Barron's Picks And Pans: Super Chip Stocks, Time Warner And More
This weekend's Barron's cover story takes a look at the likely winners arising from a new breed of super semiconductors.
The prospects for a media giant, a do-it-yourself moving company and a German chemicals maker are also examined.
This issue also includes a special report on Barron's 12th annual Art of Successful Investing conference.
"Faster, Smarter, Better: The Next Chip Revolution" by Tiernan Ray suggests that an emerging breed of semiconductors will cook our food, recharge our phones, diagnose diseases and keep cars on the road and drones in the air. See why Barron's believes Applied Materials, Inc.AMAT 1.51% and NXP Semiconductors NV NXPI 0.69% will be among the winners.
In "U-Haul Parent Amerco: Ready to Move," Andrew Bary points out that Reno, Nevada-based do-it-yourself moving company AMERCOUHAL 0.78% has seen its earnings slip, even though it dominates its industry. However, the growth story remains intact and its shares look like a bargain, says the article, and those shares could have as much as 22 percent upside.
Lauren R. Rublin's "Barron's AOSI Conference: 21 Picks From Investing Pros" presents interviews with experts from the Barron's 12th annual Art of Successful Investing conference, as well as the lowdown on 21 undervalued companies, from Microsoft CorporationMSFT 1.47% to Sony CorpSNE 0.09% to Wells Fargo & CoWFC 0.99%.
Based and traded in Germany, this chemicals company is expanding into less-cyclical and higher-margin products, according to "Lanxess Shares Could Rise 25% or More" by David Englander. With a new CEO, a major new acquisition of a Philadelphia-based chemicals maker and a new direction, Barron's believes its shares could jump 25 percent or more in the next two to three years.
In Jack Hough's "It's Time to Take Profits on Time Warner Shares," the case is made that, with the rumored takeover by AT&T Inc.T 1.55% having sent Time Warner IncTWX 2.21% stock soaring, shareholders should take profits now. After all, shares could slide if the deal falls through or it is priced below what investors expect, says the article.
Also In This Week's Barron's
A new Barron's offering to help millennials attain financial independence.
Whether it is a good time to get out of flagging consumer stocks.
Why small is beautiful for bank-focused funds.
The rise of self-indexing.
10 top dividend payers for the long haul.
The most important investment trend today.
Leonardo DiCaprio and a Malaysian financial scandal.
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At the time of this writing, the author had no position in the mentioned equities.
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