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Barron's Latest Picks And Pans: Bank Stocks, BDCs, Blackstone, Fluor, Oracle And More
Sunday, February 21, 2021 - 8:13am | 1202This weekend's Barron's cover story explores one enterprise software company's transformation into a cloud giant. Other featured articles discuss who dominates the public cloud, who stands to benefit as Texas rebuilds and how to tell when tech companies are overvalued. Also, the...
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Barron's Picks And Pans: Medtronic, Tesla, Walmart And More
Sunday, November 17, 2019 - 1:49pm | 723This weekend's Barron's cover story explains how to generate income in retirement. Other featured articles discuss big tech's take on banking and retailers that have been left behind. Also, the prospects for a medical devices maker, a financial services play, a retail giant still...
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Barron's Picks And Pans: Boeing, Comcast, Conoco, Emerson And More
Sunday, October 20, 2019 - 8:13am | 705This weekend's Barron's cover story suggests how to play the streaming TV revolution. Other featured articles discuss the effect of lower enterprise tech spending and offer dividend stock picks for a low-rate world. Also, the prospects for an oil giant, an optical retailer, a beleaguered...
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Barron's Picks And Pans: Medtronic, Yum China, PayPal And More
Sunday, August 27, 2017 - 9:28pm | 587This weekend's Barron's offers a look at two Manhattan REITs that may be poised to rally. Other featured articles discuss a medical device maker that investors may be underestimating and a Chinese fast-food chain operator with new leadership. The prospects for an e-commerce giant and an iPhone...
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Mylan's CEO Showed 'Very Little Empathy,' Bill George Says
Wednesday, September 21, 2016 - 2:37pm | 410Bill George, a Harvard Business School senior fellow and ex-chairman of Medtronic PLC (NYSE: MDT) has some harsh words for Mylan NV (NASDAQ: MYL)'s CEO Heather Bresch. Speaking as a guest on CNBC's "Squawk On The Street" on Wednesday, George said that Bresch could be in for a "rough time" as she is...
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Intuitive Surgical Has 'Ample Runway' To Grow Despite Medtronic's Robotic Surgery Push, Canaccord Says
Tuesday, June 7, 2016 - 3:53pm | 274Canaccord Genuity said Intuitive Surgical, Inc. (NASDAQ: ISRG) has ample runway for growth despite Medtronic PLC (NYSE: MDT)'s push on robotic surgery. The brokerage reiterated its Buy rating and $700 price target on the ISRG shares following Medtronic's investor and analyst meeting...
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Barron's Picks And Pans: Wal-Mart, Medtronic, Palo Alto Networks And More
Saturday, February 27, 2016 - 5:24pm | 684Featured stories in this weekend's Barron's offer a look at the prospects for a retail giant, a medical device maker and three cybersecurity stocks. A small cap aerospace parts maker could rise 30 percent over the next year. One portfolio manager prepares to buy into the bear market, with a dozen...
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Barron's: A Liquid Alternative Mutual Fund Brain Trust
Saturday, February 27, 2016 - 5:16pm | 611The cover story in this weekend's Barron's takes a profile of AQR Capital Management, the largest liquid alternative mutual fund player. This distinctive investment manager has strategies for delivering results even in down markets. Other featured articles focus on finding rising stars in the art...
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Barron's Recap: The Fall Big Money Poll Reveals Bulls
Sunday, October 18, 2015 - 5:48pm | 862The cover story in this weekend's Barron's offers the results of the latest Big Money Poll. This issue also includes a look at Michael Dell's bid for EMC Corporation (NYSE: EMC), as well as the best play in wireless. The prospects for Fifth Third Bancorp (NASDAQ: FITB), Tribune Media Co (NYSE:...
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This Analyst Sees 25% Upside in Medtronic
Friday, September 4, 2015 - 2:30pm | 242Medtronic PLC (NYSE: MDT) is down 13 percent over the past month. Steven Lichtman at Oppenheimer reiterated the firm's Outperform rating and $86 price target. Though there are some currency headwinds, Lichtman said that the firm is eyeing double-digit EPS growth in the next couple...
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High Expectations For Ambarella In An Otherwise Quiet Earnings Week
Sunday, August 30, 2015 - 8:38pm | 842The week's economic calendar is highlighted by the Federal Reserve's next Beige Book report and a look at the employment numbers for August. Also throughout the week will be a scattering of off-season earnings reports. There are only a handful of companies on deck to share their latest quarterly...
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John Paulson Continues To Bet On Health Care And TV
Sunday, May 17, 2015 - 10:49am | 391You might remember John Paulson for his bets against subprime mortgages. However, there’s much more to him than just that. Paulson manages Paulson & Company, a hedge fund that last disclosed an equity portfolio worth more than $19.6 billion, mainly allocated to healthcare stocks -- 42...
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David Einhorn Still Focused On Tech While Escaping Health Care In Q1
Sunday, May 17, 2015 - 10:47am | 542David Einhorn’s Greenlight Capital continued to be focused on tech, according to its latest 13F filing. The fund has roughly $3.36 billion allocated in the tech segment. Since the total equity portfolio is worth about $7.65 billion, tech stocks account for almost half of it. Over the...
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The Latest Stock Picks From Cliff Asness, AQR Capital's 13F
Friday, May 15, 2015 - 3:46pm | 467Cliff Asness’ AQR Capital Management is among the investment firms required to file a Form 13F -- disclosing its long equity positions as of March 31 -- with the SEC. According to the document, after acquiring 199 new stocks, boosting its stakes in another 928, trimming its exposure...
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Dow, S&P 500 Add To Gains Following Encouraging International News
Tuesday, November 18, 2014 - 6:02pm | 1050U.S. stocks rose on Tuesday, lifting the Dow and S&P 500 to new all-time highs as investors found positives in data releases, including the NAHB Housing Market Index, which rose more than expected. In Europe, German investor confidence saw the largest increase in 11 months while European...