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 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. Economics

    Long-Term Investing Impact of the Paris Attacks

    We share some insights on how the recent terrorist attacks in Paris could impact the economy and markets going forward.
  2. Economics

    Is Wall Street Living in Denial?

    Will remaining calm and staying long present significant risks to your investment health?
  3. Economics

    Will Recession Become Reality in 2016?

    Due to creative measures by central banks, there is no telling when a recession will actually occur, but natural economic forces will eventually win.
  4. Investing

    A Surprising Way to Seek Income as Rates Rise

    As an alternative investment, income-seeking investors may turn to dividend-paying exchange traded funds (ETFs) as a way to seek both income and growth.
  5. Stock Analysis

    Will the Stock Rally Last Past Christmas?

    The stock market can't seem to make up its mind. Will investors end up with coal for Christmas or might their wishes come true?
  6. Economics

    The Biggest Oil Producers in the Middle East

    Discover which countries produce the most oil in the Middle East, a region long known for its influence on international petroleum markets.
  7. Economics

    The Biggest Oil Producers in Africa

    Discover which African countries produce the most oil, and learn more about which domestic and international oil companies operate in each country.
  8. Economics

    The Biggest Oil Producers in Latin America

    Find out which countries produce the most oil in Latin America, and learn about some of the biggest oil companies operating in each country.
  9. Stock Analysis

    The 6 Biggest Russian Energy Companies

    Learn about the top energy companies in Russia, a country that holds some of the largest reserves of oil, natural gas and coal in the world.
  10. Stock Analysis

    The Biggest Oil Producers in Asia

    Learn which Asian countries deliver the most crude oil to market, and discover what companies are the biggest producers in each country.
  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

Trading Center