Barron's Picks And Pans: Caterpillar, NextEra, Chipotle And More

  • This weekend's Barron's cover story takes a look at one iconic industrial that may be well positioned for a Trump bump.
  • Other featured articles offer the prospects for stocks that could benefit from tax reform and a personal care company that is a potential takeover target.
  • The outlook for a renewables-focused utility and a struggling restaurant operator are also examined.

"Caterpillar Stock Revs Up," the cover story by Jack Hough, takes a look at how, after a series of ill-timed acquisitions and a collapse in commodity prices, Caterpillar Inc. CAT is back on track for higher profits and a rising stock price. See why Barron's believes that perhaps no company in the United States is better positioned for the prospects for infrastructure and tax reform.

In "Under Trump Tax Plan, Banks, Restaurants, MLPs Could Win Big," part of a Barron's review of the president's tax reform proposals, Andrew Bary suggests that lower tax rates would be a boon for many companies with a domestic focus, including Anthem Inc ANTM, JPMorgan Chase & Co. JPM and Warren Buffett's Berkshire Hathaway Inc. (NYSE: BRK-A).

David Englander's "Edgewell Personal Care Could Attract Buyer With Deep Pockets" makes a case that shares of this consumer products company look like a bargain after the recent retreat, and its Schick shaving business has room to grow. Plus, Edgewell Personal Care Co EPC could be an enticing acquisition target for a larger player such as Unilever plc UL.

See also: What Donald Trump And Warren Buffett Have In Common

The largest regulated utility in Florida has a strong cash-flow profile, attractive earnings and dividend growth, and an unmatched renewables business that sets it apart from peers, according to "NextEra: Steady Growth and a Rising Dividend" by Lawrence C. Strauss. Can shares of NextEra Energy Inc NEE see as much as a 20 percent return over the next year?

In Jack Hough's follow-up article, "Chipotle's 18% Gain Is Giving Us Indigestion," see why Barron's earlier this year cautioned that Chipotle Mexican Grill, Inc. CMG stock could have further to fall and why investors still should stay away from it even though same-store sales jumped more than expected in the first quarter. The company also announced at recent data breach.

Also in this week's Barron's:

  • An exclusive Barron's poll of Wall Street's favorite sectors
  • The good, the bad and the dumb of the president's tax plan
  • Some property plays in an aging bull market
  • Whether fiber optic stocks are back
  • Whether the proliferation of data and technology is a boon or bane for investors
  • An alternate reality for income taxes
  • Whether tech giants are good payout plays
  • The Nasdaq at 6000 means bubble talk is back
  • Why usage of mobile devices is skyrocketing

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Posted In: Barron'sMediaTrading IdeasAnthemBarron'sBerkshire HathawayCaterpillarChipotle Mexican GrillEdgewell Personal CareJPMorganNextEra EnergyUnilever
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