Barron's Picks And Pans: Bristol-Myers, Texas Instruments, Altaba And More

• This weekend's Barron's offers a look at a big pharma stock that acts like a big tech one.
• Other featured articles discuss an old-school chip stock poised to reward investors and who the players may be in the coming surge in cable and wireless deal making.
• The prospects for an obscure aircraft parts maker and what's left of Yahoo are also examined.

"Bristol-Myers Could Return 40% in Two to Three Years" by Vito J. Racanelli points out that Bristol-Myers Squibb Co BMY may not be a high-flying tech stock, but it is a leader in high-tech cancer treatments. Though the drugmaker has taken a beating after a disappointing lung-cancer trial and a related setback involving its Opdivo, see how patient investors could be rewarded.

In "Texas Instruments' Analog Advantage Could Reward Investors," Lawrence C. Strauss suggests that shrewd moves have made Texas Instruments Incorporated TXN a giant in embedded processors and analog chips, with strong margins and a dominant market position. Find out why Barron's believes shareholders could see 10-percent annual returns for years.

Jack Hough's "A Surge of Dealmaking Ahead for Cable, Wireless" makes the case that as cable and wireless operators contemplate joining forces, plenty of opportunity lurks for investors. The article includes possible takeover targets such as Frontier Communications Corp FTR and Sprint Corp S, and check out who else is in the mix as well.

See also: Benzinga's Bulls And Bears For The Past Week: Delta Air Lines, Buffalo Wild Wings And More

Since taking up the reins in 1990, the Mendelson family has found a runway to riches with Heico Corp HEI, a maker of replacement aircraft parts, according to "A Niche Business With Extraordinary Returns" by money manager Adam Seessel. See why the stock of one of the best companies investors probably have never heard of could climb sharply going forward.

In Andrew Bary's "As Altaba Winds Down Yahoo!'s Holdings, Shares May Post 20% Gain," find out why Altaba Inc AABA, which is what remains of Yahoo after the sale of its internet business to Verizon Communications Inc. VZ in June, still offers a lot of ways for investors to win, according to a key research analyst. For instance, the stock trades at a significant discount to its net asset value.

Also In This Week's Barron's

• How to invest in Bitcoin.
• A skeptic's view of popular stocks.
• Fed Chair Janet Yellen's prediction of no more financial crises.
• The path back to normal for central banks.
• Chip insurgents gaining on Intel Corporation INTC.
• How to play Latin America's stealth rally.
• Whether to be wary of "too clever" ETFs.
• Bank payouts that are set to rise.
• Why U.S. jobs data are not fake news.