Category Archives: Investing

Finance Preview: Barron’s Magazine – March 27, 2023

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Barron’s Magazine – March 27, 2023:

The 10 Years Before Retirement Are Critical. How to Be Ready.

The 10 Years Before Retirement Are Critical. How to Be Ready.

While retirement planning is a decadeslong endeavor, the way you handle your final decade before leaving the workforce will have a critical impact on how ready you’ll be when that day finally arrives.  

“It hits about 10 years out—this train is coming to me,” says Danielle Byrd Thompson, a financial professional at Equitable Advisors in Washington, D.C. “It’s like a time clock is starting.” 

Analysis: At Dollar General, a Record of Overcharging

Analysis: At Dollar General, a Record of Overcharging

A Barron’s analysis finds that four states fined the retailer a total of more than $1 million for price inaccuracies in 2021 and 2022.

Preferred Shares Offer a Better Way to Bet On Banks

Preferred Shares Offer a Better Way to Bet On Banks

With fat yields and more safety than common stock, preferred shares can be lifeboats for investors navigating banking’s stormy seas. Why bigger is better for small investors.

Schwab and the Bank Mess: Sizing Up the Firm’s Risks

Schwab and the Bank Mess: Sizing Up the Firm’s Risks

The brokerage’s stock has plunged by more than a third this year as customers yank cash from low-yielding “sweep” accounts. What’s ahead.

Finance Preview: Barron’s Magazine – March 20, 2023

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Barron’s Magazine – March 20, 2023:

Banks Survived Another Week—and the Biggest Ones Look Like Winners

Banks Survived Another Week—and the Biggest Ones Look Like Winners

The nation’s banking giants will be beneficiaries of the industry’s turmoil. They have cheap stocks, and hefty dividend yields.

First Republic Bank and SVB Both Courted Wealthy Clients. That Wasn’t Enough.

First Republic Bank and SVB Both Courted Wealthy Clients. That Wasn't Enough.

Investors and customers fell in love with these two Silicon Valley banks and their CEOs. Then they fled as the crisis hit.

Why Regulators Didn’t Spot the Risks at Banks—How to Stop the Next Failure

Why Regulators Didn't Spot the Risks at Banks—How to Stop the Next Failure

The banking sector is in turmoil. But the causes are very different from 2008.

The Fed’s New Bind

The Fed’s New Bind

Some economists say the Federal Reserve must pause its interest-rate-rising campaign to help bolster banks, while other economists say that such a pause would indicate the Fed isn’t serious about taming inflation.

Finance Preview: Barron’s Magazine – March 13, 2023

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Barron’s Magazine – March 13, 2023:

How Top Advisors Are Building Portfolios Now

How Top Advisors Are Building Portfolios Now

Inflation and higher interest rates brought an end to rah-rah returns for growth stocks. Advisors are adjusting by buying more bonds and shifting their focus away from once-sexy stock sectors.

Why the SVB-Triggered Selloff Is a Buying Opportunity in Big Bank Stocks

Why the SVB-Triggered Selloff Is a Buying Opportunity in Big Bank Stocks

Larger financial institutions have different funding sources and are subject to much tighter regulation.

Buying an EV? Here’s How Long Until It Will Pay Off.

Buying an EV? Here's How Long Until It Will Pay Off.

It could take five to 10 years for an EV to pay off financially compared with a gasoline-powered car. Here’s what to know if you’re thinking of going electric.

Johnson & Johnson, Kellogg, and 2 Other Spinoffs to Watch

Johnson & Johnson, Kellogg, and 2 Other Spinoffs to Watch

Kellogg, Johnson & Johnson, Crane, and BorgWarner are planning to hive off a chunk of their businesses in 2023. What investors need to know.

Finance Preview: Barron’s Magazine – March 6, 2023

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Barron’s Magazine – March 6, 2023:

Are You Moving in Retirement to Cut Tax Costs? Consider These 4 Factors First.

Are You Moving in Retirement to Cut Tax Costs? Consider These 4 Factors First.

Low-tax states might not always be the bargain they appear to be. They often have higher taxes on things that matter more to you.

The Boom Time for Farmers Can Last. Who Will Reap the Rewards.

Agriculture is getting its biggest tech upgrade in generations. Deere, AGCO, and other industry giants stand to benefit.

Boot Barn Has Steadily Built Its Western-Wear Empire for Years. Cowboy Chic Is Hot, But It’s No Fad.

Boot Barn Has Steadily Built Its Western-Wear Empire for Years. Cowboy Chic Is Hot, But It’s No Fad.

The retail chain now has 333 stores, and is expanding into the Northeast. It has seen steady growth, high profitability, and low debt. And there’s no reason that its growth won’t continue.

Finance Preview: Barron’s Magazine – Feb 27, 2023

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Barron’s Magazine – February 27, 2023:

What Everyone Got Wrong About the Economy—and the Ominous Implications for the Fed

The central bank’s efforts to tame inflation haven’t worked yet. More pain, and a harder landing, could lie ahead.

How to Invest Right Now—and When a Slowdown Comes

How to Invest Right Now—and When a Slowdown Comes

Cyclical companies with pricing power look good for now, but prepare to switch to growth stocks as the Fed eases up.

Inside Bitcoin’s $7 Billion Sunken Treasure

Inside Bitcoin’s $7 Billion Sunken Treasure

A fight over Grayscale Bitcoin Trust is heading to court as investors and hedge funds jockey over the fate of the world’s largest crypto fund.

Finance Preview: Barron’s Magazine – Feb 20, 2023

Magazine - Latest Issue - Barron's

Barron’s Magazine – February 20, 2023:

Why the World Is Using More Plastic

A glut of so-called virgin plastic is pushing down prices and fueling demand as recycling fails to advance.

Barron’s Best Fund Families

Last year was a tough one for investors. Our latest annual ranking of actively managed funds reveals how the best firms pulled it off.

Russia’s War in Ukraine Has Scarred the Global Economy. The Risks Aren’t Over.

The invasion has lowered global growth, upended energy markets, and heightened geopolitical risk. What comes next might not be an improvement.

Finance Preview: Barron’s Magazine – Feb 13, 2023

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Barron’s Magazine – February 13, 2023 issue:

ChatGPT Sparked an AI Craze. How to Cut Through the Hype.

Artificial intelligence has sparked new competition in internet search—for the first time in decades. Here’s how to build an AI portfolio.

You Could Live to 100. The Trick Is Not Running Out of Money.

More people are living longer and healthier. Here’s how to make sure your retirement savings lasts, while still living life to the fullest.

Can Paramount Escape a Century of Dysfunction?

A new book digs into the communication giant’s troubled history as investors await a turnaround under CEO Robert Bakish and nonexecutive Chair Shari Redstone.

Expect to Live a Long Time? Plan for Rising Healthcare Costs.

Even if you’re fit, healthcare is a massive—and growing—expense that increases the longer you live. Here are ways to stretch your spending power.

Finance Preview: Barron’s Magazine- February 6, 2023

Magazine - Latest Issue - Barron's

Barron’s Magazine – February 6, 2023 issue:

Pfizer Is Moving Beyond Covid. Why Its Stock Is a Buy.

With its packed pipeline, growing R&D spending, and potential deals and share buybacks, there’s more to the drugmaker than the market realizes.

These REITs Could Gain in a Housing Slump

These REITs Could Gain in a Housing Slump

Real estate investment trusts that own apartments and single-family houses could see gains as the rental market stays strong. How to invest.

This Industrial-Gas Giant Is Investing Big in Hydrogen. It’s Time to Buy the Stock.

This Industrial-Gas Giant Is Investing Big in Hydrogen. It’s Time to Buy the Stock.

Linde has been making major investments in hydrogen deals, and is increasingly moving into low- or no-carbon production methods. Earnings could take a few years to develop, but now may be a buying opportunity.

Finance Preview: Barron’s Magazine- January 30, 2023

Magazine - Latest Issue - Barron's

Barron’s Magazine – January 30, 2023 issue:

China’s Big Comeback Is Just Getting Started. How to Play It.

The country’s stocks are up 50% since officials rolled back Covid-19 restrictions. Alibaba, Yum China, and other names stand to gain.

23 More Picks From Our Investing Pros

The final installment of this year’s Barron’s Roundtable highlights Deere, Salesforce.com, and other undervalued stocks. Plus, a bevy of bond picks for a rising-rate world.

Lowe’s Is Catching Up to Home Depot. Its Stock Price Will Follow.

The home-improvement retailer is more sheltered from a weakening housing market than you might think. Its stock looks like a buy.

Big Tech Earnings Are Almost Here. Microsoft Has Investors on Edge.

There are still reasons to be bullish on the long-term trend of digital transformation. What to watch in the coming week.

The Bulls Have It in 2023—and Last Year’s Losers Are Winners

Financial Review: Barron’s Magazine- January 23, 2023

Magazine Archive - January 09, 2023 - Barron's

Barron’s Magazine – January 23, 2023 Issue:

Our Roundtable Pros Scoured the Market. Here Are 26 of Their Top Stock Picks.

Shares of companies with strong fundamentals are poised to shine this year, no matter the economic backdrop. Toyota and Warner Bros. fit the bill.

When a Target-Date Fund Just Doesn’t Cut It for Retirement Investors

Target-date funds have become a mainstay of America’s retirement plans. While they have their benefits, investors may be better off with a more nuanced approach, especially as they near retirement.

How to Capture Electric-Vehicle Tax Credits

The window to snag a $7,500 credit may be closing fast, though leasing may be a loophole in the new tax rules. How to navigate the obstacles.

Commentary: When Goods Move but People Don’t

Work rules in Nafta and its successor could help with North America’s labor shortages. But Washington isn’t interested, Edward Alden writes.