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. Budgeting

    Plated Review, Is It Worth It?

    Take a closer look at the ready-to-cook meal service, Plated, and learn how the company can help you take the hassle out of home cooking.
  2. Investing News

    How China's Economy is Now Like America's

    China's economy could take the global economy down with it; why that might be good news in the grand scheme.
  3. Investing News

    A 2016 Outlook: What January 2009 Can Teach Us

    January 2009 and January 2016 were similar from an investment standpoint, but from a forward-looking perspective, they were very different.
  4. Fundamental Analysis

    South Korea - King of Exports

    Read about one the most important and successful exporting countries in the world, and learn more about the types of products it exports.
  5. Investing News

    Volatility Vexed? See What the Experts Are Saying

    Volatile times lead to a diversity of opinions on where the market is headed. Here are takes from five investing luminaries.
  6. Investing Basics

    The January Barometer: Is it Still Relevant?

    The January Barometer has been historically accurate. Will that be the case in 2016?
  7. Investing News

    The 8 Highest Grossing Movies of 2015

    Count down the most popular films at the American box office in 2015, and learn how much they earned in the domestic and worldwide markets.
  8. Economics

    Why the Chinese Economy Impacts the U.S. So Much

    Here's how the Chinese economy, the second-largest in the world, impacts the United States.
  9. Investing News

    Why You Should Be Buying Stocks, Not Going to Cash

    Hedge fund managers are buying up the shares of big companies. What do the managers know that we don't?
  10. Economics

    Why Commodities Aren't to Blame for Market Malaise

    Commodities are taking the brunt of the blame for poor investment performance. Are they the real villain?
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 >>
COMPANIES IN THIS ARTICLE
Trading Center