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Barron's Picks And Pans: Apple, Seagate Technology, Toll Brothers And More

Barron's Picks And Pans: Apple, Seagate Technology, Toll Brothers And More
  • Featured stories this weekend in Barron's ponder the prospects for two technology giants, a leading luxury homebuilder and a small-cap bottle maker.
  • This issue also includes the latest Barron's mutual fund quarterly report, which takes a look at results from the rough first quarter.
  • Other articles discuss therise of the yen, the new retirement rules, Dow stocks set to boost dividends and more.

"Toll Brothers Has 40% Upside" by Andrew Bary makes a case that the core single-family home business of this luxury home builder is not likely to be too rattled by headwinds for condos. Even though Toll Brothers Inc (NYSE: TOL) has expanded into luxury New York condos, see why Barron's thinks the Pennsylvania-based company's shares are now a bargain.

In "Seagate's 7.5% Dividend Yield Is Enticing," Alexander Eule points out that investors have hammered disk-drive makers on concerns over weak personal computer (PC) sales, even as Big Data is driving ever-greater demand for storage. The article discusses why the healthy dividend at Seagate Technology PLC (NASDAQ: STX) would appear to be safe.

Jack Hough's "Why Apple Is Worth $150 a Share" suggests that shares of Apple Inc. (NASDAQ: AAPL) could return as much as 40 percent, thanks in part to strong recurring revenue from the company's growing services business. Valued from that perspective, the iPhone maker's stock currently is significantly undervalued, according to Barron's.

See also: Barron's: Bill Gross On Interest Rates

As it takes steps to expand profit margins and boost earnings growth, Owens-Illinois Inc (NYSE: OI) stock could rise at least 25 percent, according to "At Owens-Illinois, the Glass Is Half-Full" by David Englander. See why Barron's feels shares are cheap and the Ohio-based glass-bottle maker's prospects now look better than they have in quite a while.

In Lauren R. Rublin's cover story, "Bill Gross: Why Interest Rates Must Rise," the renowned bond investor shares three current picks: two closed-end funds and a mortgage real estate investment trust (REIT). Gross also argues that the Federal Reserve must normalize interest rates in coming years to keep the economy functioning properly, and he also shares some thoughts on his legacy.

Also in this week's Barron's:

  • How the rise of the yen could affect the stock market
  • The winners and losers from the new retirement rules
  • How Samsung has clobbered Micron Technology, Inc. (NASDAQ: MU) in DRAM wars
  • Which Dow stocks are ready to boost dividends
  • Whether Yahoo! Inc. (NASDAQ: YHOO) is trading at a discount
  • The sluggish growth at World Wrestling Entertainment, Inc. (NYSE: WWE)
  • Whether the Halliburton Company (NYSE: HAL) and Baker Hughes Incorporated (NYSE: BHI) merger actually will take place
  • How Trump and Cruz's Fed feud could rattle the markets

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


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