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Barron's Picks And Pans: Drug Stocks, Hanesbrands, Wabtec And More

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Barron's Picks And Pans: Drug Stocks, Hanesbrands, Wabtec And More
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  • This weekend's cover story in Barron's takes a look at potential winners as the biotech industry grapples with soaring drug prices.
  • Other featured articles offer the prospects for an apparel maker poised to rebound and a railroad-equipment supplier with global opportunities.
  • The outlook for a Canadian auto parts maker and an enterprise-hardware vendor are also examined.

"As Drug Prices Fall, These Stocks Could Rise" by Jack Hough points out that market forces are doing about drug prices what politicians could not. See what that means for pharmaceutical and biotechnology stocks. Could Regeneron Pharmaceuticals Inc (NASDAQ: REGN) and Vertex Pharmaceuticals Incorporated (NASDAQ: VRTX) be the big winners, as Barron's believes?

In "Why Wall Street Will Cotton to Hanesbrands," Vito J. Racanelli suggests that a snapback rally could produce a 25 percent or more return as profits rebound at Hanesbrands Inc. (NYSE: HBI). See why a steep sell-off has left the storied brand cheap relative to its competition, while acquisition-related synergies should help get things back on track. Plus, it recently boosted its dividend.

Reshma Kapadia's "Wabtec Shares Could Power Up" makes a case that shares of railroad-equipment supplier Wabtec, or Westinghouse Air Brake Technologies Corp (NYSE: WAB), seem poised to rebound as governments invest in mass transit. Has Wall Street focused too much on the company's problems in the United States and ignored its opportunities abroad?

This Canadian company has been winning lots of new contracts and more market share, according to "Linamar: Driving for More of the Auto-Parts Market" by David Englander. Barron's believes that Linamar, shares of which are traded in Toronto, has made its products more attractive to major vehicle manufacturers by trimming their weight. See how Linamar may be well-positioned for growth.

In Nehal Chokshi's "Super Micro May Top HP Enterprise," see why this Maxim Group analyst believes Super Micro Computer, Inc. (NASDAQ: SMCI) is better positioned as an enterprise-hardware vendor. Three specific data points confirm the group's selection of Super Micro as the new top pick for 2017, with strong year-over-year revenue and earnings growth expected for years to come.

Also In This Week's Barron's

  • The latest Barron's ranking of the top 100 financial advisors.
  • The top consultants to institutional investors also ranked.
  • The effects of the president's shifting policy positions.
  • A new dawn for active investment managers.
  • An Apple Inc. (NASDAQ: AAPL) and Walt Disney Co (NYSE: DIS) tie-up.
  • How fund fees hurt active performance.
  • New rules about exchange traded funds raise concerns.
  • Federal Reserve tightening without rate hikes.
  • Two billboard REITs with generous payouts.
  • Why deglobalization is a bad idea.

Related Links:

Investing 101: Buying And Selling Stocks For The Average Joe Or Jane

5 Reasons Apple Won't Buy Disney

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