore

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