SNEAK PEEK AT THIS WEEKENDS BARRONS: COVER STORY: The Best and Worst States Barron’s annual ranking finds most states economically healthier than they’ve been in years. At the top of the list: North Dakota, Wyoming, and Utah. The worst-ranked states: Illinois and New Jersey. Relax, the Bull’s Not Done Merrill Lynch wealth advisor John Olson thinks the long stock rally is only half over, Barron’s says. Why he favors Big Pharma over small-cap companies. Chip Giant Intel Has 30% Upside Intel has a 3½-year lead on rivals in chip-making technology, which should pay off in prolonged growth. A 2.7% yield adds to the stock’s allure, Barron’s says. Oil Services Stocks Lifted by M&A Hopes Halliburtons bid for Baker Hughes sparked a flurry of mergers and acquisitions in Europes oilfield-services sector, Barron’s says. Investors hope that some of Europe’s oilfield-services companies might opt for M&A to counter the effect of weak oil prices and lift stocks such as Italy’s Saipem and others. Hong Kong-Shanghai–Just Barely–Connect The Hong Kong-Shanghai Stock Connect, which allows investors with brokerage accounts in Hong Kong to buy stocks listed in Shanghai and vice versa, debuted last week. The traffic was mostly northbound, to Shanghai. And as the week went on, mainland interest in Hong Kong faded further, Barron’s reports. The Long and Short of Sohn London Money managers including Richard Pzena, Carson Block and James Chanos offered their best advice at the latest Sohn London Investment Conference, Barron’s reports. Why Zillow could zoom higher. His Best European Bets Camox fund founder Jonathan Herbert favors nimble, fast-growing companies over large-caps such as Danone and Unilever, Barron’s reports. Who’s Got the Cash? A new Website from Robur Terminal as well as existing ones from YCharts and Financial Visualizations can help pinpoint companies with lots of cash, Barron’s says. Beware the Bull in China China is relaxing it’s limits on foreign investment, and several new ETFs are prepared to take advantage of these new investing opportunities. But investors in these ETFs are likely to pay more for the ETF than the underlying securities are worth, Barron’s warns. Asias Dual Dynamos This week, Barron’s interviews Chris Wood, chief strategist for CLSA Asia-Pacific Markets. Hes gung-ho about India and the Philippines—but bearish on Hong Kong. He names some of his current picks. Mr. Freud in the Family Office The Matter Family Office uses psych-profiling to make wealth planning go more smoothly. Barron’s finds out how it helped one entrepreneurial family.
Posted on: Sat, 22 Nov 2014 03:14:57 +0000