Barron's Picks And Pans: International Paper, Newell Rubbermaid, Houghton Mifflin

"International Paper: It's Time to Buy" by Sandra Ward makes the case that though

, the world's largest containerboard producer, has been hit by commodities woes, it is overdone at this point. Supplying Amazon and other online retailers with packaging is increasingly important to the company, which could see its shares rebound as much as 20 percent. In "Makeover at Newell Rubbermaid," Jack Hough takes a look at how, with the Jarden acquisition,

will more than double in size. See why Barron's thinks the deal could unlock some $500 million in savings for the Atlanta-based maker of Sharpie pens and Graco strollers, and shares of this long-time lousy performer could double in three to five years. David Englander's "Houghton Mifflin Harcourt's Prospects Get an 'A'" suggests that

, best known for its textbooks, has benefited from a switch to digital teaching materials. Investors on the hunt for safety from global market unrest need look no further, says Barron's, as the shares here look cheap.

Discussion of climate change, sustainable development goals and the collapsing Chinese stock market were on the table at the 46th annual meeting of the World Economic Forum in Davos, Switzerland, according to "Davos: Big Brains, Business Luminaires Converge on the Alps" by Jonathan Buck. The meeting's theme, "Mastering the Fourth Industrial Revolution," seemed to lots outside observers as something of a sideshow to the main event: the market meltdown. Barron's special monthly report on alternative investments features a rare hedge fund winner in 2015 in "Avoiding Trouble Spots" by Eric Uhlfelder, a compelling case for hunkering down with real estate in Reshma Kapadia's "We See Real Estate as the First Alternative" and an economic forecaster who says stocks are still overvalued in "Stephanie Pomboy: Stocks Are Still Overvalued" by John Kimelman. In addition, the cover story in this weekend's Barron's offers the second part of the Barron's 2016 Roundtable, in which the featured investment pros share 31 of their best investment bets for this year. "Investors should stay as defensive as possible," warns one bearish panelist. "The stock market is vulnerable, and prices could go much lower. … People will be surprised by how low the market goes."