This weekend in Barron's online: the 2014 Midyear Roundtable, why most investing professionals are below average, as well as the prospects for Goodyear, Franklin Resources, Tribune Company, Electronic Arts, Southwest Airlines, Big Lots and more.

Cover Story

"2014 Midyear Roundtable -- Picking Up the Pieces" by Lauren R. Rublin.

The surveyed investment experts see little growth for the market averages, but plenty of opportunities among stocks, says this week's cover story in Barron's.

Is it time to say goodbye to sunny skies and ditch the rose-colored glasses? The members of the Barron's Roundtable think so, as their market forecasts for the back half of 2014 range from "meh to feh," according to the article. The participants shared their best investment bets for the next rest of the year, offering a varied collection of stocks, funds and alternative assets.

See who the Roundtable participants are and how their picks fared in the first half of the year, as well as back in 2013. See what their best guesses are for what the second half of the year will bring, the rationale for the strength in the bond markets and how grim the economic picture is, both at home and globally.

See who likes Avon Products (NYSE: IBM) and the South African rand.

See also: What Do Elections, ETFs, Soccer and Google Have In Common?

Feature Stories

Jonathan R. Laing's "Time to Pump Up Your Goodyear Holdings" reveals why top hedge-fund managers like David Tepper and Richard McGuire have a lot riding on U.S. tire maker Goodyear Tire & Rubber (NASDAQ: GT).

"Will an Activist Ring Franklin's Bell?" by Andrew Bary suggests that shares of asset manager Franklin Resources (NYSE: BEN) could gain 15 percent if an activist presses it to return some of its cash to shareholders.

In "Tribune Makes News Again," Vito J. Racanelli shows how Chicago-based media giant the Tribune Company is turning itself into a big broadcaster with plenty of valuable assets that it could spin off. See why the stock could rise as much as 25 percent.

Equity darlings can fall when growth estimates falter, says Jack Hough's "These Four Stocks Are Good to Grow." The article discusses how Electronic Arts (NASDAQ: EA), Southwest Airlines (NYSE: LUV) and others should lift earnings.

See "Take Profits on These Two Turnarounds" by David Englander to find out why Big Lots (NYSE: BIG) and Quality Distribution (NASDAQ: QLTY) do not have much further to go in the near term.

In Amy Feldman's "Thornburg Strategic Income: In Praise of Bond Math," Jason Brady of Thornburg's Strategic Income fund is profiled. See why Brady is not seduced by the highest yields but takes a conservative approach to risk.

The CEO spotlight is turned on "Interpublic's Michael Roth" in this article by Dyan Machan. See how Roth steered Interpublic Group (NYSE: IPG) from near collapse but now faces another challenge: a possible takeover bid.

"Past Really Isn't Prologue" by Stephen Mauzy discusses why most investing professionals are below average and how, in the fiercely competitive financial markets, exceptional returns are eventually eroded by imitators.

"50 Different State Income-Tax Regimes" is an editorial commentary by Thomas G. Donlan that discusses a new book on how taxation changes behavior and influences the wealth of the states.

See also: 5 Things Every Detroit Entrepreneur Should Know

Columns

Columns in this weekend's Barron's discuss:

  • The markets reminded to expect the unexpected
  • An attack on the dollar as the world's reserve currency
  • Why the greenback looks ready to shine
  • Who aims to unseat EMC and NetApp
  • Why many mutual funds should close once flows turn positive
  • The hidden costs that come with cheaper exchange traded funds
  • The lessons of Eric Cantor's defeat
  • The week's dividend hikes
  • The mixed bag of news for the federal budget

Keep up with all the latest breaking news and trading ideas by following us on Twitter.

Related Articles
  1. Markets

    The 5 Biggest Chinese Natural Gas Companies

    Read about the top five Chinese natural gas companies as measured by gas production volume and learn a little more about their business operations.
  2. Markets

    The 5 Biggest Chinese Insurance Companies

    Read about the top Chinese insurance companies by market capitalization, and learn a little about their positions in the marketplace.
  3. Insurance

    Top 8 Car Insurance Companies in New Jersey

    Read about the top personal auto insurers operating in New Jersey, and learn about recent trends in market share among these companies.
  4. Stock Analysis

    How Much Coca-Cola Spends on Advertising

    Learn about Coca-Cola's ad spending and why the company has decided to spend the amount of money it does. Understand comparable companies and industries.
  5. Investing

    Welcome Back, Volatility

    Volatility is likely to resurface as the Federal Reserve gets closer to adjusting its monetary policy stance, even if that adjustment is a measured affair.
  6. Economics

    What Is The Labor Market Conundrum?

    We are facing a conundrum with investment implications: Why are wages still stagnant, when jobs are being created at the fastest pace since the late 90's?
  7. Investing

    Why Are Consumers In Hesitation?

    Diverging monetary policy globally and a stronger dollar continued to be key drivers of the recent underperformance and last week’s tumble in U.S. stocks.
  8. Economics

    Bulk Shipping Companies Struggle As Markets Soften

    The "soft" dry bulk shipping market that confronts shipping companies is a result of lower demand from China, and an excessive amount of bulk ships.
  9. Stock Analysis

    Sierra Wireless Benefits From These Megatrends

    We take a closer look at how Sierra Wireless' transition from 2G to 3G and 4G technologies, has impacted its business today, and the future expectations.
  10. Stock Analysis

    3 Growth Opportunities For ARM Holdings

    ARM Holdings highlighted several growth opportunities in its most recent roadshow presentation. Here are three of the large opportunities it talked about.
RELATED TERMS
  1. Fractal Markets Hypothesis (FMH)

    An alternative investment theory to Efficient Market Hypothesis ...
  2. Core Durable Goods Orders

    New orders for U.S. core durable goods, which are the total durable ...
  3. Investopedia

    One of the best-known sources of financial information on the ...
  4. Market Depth

    The market's ability to sustain relatively large market orders ...
  5. Closing Tick

    The difference between the number of stocks that closed higher ...
  6. Institutional Brokers' Estimate ...

    A system that gathers and compiles the different estimates made ...
RELATED FAQS
  1. What is the long-term outlook of the metals and mining sector?

    An industry agency council was established by the World Economic Forum in 2014 to serve as an advisory board on the future ... Read Full Answer >>
  2. What is the railroads sector?

    The railroads sector is comprised of publicly traded stocks for companies that operate railroad tracks and/or trains. Railroad ... Read Full Answer >>
  3. Who are Amgen Inc.'s (AMGN) main competitors?

    Biotech giant Amgen Inc (AMGN) bills itself as one of the first biotechnology firms. It was founded in 1980 and has grown ... Read Full Answer >>
  4. What's the most expensive stock of all time?

    Back in late August 2012, Apple’s (AAPL) stock price reached nearly $700 per share. The stock has since split but has yet ... Read Full Answer >>

You May Also Like

COMPANIES IN THIS ARTICLE
Trading Center
×

You are using adblocking software

Want access to all of Investopedia? Add us to your “whitelist”
so you'll never miss a feature!